Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGMT 3.61%
2 MVPA 3.40%
3 RZV 1.71%
4 PSCI 1.32%
5 XSVM 1.21%
6 PXSV 1.21%
7 BOUT 1.07%
8 FYT 0.99%
9 DVP 0.95%
10 DEEP 0.95%
11 DSMC 0.82%
12 HAPS 0.78%
13 XSMO 0.65%
14 PXSG 0.65%
15 AFSM 0.58%
16 FNY 0.57%
17 RZG 0.56%
18 USVM 0.53%
19 FYX 0.47%
20 FFSM 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.59M (17.84%) -162.73K
Decreased by -0.79%
Mar 31, 26
2 Vanguard Group Inc 14.89M (12.90%) 98.74K
Increased by +0.66%
Dec 31, 25
3 Pentwater Capital Management LP 9.56M (8.29%) 3.72M
Increased by +38.86%
Mar 31, 26
4 UBS Group AG 9.39M (8.13%) 6.01M
Increased by +64.07%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 7.45M (6.46%) 7.45M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 5.76M (4.99%) 5.76M
Increased by +100.00%
Mar 31, 26
7 Cooper Creek Partners Management LLC 5.31M (4.60%) 661.28K
Increased by +12.44%
Mar 31, 26
8 Goldman Sachs Group Inc 5.13M (4.44%) -552.74K
Decreased by -10.78%
Jun 30, 25
9 State Street Corp 4.90M (4.25%) -58.01K
Decreased by -1.18%
Mar 31, 26
10 State Street Corporation 4.61M (4.00%) 44.40K
Increased by +0.96%
Mar 31, 24
11 Turiya Advisors Asia Ltd 4.55M (3.94%) -1.10M
Decreased by -24.15%
Mar 31, 26
12 The Goldman Sachs Group Inc 4.17M (3.61%) -439.23K
Decreased by -10.53%
Mar 31, 26
13 Barrow Hanley Mewhinney & Strauss LLC 3.98M (3.45%) -343.21K
Decreased by -8.62%
Dec 31, 25
14 Rubric Capital Management LP 3.74M (3.24%) 256.26K
Increased by +6.85%
Mar 31, 26
15 Wellington Management Company LLP 3.42M (2.97%) 816.05K
Increased by +23.83%
Jun 30, 25
16 Anomaly Capital Management, LP 3.37M (2.92%) 2.40M
Increased by +71.38%
Jun 30, 25
17 Wolf Hill Capital Management, LP 3.26M (2.83%) -4.42M
Decreased by -135.59%
Jun 30, 25
18 Geode Capital Management, LLC 3.22M (2.79%) -29.16K
Decreased by -0.90%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 3.17M (2.75%) 968.36K
Increased by +30.56%
Mar 31, 26
20 JPMorgan Chase & Co 2.24M (1.94%) 1.47M
Increased by +65.94%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.29M (7.18%) 3.02K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 4.13M (3.57%) 4.29K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.06M (3.52%) 53.20K
Increased by +1.31%
Apr 30, 26
4 iShares Russell 2000 ETF 3.18M (2.76%) 29.43K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 2.94M (2.54%) -12.69K
Decreased by -0.43%
Apr 30, 26
6 Barrow Hanley Global Value Equity 2.58M (2.24%) 28.65K
Increased by +1.11%
Dec 31, 25
7 Fidelity® Low-Priced Stock 2.15M (1.87%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Small Cap Value Index Inv 1.89M (1.64%) 15.15K
Increased by +0.80%
Apr 30, 26
9 Fidelity® Value 1.85M (1.61%) -735.40K
Decreased by -39.65%
Oct 31, 23
10 Schwab Fundamental US Small Company ETF 1.59M (1.37%) 0.00
Increased by 0.00%
Apr 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.34%) 11.73K
Increased by +0.76%
Apr 30, 26
12 Fidelity Tactical High Income Sr F8 1.36M (1.18%) 0.00
Increased by 0.00%
Jun 30, 24
13 iShares S&P Small-Cap 600 Value ETF 1.31M (1.13%) 0.00
Increased by 0.00%
May 29, 26
14 Fidelity Small Cap Index 1.31M (1.13%) -18.09K
Decreased by -1.39%
Mar 31, 26
15 State Street SPDR Port S&P 600 Sm CpETF 1.25M (1.08%) 0.00
Increased by 0.00%
May 29, 26
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.23M (1.06%) 14.72K
Increased by +1.20%
Aug 29, 25
17 Fidelity Low-Priced Stock 1.21M (1.04%) 31.23K
Increased by +2.59%
Aug 31, 24
18 iShares S&P Small-Cap 600 Growth ETF 1.19M (1.03%) 0.00
Increased by 0.00%
Aug 31, 25
19 iShares Russell 2000 Value ETF 1.15M (1.00%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity® Small Cap Index 1.13M (0.98%) 39.37K
Increased by +3.50%
Sep 30, 23