Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.32%
2 CROP 6.41%
3 MID 4.61%
4 FXZ 2.56%
5 LSEQ 1.91%
6 FTIF 1.89%
7 PYZ 1.77%
8 SCAP 1.76%
9 TSME 1.47%
10 IYM 0.80%
11 AIVL 0.72%
12 RAYD 0.71%
13 SBM 0.44%
14 SMN 0.44%
15 VIOV 0.43%
16 MCDS 0.41%
17 SLYV 0.40%
18 VAW 0.40%
19 IJS 0.40%
20 JPME 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.24M (9.87%) 249.28K
Increased by +1.12%
Dec 31, 24
2 FMR Inc 18.52M (8.22%) -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 (3.74%) 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 (2.33%) 1.61M
Increased by +30.68%
Jun 30, 24
10 Vaughan Nelson Scarbrgh & Mccullough LP 5.21M (2.31%) 209.44K
Increased by +4.02%
Dec 31, 24
11 American Century Companies Inc 5.14M (2.28%) -162.86K
Decreased by -3.17%
Dec 31, 24
12 Silvercrest Asset Management Group LLC 5.03M (2.23%) 146.57K
Increased by +2.92%
Dec 31, 24
13 Barrow Hanley Mewhinney & Strauss LLC 5.00M (2.22%) -87.61K
Decreased by -1.75%
Dec 31, 24
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 Massachusetts Financial Services Company 4.00M (1.77%) -896.99K
Decreased by -22.43%
Dec 31, 23
18 State Street Corporation 3.95M (1.75%) -397.00
Decreased by -0.01%
Mar 31, 24
19 Geode Capital Management, LLC 3.56M (1.58%) 14.34K
Increased by +0.40%
Dec 31, 24
20 Locust Wood Capital Advisers, LLC 3.17M (1.41%) 325.30K
Increased by +10.25%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.78M (6.11%) 7.88K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 6.89M (3.06%) 3.78K
Increased by +0.05%
Feb 28, 25
3 Vanguard Small Cap Index 5.56M (2.47%) 4.53K
Increased by +0.08%
Feb 28, 25
4 Neuberger Berman Genesis Inv 3.75M (1.66%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Small Cap Value Index Inv 3.66M (1.63%) -13.25K
Decreased by -0.36%
Feb 28, 25
6 Fidelity® Low-Priced Stock 3.50M (1.56%) -60.00K
Decreased by -1.71%
Sep 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 3.39M (1.50%) 13.72K
Increased by +0.41%
Feb 28, 25
8 American Century Heritage Inv 3.29M (1.46%) 0.00
Increased by 0.00%
Dec 31, 24
9 American Century US Opport. Mid Cap Gr 3.29M (1.46%) 0.00
Increased by 0.00%
Dec 31, 24
10 Bridge Builder Large Cap Value 2.89M (1.28%) 0.00
Increased by 0.00%
Mar 31, 25
11 American Funds SMALLCAP World A 2.78M (1.23%) 144.88K
Increased by +5.22%
Dec 31, 24
12 Fidelity VIP Mid Cap Initial 2.73M (1.21%) 0.00
Increased by 0.00%
Feb 28, 25
13 VIP Mid Cap Initial 2.73M (1.21%) 0.00
Increased by 0.00%
Oct 31, 23
14 T. Rowe Price Small-Cap Value 2.46M (1.09%) 0.00
Increased by 0.00%
Feb 28, 25
15 Clark Navigator High Dividend Equity 2.38M (1.06%) 4.02K
Increased by +0.17%
Feb 28, 25
16 T. Rowe Price U.S. SC Core Eq Tr-Z 2.27M (1.01%) -32.56K
Decreased by -1.43%
Mar 31, 24
17 T. Rowe Price Instl Small-Cap Stock 2.15M (0.96%) -26.30K
Decreased by -1.22%
Mar 31, 24
18 T. Rowe Price US Small-Cap Core Equity 2.06M (0.91%) -315.50K
Decreased by -15.32%
Sep 30, 24
19 DFA US Small Cap Value I 2.04M (0.91%) -254.23K
Decreased by -12.45%
Feb 28, 25
20 Fidelity Low-Priced Stock 2.01M (0.89%) 0.00
Increased by 0.00%
Jan 31, 25