Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCF 0.83%
2 XSVM 0.83%
3 VNMC 0.75%
4 VEGI 0.71%
5 WCEO 0.69%
6 RZV 0.64%
7 RYJ 0.63%
8 RWJ 0.63%
9 ABCS 0.61%
10 OASC 0.58%
11 PIZ 0.52%
12 SCDS 0.48%
13 VIOV 0.46%
14 SLYV 0.45%
15 ESIX 0.36%
16 IJS 0.35%
17 PSC 0.32%
18 AVSC 0.29%
19 DFSV 0.28%
20 AFSM 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.94M (16.31%) -426.69K
Decreased by -1.15%
Dec 31, 24
2 JPMorgan Chase & Co 25.79M (11.38%) -6.37M
Decreased by -24.71%
Sep 30, 24
3 BlackRock Inc 22.38M (9.88%) -2.20K
Decreased by -0.01%
Sep 30, 24
4 TPG GP A, LLC 17.10M (7.55%) -7.73M
Decreased by -45.24%
Mar 31, 24
5 Vaughan Nelson Scarbrgh & Mccullough LP 12.47M (5.51%) 1.09M
Increased by +8.77%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 11.59M (5.11%) 736.96K
Increased by +6.36%
Dec 31, 24
7 Ontario Teachers Pension Plan Board 9.74M (4.30%) -723.08K
Decreased by -7.42%
Sep 30, 23
8 Victory Capital Management Inc. 9.19M (4.05%) -1.02M
Decreased by -11.09%
Dec 31, 24
9 State Street Corp 8.46M (3.74%) 756.97K
Increased by +8.94%
Sep 30, 24
10 FMR Inc 7.37M (3.25%) -1.77M
Decreased by -23.95%
Sep 30, 24
11 State Street Corporation 6.56M (2.90%) 103.73K
Increased by +1.58%
Mar 31, 24
12 Macquarie Group Ltd 5.97M (2.63%) 86.97K
Increased by +1.46%
Sep 30, 24
13 Geode Capital Management, LLC 5.70M (2.51%) 395.65K
Increased by +6.95%
Sep 30, 24
14 Southpoint Capital Advisors LP 5.50M (2.43%) 330.72K
Increased by +6.01%
Mar 31, 24
15 Thrivent Financial For Lutherans 5.45M (2.41%) -648.56K
Decreased by -11.89%
Dec 31, 24
16 Channing Capital Management, LLC 4.72M (2.08%) 4.72M
Increased by +100.00%
Dec 31, 24
17 Charles Schwab Investment Management Inc 4.03M (1.78%) 52.18K
Increased by +1.30%
Dec 31, 24
18 Ameriprise Financial Inc 3.93M (1.74%) 874.81K
Increased by +22.24%
Sep 30, 24
19 Vulcan Value Partners, LLC 3.59M (1.59%) -481.41K
Decreased by -13.39%
Dec 31, 24
20 Goldman Sachs Group Inc 3.59M (1.58%) 1.69M
Increased by +46.97%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.77M (4.31%) 0.00
Increased by 0.00%
Jan 31, 25
2 Vanguard Real Estate Index Investor 8.84M (3.90%) 16.09K
Increased by +0.18%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 7.10M (3.13%) 8.63K
Increased by +0.12%
Dec 31, 24
4 Fidelity® Small Cap Value 6.26M (2.76%) 0.00
Increased by 0.00%
Oct 31, 23
5 Vanguard Small Cap Index 5.85M (2.58%) 65.59K
Increased by +1.12%
Dec 31, 24
6 JPM Small Cap Equity-MA 5.65M (2.49%) 95.42K
Increased by +1.69%
Dec 31, 24
7 JPM US Small Cap Core-Composite 5.65M (2.49%) 95.42K
Increased by +1.69%
Dec 31, 24
8 JPMorgan Small Cap Equity A 5.65M (2.49%) 78.32K
Increased by +1.39%
Dec 31, 24
9 Delaware Small Cap Core I 4.72M (2.08%) 0.00
Increased by 0.00%
Oct 31, 24
10 Macquarie Small Cap Core I 4.72M (2.08%) 0.00
Increased by 0.00%
Dec 31, 24
11 Delaware US Small Cap Core Equity (SMA) 4.50M (1.98%) 688.36K
Increased by +15.31%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 4.50M (1.98%) 688.36K
Increased by +15.31%
Mar 31, 24
13 Fidelity® Small Cap Discovery 4.29M (1.89%) -348.20K
Decreased by -8.12%
Oct 31, 23
14 Bridge Builder Small/Mid Cap Value 3.94M (1.74%) -39.47K
Decreased by -1.00%
Jan 31, 25
15 Vanguard Small Cap Value Index Inv 3.88M (1.71%) -34.50K
Decreased by -0.89%
Dec 31, 24
16 Victory Small Cap Value CIT (Net 75) 3.71M (1.64%) -685.00K
Decreased by -18.46%
Dec 31, 24
17 Victory Sycamore Small Company Opp R 3.71M (1.64%) -685.00K
Decreased by -18.46%
Dec 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 3.46M (1.53%) 68.38K
Increased by +1.98%
Dec 31, 24
19 iShares Russell 2000 ETF 3.37M (1.49%) 0.00
Increased by 0.00%
Jan 31, 25
20 FIAM Small Cap Core Composite 3.19M (1.41%) -40.40K
Decreased by -1.26%
Sep 30, 24