Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.18%
2 RNSC 1.83%
3 XHE 1.05%
4 SSLY 0.85%
5 ROSC 0.65%
6 CSD 0.56%
7 PSCH 0.49%
8 SQLV 0.39%
9 WBIY 0.25%
10 AGNG 0.24%
11 ISMD 0.24%
12 HEJD 0.23%
13 EBIT 0.19%
14 EES 0.18%
15 DES 0.17%
16 FYC 0.17%
17 SLY 0.16%
18 SLYV 0.16%
19 LNGR 0.15%
20 PRFZ 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.15M (15.99%) -153.03K
Decreased by -1.67%
Mar 31, 25
2 Vanguard Group Inc 6.74M (11.76%) -290.31K
Decreased by -4.31%
Mar 31, 25
3 American Century Companies Inc 3.81M (6.66%) 551.48K
Increased by +14.46%
Mar 31, 25
4 River Road Asset Management, LLC 3.23M (5.64%) -19.50K
Decreased by -0.60%
Mar 31, 25
5 Deerfield Management Co 2.72M (4.75%) -550.00K
Decreased by -20.22%
Mar 31, 25
6 State Street Corporation 2.52M (4.40%) 3.17K
Increased by +0.13%
Mar 31, 24
7 Fidelity Management and Research Company 2.41M (4.22%) 40.76K
Increased by +1.69%
Jun 30, 24
8 State Street Corp 2.38M (4.16%) 15.67K
Increased by +0.66%
Mar 31, 25
9 Yacktman Asset Management Co 2.36M (4.12%) -25.71K
Decreased by -1.09%
Mar 31, 25
10 William Blair Investment Management, LLC 1.99M (3.48%) 14.23K
Increased by +0.71%
Jun 30, 25
11 Geode Capital Management, LLC 1.47M (2.56%) 83.34K
Increased by +5.68%
Mar 31, 25
12 Krensavage Asset Management, LLC 1.16M (2.03%) 94.07K
Increased by +8.08%
Sep 30, 23
13 HHG PLC 1.12M (1.95%) -626.78K
Decreased by -56.00%
Mar 31, 24
14 Sio Capital Management, LLC 1.11M (1.93%) 682.04K
Increased by +61.58%
Mar 31, 25
15 Rubric Capital Management LP 1.09M (1.90%) 2.13K
Increased by +0.20%
Mar 31, 25
16 Millennium Management LLC 886.95K (1.55%) -241.22K
Decreased by -27.20%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 882.60K (1.54%) -103.93K
Decreased by -11.78%
Mar 31, 25
18 D. E. Shaw & Co LP 831.57K (1.45%) -57.33K
Decreased by -6.89%
Mar 31, 25
19 UBS Group AG 802.87K (1.40%) 749.36K
Increased by +93.34%
Dec 31, 24
20 Goldman Sachs Group Inc 788.41K (1.38%) -99.03K
Decreased by -12.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.50M (6.12%) 0.00
Increased by 0.00%
Jul 30, 25
2 American Century Small Cap Value Inv 3.29M (5.74%) 505.00K
Increased by +15.37%
Jun 30, 25
3 American Century U.S. Small Cap Value 3.29M (5.74%) 505.00K
Increased by +15.37%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.93M (3.37%) 20.43K
Increased by +1.06%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.88M (3.28%) 0.00
Increased by 0.00%
Jun 30, 25
6 Fidelity® Low-Priced Stock 1.73M (3.02%) 11.61K
Increased by +0.67%
Oct 31, 23
7 AMG Yacktman I 1.60M (2.79%) 0.00
Increased by 0.00%
Jun 30, 25
8 American Century Mid Cap Value Inv 1.49M (2.60%) -765.27K
Decreased by -51.35%
Sep 30, 23
9 American Century U.S. Mid Cap Value 1.49M (2.60%) -765.27K
Decreased by -51.35%
Sep 30, 23
10 iShares Russell 2000 ETF 1.42M (2.48%) -23.02K
Decreased by -1.62%
Jul 30, 25
11 Janus Henderson Small Cap Value L 1.06M (1.86%) -415.74K
Decreased by -39.14%
Mar 31, 24
12 Strategic Advisers U.S. Total Stock 955.77K (1.67%) -6.50K
Decreased by -0.68%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 914.46K (1.60%) 3.53K
Increased by +0.39%
Jun 30, 25
14 AMG River Road Small Cap Value N 771.23K (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Small Cap Index 713.77K (1.25%) -754.64K
Decreased by -105.73%
Jun 30, 25
16 Schwab Fundamental US Small Company ETF 697.38K (1.22%) 0.00
Increased by 0.00%
Apr 30, 24
17 Fidelity Low-Priced Stock 627.37K (1.10%) -1.04M
Decreased by -166.17%
Mar 31, 25
18 American Cent US Sm Cap Val Eq Tr CL R2 619.48K (1.08%) 15.00K
Increased by +2.42%
Jun 30, 25
19 Fidelity Small Cap Index 590.14K (1.03%) 2.10K
Increased by +0.36%
May 31, 25
20 Fidelity® Small Cap Index 555.66K (0.97%) 15.44K
Increased by +2.78%
Oct 31, 23