Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.71%
2 CROP 6.41%
3 FXZ 2.66%
4 LSEQ 2.43%
5 SCAP 2.39%
6 FTIF 1.89%
7 PYZ 1.69%
8 MID 1.58%
9 TSME 1.37%
10 IYM 0.87%
11 AIVL 0.85%
12 RAYD 0.71%
13 SHRT 0.63%
14 CGMM 0.62%
15 ESIX 0.57%
16 FFSM 0.47%
17 QVMS 0.45%
18 SLYV 0.44%
19 SMN 0.44%
20 IJS 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.59M (11.69%) 16.47M
Increased by +61.95%
Mar 31, 25
2 Vanguard Group Inc 25.62M (11.27%) 687.22K
Increased by +2.68%
Jun 30, 25
3 FMR Inc 17.42M (7.66%) -1.09M
Decreased by -6.27%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 10.28M (4.52%) 679.45K
Increased by +6.61%
Jun 30, 25
5 Neuberger Berman Group LLC 8.14M (3.58%) -275.94K
Decreased by -3.39%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 8.12M (3.57%) -781.94K
Decreased by -9.63%
Jun 30, 25
7 State Street Corp 7.57M (3.33%) 3.21M
Increased by +42.43%
Mar 31, 25
8 Gates Capital Management Inc 5.42M (2.39%) 2.74M
Increased by +50.48%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 5.24M (2.31%) 1.61M
Increased by +30.68%
Jun 30, 24
10 Barrow Hanley Mewhinney & Strauss LLC 4.82M (2.12%) -188.89K
Decreased by -3.92%
Mar 31, 25
11 Silvercrest Asset Management Group LLC 4.65M (2.04%) -377.40K
Decreased by -8.12%
Mar 31, 25
12 Glenview Capital Management LLC 4.51M (1.98%) -1.82M
Decreased by -40.37%
Sep 30, 24
13 Locust Wood Capital Advisers, LLC 4.31M (1.89%) 628.18K
Increased by +14.58%
Jun 30, 25
14 Vaughan Nelson Scarbrgh & Mccullough LP 4.30M (1.89%) -466.94K
Decreased by -10.87%
Jun 30, 25
15 State Street Corporation 3.95M (1.74%) -397.00
Decreased by -0.01%
Mar 31, 24
16 Amvescap Plc. 3.73M (1.64%) -887.30K
Decreased by -23.80%
Mar 31, 25
17 Geode Capital Management, LLC 3.72M (1.64%) 168.53K
Increased by +4.52%
Mar 31, 25
18 Wellington Management Company LLP 3.52M (1.55%) -1.82M
Decreased by -51.64%
Jun 30, 25
19 American Century Companies Inc 3.28M (1.44%) -396.92K
Decreased by -12.10%
Jun 30, 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 13.32M (5.86%) 1.91K
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 7.24M (3.18%) -152.99K
Decreased by -2.11%
Jul 31, 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 5.59M (2.46%) -38.06K
Decreased by -0.68%
Jul 31, 25
5 Vanguard Small Cap Value Index Inv 3.60M (1.58%) 5.29K
Increased by +0.15%
Jul 31, 25
6 Neuberger Berman Genesis Inv 3.58M (1.57%) -136.98K
Decreased by -3.83%
Jun 30, 25
7 Fidelity® Low-Priced Stock 3.50M (1.54%) -60.00K
Decreased by -1.71%
Sep 30, 23
8 American Funds SMALLCAP World A 3.05M (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
9 Bridge Builder Large Cap Value 2.89M (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity VIP Mid Cap Initial 2.73M (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
11 VIP Mid Cap Initial 2.73M (1.20%) 0.00
Increased by 0.00%
Oct 31, 23
12 T. Rowe Price Small-Cap Value 2.46M (1.08%) -2.88K
Decreased by -0.12%
Jun 30, 25
13 American Century Heritage Inv 2.41M (1.06%) -428.20K
Decreased by -17.78%
Jun 30, 25
14 American Century US Opport. Mid Cap Gr 2.41M (1.06%) -428.20K
Decreased by -17.78%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 2.40M (1.06%) -1.04M
Decreased by -43.35%
Jul 31, 25
16 Clark Navigator High Dividend Equity 2.39M (1.05%) 9.99K
Increased by +0.42%
Mar 31, 25
17 Fidelity Low-Priced Stock 2.38M (1.05%) 522.53K
Increased by +21.99%
May 31, 25
18 T. Rowe Price U.S. SC Core Eq Tr-Z 2.27M (1.00%) -32.56K
Decreased by -1.43%
Mar 31, 24
19 T. Rowe Price Instl Small-Cap Stock 2.15M (0.95%) -26.30K
Decreased by -1.22%
Mar 31, 24
20 JPM Small Cap Equity-MA 2.05M (0.90%) 187.11K
Increased by +9.15%
Jun 30, 25