Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HONR 1.24%
2 XMVM 1.20%
3 PAMC 0.99%
4 LST 0.84%
5 RFV 0.83%
6 PSCD 0.83%
7 RZV 0.77%
8 FYT 0.74%
9 EZY 0.70%
10 QQQS 0.63%
11 FTXR 0.59%
12 RWK 0.56%
13 AVUV 0.50%
14 BSVO 0.47%
15 FYX 0.36%
16 GVLU 0.36%
17 EBIT 0.34%
18 FESM 0.33%
19 FNK 0.31%
20 DFSV 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.51M (13.47%) 836.42K
Increased by +2.42%
Mar 31, 26
2 Vanguard Group Inc 27.68M (10.80%) -268.61K
Decreased by -0.97%
Dec 31, 25
3 Wellington Management Company LLP 19.80M (7.72%) -8.25M
Decreased by -41.69%
Mar 31, 26
4 AQR Capital Management LLC 17.99M (7.02%) 8.22M
Increased by +45.71%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 16.56M (6.46%) 1.35M
Increased by +8.17%
Mar 31, 26
6 American Century Companies Inc 13.58M (5.30%) 983.05K
Increased by +7.24%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 13.44M (5.24%) 13.44M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 12.39M (4.83%) 12.39M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 10.72M (4.18%) 273.10K
Increased by +2.55%
Mar 31, 26
10 State Street Corporation 10.31M (4.02%) 196.01K
Increased by +1.90%
Mar 31, 24
11 Greenvale Capital LLP 10.25M (4.00%) 10.25M
Increased by +100.00%
Jun 30, 25
12 AllianceBernstein L.P. 9.43M (3.68%) 1.34M
Increased by +14.17%
Dec 31, 23
13 Geode Capital Management, LLC 7.51M (2.93%) 265.11K
Increased by +3.53%
Mar 31, 26
14 Maple Rock Capital Partners, Inc. 5.82M (2.27%) 1.84M
Increased by +31.71%
Mar 31, 26
15 Victory Capital Management Inc. 5.66M (2.21%) -60.67K
Decreased by -1.07%
Mar 31, 26
16 Millennium Management LLC 5.39M (2.10%) 3.87M
Increased by +71.94%
Dec 31, 25
17 Nomura Holdings Inc 5.38M (2.10%) 1.56M
Increased by +28.96%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 4.65M (1.82%) -2.14M
Decreased by -46.05%
Mar 31, 26
19 LSV Asset Management 4.59M (1.79%) -251.56K
Decreased by -5.48%
Mar 31, 26
20 Citadel Advisors Llc 4.21M (1.64%) 1.96M
Increased by +46.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 13.06M (5.10%) 5.81K
Increased by +0.04%
Jun 30, 26
2 iShares Core S&P Mid-Cap ETF 9.78M (3.82%) -46.65K
Decreased by -0.48%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 8.90M (3.47%) 9.13K
Increased by +0.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.69M (3.39%) -79.24K
Decreased by -0.91%
Jun 30, 26
5 iShares Russell 2000 ETF 7.29M (2.85%) 43.30K
Increased by +0.59%
Jun 30, 26
6 Vanguard Small Cap Index 6.27M (2.45%) 10.04K
Increased by +0.16%
Jun 30, 26
7 Vanguard Small Cap Value Index Inv 3.97M (1.55%) -63.59K
Decreased by -1.60%
Jun 30, 26
8 DFA US Small Cap Value I 3.47M (1.35%) -382.46K
Decreased by -11.02%
May 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 3.31M (1.29%) 73.52K
Increased by +2.22%
Jun 30, 26
10 AQR Long-Short Equity I 3.03M (1.18%) 2.90M
Increased by +95.72%
Mar 31, 26
11 Fidelity Small Cap Index 2.73M (1.06%) 22.98K
Increased by +0.84%
Apr 30, 26
12 Fidelity® Small Cap Index 2.72M (1.06%) 79.58K
Increased by +2.93%
Oct 31, 23
13 iShares Russell 2000 Value ETF 2.71M (1.06%) -18.73K
Decreased by -0.69%
Jun 30, 26
14 DFA US Targeted Value I 2.36M (0.92%) 0.00
Increased by 0.00%
May 31, 26
15 SPDR® S&P MIDCAP 400 ETF Trust 2.19M (0.85%) -54.75K
Decreased by -2.50%
Jul 31, 25
16 BlackRock Systematic Multi-Strat Instl 2.18M (0.85%) 2.18M
Increased by +100.00%
Apr 30, 26
17 State Street® SPDR® S&P MIDCAP 400® ETF 2.14M (0.84%) -21.14K
Decreased by -0.99%
May 31, 26
18 OPORT2 A 2.07M (0.81%) 0.00
Increased by 0.00%
Jun 30, 26
19 AB Discovery Value Advisor 2.05M (0.80%) -89.12K
Decreased by -4.35%
Dec 31, 23
20 MFS Research Equity - Industry Neutral 1.76M (0.69%) 349.12K
Increased by +19.81%
Dec 31, 25