Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 9.98%
2 PSCD 1.64%
3 RZG 0.55%
4 OOTO 0.54%
5 FLYD 0.53%
6 VIOG 0.52%
7 QSML 0.46%
8 ESIX 0.46%
9 OASC 0.44%
10 IJT 0.42%
11 SLYG 0.42%
12 QVMS 0.36%
13 SPSM 0.27%
14 VIOO 0.24%
15 SAA 0.23%
16 BBSC 0.23%
17 XJR 0.23%
18 SMAX 0.22%
19 IJR 0.22%
20 RFLR 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.72M (14.99%) -478.73K
Decreased by -3.49%
Mar 31, 25
2 Vanguard Group Inc 9.87M (10.79%) -194.84K
Decreased by -1.97%
Mar 31, 25
3 Darlington Partners Capital Management, LP 7.24M (7.91%) 5.99M
Increased by +82.72%
Mar 31, 25
4 H PARTNERS MANAGEMENT, LLC 5.61M (6.13%) -700.00K
Decreased by -12.47%
Mar 31, 25
5 Contour Asset Management LLC 3.87M (4.23%) -12.83K
Decreased by -0.33%
Mar 31, 25
6 59 North Capital Management, LP 3.80M (4.15%) 381.72K
Increased by +10.04%
Mar 31, 25
7 State Street Corp 3.44M (3.76%) -64.54K
Decreased by -1.88%
Mar 31, 25
8 DENDUR CAPITAL LP 3.14M (3.43%) 379.50K
Increased by +12.08%
Mar 31, 25
9 Bank of America Corp 2.96M (3.24%) 2.72M
Increased by +91.85%
Mar 31, 25
10 Jericho Capital Asset Management LP 2.62M (2.86%) 145.36K
Increased by +5.56%
Mar 31, 25
11 Barclays PLC 2.50M (2.74%) 760.15K
Increased by +30.36%
Mar 31, 24
12 Citadel Advisors Llc 2.26M (2.47%) 1.04M
Increased by +46.15%
Mar 31, 25
13 Geode Capital Management, LLC 2.16M (2.36%) 62.62K
Increased by +2.90%
Mar 31, 25
14 Long Pond Capital, LP 2.12M (2.32%) 2.12M
Increased by +100.00%
Mar 31, 25
15 Simcoe Capital Management, LLC 2.04M (2.23%) 2.04M
Increased by +100.00%
Sep 30, 24
16 JPMorgan Chase & Co 1.94M (2.12%) -110.20K
Decreased by -5.68%
Mar 31, 25
17 Barrow Hanley Mewhinney & Strauss LLC 1.89M (2.07%) -40.31K
Decreased by -2.13%
Dec 31, 24
18 Waratah Capital Advisors Ltd 1.85M (2.02%) 0.00
Increased by 0.00%
Mar 31, 24
19 Hawk Ridge Management LLC 1.73M (1.89%) 229.00K
Increased by +13.26%
Mar 31, 25
20 ING Groep NV 1.59M (1.74%) -55.90K
Decreased by -3.52%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.60M (6.12%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.88M (3.15%) 35.72K
Increased by +1.24%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.85M (3.11%) 2.48K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 2.33M (2.54%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 2.27M (2.48%) 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 (1.26%) 0.00
Increased by 0.00%
Feb 28, 25
9 JPMorgan Small Cap Growth A 994.46K (1.09%) 0.00
Increased by 0.00%
Apr 30, 25
10 Fidelity Small Cap Index 925.93K (1.01%) 6.88K
Increased by +0.74%
Mar 31, 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 833.76K (0.91%) 0.00
Increased by 0.00%
May 31, 25
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 794.11K (0.87%) 0.00
Increased by 0.00%
May 30, 25
14 Thrivent Small Cap Stock A 610.87K (0.67%) 610.87K
Increased by +100.00%
Mar 31, 25
15 Davenport Small Cap Focus 601.41K (0.66%) 19.91K
Increased by +3.31%
Apr 30, 25
16 iShares Russell 2000 Growth ETF 598.25K (0.65%) 0.00
Increased by 0.00%
May 31, 25
17 Vanguard Tax-Managed Small Cap Adm 578.79K (0.63%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity Global Small Cap Opps F 565.00K (0.62%) 0.00
Increased by 0.00%
Mar 31, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 532.48K (0.58%) 1.80K
Increased by +0.34%
May 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 530.68K (0.58%) 2.56K
Increased by +0.48%
Apr 30, 25