Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 4.61%
2 WBIC 4.36%
3 MOTO 1.99%
4 HAIL 1.78%
5 PXMV 1.46%
6 RZV 1.41%
7 PSCD 0.96%
8 NSCS 0.91%
9 FDLS 0.82%
10 BSVO 0.67%
11 RWJ 0.67%
12 FYT 0.65%
13 CSB 0.63%
14 OASC 0.46%
15 OPTZ 0.39%
16 LOPP 0.39%
17 AVUV 0.36%
18 RNSC 0.33%
19 FSGS 0.33%
20 FYX 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.72M (15.14%) -1.33M
Decreased by -6.10%
Dec 31, 24
2 Vanguard Group Inc 16.89M (11.77%) 365.63K
Increased by +2.17%
Dec 31, 24
3 ICAHN CARL C 14.29M (9.96%) 0.00
Increased by 0.00%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 8.16M (5.69%) -208.02K
Decreased by -2.55%
Dec 31, 24
5 Nomura Holdings Inc 7.74M (5.40%) 1.01M
Increased by +13.08%
Dec 31, 24
6 Amvescap Plc. 5.90M (4.11%) -157.90K
Decreased by -2.68%
Dec 31, 24
7 State Street Corp 5.47M (3.81%) 208.26K
Increased by +3.81%
Dec 31, 24
8 State Street Corporation 5.26M (3.66%) 16.32K
Increased by +0.31%
Mar 31, 24
9 American Century Companies Inc 4.45M (3.10%) 505.03K
Increased by +11.35%
Dec 31, 24
10 JPMorgan Chase & Co 4.44M (3.09%) 584.64K
Increased by +13.18%
Sep 30, 24
11 Macquarie Group Ltd 3.67M (2.56%) -62.44K
Decreased by -1.70%
Sep 30, 24
12 Gamco Investors, Inc. Et Al 3.43M (2.39%) 212.45K
Increased by +6.20%
Dec 31, 24
13 Pzena Investment Management, LLC 3.10M (2.16%) -351.27K
Decreased by -11.34%
Dec 31, 24
14 Geode Capital Management, LLC 2.97M (2.07%) -12.89K
Decreased by -0.43%
Dec 31, 24
15 Jacobs Levy Equity Management, Inc. 2.93M (2.04%) 1.42M
Increased by +48.41%
Dec 31, 24
16 Massachusetts Financial Services Company 2.75M (1.92%) 2.75M
Increased by +100.00%
Dec 31, 24
17 Citadel Advisors Llc 2.61M (1.82%) 2.28M
Increased by +87.23%
Dec 31, 24
18 Gabelli Funds LLC 2.49M (1.74%) 296.55K
Increased by +11.90%
Dec 31, 24
19 Fisher Asset Management, LLC 2.26M (1.58%) -28.47K
Decreased by -1.26%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 1.93M (1.35%) 36.79K
Increased by +1.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.98M (5.56%) 5.18K
Increased by +0.06%
Mar 31, 25
2 Avantis US Small Cap Value ETF 4.30M (3.00%) 7.42K
Increased by +0.17%
Mar 29, 25
3 Vanguard Total Stock Mkt Idx Inv 4.09M (2.85%) 3.24K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 3.44M (2.40%) -29.81K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 3.33M (2.32%) 2.71K
Increased by +0.08%
Feb 28, 25
6 Invesco Value Opportunities A 2.44M (1.70%) 0.00
Increased by 0.00%
Feb 28, 25
7 Delaware US Small Cap Core Equity (SMA) 2.27M (1.58%) -26.53K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 2.27M (1.58%) -26.53K
Decreased by -1.17%
Mar 31, 24
9 DFA US Small Cap Value I 2.21M (1.54%) 0.00
Increased by 0.00%
Feb 28, 25
10 Delaware Small Cap Core I 2.19M (1.53%) -13.60K
Decreased by -0.62%
Sep 30, 24
11 Vanguard Small Cap Value Index Inv 2.19M (1.53%) -8.96K
Decreased by -0.41%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.98M (1.38%) -3.71K
Decreased by -0.19%
Feb 28, 25
13 MFS New Discovery Value I 1.83M (1.27%) -136.17K
Decreased by -7.45%
Feb 28, 25
14 Invesco Small Cap Value A 1.64M (1.14%) 0.00
Increased by 0.00%
Feb 28, 25
15 AB Discovery Value Advisor 1.39M (0.97%) 0.00
Increased by 0.00%
Feb 29, 24
16 iShares S&P Small-Cap 600 Value ETF 1.31M (0.91%) -7.29K
Decreased by -0.56%
Mar 31, 25
17 Fidelity Small Cap Index 1.29M (0.90%) -24.09K
Decreased by -1.87%
Jan 31, 25
18 Fidelity® Small Cap Index 1.25M (0.87%) 31.10K
Increased by +2.49%
Oct 31, 23
19 1290 VT GAMCO Small Company Value IB 1.24M (0.86%) 5.00K
Increased by +0.40%
Jan 31, 25
20 iShares Russell 2000 Value ETF 1.21M (0.84%) 0.00
Increased by 0.00%
Mar 31, 25