Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSMC 1.70%
2 CSD 1.10%
3 ACTV 0.80%
4 PSCH 0.78%
5 PTH 0.62%
6 RZV 0.45%
7 USVM 0.41%
8 RWJ 0.35%
9 FNDA 0.29%
10 JPSV 0.26%
11 OASC 0.25%
12 SLYV 0.24%
13 SAEF 0.22%
14 HKND 0.18%
15 VIOV 0.17%
16 SSLY 0.17%
17 AIVL 0.17%
18 IBBQ 0.16%
19 QVMS 0.16%
20 OMFS 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.15M (16.17%) 386.12K
Increased by +2.55%
Mar 31, 26
2 Vanguard Group Inc 8.33M (8.89%) 258.10K
Increased by +3.10%
Dec 31, 25
3 The Goldman Sachs Group Inc 8.10M (8.64%) -174.08K
Decreased by -2.15%
Mar 31, 26
4 Corvex Management LP 4.64M (4.96%) 135.66K
Increased by +2.92%
Mar 31, 26
5 Sessa Capital, L.P 4.59M (4.90%) 600.00K
Increased by +13.06%
Mar 31, 26
6 State Street Corp 4.11M (4.39%) -1.50K
Decreased by -0.04%
Mar 31, 26
7 Vanguard Capital Management, LLC 4.04M (4.31%) 4.04M
Increased by +100.00%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 3.70M (3.94%) 3.70M
Increased by +100.00%
Mar 31, 26
9 AQR Capital Management LLC 3.30M (3.52%) 310.36K
Increased by +9.41%
Mar 31, 26
10 Charles Schwab Investment Management Inc 3.21M (3.42%) -11.36K
Decreased by -0.35%
Mar 31, 26
11 Deutsche Bank AG 2.57M (2.74%) 13.08K
Increased by +0.51%
Mar 31, 26
12 Geode Capital Management, LLC 2.37M (2.53%) 87.54K
Increased by +3.70%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 2.30M (2.45%) -170.06K
Decreased by -7.40%
Mar 31, 26
14 Park West Asset Management LLC 2.26M (2.41%) 219.16K
Increased by +9.71%
Mar 31, 26
15 Nuveen, LLC 2.11M (2.25%) 286.67K
Increased by +13.61%
Dec 31, 25
16 Iron Triangle Partners LP 1.99M (2.12%) 1.99M
Increased by +100.00%
Dec 31, 25
17 Loomis, Sayles & Company LP 1.82M (1.95%) 1.82M
Increased by +100.00%
Mar 31, 26
18 MetLife Investment Management, LLC 1.81M (1.93%) 436.53K
Increased by +24.18%
Mar 31, 26
19 Ameriprise Financial Inc 1.58M (1.69%) 1.12M
Increased by +70.68%
Mar 31, 26
20 Renaissance Technologies Corp 1.43M (1.53%) 643.00K
Increased by +44.88%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.60M (5.98%) 2.25K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.91M (3.10%) 0.00
Increased by 0.00%
Apr 30, 26
3 iShares Russell 2000 ETF 2.24M (2.39%) 20.64K
Increased by +0.92%
May 29, 26
4 Xtrackers MSCI World Swap ETF 1C 2.22M (2.37%) -13.97K
Decreased by -0.63%
Dec 31, 25
5 Fidelity Value 1.80M (1.92%) 652.00K
Increased by +36.23%
Apr 30, 26
6 Schwab Fundamental U.S. Small CompanyETF 1.55M (1.65%) -626.00
Decreased by -0.04%
May 30, 26
7 Columbia Acorn Inst 1.29M (1.38%) 1.29M
Increased by +100.00%
Apr 30, 26
8 Vanguard Small Cap Index 1.08M (1.15%) 12.31K
Increased by +1.14%
Apr 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.11%) 12.74K
Increased by +1.22%
Apr 30, 26
10 Loomis Sayles Small Cap Growth Instl 993.58K (1.06%) -26.21K
Decreased by -2.64%
Apr 30, 26
11 Fidelity Small Cap Index 913.88K (0.98%) 19.62K
Increased by +2.15%
Mar 31, 26
12 iShares S&P Small-Cap 600 Value ETF 888.48K (0.95%) 0.00
Increased by 0.00%
May 29, 26
13 State Street SPDR Port S&P 600 Sm CpETF 847.45K (0.90%) 0.00
Increased by 0.00%
May 29, 26
14 iShares Russell 2000 Value ETF 808.63K (0.86%) 0.00
Increased by 0.00%
May 29, 26
15 iShares Biotechnology ETF 690.07K (0.74%) 13.21K
Increased by +1.91%
May 29, 26
16 Vanguard Small Cap Value Index Inv 689.29K (0.74%) 5.19K
Increased by +0.75%
Apr 30, 26
17 Lord Abbett Small Cap Value A 603.22K (0.64%) -2.87K
Decreased by -0.48%
Apr 30, 26
18 PIMCO RAE US Small Instl 598.24K (0.64%) 164.00K
Increased by +27.41%
Mar 31, 26
19 Russell 2000 Equity Index Fund B 570.46K (0.61%) -23.29K
Decreased by -4.08%
Dec 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 565.96K (0.60%) 3.60K
Increased by +0.64%
May 31, 26