Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.67%
2 CROP 6.41%
3 MID 2.97%
4 FXZ 2.88%
5 SCAP 2.03%
6 LSEQ 1.91%
7 FTIF 1.89%
8 PYZ 1.79%
9 SHRT 1.09%
10 TSME 0.97%
11 IYM 0.89%
12 AIVL 0.77%
13 RAYD 0.71%
14 ESIX 0.52%
15 FFSM 0.47%
16 SMN 0.44%
17 SBM 0.44%
18 QVMS 0.42%
19 SLYV 0.42%
20 IJS 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.59M (11.70%) 16.47M
Increased by +61.95%
Mar 31, 25
2 Vanguard Group Inc 24.93M (10.97%) 2.69M
Increased by +10.78%
Mar 31, 25
3 FMR Inc 17.42M (7.67%) -1.09M
Decreased by -6.27%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 9.60M (4.22%) -90.28K
Decreased by -0.94%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 8.90M (3.92%) -978.65K
Decreased by -11.00%
Mar 31, 25
6 Neuberger Berman Group LLC 8.14M (3.58%) -275.94K
Decreased by -3.39%
Mar 31, 25
7 State Street Corp 7.57M (3.33%) 3.21M
Increased by +42.43%
Mar 31, 25
8 AllianceBernstein L.P. 6.18M (2.72%) -1.13M
Decreased by -18.20%
Dec 31, 24
9 Gates Capital Management Inc 5.42M (2.39%) 2.74M
Increased by +50.48%
Mar 31, 25
10 Wellington Management Company LLP 5.33M (2.35%) -1.05M
Decreased by -19.72%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 5.24M (2.31%) 1.61M
Increased by +30.68%
Jun 30, 24
12 Barrow Hanley Mewhinney & Strauss LLC 4.82M (2.12%) -188.89K
Decreased by -3.92%
Mar 31, 25
13 Vaughan Nelson Scarbrgh & Mccullough LP 4.76M (2.10%) -445.33K
Decreased by -9.35%
Mar 31, 25
14 Silvercrest Asset Management Group LLC 4.65M (2.05%) -377.40K
Decreased by -8.12%
Mar 31, 25
15 Amvescap Plc. 4.62M (2.03%) -505.73K
Decreased by -10.96%
Dec 31, 24
16 Glenview Capital Management LLC 4.51M (1.98%) -1.82M
Decreased by -40.37%
Sep 30, 24
17 State Street Corporation 3.95M (1.74%) -397.00
Decreased by -0.01%
Mar 31, 24
18 Geode Capital Management, LLC 3.72M (1.64%) 168.53K
Increased by +4.52%
Mar 31, 25
19 Locust Wood Capital Advisers, LLC 3.68M (1.62%) 505.98K
Increased by +13.75%
Mar 31, 25
20 American Century Companies Inc 3.68M (1.62%) -1.46M
Decreased by -39.84%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.39M (5.89%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 7.02M (3.09%) 106.62K
Increased by +1.52%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 6.92M (3.04%) 5.32K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 5.48M (2.41%) 32.88K
Increased by +0.60%
Apr 30, 25
5 Neuberger Berman Genesis Inv 3.71M (1.63%) -37.05K
Decreased by -1.00%
Mar 31, 25
6 Vanguard Small Cap Value Index Inv 3.54M (1.56%) 11.15K
Increased by +0.31%
Apr 30, 25
7 Fidelity® Low-Priced Stock 3.50M (1.54%) -60.00K
Decreased by -1.71%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 3.44M (1.51%) 23.10K
Increased by +0.67%
Apr 30, 25
9 American Funds SMALLCAP World A 3.05M (1.34%) 275.72K
Increased by +9.03%
Mar 31, 25
10 Bridge Builder Large Cap Value 2.89M (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
11 American Century Heritage Inv 2.84M (1.25%) -449.79K
Decreased by -15.85%
Mar 31, 25
12 American Century US Opport. Mid Cap Gr 2.84M (1.25%) -449.79K
Decreased by -15.85%
Mar 31, 25
13 Fidelity VIP Mid Cap Initial 2.73M (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
14 VIP Mid Cap Initial 2.73M (1.20%) 0.00
Increased by 0.00%
Oct 31, 23
15 T. Rowe Price Small-Cap Value 2.46M (1.08%) -530.00
Decreased by -0.02%
Mar 31, 25
16 Clark Navigator High Dividend Equity 2.39M (1.05%) 9.99K
Increased by +0.42%
Mar 31, 25
17 T. Rowe Price U.S. SC Core Eq Tr-Z 2.27M (1.00%) -32.56K
Decreased by -1.43%
Mar 31, 24
18 T. Rowe Price Instl Small-Cap Stock 2.15M (0.95%) -26.30K
Decreased by -1.22%
Mar 31, 24
19 JPMorgan Small Cap Equity A 2.05M (0.90%) 187.11K
Increased by +9.15%
Apr 30, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.89M (0.83%) 0.00
Increased by 0.00%
May 30, 25