Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 2.03%
2 BOUT 1.77%
3 XSVM 1.24%
4 FYT 1.11%
5 SMCP 0.99%
6 PSCI 0.84%
7 VAMO 0.80%
8 MLTI 0.74%
9 SIXL 0.59%
10 FYX 0.54%
11 XSMO 0.47%
12 USVM 0.42%
13 BRNY 0.42%
14 ROGS 0.41%
15 SVAL 0.36%
16 SLYV 0.33%
17 SEIS 0.30%
18 TFPN 0.30%
19 JPSE 0.29%
20 RWJ 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.05M (18.47%) -167.60K
Decreased by -0.93%
Mar 31, 25
2 Vanguard Group Inc 12.39M (12.68%) 175.26K
Increased by +1.41%
Jun 30, 25
3 River Road Asset Management, LLC 8.73M (8.93%) 357.18K
Increased by +4.09%
Mar 31, 25
4 Cooper Creek Partners Management LLC 6.84M (7.00%) 713.96K
Increased by +10.44%
Mar 31, 25
5 State Street Corporation 4.26M (4.36%) -9.31K
Decreased by -0.22%
Mar 31, 24
6 FMR Inc 4.06M (4.15%) -1.06M
Decreased by -26.18%
Dec 31, 24
7 State Street Corp 4.05M (4.15%) -143.14K
Decreased by -3.53%
Mar 31, 25
8 Goldman Sachs Group Inc 3.32M (3.40%) -289.57K
Decreased by -8.71%
Jun 30, 25
9 Geode Capital Management, LLC 2.64M (2.70%) 86.76K
Increased by +3.29%
Mar 31, 25
10 Boston Partners Global Investors, Inc 2.55M (2.61%) -105.67K
Decreased by -4.14%
Jun 30, 24
11 Charles Schwab Investment Management Inc 2.04M (2.09%) -181.15K
Decreased by -8.88%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 2.00M (2.04%) 99.79K
Increased by +5.00%
Mar 31, 25
13 Deutsche Bank AG 1.93M (1.98%) -103.92K
Decreased by -5.37%
Mar 31, 25
14 Allianz Asset Management AG 1.62M (1.66%) 109.77K
Increased by +6.76%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 1.26M (1.29%) -712.67K
Decreased by -56.38%
Mar 31, 25
16 Northern Trust Corp 1.22M (1.24%) -34.77K
Decreased by -2.86%
Mar 31, 25
17 Point72 Asset Management, L.P. 1.17M (1.20%) 736.15K
Increased by +62.89%
Mar 31, 25
18 Millennium Management LLC 1.15M (1.17%) -116.44K
Decreased by -10.16%
Mar 31, 25
19 abrdn PLC 1.03M (1.06%) 82.50K
Increased by +8.00%
Sep 30, 24
20 Jane Street Group LLC 1.01M (1.03%) 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 6.52M (6.67%) 986.00
Increased by +0.02%
Jul 31, 25
2 Fidelity® Low-Priced Stock 4.31M (4.41%) -4.47K
Decreased by -0.10%
Oct 31, 23
3 Vanguard US Total Market Shares ETF 3.39M (3.47%) 13.91K
Increased by +0.41%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.29M (3.37%) -70.58K
Decreased by -2.14%
Jul 31, 25
5 iShares Russell 2000 ETF 2.55M (2.61%) -48.41K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Small Cap Index 2.51M (2.57%) -17.33K
Decreased by -0.69%
Jul 31, 25
7 AMG River Road Small Cap Value N 1.91M (1.95%) 0.00
Increased by 0.00%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 1.62M (1.66%) 3.92K
Increased by +0.24%
Jul 31, 25
9 Fidelity Low-Priced Stock 1.33M (1.36%) -877.76K
Decreased by -66.18%
Jan 31, 25
10 Schwab Fundamental US Small Company ETF 1.26M (1.29%) 0.00
Increased by 0.00%
Apr 30, 24
11 Strategic Advisers® Small-Mid Cap 1.21M (1.24%) 20.50K
Increased by +1.69%
Oct 31, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.20%) -509.81K
Decreased by -43.46%
Jul 31, 25
13 PIMCO RAE US Small 1.17M (1.20%) 99.39K
Increased by +8.49%
Mar 31, 25
14 PIMCO RAE US Small Instl 1.17M (1.20%) 99.39K
Increased by +8.49%
Mar 31, 25
15 iShares S&P Small-Cap 600 Value ETF 1.13M (1.15%) -3.96K
Decreased by -0.35%
Nov 27, 24
16 Fidelity Small Cap Index 1.10M (1.13%) 2.51K
Increased by +0.23%
May 31, 25
17 Fidelity® Small Cap Index 1.09M (1.12%) 29.90K
Increased by +2.73%
Oct 31, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 1.01M (1.03%) 0.00
Increased by 0.00%
Apr 30, 24
19 Strategic Advisers U.S. Total Stock 999.34K (1.02%) 0.00
Increased by 0.00%
May 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 949.92K (0.97%) 525.00
Increased by +0.06%
Jul 31, 25