Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 1.77%
2 XSVM 1.24%
3 FYT 1.11%
4 PSCI 1.05%
5 SMCP 0.99%
6 MLTI 0.74%
7 SIXL 0.59%
8 FYX 0.54%
9 XSMO 0.47%
10 USVM 0.42%
11 BRNY 0.42%
12 ROGS 0.41%
13 JPSE 0.34%
14 SLYV 0.33%
15 TFPN 0.30%
16 FNDA 0.26%
17 SAGP 0.23%
18 RWJ 0.22%
19 FAB 0.21%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.22M (18.23%) 472.84K
Increased by +2.60%
Dec 31, 24
2 Vanguard Group Inc 11.95M (11.95%) -175.76K
Decreased by -1.47%
Dec 31, 24
3 River Road Asset Management, LLC 8.37M (8.37%) -242.00K
Decreased by -2.89%
Dec 31, 24
4 Cooper Creek Partners Management LLC 6.13M (6.13%) 553.34K
Increased by +9.03%
Dec 31, 24
5 State Street Corporation 4.26M (4.27%) -9.31K
Decreased by -0.22%
Mar 31, 24
6 State Street Corp 4.19M (4.20%) -5.34K
Decreased by -0.13%
Dec 31, 24
7 FMR Inc 4.06M (4.06%) -1.06M
Decreased by -26.18%
Dec 31, 24
8 Goldman Sachs Group Inc 3.68M (3.68%) -128.04K
Decreased by -3.48%
Dec 31, 24
9 Boston Partners Global Investors, Inc 2.55M (2.55%) -105.67K
Decreased by -4.14%
Jun 30, 24
10 Geode Capital Management, LLC 2.55M (2.55%) -18.73K
Decreased by -0.73%
Dec 31, 24
11 Charles Schwab Investment Management Inc 2.38M (2.38%) -103.67K
Decreased by -4.36%
Dec 31, 24
12 Deutsche Bank AG 2.04M (2.04%) -227.33K
Decreased by -11.15%
Dec 31, 24
13 Arrowstreet Capital Limited Partnership 1.98M (1.98%) -42.64K
Decreased by -2.16%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.90M (1.90%) -1.11M
Decreased by -58.34%
Dec 31, 24
15 Allianz Asset Management AG 1.51M (1.51%) 154.43K
Increased by +10.21%
Dec 31, 24
16 Millennium Management LLC 1.26M (1.26%) 642.47K
Increased by +50.91%
Dec 31, 24
17 Northern Trust Corp 1.25M (1.25%) 37.64K
Increased by +3.01%
Dec 31, 24
18 Philadelphia Financial Mgmt Of San Franc 1.15M (1.15%) -495.89K
Decreased by -43.21%
Mar 31, 24
19 abrdn PLC 1.03M (1.03%) 82.50K
Increased by +8.00%
Sep 30, 24
20 Invenomic Capital Management, LP 1.03M (1.03%) 228.80K
Increased by +22.30%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.03M (7.03%) -1.68K
Decreased by -0.02%
Feb 28, 25
2 Fidelity® Low-Priced Stock 4.31M (4.31%) -4.47K
Decreased by -0.10%
Oct 31, 23
3 Vanguard Total Stock Mkt Idx Inv 3.33M (3.33%) 2.27K
Increased by +0.07%
Feb 28, 25
4 iShares Russell 2000 ETF 2.81M (2.81%) -33.00K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Index 2.67M (2.68%) 2.18K
Increased by +0.08%
Feb 28, 25
6 Fidelity Low-Priced Stock 2.20M (2.21%) -579.64K
Decreased by -26.30%
Dec 31, 24
7 AMG River Road Small Cap Value N 1.93M (1.93%) 0.00
Increased by 0.00%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 1.76M (1.76%) -7.40K
Decreased by -0.42%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.67M (1.67%) 7.85K
Increased by +0.47%
Feb 28, 25
10 Schwab Fundamental US Small Company ETF 1.26M (1.26%) 0.00
Increased by 0.00%
Apr 30, 24
11 Strategic Advisers® Small-Mid Cap 1.21M (1.21%) 20.50K
Increased by +1.69%
Oct 31, 23
12 Schwab Fundamental U.S. Small CompanyETF 1.16M (1.16%) 0.00
Increased by 0.00%
Feb 28, 25
13 iShares S&P Small-Cap 600 Value ETF 1.13M (1.13%) -3.96K
Decreased by -0.35%
Nov 27, 24
14 Fidelity® Small Cap Index 1.09M (1.09%) 29.90K
Increased by +2.73%
Oct 31, 23
15 Fidelity Small Cap Index 1.09M (1.09%) -24.13K
Decreased by -2.21%
Dec 31, 24
16 PIMCO RAE US Small 1.07M (1.07%) 71.93K
Increased by +6.72%
Dec 31, 24
17 PIMCO RAE US Small Instl 1.07M (1.07%) 71.93K
Increased by +6.72%
Dec 31, 24
18 iShares Russell 2000 Value ETF 1.01M (1.01%) -7.64K
Decreased by -0.76%
Feb 28, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.01M (1.01%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 984.55K (0.99%) -1.09K
Decreased by -0.11%
Feb 28, 25