Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 4.61%
2 WBIC 4.36%
3 MOTO 2.40%
4 HAIL 2.23%
5 RZV 1.90%
6 PXMV 1.46%
7 PSCD 1.24%
8 FDLS 1.07%
9 NSCS 0.91%
10 RWJ 0.89%
11 BSVO 0.89%
12 FYT 0.65%
13 CSB 0.63%
14 OASC 0.52%
15 AVUV 0.51%
16 OPTZ 0.50%
17 DES 0.42%
18 LOPP 0.39%
19 SLYV 0.35%
20 IJS 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.54M (14.25%) -1.18M
Decreased by -5.74%
Mar 31, 25
2 Vanguard Group Inc 16.62M (11.53%) -261.96K
Decreased by -1.58%
Mar 31, 25
3 ICAHN CARL C 14.29M (9.91%) 0.00
Increased by 0.00%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 8.53M (5.92%) 375.86K
Increased by +4.40%
Mar 31, 25
5 Nomura Holdings Inc 7.74M (5.37%) 1.01M
Increased by +13.08%
Dec 31, 24
6 Amvescap Plc. 5.90M (4.09%) -157.90K
Decreased by -2.68%
Dec 31, 24
7 State Street Corp 5.28M (3.66%) -189.14K
Decreased by -3.58%
Mar 31, 25
8 State Street Corporation 5.26M (3.65%) 16.32K
Increased by +0.31%
Mar 31, 24
9 American Century Companies Inc 5.19M (3.60%) 743.16K
Increased by +14.31%
Mar 31, 25
10 JPMorgan Chase & Co 4.44M (3.08%) 584.64K
Increased by +13.18%
Sep 30, 24
11 Macquarie Group Ltd 3.67M (2.55%) -62.44K
Decreased by -1.70%
Sep 30, 24
12 Gamco Investors, Inc. Et Al 3.41M (2.37%) -15.65K
Decreased by -0.46%
Mar 31, 25
13 Geode Capital Management, LLC 3.07M (2.13%) 105.16K
Increased by +3.42%
Mar 31, 25
14 Jacobs Levy Equity Management, Inc. 2.91M (2.02%) -17.31K
Decreased by -0.59%
Mar 31, 25
15 Citadel Advisors Llc 2.61M (1.81%) 2.28M
Increased by +87.23%
Dec 31, 24
16 Gabelli Funds LLC 2.49M (1.73%) 296.55K
Increased by +11.90%
Dec 31, 24
17 Massachusetts Financial Services Company 2.29M (1.59%) -466.74K
Decreased by -20.41%
Mar 31, 25
18 Fisher Asset Management, LLC 2.26M (1.57%) -28.47K
Decreased by -1.26%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 1.93M (1.34%) 36.79K
Increased by +1.91%
Dec 31, 24
20 Nuveen Asset Management, LLC 1.89M (1.31%) -200.82K
Decreased by -10.60%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.84M (5.44%) -7.44K
Decreased by -0.09%
Apr 30, 25
2 Avantis US Small Cap Value ETF 4.44M (3.08%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.19M (2.91%) 82.21K
Increased by +1.96%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 4.14M (2.87%) 5.95K
Increased by +0.14%
Sep 30, 24
5 Vanguard Small Cap Index 3.28M (2.28%) 27.00K
Increased by +0.82%
Apr 30, 25
6 iShares Russell 2000 ETF 3.23M (2.24%) 545.00
Increased by +0.02%
Apr 30, 25
7 Invesco Value Opportunities A 2.44M (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
8 Delaware US Small Cap Core Equity (SMA) 2.27M (1.57%) -26.53K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 2.27M (1.57%) -26.53K
Decreased by -1.17%
Mar 31, 24
10 DFA US Small Cap Value I 2.21M (1.53%) 0.00
Increased by 0.00%
Mar 31, 25
11 Delaware Small Cap Core I 2.19M (1.52%) -13.60K
Decreased by -0.62%
Sep 30, 24
12 Vanguard Small Cap Value Index Inv 2.12M (1.47%) 6.61K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.99M (1.38%) 27.10K
Increased by +1.36%
Apr 30, 25
14 MFS New Discovery Value I 1.71M (1.19%) -119.58K
Decreased by -7.00%
Mar 31, 25
15 Invesco Small Cap Value A 1.70M (1.18%) 61.49K
Increased by +3.61%
Mar 31, 25
16 AB Discovery Value Advisor 1.39M (0.97%) 0.00
Increased by 0.00%
Feb 29, 24
17 Fidelity Small Cap Index 1.30M (0.90%) 11.26K
Increased by +0.87%
Feb 28, 25
18 iShares S&P Small-Cap 600 Value ETF 1.27M (0.88%) 1.13K
Increased by +0.09%
Apr 30, 25
19 Fidelity® Small Cap Index 1.25M (0.86%) 31.10K
Increased by +2.49%
Oct 31, 23
20 1290 VT GAMCO Small Company Value IB 1.23M (0.85%) -4.00K
Decreased by -0.32%
Mar 31, 25