Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.40%
2 MGMT 2.48%
3 RZV 1.71%
4 XSVM 1.56%
5 PSCI 1.49%
6 XSMO 1.31%
7 BOUT 1.07%
8 DVP 0.95%
9 DEEP 0.95%
10 FNY 0.64%
11 VIOG 0.62%
12 FYT 0.58%
13 AFSM 0.58%
14 RZG 0.56%
15 SLYG 0.55%
16 SLYV 0.55%
17 IJT 0.55%
18 USVM 0.53%
19 VIOV 0.51%
20 TMSL 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.11M (16.19%) -353.53K
Decreased by -1.76%
Mar 31, 25
2 Vanguard Group Inc 14.64M (11.79%) -169.54K
Decreased by -1.16%
Mar 31, 25
3 Wolf Hill Capital Management, LP 7.69M (6.19%) 984.58K
Increased by +12.81%
Mar 31, 25
4 FMR Inc 5.97M (4.80%) -413.45K
Decreased by -6.93%
Mar 31, 25
5 Goldman Sachs Group Inc 5.68M (4.58%) 226.81K
Increased by +3.99%
Mar 31, 25
6 State Street Corp 4.82M (3.88%) -115.49K
Decreased by -2.39%
Mar 31, 25
7 State Street Corporation 4.61M (3.71%) 44.40K
Increased by +0.96%
Mar 31, 24
8 UBS Group AG 4.46M (3.59%) 856.62K
Increased by +19.22%
Dec 31, 24
9 Cooper Creek Partners Management LLC 3.95M (3.18%) 1.19M
Increased by +30.22%
Mar 31, 25
10 Geode Capital Management, LLC 3.15M (2.54%) 99.82K
Increased by +3.17%
Mar 31, 25
11 Wellington Management Company LLP 2.61M (2.10%) 1.98M
Increased by +75.77%
Mar 31, 25
12 Charles Schwab Investment Management Inc 2.46M (1.98%) -334.50K
Decreased by -13.61%
Mar 31, 25
13 Holocene Advisors, LP 2.38M (1.91%) 2.38M
Increased by +100.00%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 2.22M (1.78%) -375.47K
Decreased by -16.94%
Mar 31, 25
15 Philadelphia Financial Mgmt Of San Franc 2.16M (1.74%) 176.07K
Increased by +8.16%
Jun 30, 24
16 Harber Asset Management LLC 1.90M (1.53%) -568.85K
Decreased by -29.91%
Dec 31, 23
17 Point72 Asset Management, L.P. 1.73M (1.39%) -393.18K
Decreased by -22.71%
Mar 31, 25
18 Balyasny Asset Management LLC 1.70M (1.37%) 296.75K
Increased by +17.42%
Sep 30, 24
19 Amvescap Plc. 1.65M (1.33%) 555.22K
Increased by +33.72%
Sep 30, 24
20 Philosophy Capital Management LLC 1.64M (1.32%) 240.25K
Increased by +14.61%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.26M (6.65%) -7.15K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.26M (3.43%) 84.90K
Increased by +1.99%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.13M (3.32%) 4.29K
Increased by +0.10%
Sep 30, 24
4 Vanguard Small Cap Index 3.33M (2.69%) 18.50K
Increased by +0.55%
Apr 30, 25
5 iShares Russell 2000 ETF 3.14M (2.53%) 531.00
Increased by +0.02%
Apr 30, 25
6 Fidelity Small Cap Growth 2.48M (1.99%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 2.16M (1.74%) 6.79K
Increased by +0.31%
Apr 30, 25
8 Fidelity® Low-Priced Stock 2.15M (1.73%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 2.10M (1.69%) 11.95K
Increased by +0.57%
Apr 30, 25
10 Fidelity® Value 1.85M (1.49%) -735.40K
Decreased by -39.65%
Oct 31, 23
11 Schwab Fundamental US Small Company ETF 1.59M (1.28%) 0.00
Increased by 0.00%
Apr 30, 24
12 iShares S&P Small-Cap 600 Value ETF 1.39M (1.12%) -4.66K
Decreased by -0.33%
Nov 27, 24
13 Fidelity Tactical High Income Sr F8 1.36M (1.10%) 0.00
Increased by 0.00%
Jun 30, 24
14 Fidelity Small Cap Growth K6 1.31M (1.05%) 116.00K
Increased by +8.87%
Feb 28, 25
15 Fidelity Value 1.29M (1.04%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Small Cap Index 1.26M (1.02%) 6.09K
Increased by +0.48%
Feb 28, 25
17 iShares S&P Small-Cap 600 Growth ETF 1.22M (0.98%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity Low-Priced Stock 1.21M (0.97%) 31.23K
Increased by +2.59%
Aug 31, 24
19 iShares Russell 2000 Value ETF 1.20M (0.96%) -4.05K
Decreased by -0.34%
Apr 30, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.18M (0.95%) 0.00
Increased by 0.00%
Apr 30, 25