Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 9.98%
2 PSCD 1.77%
3 RZG 0.62%
4 FLYD 0.56%
5 OOTO 0.54%
6 VIOG 0.52%
7 QSML 0.46%
8 IJT 0.46%
9 ESIX 0.46%
10 SLYG 0.46%
11 OASC 0.44%
12 QVMS 0.36%
13 SPSM 0.27%
14 VIOO 0.26%
15 IJR 0.24%
16 SAA 0.23%
17 BBSC 0.23%
18 VTWG 0.20%
19 RFLR 0.19%
20 IWO 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.72M (14.93%) -478.73K
Decreased by -3.49%
Mar 31, 25
2 Vanguard Group Inc 9.87M (10.74%) -194.84K
Decreased by -1.97%
Mar 31, 25
3 Darlington Partners Capital Management, LP 7.24M (7.88%) 5.99M
Increased by +82.72%
Mar 31, 25
4 H PARTNERS MANAGEMENT, LLC 5.61M (6.11%) -700.00K
Decreased by -12.47%
Mar 31, 25
5 Contour Asset Management LLC 3.87M (4.21%) -12.83K
Decreased by -0.33%
Mar 31, 25
6 59 North Capital Management, LP 3.80M (4.14%) 381.72K
Increased by +10.04%
Mar 31, 25
7 State Street Corp 3.44M (3.74%) -64.54K
Decreased by -1.88%
Mar 31, 25
8 DENDUR CAPITAL LP 3.14M (3.42%) 379.50K
Increased by +12.08%
Mar 31, 25
9 Bank of America Corp 2.96M (3.22%) 2.72M
Increased by +91.85%
Mar 31, 25
10 Jericho Capital Asset Management LP 2.62M (2.85%) 145.36K
Increased by +5.56%
Mar 31, 25
11 Barclays PLC 2.50M (2.73%) 760.15K
Increased by +30.36%
Mar 31, 24
12 Geode Capital Management, LLC 2.16M (2.35%) 62.62K
Increased by +2.90%
Mar 31, 25
13 Long Pond Capital, LP 2.12M (2.31%) 2.12M
Increased by +100.00%
Mar 31, 25
14 Simcoe Capital Management, LLC 2.04M (2.22%) 2.04M
Increased by +100.00%
Sep 30, 24
15 JPMorgan Chase & Co 1.94M (2.11%) -110.20K
Decreased by -5.68%
Mar 31, 25
16 Barrow Hanley Mewhinney & Strauss LLC 1.89M (2.06%) -40.31K
Decreased by -2.13%
Dec 31, 24
17 Waratah Capital Advisors Ltd 1.85M (2.01%) 0.00
Increased by 0.00%
Mar 31, 24
18 Hawk Ridge Management LLC 1.73M (1.88%) 229.00K
Increased by +13.26%
Mar 31, 25
19 ING Groep NV 1.59M (1.73%) -55.90K
Decreased by -3.52%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 1.54M (1.68%) -1.03M
Decreased by -66.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.66M (6.16%) -4.99K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.88M (3.14%) 35.72K
Increased by +1.24%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.85M (3.10%) 2.48K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 2.29M (2.49%) 387.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 2.27M (2.47%) 16.00K
Increased by +0.71%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.44M (1.57%) 11.42K
Increased by +0.79%
Apr 30, 25
7 Vanguard Small Cap Growth Index Inv 1.26M (1.38%) -949.00
Decreased by -0.08%
Apr 30, 25
8 Bridge Builder Large Cap Value 1.15M (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
9 JPMorgan Small Cap Growth A 994.46K (1.08%) 12.42K
Increased by +1.25%
Mar 31, 25
10 Fidelity Small Cap Index 919.05K (1.00%) 5.06K
Increased by +0.55%
Feb 28, 25
11 American Funds SMALLCAP World A 878.12K (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
12 iShares S&P Small-Cap 600 Growth ETF 832.95K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 808.96K (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
14 Thrivent Small Cap Stock A 700.62K (0.76%) 0.00
Increased by 0.00%
Oct 31, 23
15 iShares Russell 2000 Growth ETF 612.70K (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
16 Davenport Small Cap Focus 581.50K (0.63%) 30.00K
Increased by +5.16%
Mar 31, 25
17 Vanguard Tax-Managed Small Cap Adm 578.79K (0.63%) 0.00
Increased by 0.00%
Apr 30, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 530.68K (0.58%) 2.56K
Increased by +0.48%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 530.68K (0.58%) 2.56K
Increased by +0.48%
Apr 30, 25
20 Fidelity Extended Market Index 516.26K (0.56%) 10.41K
Increased by +2.02%
Mar 31, 25