Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 3.29%
2 QQQS 0.50%
3 BSVO 0.23%
4 CSML 0.17%
5 SEIS 0.11%
6 PRFZ 0.09%
7 AVSC 0.08%
8 FNDA 0.05%
9 DFAT 0.04%
10 VTWV 0.04%
11 AVUV 0.04%
12 GSSC 0.04%
13 BBSC 0.04%
14 IWN 0.03%
15 ISCV 0.03%
16 JKL 0.03%
17 RFLR 0.03%
18 RSSL 0.02%
19 VTWO 0.02%
20 IWM 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ICAHN CARL C 38.15M (25.61%) 0.00
Increased by 0.00%
Mar 31, 24
2 Neuberger Berman Group LLC 15.04M (10.10%) 4.16K
Increased by +0.03%
Dec 31, 24
3 BlackRock Inc 12.89M (8.65%) -301.12K
Decreased by -2.34%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 8.72M (5.85%) -74.52K
Decreased by -0.85%
Dec 31, 24
5 Vanguard Group Inc 8.57M (5.75%) -4.10M
Decreased by -47.89%
Dec 31, 24
6 William Blair Investment Management, LLC 6.35M (4.26%) 154.95K
Increased by +2.44%
Dec 31, 24
7 Blue Owl Capital Holdings LP 5.63M (3.78%) 2.26M
Increased by +40.22%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 4.53M (3.04%) -1.89K
Decreased by -0.04%
Dec 31, 24
9 State Street Corp 4.03M (2.71%) 252.14K
Increased by +6.25%
Dec 31, 24
10 State Street Corporation 3.84M (2.58%) 63.50K
Increased by +1.65%
Mar 31, 24
11 Geode Capital Management, LLC 3.79M (2.55%) -16.89K
Decreased by -0.45%
Dec 31, 24
12 JPMorgan Chase & Co 3.22M (2.16%) 2.19M
Increased by +68.10%
Dec 31, 24
13 Renaissance Technologies Corp 2.51M (1.69%) 227.90K
Increased by +9.08%
Dec 31, 24
14 D. E. Shaw & Co LP 2.46M (1.65%) -654.23K
Decreased by -26.64%
Dec 31, 24
15 Segall Bryant & Hamill 2.44M (1.64%) -100.01K
Decreased by -4.09%
Dec 31, 23
16 American Century Companies Inc 2.35M (1.58%) 1.44M
Increased by +61.06%
Dec 31, 24
17 Arrowstreet Capital Limited Partnership 2.32M (1.56%) 1.16M
Increased by +50.13%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.96M (1.32%) -815.81K
Decreased by -41.53%
Dec 31, 24
19 Goldman Sachs Group Inc 1.95M (1.31%) -238.87K
Decreased by -12.24%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 1.92M (1.29%) 463.36K
Increased by +24.11%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.86M (3.26%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 4.22M (2.83%) -49.57K
Decreased by -1.18%
Feb 28, 25
3 Neuberger Berman Intrinsic Value I 4.05M (2.72%) 0.00
Increased by 0.00%
Feb 28, 25
4 T. Rowe Price Small-Cap Value 2.70M (1.81%) -1.96K
Decreased by -0.07%
Jan 31, 25
5 Avantis US Small Cap Value ETF 2.42M (1.62%) 22.90K
Increased by +0.95%
Feb 28, 25
6 William Blair Small Cap Value I 2.32M (1.55%) -93.06K
Decreased by -4.02%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.21M (1.48%) 3.61K
Increased by +0.16%
Feb 28, 25
8 Schwab Fundamental US Small Company ETF 2.04M (1.37%) 0.00
Increased by 0.00%
Mar 29, 24
9 Vanguard Small Cap Index 1.94M (1.30%) 3.80K
Increased by +0.20%
Oct 31, 24
10 T. Rowe Price U.S. SC Value Eq Tr-Z 1.71M (1.15%) 5.58K
Increased by +0.33%
Dec 31, 24
11 Fidelity® Small Cap Index 1.65M (1.11%) 45.61K
Increased by +2.76%
Oct 31, 23
12 Fidelity Small Cap Index 1.61M (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
13 DFA US Targeted Value I 1.53M (1.02%) 0.00
Increased by 0.00%
Jan 31, 25
14 iShares Russell 2000 Value ETF 1.48M (0.99%) -11.23K
Decreased by -0.76%
Feb 28, 25
15 Vanguard Small Cap Value Index Inv 1.31M (0.88%) -452.00
Decreased by -0.03%
Oct 31, 24
16 Neuberger Berman US SCp Intrs Val $I Acc 1.25M (0.84%) 6.56K
Increased by +0.53%
Nov 30, 24
17 PIMCO RAE US Small 1.15M (0.77%) 137.24K
Increased by +11.95%
Mar 31, 24
18 PIMCO RAE US Small Instl 1.15M (0.77%) 137.24K
Increased by +11.95%
Mar 31, 24
19 Dimensional US Targeted Value ETF 1.15M (0.77%) 0.00
Increased by 0.00%
Feb 28, 25
20 DFA US Small Cap I 1.11M (0.75%) 0.00
Increased by 0.00%
Jan 31, 25