Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.40%
2 MGMT 2.30%
3 RZV 1.71%
4 XSVM 1.56%
5 PSCI 1.51%
6 XSMO 1.25%
7 DVP 0.95%
8 DEEP 0.95%
9 FYT 0.58%
10 AFSM 0.58%
11 SLYV 0.55%
12 VIOG 0.55%
13 USVM 0.53%
14 IJT 0.52%
15 SLYG 0.51%
16 VIOV 0.51%
17 RZG 0.50%
18 TMSL 0.46%
19 ESIX 0.45%
20 IWC 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.86M (15.17%) 205.67K
Increased by +1.04%
Sep 30, 24
2 Vanguard Group Inc 14.81M (11.31%) -80.93K
Decreased by -0.55%
Dec 31, 24
3 FMR Inc 7.05M (5.39%) -2.32M
Decreased by -32.87%
Sep 30, 24
4 Wolf Hill Capital Management, LP 6.70M (5.12%) 6.70M
Increased by +100.00%
Dec 31, 24
5 Goldman Sachs Group Inc 5.59M (4.27%) 163.05K
Increased by +2.92%
Sep 30, 24
6 State Street Corp 4.92M (3.76%) 66.66K
Increased by +1.36%
Sep 30, 24
7 State Street Corporation 4.61M (3.52%) 44.40K
Increased by +0.96%
Mar 31, 24
8 UBS Group AG 3.60M (2.75%) -246.05K
Decreased by -6.83%
Sep 30, 24
9 Geode Capital Management, LLC 3.02M (2.30%) 97.45K
Increased by +3.23%
Sep 30, 24
10 Charles Schwab Investment Management Inc 2.79M (2.13%) -209.11K
Decreased by -7.49%
Dec 31, 24
11 Cooper Creek Partners Management LLC 2.76M (2.11%) -898.74K
Decreased by -32.58%
Dec 31, 24
12 Philadelphia Financial Mgmt Of San Franc 2.16M (1.65%) 176.07K
Increased by +8.16%
Jun 30, 24
13 Harber Asset Management LLC 1.90M (1.45%) -568.85K
Decreased by -29.91%
Dec 31, 23
14 Balyasny Asset Management LLC 1.70M (1.30%) 296.75K
Increased by +17.42%
Sep 30, 24
15 River Road Asset Management, LLC 1.66M (1.27%) -1.19M
Decreased by -71.72%
Dec 31, 24
16 Amvescap Plc. 1.65M (1.26%) 555.22K
Increased by +33.72%
Sep 30, 24
17 Philosophy Capital Management LLC 1.64M (1.26%) 240.25K
Increased by +14.61%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 1.63M (1.24%) -1.20M
Decreased by -73.98%
Sep 30, 24
19 Two Sigma Investments LLC 1.61M (1.23%) -775.96K
Decreased by -48.18%
Sep 30, 23
20 Verition Fund Managegment, LLC 1.61M (1.23%) 1.61M
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.75M (6.68%) 7.95K
Increased by +0.09%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.14M (3.16%) 52.53K
Increased by +1.27%
Dec 31, 24
3 iShares Russell 2000 ETF 3.47M (2.65%) -26.35K
Decreased by -0.76%
Jan 31, 25
4 Vanguard Small Cap Index 3.38M (2.58%) 31.36K
Increased by +0.93%
Dec 31, 24
5 Fidelity Small Cap Growth 3.15M (2.41%) 829.21K
Increased by +26.29%
Nov 30, 24
6 Vanguard Small Cap Value Index Inv 2.25M (1.72%) -14.87K
Decreased by -0.66%
Dec 31, 24
7 Fidelity® Low-Priced Stock 2.15M (1.64%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.05M (1.57%) -932.00
Decreased by -0.05%
Dec 31, 24
9 Fidelity® Value 1.85M (1.42%) -735.40K
Decreased by -39.65%
Oct 31, 23
10 Schwab Fundamental US Small Company ETF 1.59M (1.21%) 0.00
Increased by 0.00%
Apr 30, 24
11 Fidelity Small Cap Growth K6 1.55M (1.18%) 596.07K
Increased by +38.53%
Nov 30, 24
12 Fidelity Value 1.41M (1.08%) -64.60K
Decreased by -4.58%
Dec 31, 24
13 iShares S&P Small-Cap 600 Value ETF 1.39M (1.06%) -4.66K
Decreased by -0.33%
Nov 27, 24
14 Fidelity Tactical High Income Sr F8 1.36M (1.04%) 0.00
Increased by 0.00%
Jun 30, 24
15 Schwab Fundamental U.S. Small CompanyETF 1.31M (1.00%) 0.00
Increased by 0.00%
Jan 31, 25
16 iShares S&P Small-Cap 600 Growth ETF 1.26M (0.96%) -1.33K
Decreased by -0.11%
Jan 31, 25
17 Fidelity Small Cap Index 1.26M (0.96%) -7.59K
Decreased by -0.60%
Nov 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.25M (0.95%) 452.00
Increased by +0.04%
Jan 31, 25
19 Fidelity Low-Priced Stock 1.21M (0.92%) 31.23K
Increased by +2.59%
Aug 31, 24
20 iShares Russell 2000 Value ETF 1.18M (0.90%) 9.27K
Increased by +0.78%
Jan 31, 25