Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 8.12%
2 CROP 6.41%
3 MID 2.97%
4 FXZ 2.90%
5 PYZ 1.95%
6 SCAP 1.91%
7 LSEQ 1.91%
8 FTIF 1.89%
9 TSME 1.56%
10 IYM 0.93%
11 AIVL 0.81%
12 SHRT 0.80%
13 RAYD 0.71%
14 ESIX 0.54%
15 SBM 0.44%
16 SMN 0.44%
17 SLYV 0.43%
18 IJS 0.43%
19 VIOV 0.43%
20 MCDS 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.24M (9.86%) 249.28K
Increased by +1.12%
Dec 31, 24
2 FMR Inc 18.52M (8.21%) -570.38K
Decreased by -3.08%
Dec 31, 24
3 BlackRock Inc 10.12M (4.49%) 357.85K
Increased by +3.54%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 9.88M (4.38%) -898.41K
Decreased by -9.10%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 9.69M (4.30%) -1.52M
Decreased by -15.66%
Dec 31, 24
6 Neuberger Berman Group LLC 8.42M (3.73%) 317.82K
Increased by +3.77%
Dec 31, 24
7 Wellington Management Company LLP 6.38M (2.83%) -268.58K
Decreased by -4.21%
Dec 31, 24
8 AllianceBernstein L.P. 6.18M (2.74%) -1.13M
Decreased by -18.20%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 5.24M (2.32%) 1.61M
Increased by +30.68%
Jun 30, 24
10 American Century Companies Inc 5.14M (2.28%) -162.86K
Decreased by -3.17%
Dec 31, 24
11 Silvercrest Asset Management Group LLC 5.03M (2.23%) 146.57K
Increased by +2.92%
Dec 31, 24
12 Barrow Hanley Mewhinney & Strauss LLC 5.00M (2.22%) -87.61K
Decreased by -1.75%
Dec 31, 24
13 Vaughan Nelson Scarbrgh & Mccullough LP 4.76M (2.11%) -445.33K
Decreased by -9.35%
Mar 31, 25
14 Amvescap Plc. 4.62M (2.05%) -505.73K
Decreased by -10.96%
Dec 31, 24
15 Glenview Capital Management LLC 4.51M (2.00%) -1.82M
Decreased by -40.37%
Sep 30, 24
16 State Street Corp 4.36M (1.93%) 37.02K
Increased by +0.85%
Dec 31, 24
17 State Street Corporation 3.95M (1.75%) -397.00
Decreased by -0.01%
Mar 31, 24
18 Geode Capital Management, LLC 3.56M (1.58%) 14.34K
Increased by +0.40%
Dec 31, 24
19 Locust Wood Capital Advisers, LLC 3.17M (1.41%) 325.30K
Increased by +10.25%
Dec 31, 24
20 Marshall Wace Asset Management Ltd 3.07M (1.36%) -418.67K
Decreased by -13.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.52M (5.99%) -11.68K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 6.92M (3.07%) 5.32K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.91M (3.06%) 19.14K
Increased by +0.28%
Mar 31, 25
4 Vanguard Small Cap Index 5.45M (2.41%) -119.17K
Decreased by -2.19%
Mar 31, 25
5 Neuberger Berman Genesis Inv 3.71M (1.65%) -37.05K
Decreased by -1.00%
Mar 31, 25
6 Vanguard Small Cap Value Index Inv 3.53M (1.57%) -134.27K
Decreased by -3.80%
Mar 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 3.42M (1.52%) 32.66K
Increased by +0.96%
Mar 31, 25
9 American Funds SMALLCAP World A 3.05M (1.35%) 275.72K
Increased by +9.03%
Mar 31, 25
10 Bridge Builder Large Cap Value 2.89M (1.28%) 0.00
Increased by 0.00%
Mar 31, 25
11 American Century Heritage Inv 2.84M (1.26%) -449.79K
Decreased by -15.85%
Mar 31, 25
12 American Century US Opport. Mid Cap Gr 2.84M (1.26%) -449.79K
Decreased by -15.85%
Mar 31, 25
13 Fidelity VIP Mid Cap Initial 2.73M (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
14 VIP Mid Cap Initial 2.73M (1.21%) 0.00
Increased by 0.00%
Oct 31, 23
15 T. Rowe Price Small-Cap Value 2.46M (1.09%) -530.00
Decreased by -0.02%
Mar 31, 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 (1.01%) -32.56K
Decreased by -1.43%
Mar 31, 24
18 T. Rowe Price Instl Small-Cap Stock 2.15M (0.96%) -26.30K
Decreased by -1.22%
Mar 31, 24
19 T. Rowe Price US Small-Cap Core Equity 2.06M (0.91%) -315.50K
Decreased by -15.32%
Sep 30, 24
20 Fidelity Low-Priced Stock 2.01M (0.89%) -3.28K
Decreased by -0.16%
Feb 28, 25