Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 2.02%
2 RZV 1.71%
3 XRT 1.51%
4 PSCD 1.06%
5 RETL 0.95%
6 FSCC 0.80%
7 VEGN 0.29%
8 IJS 0.29%
9 SLYV 0.29%
10 VIOV 0.25%
11 AVSC 0.24%
12 SLY 0.22%
13 FNDA 0.22%
14 ISMD 0.21%
15 PRFZ 0.20%
16 VFVA 0.16%
17 RWJ 0.15%
18 XJR 0.15%
19 IWN 0.15%
20 SMAX 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.97M (16.80%) -1.25M
Decreased by -9.65%
Mar 31, 25
2 Vanguard Group Inc 10.57M (13.69%) 156.74K
Increased by +1.48%
Mar 31, 25
3 William Blair Investment Management, LLC 6.40M (8.29%) -2.49M
Decreased by -38.95%
Jun 30, 24
4 Burgundy Asset Management Ltd 5.00M (6.47%) 320.56K
Increased by +6.42%
Mar 31, 25
5 ClearBridge Advisors, LLC 4.42M (5.73%) -89.22K
Decreased by -2.02%
Jun 30, 24
6 Bank of America Corp 4.39M (5.69%) 141.02K
Increased by +3.21%
Jun 30, 24
7 Engine Capital Management LP 3.88M (5.02%) 1.35M
Increased by +34.77%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 3.65M (4.73%) -51.41K
Decreased by -1.41%
Mar 31, 25
9 State Street Corporation 3.31M (4.29%) 57.58K
Increased by +1.74%
Mar 31, 24
10 State Street Corp 3.30M (4.28%) -164.48K
Decreased by -4.98%
Mar 31, 25
11 Macquarie Group Ltd 3.12M (4.04%) -317.00K
Decreased by -10.16%
Dec 31, 24
12 D. E. Shaw & Co LP 2.77M (3.59%) -8.08K
Decreased by -0.29%
Mar 31, 25
13 Fund 1 Investments LLC 2.76M (3.57%) 2.76M
Increased by +100.00%
Mar 31, 25
14 Marshall Wace Asset Management Ltd 2.56M (3.32%) 1.21M
Increased by +47.29%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 2.56M (3.31%) 247.68K
Increased by +9.69%
Mar 31, 25
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.40M (3.11%) -413.35K
Decreased by -17.19%
Jun 30, 24
17 Hawk Ridge Management LLC 2.13M (2.76%) -1.67M
Decreased by -78.31%
Dec 31, 24
18 Geode Capital Management, LLC 1.95M (2.52%) 49.97K
Increased by +2.57%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.78M (2.30%) 193.15K
Increased by +10.87%
Mar 31, 25
20 J. Goldman & Co LP 1.77M (2.30%) 1.76M
Increased by +99.16%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.73M (6.12%) 0.00
Increased by 0.00%
May 31, 25
2 ClearBridge Small Cap Growth A 2.56M (3.32%) -107.00K
Decreased by -4.17%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.54M (3.29%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard US Total Market Shares ETF 2.49M (3.22%) 0.00
Increased by 0.00%
Sep 30, 24
5 Delaware Ivy Mid Cap Growth A 2.48M (3.21%) 0.00
Increased by 0.00%
Sep 30, 24
6 Macquarie Mid Cap Growth A 2.23M (2.89%) -246.89K
Decreased by -11.07%
Dec 31, 24
7 Vanguard Explorer Inv 2.12M (2.75%) 124.71K
Increased by +5.88%
Jun 30, 24
8 Vanguard Small Cap Index 1.99M (2.57%) 7.32K
Increased by +0.37%
May 31, 25
9 iShares Russell 2000 ETF 1.96M (2.54%) 0.00
Increased by 0.00%
May 31, 25
10 ClearBridge Small Cap Growth 1.52M (1.97%) -1.04M
Decreased by -68.21%
Aug 31, 24
11 Vanguard Small Cap Value Index Inv 1.28M (1.66%) -651.00
Decreased by -0.05%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.24M (1.61%) 8.86K
Increased by +0.71%
May 31, 25
13 William Blair Small-Mid Cap Growth CIT 1.18M (1.52%) 0.00
Increased by 0.00%
Jul 31, 24
14 DFA US Small Cap Value I 1.09M (1.42%) 0.00
Increased by 0.00%
Apr 30, 25
15 William Blair Small-Mid Cap Growth I 951.48K (1.23%) -11.70K
Decreased by -1.23%
Jul 31, 24
16 Schwab Fundamental U.S. Small CompanyETF 813.61K (1.05%) -278.00
Decreased by -0.03%
May 31, 25
17 Vanguard Strategic Equity Inv 789.88K (1.02%) 126.49K
Increased by +16.01%
Mar 31, 25
18 Fidelity Small Cap Index 779.65K (1.01%) 3.50K
Increased by +0.45%
Mar 31, 25
19 Burgundy Smaller Companies 777.93K (1.01%) 18.54K
Increased by +2.38%
Apr 30, 25
20 iShares S&P Small-Cap 600 Value ETF 771.11K (1.00%) 0.00
Increased by 0.00%
May 31, 25