Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 2.52%
2 ULTY 2.37%
3 CBSE 2.19%
4 BFIT 1.30%
5 XRT 1.13%
6 RZV 0.88%
7 PMOM 0.77%
8 RETL 0.66%
9 PSCD 0.63%
10 WCEO 0.58%
11 NIXT 0.58%
12 FYT 0.48%
13 RWJ 0.48%
14 EVNT 0.43%
15 EZY 0.42%
16 GBUY 0.39%
17 PSC 0.38%
18 BSVO 0.38%
19 FDWM 0.34%
20 SSLY 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.11M (16.76%) 456.39K
Increased by +3.23%
Dec 31, 24
2 Vanguard Group Inc 10.51M (12.48%) 210.83K
Increased by +2.01%
Dec 31, 24
3 Vesa Equity Investment S.à r.l. 10.06M (11.94%) 0.00
Increased by 0.00%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 5.47M (6.49%) -54.92K
Decreased by -1.00%
Dec 31, 24
5 Allspring Global Investments Holdings, LLC 5.32M (6.32%) 2.50M
Increased by +46.97%
Dec 31, 24
6 D. E. Shaw & Co LP 4.35M (5.17%) 790.78K
Increased by +18.16%
Sep 30, 24
7 Marshall Wace Asset Management Ltd 4.30M (5.11%) 4.18M
Increased by +97.15%
Sep 30, 24
8 State Street Corp 3.61M (4.29%) 148.32K
Increased by +4.10%
Dec 31, 24
9 State Street Corporation 3.58M (4.26%) 160.81K
Increased by +4.49%
Mar 31, 24
10 Macquarie Group Ltd 3.32M (3.95%) -1.24M
Decreased by -37.21%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 3.06M (3.63%) 751.75K
Increased by +24.60%
Dec 31, 24
12 Goldman Sachs Group Inc 3.04M (3.61%) 468.29K
Increased by +15.41%
Dec 31, 24
13 Arrowstreet Capital Limited Partnership 2.86M (3.40%) -498.35K
Decreased by -17.42%
Dec 31, 24
14 Jacobs Levy Equity Management, Inc. 1.91M (2.26%) 770.93K
Increased by +40.44%
Dec 31, 24
15 Geode Capital Management, LLC 1.90M (2.25%) -9.92K
Decreased by -0.52%
Dec 31, 24
16 FMR Inc 1.75M (2.08%) -2.26M
Decreased by -129.14%
Dec 31, 24
17 American Century Companies Inc 1.66M (1.97%) 81.81K
Increased by +4.93%
Dec 31, 24
18 Cramer Rosenthal McGlynn LLC 1.60M (1.90%) 1.60M
Increased by +100.00%
Dec 31, 24
19 Citadel Advisors Llc 1.49M (1.77%) 1.15M
Increased by +77.42%
Sep 30, 23
20 Bank of New York Mellon Corp 1.43M (1.70%) 333.25K
Increased by +23.31%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.10M (6.06%) 3.54K
Increased by +0.07%
Mar 31, 25
2 Allspring Mid Value SMA 3.75M (4.45%) 3.75M
Increased by +99.99%
Dec 31, 24
3 Allspring Special Mid Cap Value Inst 3.75M (4.45%) 0.00
Increased by 0.00%
Feb 28, 25
4 Allspring Special US Mid Cap Value Eq 3.75M (4.45%) 1.48M
Increased by +39.37%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.98M (3.54%) 2.43K
Increased by +0.08%
Feb 28, 25
6 Fidelity® Low-Priced Stock 2.45M (2.92%) -2.56K
Decreased by -0.10%
Oct 31, 23
7 Vanguard Small Cap Index 2.42M (2.88%) 1.97K
Increased by +0.08%
Feb 28, 25
8 iShares Russell 2000 ETF 2.20M (2.61%) -19.03K
Decreased by -0.87%
Mar 31, 25
9 Fidelity Low-Priced Stock 2.17M (2.57%) -6.61K
Decreased by -0.31%
Mar 31, 24
10 Delaware Ivy Mid Cap Growth A 1.95M (2.32%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Small Cap Value Index Inv 1.59M (1.89%) -7.23K
Decreased by -0.45%
Feb 28, 25
12 Avantis US Small Cap Value ETF 1.50M (1.78%) 1.85K
Increased by +0.12%
Mar 29, 25
13 DFA US Small Cap Value I 1.38M (1.64%) -4.61K
Decreased by -0.33%
Feb 28, 25
14 Delaware Ivy Mid Cap Income Opps I 1.31M (1.55%) 440.63K
Increased by +33.74%
Jun 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.49%) 1.78K
Increased by +0.14%
Feb 28, 25
16 Fidelity Growth Compy Commingled Pl O 1.05M (1.25%) -206.20K
Decreased by -19.57%
Jul 31, 24
17 iShares S&P Small-Cap 600 Value ETF 839.46K (1.00%) -791.00
Decreased by -0.09%
Mar 31, 25
18 Fidelity Small Cap Index 821.46K (0.98%) -15.38K
Decreased by -1.87%
Jan 31, 25
19 Fidelity Growth Company Fund 813.25K (0.97%) -129.42K
Decreased by -15.91%
Jul 31, 24
20 Fidelity® Small Cap Index 791.76K (0.94%) 20.51K
Increased by +2.59%
Oct 31, 23