Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCEO 0.87%
2 VNMC 0.75%
3 XSVM 0.72%
4 OASC 0.71%
5 VEGI 0.71%
6 RWJ 0.66%
7 RYJ 0.63%
8 PIZ 0.63%
9 PSCF 0.61%
10 RZV 0.59%
11 ABCS 0.43%
12 SCDS 0.42%
13 SLYV 0.38%
14 VIOV 0.37%
15 ESIX 0.36%
16 IJS 0.34%
17 IPKW 0.32%
18 PSC 0.32%
19 DFSV 0.28%
20 AVSC 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.94M (16.16%) -426.69K
Decreased by -1.15%
Dec 31, 24
2 BlackRock Inc 22.64M (9.91%) 262.74K
Increased by +1.16%
Dec 31, 24
3 TPG GP A, LLC 17.10M (7.48%) -7.73M
Decreased by -45.24%
Mar 31, 24
4 JPMorgan Chase & Co 13.70M (5.99%) -12.09M
Decreased by -88.22%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 11.59M (5.07%) 736.96K
Increased by +6.36%
Dec 31, 24
6 Ontario Teachers Pension Plan Board 9.74M (4.26%) -723.08K
Decreased by -7.42%
Sep 30, 23
7 Victory Capital Management Inc. 9.19M (4.02%) -1.02M
Decreased by -11.09%
Dec 31, 24
8 State Street Corp 9.13M (4.00%) 670.72K
Increased by +7.34%
Dec 31, 24
9 Vaughan Nelson Scarbrgh & Mccullough LP 8.31M (3.64%) -4.16M
Decreased by -50.05%
Mar 31, 25
10 FMR Inc 7.10M (3.10%) -275.38K
Decreased by -3.88%
Dec 31, 24
11 State Street Corporation 6.56M (2.87%) 103.73K
Increased by +1.58%
Mar 31, 24
12 Macquarie Group Ltd 5.73M (2.51%) -239.36K
Decreased by -4.18%
Dec 31, 24
13 Geode Capital Management, LLC 5.71M (2.50%) 10.97K
Increased by +0.19%
Dec 31, 24
14 Southpoint Capital Advisors LP 5.50M (2.41%) 330.72K
Increased by +6.01%
Mar 31, 24
15 Thrivent Financial For Lutherans 5.45M (2.39%) -648.56K
Decreased by -11.89%
Dec 31, 24
16 Channing Capital Management, LLC 4.72M (2.06%) 4.72M
Increased by +100.00%
Dec 31, 24
17 Charles Schwab Investment Management Inc 4.03M (1.76%) 52.18K
Increased by +1.30%
Dec 31, 24
18 Ameriprise Financial Inc 3.95M (1.73%) 17.05K
Increased by +0.43%
Dec 31, 24
19 Northern Trust Corp 3.78M (1.66%) 549.72K
Increased by +14.53%
Dec 31, 24
20 Vulcan Value Partners, LLC 3.59M (1.57%) -481.41K
Decreased by -13.39%
Dec 31, 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%
Apr 30, 25
2 Vanguard Real Estate Index Investor 8.76M (3.83%) -630.00
Decreased by -0.01%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 7.44M (3.25%) 379.58K
Increased by +5.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 7.25M (3.17%) 31.62K
Increased by +0.44%
Mar 31, 25
5 Fidelity® Small Cap Value 6.26M (2.74%) 0.00
Increased by 0.00%
Oct 31, 23
6 Vanguard Small Cap Index 5.74M (2.51%) -125.05K
Decreased by -2.18%
Mar 31, 25
7 JPM Small Cap Equity-MA 5.65M (2.47%) -2.05K
Decreased by -0.04%
Mar 31, 25
8 JPM US Small Cap Core-Composite 5.65M (2.47%) -2.05K
Decreased by -0.04%
Mar 31, 25
9 JPMorgan Small Cap Equity A 5.65M (2.47%) 0.00
Increased by 0.00%
Mar 31, 25
10 Macquarie Small Cap Core I 5.03M (2.20%) 142.86K
Increased by +2.84%
Mar 31, 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 Bridge Builder Small/Mid Cap Value 3.94M (1.72%) -39.47K
Decreased by -1.00%
Jan 31, 25
16 Vanguard Small Cap Value Index Inv 3.72M (1.63%) -142.31K
Decreased by -3.83%
Mar 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 3.56M (1.56%) 91.88K
Increased by +2.58%
Mar 31, 25
20 iShares Russell 2000 ETF 3.37M (1.47%) 0.00
Increased by 0.00%
Apr 30, 25