Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 4.61%
2 WBIC 4.36%
3 MOTO 2.31%
4 PEZ 1.77%
5 RZV 1.74%
6 PXMV 1.46%
7 HAIL 1.41%
8 PSCD 1.19%
9 FDLS 1.11%
10 NSCS 0.91%
11 VAMO 0.87%
12 XSVM 0.84%
13 BSVO 0.82%
14 RWJ 0.67%
15 FYT 0.65%
16 CSB 0.63%
17 OASC 0.52%
18 OPTZ 0.50%
19 AVUV 0.50%
20 SVAL 0.42%

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 8.02M (5.56%) 277.85K
Increased by +3.47%
Mar 31, 25
6 Amvescap Plc. 5.69M (3.95%) -204.09K
Decreased by -3.59%
Mar 31, 25
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 Citadel Advisors Llc 3.60M (2.49%) 981.94K
Increased by +27.30%
Mar 31, 25
13 Gamco Investors, Inc. Et Al 3.41M (2.37%) -15.65K
Decreased by -0.46%
Mar 31, 25
14 Geode Capital Management, LLC 3.07M (2.13%) 105.16K
Increased by +3.42%
Mar 31, 25
15 Jacobs Levy Equity Management, Inc. 2.91M (2.02%) -17.31K
Decreased by -0.59%
Mar 31, 25
16 Gabelli Funds LLC 2.60M (1.80%) 106.83K
Increased by +4.11%
Mar 31, 25
17 UBS Group AG 2.46M (1.71%) 826.59K
Increased by +33.55%
Mar 31, 25
18 Massachusetts Financial Services Company 2.29M (1.59%) -466.74K
Decreased by -20.41%
Mar 31, 25
19 Fisher Asset Management, LLC 2.26M (1.57%) -28.47K
Decreased by -1.26%
Jun 30, 24
20 Millennium Management LLC 2.08M (1.44%) 928.58K
Increased by +44.62%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.75M (5.38%) 0.00
Increased by 0.00%
May 31, 25
2 Avantis US Small Cap Value ETF 4.71M (3.27%) 9.49K
Increased by +0.20%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.19M (2.91%) 3.60K
Increased by +0.09%
May 31, 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 3.29M (2.28%) 12.06K
Increased by +0.37%
May 31, 25
6 iShares Russell 2000 ETF 3.29M (2.28%) 0.00
Increased by 0.00%
May 31, 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 Delaware Small Cap Core I 2.19M (1.52%) -13.60K
Decreased by -0.62%
Sep 30, 24
11 Vanguard Small Cap Value Index Inv 2.12M (1.47%) -1.65K
Decreased by -0.08%
May 31, 25
12 DFA US Small Cap Value I 2.11M (1.47%) -97.56K
Decreased by -4.62%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.00M (1.39%) 14.16K
Increased by +0.71%
May 31, 25
14 Invesco Small Cap Value A 1.70M (1.18%) 61.49K
Increased by +3.61%
Mar 31, 25
15 MFS New Discovery Value I 1.59M (1.10%) -117.86K
Decreased by -7.41%
Apr 30, 25
16 AB Discovery Value Advisor 1.39M (0.97%) 0.00
Increased by 0.00%
Feb 29, 24
17 Fidelity Small Cap Index 1.31M (0.91%) 7.54K
Increased by +0.58%
Mar 31, 25
18 iShares S&P Small-Cap 600 Value ETF 1.26M (0.87%) 0.00
Increased by 0.00%
May 31, 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%) 0.00
Increased by 0.00%
Apr 30, 25