Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.70%
2 CROP 6.41%
3 MID 2.97%
4 FXZ 2.70%
5 LSEQ 1.91%
6 FTIF 1.89%
7 SCAP 1.83%
8 PYZ 1.78%
9 TSME 1.56%
10 SHRT 0.98%
11 IYM 0.85%
12 AIVL 0.75%
13 RAYD 0.71%
14 ESIX 0.51%
15 SMN 0.44%
16 SBM 0.44%
17 SLYV 0.41%
18 IJS 0.41%
19 VIOV 0.41%
20 MCDS 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.59M (11.80%) 16.47M
Increased by +61.95%
Mar 31, 25
2 Vanguard Group Inc 24.93M (11.06%) 2.69M
Increased by +10.78%
Mar 31, 25
3 FMR Inc 17.42M (7.73%) -1.09M
Decreased by -6.27%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 9.60M (4.26%) -90.28K
Decreased by -0.94%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 8.90M (3.95%) -978.65K
Decreased by -11.00%
Mar 31, 25
6 Neuberger Berman Group LLC 8.14M (3.61%) -275.94K
Decreased by -3.39%
Mar 31, 25
7 State Street Corp 7.57M (3.36%) 3.21M
Increased by +42.43%
Mar 31, 25
8 AllianceBernstein L.P. 6.18M (2.74%) -1.13M
Decreased by -18.20%
Dec 31, 24
9 Gates Capital Management Inc 5.42M (2.41%) 2.74M
Increased by +50.48%
Mar 31, 25
10 Wellington Management Company LLP 5.33M (2.37%) -1.05M
Decreased by -19.72%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 5.24M (2.33%) 1.61M
Increased by +30.68%
Jun 30, 24
12 Barrow Hanley Mewhinney & Strauss LLC 4.82M (2.14%) -188.89K
Decreased by -3.92%
Mar 31, 25
13 Vaughan Nelson Scarbrgh & Mccullough LP 4.76M (2.11%) -445.33K
Decreased by -9.35%
Mar 31, 25
14 Silvercrest Asset Management Group LLC 4.65M (2.06%) -377.40K
Decreased by -8.12%
Mar 31, 25
15 Amvescap Plc. 4.62M (2.05%) -505.73K
Decreased by -10.96%
Dec 31, 24
16 Glenview Capital Management LLC 4.51M (2.00%) -1.82M
Decreased by -40.37%
Sep 30, 24
17 State Street Corporation 3.95M (1.75%) -397.00
Decreased by -0.01%
Mar 31, 24
18 Geode Capital Management, LLC 3.72M (1.65%) 168.53K
Increased by +4.52%
Mar 31, 25
19 Locust Wood Capital Advisers, LLC 3.68M (1.63%) 505.98K
Increased by +13.75%
Mar 31, 25
20 American Century Companies Inc 3.68M (1.63%) -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 13.52M (6.00%) -11.68K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 7.02M (3.11%) 106.62K
Increased by +1.52%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 6.92M (3.07%) 5.32K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 5.48M (2.43%) 32.88K
Increased by +0.60%
Apr 30, 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 3.54M (1.57%) 11.15K
Increased by +0.31%
Apr 30, 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 3.44M (1.53%) 23.10K
Increased by +0.67%
Apr 30, 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