Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.40%
2 MGMT 3.11%
3 RZV 1.71%
4 BOUT 1.07%
5 PSCI 1.06%
6 XSVM 1.02%
7 PXSV 1.02%
8 DEEP 0.95%
9 DVP 0.95%
10 DSMC 0.85%
11 FYT 0.81%
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 FFSM 0.46%
20 TMSL 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.75M (17.98%) 181.72K
Increased by +0.88%
Dec 31, 25
2 Vanguard Group Inc 14.89M (12.90%) 98.74K
Increased by +0.66%
Dec 31, 25
3 UBS Group AG 9.39M (8.13%) 6.01M
Increased by +64.07%
Mar 31, 26
4 Pentwater Capital Management LP 5.85M (5.07%) 661.70K
Increased by +11.32%
Dec 31, 25
5 Turiya Advisors Asia Ltd 5.64M (4.89%) 0.00
Increased by 0.00%
Dec 31, 25
6 Goldman Sachs Group Inc 5.13M (4.44%) -552.74K
Decreased by -10.78%
Jun 30, 25
7 State Street Corp 4.96M (4.30%) 126.61K
Increased by +2.55%
Dec 31, 25
8 Cooper Creek Partners Management LLC 4.65M (4.03%) -322.05K
Decreased by -6.92%
Dec 31, 25
9 State Street Corporation 4.61M (4.00%) 44.40K
Increased by +0.96%
Mar 31, 24
10 The Goldman Sachs Group Inc 4.61M (3.99%) 261.18K
Increased by +5.67%
Dec 31, 25
11 Barrow Hanley Mewhinney & Strauss LLC 3.98M (3.45%) -343.21K
Decreased by -8.62%
Dec 31, 25
12 Rubric Capital Management LP 3.74M (3.24%) 256.26K
Increased by +6.85%
Mar 31, 26
13 Wellington Management Company LLP 3.42M (2.97%) 816.05K
Increased by +23.83%
Jun 30, 25
14 Anomaly Capital Management, LP 3.37M (2.92%) 2.40M
Increased by +71.38%
Jun 30, 25
15 Wolf Hill Capital Management, LP 3.26M (2.83%) -4.42M
Decreased by -135.59%
Jun 30, 25
16 Geode Capital Management, LLC 3.25M (2.82%) -8.87K
Decreased by -0.27%
Dec 31, 25
17 FMR Inc 2.85M (2.47%) -3.11M
Decreased by -109.22%
Jun 30, 25
18 JPMorgan Chase & Co 2.24M (1.94%) 1.47M
Increased by +65.94%
Sep 30, 25
19 Morgan Stanley - Brokerage Accounts 2.20M (1.91%) -171.49K
Decreased by -7.79%
Dec 31, 25
20 Philadelphia Financial Mgmt Of San Franc 2.16M (1.87%) 176.07K
Increased by +8.16%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.33M (7.22%) 1.86K
Increased by +0.02%
Apr 30, 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 4.01M (3.47%) -167.22K
Decreased by -4.17%
Mar 31, 26
4 iShares Russell 2000 ETF 3.14M (2.72%) 26.46K
Increased by +0.84%
Apr 30, 26
5 Vanguard Small Cap Index 2.95M (2.56%) -52.04K
Decreased by -1.76%
Mar 31, 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 1.88M (1.62%) -53.77K
Decreased by -2.87%
Mar 31, 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 1.53M (1.33%) 40.32K
Increased by +2.63%
Mar 31, 26
12 Fidelity Tactical High Income Sr F8 1.36M (1.18%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity Small Cap Index 1.32M (1.15%) 14.71K
Increased by +1.11%
Feb 28, 26
14 iShares S&P Small-Cap 600 Value ETF 1.27M (1.10%) -2.24K
Decreased by -0.18%
Apr 30, 26
15 State Street SPDR Port S&P 600 Sm CpETF 1.25M (1.08%) 434.00
Increased by +0.03%
Apr 30, 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