Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSVM 1.16%
2 WCEO 0.77%
3 VNMC 0.75%
4 OASC 0.73%
5 RWJ 0.73%
6 VEGI 0.71%
7 PSCF 0.69%
8 RYJ 0.63%
9 PIZ 0.60%
10 RZV 0.58%
11 ABCS 0.43%
12 SCDS 0.42%
13 SLYV 0.40%
14 VIOV 0.37%
15 IJS 0.37%
16 ESIX 0.36%
17 PSC 0.34%
18 IPKW 0.30%
19 AVSC 0.30%
20 DFSV 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.38M (15.92%) -566.29K
Decreased by -1.56%
Mar 31, 25
2 BlackRock Inc 22.64M (9.91%) -3.04K
Decreased by -0.01%
Mar 31, 25
3 TPG GP A, LLC 17.10M (7.48%) -7.73M
Decreased by -45.24%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 12.06M (5.28%) 478.48K
Increased by +3.97%
Mar 31, 25
5 JPMorgan Chase & Co 10.95M (4.79%) -2.75M
Decreased by -25.12%
Mar 31, 25
6 Ontario Teachers Pension Plan Board 9.74M (4.26%) -723.08K
Decreased by -7.42%
Sep 30, 23
7 Victory Capital Management Inc. 9.38M (4.11%) 194.97K
Increased by +2.08%
Mar 31, 25
8 State Street Corp 8.93M (3.91%) -203.73K
Decreased by -2.28%
Mar 31, 25
9 Vaughan Nelson Scarbrgh & Mccullough LP 8.31M (3.64%) -4.16M
Decreased by -50.05%
Mar 31, 25
10 FMR Inc 7.14M (3.12%) 42.16K
Increased by +0.59%
Mar 31, 25
11 State Street Corporation 6.56M (2.87%) 103.73K
Increased by +1.58%
Mar 31, 24
12 Macquarie Group Ltd 6.14M (2.69%) 406.26K
Increased by +6.62%
Mar 31, 25
13 Geode Capital Management, LLC 5.86M (2.57%) 155.59K
Increased by +2.65%
Mar 31, 25
14 Southpoint Capital Advisors LP 5.50M (2.41%) 330.72K
Increased by +6.01%
Mar 31, 24
15 Channing Capital Management, LLC 5.37M (2.35%) 649.71K
Increased by +12.10%
Mar 31, 25
16 Ameriprise Financial Inc 4.02M (1.76%) 70.90K
Increased by +1.76%
Mar 31, 25
17 Charles Schwab Investment Management Inc 3.86M (1.69%) -168.95K
Decreased by -4.38%
Mar 31, 25
18 Northern Trust Corp 3.77M (1.65%) -12.98K
Decreased by -0.34%
Mar 31, 25
19 Vulcan Value Partners, LLC 3.59M (1.57%) -481.41K
Decreased by -13.39%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 3.58M (1.57%) 169.50K
Increased by +4.73%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.77M (4.28%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Real Estate Index Investor 8.57M (3.75%) -32.07K
Decreased by -0.37%
May 31, 25
3 Vanguard US Total Market Shares ETF 7.44M (3.26%) 379.58K
Increased by +5.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 7.37M (3.23%) 6.74K
Increased by +0.09%
May 31, 25
5 Fidelity® Small Cap Value 6.26M (2.74%) 0.00
Increased by 0.00%
Oct 31, 23
6 JPMorgan Small Cap Equity A 5.82M (2.55%) 169.62K
Increased by +2.92%
Apr 30, 25
7 Vanguard Small Cap Index 5.80M (2.54%) 36.16K
Increased by +0.62%
May 31, 25
8 JPM Small Cap Equity-MA 5.65M (2.47%) -2.05K
Decreased by -0.04%
Mar 31, 25
9 JPM US Small Cap Core-Composite 5.65M (2.47%) -2.05K
Decreased by -0.04%
Mar 31, 25
10 Macquarie Small Cap Core I 5.10M (2.23%) 70.78K
Increased by +1.39%
Apr 30, 25
11 Delaware Small Cap Core I 4.72M (2.07%) 0.00
Increased by 0.00%
Oct 31, 24
12 Delaware US Small Cap Core Equity (SMA) 4.50M (1.97%) 688.36K
Increased by +15.31%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 4.50M (1.97%) 688.36K
Increased by +15.31%
Mar 31, 24
14 Fidelity® Small Cap Discovery 4.29M (1.88%) -348.20K
Decreased by -8.12%
Oct 31, 23
15 Undiscovered Managers Behavioral Val L 3.82M (1.67%) 2.02M
Increased by +52.86%
Apr 30, 25
16 Vanguard Small Cap Value Index Inv 3.73M (1.63%) -3.11K
Decreased by -0.08%
May 31, 25
17 Victory Small Cap Value CIT (Net 75) 3.71M (1.62%) -685.00K
Decreased by -18.46%
Dec 31, 24
18 Victory Sycamore Small Company Opp R 3.62M (1.58%) -90.00K
Decreased by -2.49%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 3.59M (1.57%) 24.72K
Increased by +0.69%
May 31, 25
20 iShares Russell 2000 ETF 3.37M (1.48%) 0.00
Increased by 0.00%
May 31, 25