Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.40%
2 RZV 1.71%
3 MGMT 1.62%
4 XSVM 1.56%
5 BOUT 1.07%
6 DVP 0.95%
7 DEEP 0.95%
8 PSCI 0.89%
9 PXSG 0.65%
10 XSMO 0.65%
11 FYT 0.58%
12 AFSM 0.58%
13 FNY 0.57%
14 RZG 0.56%
15 SLYV 0.55%
16 USVM 0.53%
17 VIOV 0.51%
18 FFSM 0.46%
19 TMSL 0.46%
20 IWC 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.92M (15.72%) 810.11K
Increased by +3.87%
Jun 30, 25
2 Vanguard Group Inc 14.90M (11.20%) 262.12K
Increased by +1.76%
Jun 30, 25
3 Goldman Sachs Group Inc 5.13M (3.85%) -552.74K
Decreased by -10.78%
Jun 30, 25
4 State Street Corp 4.92M (3.70%) 98.74K
Increased by +2.01%
Jun 30, 25
5 State Street Corporation 4.61M (3.47%) 44.40K
Increased by +0.96%
Mar 31, 24
6 Cooper Creek Partners Management LLC 3.75M (2.82%) -203.22K
Decreased by -5.42%
Jun 30, 25
7 Wellington Management Company LLP 3.42M (2.57%) 816.05K
Increased by +23.83%
Jun 30, 25
8 Anomaly Capital Management, LP 3.37M (2.53%) 2.40M
Increased by +71.38%
Jun 30, 25
9 Wolf Hill Capital Management, LP 3.26M (2.45%) -4.42M
Decreased by -135.59%
Jun 30, 25
10 Geode Capital Management, LLC 3.26M (2.45%) 108.11K
Increased by +3.32%
Jun 30, 25
11 Pentwater Capital Management LP 3.23M (2.43%) 2.02M
Increased by +62.69%
Jun 30, 25
12 FMR Inc 2.85M (2.14%) -3.11M
Decreased by -109.22%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 2.31M (1.74%) 93.98K
Increased by +4.07%
Jun 30, 25
14 UBS Group AG 2.26M (1.70%) -3.24M
Decreased by -143.33%
Jun 30, 25
15 Carronade Capital Management LP 2.23M (1.68%) -1.63M
Decreased by -73.19%
Jun 30, 25
16 Charles Schwab Investment Management Inc 2.23M (1.67%) -231.55K
Decreased by -10.41%
Jun 30, 25
17 Philadelphia Financial Mgmt Of San Franc 2.16M (1.62%) 176.07K
Increased by +8.16%
Jun 30, 24
18 Holocene Advisors, LP 1.95M (1.46%) -430.57K
Decreased by -22.12%
Jun 30, 25
19 Maplelane Capital, LLC 1.93M (1.45%) 820.00K
Increased by +42.60%
Jun 30, 25
20 Harber Asset Management LLC 1.90M (1.43%) -568.85K
Decreased by -29.91%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.24M (6.19%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.19M (3.15%) -90.15K
Decreased by -2.15%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 4.13M (3.10%) 4.29K
Increased by +0.10%
Sep 30, 24
4 iShares Russell 2000 ETF 3.30M (2.48%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Small Cap Index 3.26M (2.45%) -19.30K
Decreased by -0.59%
Jul 31, 25
6 Fidelity® Low-Priced Stock 2.15M (1.62%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Small Cap Value Index Inv 2.10M (1.58%) 5.08K
Increased by +0.24%
Jul 31, 25
8 Fidelity® Value 1.85M (1.39%) -735.40K
Decreased by -39.65%
Oct 31, 23
9 Schwab Fundamental US Small Company ETF 1.59M (1.19%) 0.00
Increased by 0.00%
Apr 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.49M (1.12%) -648.33K
Decreased by -43.52%
Jul 31, 25
11 iShares S&P Small-Cap 600 Value ETF 1.39M (1.05%) -4.66K
Decreased by -0.33%
Nov 27, 24
12 Fidelity Small Cap Index 1.37M (1.03%) 82.00K
Increased by +5.98%
Jun 30, 25
13 Fidelity Tactical High Income Sr F8 1.36M (1.02%) 0.00
Increased by 0.00%
Jun 30, 24
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.23M (0.92%) 14.72K
Increased by +1.20%
Aug 29, 25
15 Fidelity Low-Priced Stock 1.21M (0.91%) 31.23K
Increased by +2.59%
Aug 31, 24
16 iShares Russell 2000 Growth ETF 1.20M (0.90%) 0.00
Increased by 0.00%
Aug 31, 25
17 iShares S&P Small-Cap 600 Growth ETF 1.19M (0.90%) 0.00
Increased by 0.00%
Aug 31, 25
18 iShares Russell 2000 Value ETF 1.15M (0.87%) 0.00
Increased by 0.00%
May 31, 25
19 Fidelity® Small Cap Index 1.13M (0.85%) 39.37K
Increased by +3.50%
Sep 30, 23
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.08M (0.81%) 0.00
Increased by 0.00%
Apr 30, 24