Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.40%
2 MGMT 2.81%
3 PSCI 1.78%
4 RZV 1.71%
5 XSVM 1.56%
6 XSMO 1.51%
7 DVP 0.95%
8 DEEP 0.95%
9 FNY 0.74%
10 IJT 0.64%
11 SLYG 0.64%
12 FYT 0.58%
13 AFSM 0.58%
14 ESIX 0.56%
15 SLYV 0.55%
16 VIOG 0.55%
17 USVM 0.53%
18 RZG 0.52%
19 VIOV 0.51%
20 TMSL 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.46M (16.66%) 602.75K
Increased by +2.95%
Dec 31, 24
2 Vanguard Group Inc 14.81M (12.06%) -80.93K
Decreased by -0.55%
Dec 31, 24
3 Wolf Hill Capital Management, LP 6.70M (5.46%) 6.70M
Increased by +100.00%
Dec 31, 24
4 FMR Inc 6.38M (5.19%) -674.77K
Decreased by -10.58%
Dec 31, 24
5 Goldman Sachs Group Inc 5.46M (4.44%) -132.21K
Decreased by -2.42%
Dec 31, 24
6 State Street Corp 4.94M (4.02%) 19.56K
Increased by +0.40%
Dec 31, 24
7 State Street Corporation 4.61M (3.76%) 44.40K
Increased by +0.96%
Mar 31, 24
8 UBS Group AG 4.46M (3.63%) 856.62K
Increased by +19.22%
Dec 31, 24
9 Geode Capital Management, LLC 3.05M (2.48%) 35.28K
Increased by +1.16%
Dec 31, 24
10 Charles Schwab Investment Management Inc 2.79M (2.27%) -209.11K
Decreased by -7.49%
Dec 31, 24
11 Cooper Creek Partners Management LLC 2.76M (2.25%) -898.74K
Decreased by -32.58%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 2.59M (2.11%) 965.23K
Increased by +37.23%
Dec 31, 24
13 Philadelphia Financial Mgmt Of San Franc 2.16M (1.76%) 176.07K
Increased by +8.16%
Jun 30, 24
14 Point72 Asset Management, L.P. 2.12M (1.73%) 1.42M
Increased by +66.96%
Dec 31, 24
15 Harber Asset Management LLC 1.90M (1.55%) -568.85K
Decreased by -29.91%
Dec 31, 23
16 Discovery Capital Management LLC 1.84M (1.50%) 1.45M
Increased by +78.96%
Dec 31, 24
17 Balyasny Asset Management LLC 1.70M (1.39%) 296.75K
Increased by +17.42%
Sep 30, 24
18 River Road Asset Management, LLC 1.66M (1.35%) -1.19M
Decreased by -71.72%
Dec 31, 24
19 Amvescap Plc. 1.65M (1.34%) 555.22K
Increased by +33.72%
Sep 30, 24
20 Philosophy Capital Management LLC 1.64M (1.34%) 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 8.41M (6.85%) 4.90K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.17M (3.39%) 2.53K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 3.39M (2.76%) 2.80K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 3.36M (2.74%) -29.09K
Decreased by -0.87%
Mar 31, 25
5 Fidelity Small Cap Growth 2.48M (2.02%) -209.14K
Decreased by -8.44%
Jan 31, 25
6 Vanguard Small Cap Value Index Inv 2.23M (1.82%) -6.79K
Decreased by -0.30%
Feb 28, 25
7 Fidelity® Low-Priced Stock 2.15M (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.07M (1.68%) 6.51K
Increased by +0.32%
Feb 28, 25
9 Fidelity® Value 1.85M (1.51%) -735.40K
Decreased by -39.65%
Oct 31, 23
10 Schwab Fundamental US Small Company ETF 1.59M (1.29%) 0.00
Increased by 0.00%
Apr 30, 24
11 iShares S&P Small-Cap 600 Value ETF 1.39M (1.13%) -4.66K
Decreased by -0.33%
Nov 27, 24
12 Fidelity Tactical High Income Sr F8 1.36M (1.11%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity Value 1.29M (1.05%) -92.40K
Decreased by -7.15%
Feb 28, 25
14 Fidelity Small Cap Index 1.25M (1.02%) -23.50K
Decreased by -1.87%
Jan 31, 25
15 iShares S&P Small-Cap 600 Growth ETF 1.24M (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Low-Priced Stock 1.21M (0.98%) 31.23K
Increased by +2.59%
Aug 31, 24
17 Fidelity Small Cap Growth K6 1.19M (0.97%) -133.84K
Decreased by -11.23%
Jan 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.18M (0.96%) 1.76K
Increased by +0.15%
Mar 31, 25
19 iShares Russell 2000 Value ETF 1.17M (0.95%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity® Small Cap Index 1.13M (0.92%) 39.37K
Increased by +3.50%
Sep 30, 23

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