Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 1.77%
2 CPAI 1.70%
3 FORH 1.66%
4 XSVM 1.24%
5 FYT 1.11%
6 SMCP 0.99%
7 PSCI 0.77%
8 VAMO 0.76%
9 MLTI 0.74%
10 SIXL 0.59%
11 FYX 0.54%
12 SFLO 0.48%
13 XSMO 0.47%
14 PXSG 0.46%
15 BRNY 0.42%
16 ROGS 0.41%
17 USVM 0.37%
18 SVAL 0.36%
19 SLYV 0.33%
20 TFPN 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.33M (18.16%) -722.12K
Decreased by -4.17%
Jun 30, 25
2 Vanguard Group Inc 12.39M (12.99%) 175.26K
Increased by +1.41%
Jun 30, 25
3 River Road Asset Management, LLC 8.72M (9.13%) -11.77K
Decreased by -0.14%
Jun 30, 25
4 Cooper Creek Partners Management LLC 6.75M (7.07%) -92.93K
Decreased by -1.38%
Jun 30, 25
5 State Street Corporation 4.26M (4.47%) -9.31K
Decreased by -0.22%
Mar 31, 24
6 FMR Inc 4.06M (4.25%) -1.06M
Decreased by -26.18%
Dec 31, 24
7 State Street Corp 4.01M (4.20%) -42.93K
Decreased by -1.07%
Jun 30, 25
8 Goldman Sachs Group Inc 3.32M (3.48%) -289.57K
Decreased by -8.71%
Jun 30, 25
9 Geode Capital Management, LLC 2.64M (2.76%) 114.00
Increased by +0.00%
Jun 30, 25
10 Boston Partners Global Investors, Inc 2.55M (2.68%) -105.67K
Decreased by -4.14%
Jun 30, 24
11 Charles Schwab Investment Management Inc 2.04M (2.14%) -181.15K
Decreased by -8.88%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 2.03M (2.13%) 32.68K
Increased by +1.61%
Jun 30, 25
13 Deutsche Bank AG 1.87M (1.96%) -63.42K
Decreased by -3.39%
Jun 30, 25
14 Allianz Asset Management AG 1.63M (1.71%) 8.68K
Increased by +0.53%
Jun 30, 25
15 Balyasny Asset Management LLC 1.26M (1.32%) 987.38K
Increased by +78.32%
Jun 30, 25
16 Point72 Asset Management, L.P. 1.19M (1.25%) 19.97K
Increased by +1.68%
Jun 30, 25
17 Northern Trust Corp 1.19M (1.24%) -28.82K
Decreased by -2.43%
Jun 30, 25
18 Arrowstreet Capital Limited Partnership 1.17M (1.23%) -90.56K
Decreased by -7.72%
Jun 30, 25
19 abrdn PLC 1.03M (1.08%) 82.50K
Increased by +8.00%
Sep 30, 24
20 Jane Street Group LLC 1.01M (1.06%) 579.48K
Increased by +57.32%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.49M (6.80%) 0.00
Increased by 0.00%
Aug 31, 25
2 Fidelity® Low-Priced Stock 4.31M (4.52%) -4.47K
Decreased by -0.10%
Oct 31, 23
3 Vanguard US Total Market Shares ETF 3.39M (3.56%) 13.91K
Increased by +0.41%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.29M (3.45%) -70.58K
Decreased by -2.14%
Jul 31, 25
5 iShares Russell 2000 ETF 2.60M (2.73%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Index 2.51M (2.64%) -17.33K
Decreased by -0.69%
Jul 31, 25
7 AMG River Road Small Cap Value N 1.91M (2.00%) 0.00
Increased by 0.00%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 1.62M (1.70%) 3.92K
Increased by +0.24%
Jul 31, 25
9 Fidelity Low-Priced Stock 1.33M (1.39%) -877.76K
Decreased by -66.18%
Jan 31, 25
10 Schwab Fundamental US Small Company ETF 1.26M (1.32%) 0.00
Increased by 0.00%
Apr 30, 24
11 Strategic Advisers® Small-Mid Cap 1.21M (1.27%) 20.50K
Increased by +1.69%
Oct 31, 23
12 PIMCO RAE US Small 1.19M (1.25%) 23.69K
Increased by +1.98%
Jun 30, 25
13 PIMCO RAE US Small Instl 1.19M (1.25%) 23.69K
Increased by +1.98%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.23%) -509.81K
Decreased by -43.46%
Jul 31, 25
15 iShares S&P Small-Cap 600 Value ETF 1.13M (1.18%) -3.96K
Decreased by -0.35%
Nov 27, 24
16 Fidelity® Small Cap Index 1.09M (1.15%) 29.90K
Increased by +2.73%
Oct 31, 23
17 Fidelity Small Cap Index 1.08M (1.13%) -22.37K
Decreased by -2.07%
Jun 30, 25
18 Strategic Advisers U.S. Total Stock 1.01M (1.06%) 13.45K
Increased by +1.33%
Jul 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.01M (1.05%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 969.88K (1.02%) 11.55K
Increased by +1.19%
Aug 29, 25