Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.40%
2 MGMT 1.72%
3 RZV 1.71%
4 XSVM 1.56%
5 PSCI 1.11%
6 BOUT 1.07%
7 PXSG 0.96%
8 XSMO 0.96%
9 DEEP 0.95%
10 DVP 0.95%
11 FYT 0.58%
12 AFSM 0.58%
13 FNY 0.57%
14 RZG 0.56%
15 SLYV 0.55%
16 USVM 0.53%
17 VIOV 0.51%
18 VIOG 0.48%
19 FFSM 0.46%
20 TMSL 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.11M (15.15%) -353.53K
Decreased by -1.76%
Mar 31, 25
2 Vanguard Group Inc 14.90M (11.22%) 262.12K
Increased by +1.76%
Jun 30, 25
3 Wolf Hill Capital Management, LP 7.69M (5.79%) 984.58K
Increased by +12.81%
Mar 31, 25
4 FMR Inc 5.97M (4.49%) -413.45K
Decreased by -6.93%
Mar 31, 25
5 UBS Group AG 5.51M (4.15%) 1.05M
Increased by +19.05%
Mar 31, 25
6 Goldman Sachs Group Inc 5.13M (3.86%) -552.74K
Decreased by -10.78%
Jun 30, 25
7 State Street Corp 4.82M (3.63%) -115.49K
Decreased by -2.39%
Mar 31, 25
8 State Street Corporation 4.61M (3.47%) 44.40K
Increased by +0.96%
Mar 31, 24
9 Cooper Creek Partners Management LLC 3.95M (2.98%) 1.19M
Increased by +30.22%
Mar 31, 25
10 Wellington Management Company LLP 3.42M (2.58%) 816.05K
Increased by +23.83%
Jun 30, 25
11 Geode Capital Management, LLC 3.15M (2.37%) 99.82K
Increased by +3.17%
Mar 31, 25
12 Holocene Advisors, LP 2.38M (1.79%) 2.38M
Increased by +100.00%
Mar 31, 25
13 Charles Schwab Investment Management Inc 2.23M (1.68%) -231.55K
Decreased by -10.41%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 2.22M (1.67%) -375.47K
Decreased by -16.94%
Mar 31, 25
15 Philadelphia Financial Mgmt Of San Franc 2.16M (1.63%) 176.07K
Increased by +8.16%
Jun 30, 24
16 Carronade Capital Management LP 2.11M (1.59%) 507.58K
Increased by +24.06%
Jun 30, 25
17 Harber Asset Management LLC 1.90M (1.43%) -568.85K
Decreased by -29.91%
Dec 31, 23
18 Point72 Asset Management, L.P. 1.73M (1.30%) -393.18K
Decreased by -22.71%
Mar 31, 25
19 Balyasny Asset Management LLC 1.70M (1.28%) 296.75K
Increased by +17.42%
Sep 30, 24
20 Amvescap Plc. 1.65M (1.24%) 555.22K
Increased by +33.72%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.27M (6.23%) 1.21K
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.28M (3.22%) 14.88K
Increased by +0.35%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 4.13M (3.11%) 4.29K
Increased by +0.10%
Sep 30, 24
4 Vanguard Small Cap Index 3.28M (2.47%) -71.27K
Decreased by -2.17%
Jun 30, 25
5 iShares Russell 2000 ETF 3.23M (2.43%) -61.32K
Decreased by -1.90%
Jul 31, 25
6 Fidelity® Low-Priced Stock 2.15M (1.62%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 2.14M (1.61%) 19.69K
Increased by +0.92%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 2.09M (1.58%) -60.50K
Decreased by -2.89%
Jun 30, 25
9 Fidelity® Value 1.85M (1.40%) -735.40K
Decreased by -39.65%
Oct 31, 23
10 Schwab Fundamental US Small Company ETF 1.59M (1.20%) 0.00
Increased by 0.00%
Apr 30, 24
11 iShares S&P Small-Cap 600 Value ETF 1.39M (1.05%) -4.66K
Decreased by -0.33%
Nov 27, 24
12 Fidelity Tactical High Income Sr F8 1.36M (1.03%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity Small Cap Growth 1.33M (1.00%) -466.68K
Decreased by -35.18%
May 31, 25
14 Fidelity Small Cap Index 1.29M (0.97%) 3.83K
Increased by +0.30%
May 31, 25
15 iShares S&P Small-Cap 600 Growth ETF 1.21M (0.91%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity Low-Priced Stock 1.21M (0.91%) 31.23K
Increased by +2.59%
Aug 31, 24
17 iShares Russell 2000 Growth ETF 1.20M (0.91%) 0.00
Increased by 0.00%
Jul 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.20M (0.90%) 669.00
Increased by +0.06%
Jul 31, 25
19 iShares Russell 2000 Value ETF 1.15M (0.87%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity® Small Cap Index 1.13M (0.85%) 39.37K
Increased by +3.50%
Sep 30, 23