Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 1.77%
2 XSVM 1.24%
3 FYT 1.11%
4 SMCP 0.99%
5 PSCI 0.89%
6 VAMO 0.85%
7 MLTI 0.74%
8 SVAL 0.68%
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 SLYV 0.33%
16 SEIS 0.32%
17 JPSE 0.31%
18 TFPN 0.30%
19 RWJ 0.22%
20 FNDA 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.05M (18.10%) -167.60K
Decreased by -0.93%
Mar 31, 25
2 Vanguard Group Inc 12.22M (12.25%) 267.20K
Increased by +2.19%
Mar 31, 25
3 River Road Asset Management, LLC 8.73M (8.75%) 357.18K
Increased by +4.09%
Mar 31, 25
4 Cooper Creek Partners Management LLC 6.84M (6.86%) 713.96K
Increased by +10.44%
Mar 31, 25
5 State Street Corporation 4.26M (4.27%) -9.31K
Decreased by -0.22%
Mar 31, 24
6 FMR Inc 4.06M (4.07%) -1.06M
Decreased by -26.18%
Dec 31, 24
7 State Street Corp 4.05M (4.06%) -143.14K
Decreased by -3.53%
Mar 31, 25
8 Goldman Sachs Group Inc 3.61M (3.62%) -65.29K
Decreased by -1.81%
Mar 31, 25
9 Geode Capital Management, LLC 2.64M (2.64%) 86.76K
Increased by +3.29%
Mar 31, 25
10 Boston Partners Global Investors, Inc 2.55M (2.56%) -105.67K
Decreased by -4.14%
Jun 30, 24
11 Charles Schwab Investment Management Inc 2.22M (2.23%) -156.91K
Decreased by -7.07%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 2.00M (2.00%) 99.79K
Increased by +5.00%
Mar 31, 25
13 Deutsche Bank AG 1.93M (1.94%) -103.92K
Decreased by -5.37%
Mar 31, 25
14 Allianz Asset Management AG 1.62M (1.63%) 109.77K
Increased by +6.76%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 1.26M (1.27%) -712.67K
Decreased by -56.38%
Mar 31, 25
16 Northern Trust Corp 1.22M (1.22%) -34.77K
Decreased by -2.86%
Mar 31, 25
17 Point72 Asset Management, L.P. 1.17M (1.17%) 736.15K
Increased by +62.89%
Mar 31, 25
18 Millennium Management LLC 1.15M (1.15%) -116.44K
Decreased by -10.16%
Mar 31, 25
19 Wellington Management Company LLP 1.07M (1.08%) 280.50K
Increased by +26.13%
Mar 31, 25
20 abrdn PLC 1.03M (1.03%) 82.50K
Increased by +8.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.60M (6.62%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity® Low-Priced Stock 4.31M (4.32%) -4.47K
Decreased by -0.10%
Oct 31, 23
3 Vanguard US Total Market Shares ETF 3.39M (3.40%) 13.91K
Increased by +0.41%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.35M (3.36%) 10.20K
Increased by +0.30%
Apr 30, 25
5 iShares Russell 2000 ETF 2.74M (2.75%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 2.60M (2.60%) 18.42K
Increased by +0.71%
Apr 30, 25
7 AMG River Road Small Cap Value N 1.90M (1.90%) -29.69K
Decreased by -1.56%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.70%) 14.60K
Increased by +0.86%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 1.68M (1.68%) 5.27K
Increased by +0.31%
Apr 30, 25
10 Fidelity Low-Priced Stock 1.33M (1.33%) -877.76K
Decreased by -66.18%
Jan 31, 25
11 Schwab Fundamental US Small Company ETF 1.26M (1.26%) 0.00
Increased by 0.00%
Apr 30, 24
12 Strategic Advisers® Small-Mid Cap 1.21M (1.22%) 20.50K
Increased by +1.69%
Oct 31, 23
13 PIMCO RAE US Small 1.17M (1.17%) 99.39K
Increased by +8.49%
Mar 31, 25
14 PIMCO RAE US Small Instl 1.17M (1.17%) 99.39K
Increased by +8.49%
Mar 31, 25
15 iShares S&P Small-Cap 600 Value ETF 1.13M (1.13%) -3.96K
Decreased by -0.35%
Nov 27, 24
16 Fidelity® Small Cap Index 1.09M (1.10%) 29.90K
Increased by +2.73%
Oct 31, 23
17 Fidelity Small Cap Index 1.09M (1.09%) 8.50K
Increased by +0.78%
Mar 31, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 1.01M (1.01%) 0.00
Increased by 0.00%
Apr 30, 24
19 Strategic Advisers U.S. Total Stock 999.34K (1.00%) 0.00
Increased by 0.00%
Apr 30, 25
20 iShares Russell 2000 Value ETF 988.00K (0.99%) 0.00
Increased by 0.00%
May 31, 25