Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.40%
2 MGMT 2.24%
3 RZV 1.71%
4 XSVM 1.56%
5 PSCI 1.37%
6 XSMO 1.16%
7 BOUT 1.07%
8 DVP 0.95%
9 DEEP 0.95%
10 FYT 0.58%
11 AFSM 0.58%
12 FNY 0.57%
13 RZG 0.56%
14 SLYV 0.55%
15 USVM 0.53%
16 IJT 0.51%
17 VIOV 0.51%
18 VIOG 0.48%
19 SLYG 0.47%
20 FFSM 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.11M (16.21%) -353.53K
Decreased by -1.76%
Mar 31, 25
2 Vanguard Group Inc 14.64M (11.80%) -169.54K
Decreased by -1.16%
Mar 31, 25
3 Wolf Hill Capital Management, LP 7.69M (6.20%) 984.58K
Increased by +12.81%
Mar 31, 25
4 FMR Inc 5.97M (4.81%) -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 UBS Group AG 5.51M (4.44%) 1.05M
Increased by +19.05%
Mar 31, 25
7 State Street Corp 4.82M (3.89%) -115.49K
Decreased by -2.39%
Mar 31, 25
8 State Street Corporation 4.61M (3.72%) 44.40K
Increased by +0.96%
Mar 31, 24
9 Cooper Creek Partners Management LLC 3.95M (3.19%) 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 (1.92%) 2.38M
Increased by +100.00%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 2.22M (1.79%) -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 (1.40%) -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 (1.33%) 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 8.23M (6.63%) -23.13K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.27M (3.44%) 2.89K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.13M (3.33%) 4.29K
Increased by +0.10%
Sep 30, 24
4 iShares Russell 2000 ETF 3.42M (2.76%) 23.74K
Increased by +0.69%
Jun 30, 25
5 Vanguard Small Cap Index 3.35M (2.70%) 17.09K
Increased by +0.51%
May 31, 25
6 Vanguard Small Cap Value Index Inv 2.15M (1.74%) -1.82K
Decreased by -0.08%
May 31, 25
7 Fidelity® Low-Priced Stock 2.15M (1.74%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.12M (1.71%) 14.48K
Increased by +0.68%
May 31, 25
9 Fidelity® Value 1.85M (1.49%) -735.40K
Decreased by -39.65%
Oct 31, 23
10 Fidelity Small Cap Growth 1.79M (1.45%) -683.10K
Decreased by -38.10%
Apr 30, 25
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 Index 1.29M (1.04%) 14.78K
Increased by +1.15%
Apr 30, 25
15 iShares S&P Small-Cap 600 Growth ETF 1.22M (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity Low-Priced Stock 1.21M (0.97%) 31.23K
Increased by +2.59%
Aug 31, 24
17 iShares Russell 2000 Growth ETF 1.20M (0.97%) 2.96K
Increased by +0.25%
Jun 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.18M (0.95%) 0.00
Increased by 0.00%
Jun 30, 25
19 iShares Russell 2000 Value ETF 1.15M (0.93%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity® Small Cap Index 1.13M (0.91%) 39.37K
Increased by +3.50%
Sep 30, 23