Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSVM 1.54%
2 PXSV 1.54%
3 PSCF 0.95%
4 WCEO 0.77%
5 VNMC 0.75%
6 OASC 0.74%
7 RZV 0.74%
8 FSCC 0.72%
9 VEGI 0.71%
10 RWJ 0.70%
11 RYJ 0.63%
12 FESM 0.59%
13 SCDS 0.57%
14 CLSE 0.52%
15 VIOV 0.51%
16 SLYV 0.50%
17 PIZ 0.49%
18 IJS 0.46%
19 PSC 0.45%
20 ABCS 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.33M (15.78%) -50.30K
Decreased by -0.14%
Jun 30, 25
2 BlackRock Inc 22.64M (9.83%) -1.02K
Decreased by -0.00%
Jun 30, 25
3 TPG GP A, LLC 17.10M (7.43%) -7.73M
Decreased by -45.24%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 12.46M (5.41%) 395.97K
Increased by +3.18%
Jun 30, 25
5 Vaughan Nelson Scarbrgh & Mccullough LP 12.16M (5.28%) 3.84M
Increased by +31.61%
Jun 30, 25
6 JPMorgan Chase & Co 10.41M (4.52%) -536.39K
Decreased by -5.15%
Jun 30, 25
7 Ontario Teachers Pension Plan Board 9.74M (4.23%) -723.08K
Decreased by -7.42%
Sep 30, 23
8 State Street Corp 9.01M (3.91%) 79.47K
Increased by +0.88%
Jun 30, 25
9 FMR Inc 8.70M (3.78%) 1.56M
Increased by +17.96%
Jun 30, 25
10 State Street Corporation 6.56M (2.85%) 103.73K
Increased by +1.58%
Mar 31, 24
11 Macquarie Group Ltd 6.30M (2.74%) 166.47K
Increased by +2.64%
Jun 30, 25
12 Geode Capital Management, LLC 5.93M (2.57%) 62.58K
Increased by +1.06%
Jun 30, 25
13 Southpoint Capital Advisors LP 5.50M (2.39%) 330.72K
Increased by +6.01%
Mar 31, 24
14 Channing Capital Management, LLC 5.37M (2.33%) 649.71K
Increased by +12.10%
Mar 31, 25
15 Thrivent Financial For Lutherans 4.94M (2.15%) 1.70M
Increased by +34.40%
Jun 30, 25
16 Victory Capital Management Inc. 4.77M (2.07%) -4.61M
Decreased by -96.48%
Jun 30, 25
17 Frontier Capital Management CO Inc 4.68M (2.03%) 4.68M
Increased by +100.00%
Jun 30, 25
18 Fuller & Thaler Asset Management Inc 4.51M (1.96%) 2.38M
Increased by +52.87%
Jun 30, 25
19 Vulcan Value Partners, LLC 3.59M (1.56%) -481.41K
Decreased by -13.39%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 3.58M (1.55%) 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 (4.24%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Real Estate Index Investor 8.59M (3.73%) 9.87K
Increased by +0.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 7.44M (3.23%) 379.58K
Increased by +5.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 7.25M (3.15%) -153.94K
Decreased by -2.12%
Jul 31, 25
5 Fidelity® Small Cap Value 6.26M (2.72%) 0.00
Increased by 0.00%
Oct 31, 23
6 JPM Small Cap Equity-MA 5.78M (2.51%) 132.79K
Increased by +2.30%
Jun 30, 25
7 JPM US Small Cap Core-Composite 5.78M (2.51%) 132.79K
Increased by +2.30%
Jun 30, 25
8 Vanguard Small Cap Index 5.61M (2.44%) -36.54K
Decreased by -0.65%
Jul 31, 25
9 Macquarie Small Cap Core I 4.74M (2.06%) -356.13K
Decreased by -7.51%
Jul 31, 25
10 Delaware Small Cap Core I 4.72M (2.05%) 0.00
Increased by 0.00%
Oct 31, 24
11 Delaware US Small Cap Core Equity (SMA) 4.50M (1.95%) 688.36K
Increased by +15.31%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 4.50M (1.95%) 688.36K
Increased by +15.31%
Mar 31, 24
13 Fidelity® Small Cap Discovery 4.29M (1.86%) -348.20K
Decreased by -8.12%
Oct 31, 23
14 FullerThaler Behavioral Small-Cap Value 3.98M (1.73%) -1.93K
Decreased by -0.05%
Jun 30, 25
15 Undiscovered Managers Behavioral Val L 3.81M (1.66%) -7.87K
Decreased by -0.21%
Jul 31, 25
16 Victory Small Cap Value CIT (Net 75) 3.71M (1.61%) -685.00K
Decreased by -18.46%
Dec 31, 24
17 JPMorgan Small Cap Equity A 3.67M (1.59%) -2.11M
Decreased by -57.38%
Jul 31, 25
18 Victory Sycamore Small Company Opp R 3.62M (1.57%) -90.00K
Decreased by -2.49%
Mar 31, 25
19 Vanguard Small Cap Value Index Inv 3.62M (1.57%) 12.36K
Increased by +0.34%
Jul 31, 25
20 iShares Russell 2000 ETF 3.37M (1.46%) 0.00
Increased by 0.00%
Aug 31, 25