Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.43%
2 CROP 6.41%
3 FXZ 2.56%
4 SCAP 2.25%
5 LSEQ 2.17%
6 FTIF 1.89%
7 PYZ 1.61%
8 MID 1.58%
9 TSME 1.08%
10 SHRT 0.85%
11 IYM 0.82%
12 AIVL 0.79%
13 RAYD 0.71%
14 ESIX 0.55%
15 FFSM 0.48%
16 QVMS 0.44%
17 SBM 0.44%
18 SMN 0.44%
19 SLYV 0.44%
20 IJS 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.59M (11.75%) 16.47M
Increased by +61.95%
Mar 31, 25
2 Vanguard Group Inc 24.93M (11.01%) 2.69M
Increased by +10.78%
Mar 31, 25
3 FMR Inc 17.42M (7.70%) -1.09M
Decreased by -6.27%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 9.60M (4.24%) -90.28K
Decreased by -0.94%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 8.90M (3.93%) -978.65K
Decreased by -11.00%
Mar 31, 25
6 Neuberger Berman Group LLC 8.14M (3.60%) -275.94K
Decreased by -3.39%
Mar 31, 25
7 State Street Corp 7.57M (3.34%) 3.21M
Increased by +42.43%
Mar 31, 25
8 Gates Capital Management Inc 5.42M (2.40%) 2.74M
Increased by +50.48%
Mar 31, 25
9 Wellington Management Company LLP 5.33M (2.36%) -1.05M
Decreased by -19.72%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 5.24M (2.32%) 1.61M
Increased by +30.68%
Jun 30, 24
11 Barrow Hanley Mewhinney & Strauss LLC 4.82M (2.13%) -188.89K
Decreased by -3.92%
Mar 31, 25
12 Vaughan Nelson Scarbrgh & Mccullough LP 4.76M (2.10%) -445.33K
Decreased by -9.35%
Mar 31, 25
13 Silvercrest Asset Management Group LLC 4.65M (2.05%) -377.40K
Decreased by -8.12%
Mar 31, 25
14 Glenview Capital Management LLC 4.51M (1.99%) -1.82M
Decreased by -40.37%
Sep 30, 24
15 State Street Corporation 3.95M (1.75%) -397.00
Decreased by -0.01%
Mar 31, 24
16 Amvescap Plc. 3.73M (1.65%) -887.30K
Decreased by -23.80%
Mar 31, 25
17 Geode Capital Management, LLC 3.72M (1.65%) 168.53K
Increased by +4.52%
Mar 31, 25
18 Locust Wood Capital Advisers, LLC 3.68M (1.63%) 505.98K
Increased by +13.75%
Mar 31, 25
19 American Century Companies Inc 3.68M (1.62%) -1.46M
Decreased by -39.84%
Mar 31, 25
20 JPMorgan Chase & Co 3.22M (1.42%) 300.92K
Increased by +9.34%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.25M (5.85%) -37.33K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 7.02M (3.10%) 4.02K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 6.92M (3.06%) 5.32K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 5.51M (2.43%) 27.35K
Increased by +0.50%
May 31, 25
5 Neuberger Berman Genesis Inv 3.58M (1.58%) -136.98K
Decreased by -3.83%
Jun 30, 25
6 Vanguard Small Cap Value Index Inv 3.54M (1.56%) -3.04K
Decreased by -0.09%
May 31, 25
7 Fidelity® Low-Priced Stock 3.50M (1.55%) -60.00K
Decreased by -1.71%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 3.47M (1.53%) 28.16K
Increased by +0.81%
May 31, 25
9 American Funds SMALLCAP World A 3.05M (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
10 Bridge Builder Large Cap Value 2.89M (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity VIP Mid Cap Initial 2.73M (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
12 VIP Mid Cap Initial 2.73M (1.20%) 0.00
Increased by 0.00%
Oct 31, 23
13 T. Rowe Price Small-Cap Value 2.46M (1.09%) -2.88K
Decreased by -0.12%
Jun 30, 25
14 American Century Heritage Inv 2.41M (1.06%) -428.20K
Decreased by -17.78%
Jun 30, 25
15 American Century US Opport. Mid Cap Gr 2.41M (1.06%) -428.20K
Decreased by -17.78%
Jun 30, 25
16 Clark Navigator High Dividend Equity 2.39M (1.06%) 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 JPM Small Cap Equity-MA 2.05M (0.90%) 187.11K
Increased by +9.15%
Jun 30, 25
20 JPM US Small Cap Core-Composite 2.05M (0.90%) 187.11K
Increased by +9.15%
Jun 30, 25