Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 3.71%
2 SAMM 3.14%
3 NBSM 2.40%
4 PSCI 2.19%
5 FRTY 1.88%
6 TSME 1.80%
7 GSC 1.55%
8 XSMO 1.45%
9 MYLD 1.14%
10 TAX 1.07%
11 HAPS 1.04%
12 BUSA 1.02%
13 PJFM 0.90%
14 XSLV 0.87%
15 FXR 0.74%
16 FFSM 0.68%
17 ESIX 0.58%
18 DFSV 0.54%
19 OASC 0.54%
20 SLYG 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.91M (10.64%) 2.16M
Increased by +8.02%
Mar 31, 25
2 Vanguard Group Inc 24.48M (9.68%) -289.46K
Decreased by -1.18%
Mar 31, 25
3 Blackstone Inc 21.34M (8.44%) -30.54M
Decreased by -143.12%
Sep 30, 24
4 FMR Inc 19.36M (7.66%) -84.26K
Decreased by -0.44%
Mar 31, 25
5 Allspring Global Investments Holdings, LLC 14.50M (5.74%) -1.05M
Decreased by -7.22%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 11.82M (4.68%) -706.54K
Decreased by -5.98%
Mar 31, 25
7 Neuberger Berman Group LLC 8.11M (3.21%) 2.90M
Increased by +35.75%
Mar 31, 25
8 Amvescap Plc. 7.41M (2.93%) 2.21K
Increased by +0.03%
Mar 31, 25
9 Fiduciary Management, Inc. of Milwaukee 7.27M (2.87%) 41.54K
Increased by +0.57%
Mar 31, 25
10 State Street Corp 7.18M (2.84%) -92.26K
Decreased by -1.29%
Mar 31, 25
11 Jennison Associates LLC 6.92M (2.74%) 1.62M
Increased by +23.39%
Mar 31, 25
12 AllianceBernstein L.P. 6.37M (2.52%) -1.24M
Decreased by -19.50%
Dec 31, 24
13 American Century Companies Inc 6.20M (2.45%) 743.47K
Increased by +11.99%
Mar 31, 25
14 UBS Group AG 5.73M (2.27%) 5.61M
Increased by +97.82%
Dec 31, 24
15 HHG PLC 5.23M (2.07%) -1.34M
Decreased by -25.61%
Mar 31, 25
16 GW&K Investment Management, LLC 5.10M (2.02%) -8.46K
Decreased by -0.17%
Mar 31, 25
17 Franklin Resources Inc 4.84M (1.91%) 22.18K
Increased by +0.46%
Mar 31, 25
18 JPMorgan Chase & Co 4.63M (1.83%) 1.27M
Increased by +27.34%
Mar 31, 25
19 Adage Capital Partners Gp LLC 4.59M (1.82%) 1.26M
Increased by +27.38%
Sep 30, 24
20 Zimmer Partners LP 4.21M (1.67%) 2.47M
Increased by +58.54%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.63M (5.39%) -38.40K
Decreased by -0.28%
Jun 30, 25
2 Allspring Mid Value SMA 9.44M (3.73%) 9.44M
Increased by +99.99%
Jun 30, 25
3 Allspring Special Mid Cap Value Inst 9.44M (3.73%) 0.00
Increased by 0.00%
Jun 30, 25
4 Allspring Special US Mid Cap Value Eq 9.44M (3.73%) -234.50K
Decreased by -2.48%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 7.54M (2.98%) 296.99K
Increased by +3.94%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 7.35M (2.91%) 5.08K
Increased by +0.07%
May 31, 25
7 Vanguard Small Cap Index 5.80M (2.29%) 28.87K
Increased by +0.50%
May 31, 25
8 Franklin Small Cap Value SMA Composite 5.33M (2.11%) 2.47M
Increased by +46.39%
Jun 30, 25
9 Franklin US Small Cap Value Equity 5.33M (2.11%) 2.47M
Increased by +46.39%
Jun 30, 25
10 Neuberger Berman Genesis Inv 5.02M (1.99%) 291.92K
Increased by +5.82%
Jun 30, 25
11 Pacer US Cash Cows 100 ETF 4.18M (1.65%) 9.11K
Increased by +0.22%
Apr 30, 24
12 FMI Common Stock Investor 4.05M (1.60%) 200.00K
Increased by +4.94%
Mar 31, 25
13 Janus Henderson US SMID Cap Growth MA 3.92M (1.55%) 3.92M
Increased by +100.00%
Dec 31, 24
14 DFA US Small Cap Value I 3.75M (1.48%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Small Cap Value Index Inv 3.73M (1.47%) -3.15K
Decreased by -0.08%
May 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 3.53M (1.40%) 24.24K
Increased by +0.69%
May 31, 25
17 American Century Small Cap Value Inv 3.47M (1.37%) -430.00K
Decreased by -12.39%
Jun 30, 25
18 American Century U.S. Small Cap Value 3.47M (1.37%) -430.00K
Decreased by -12.39%
Jun 30, 25
19 Fidelity Low-Priced Stock 3.46M (1.37%) 1.44M
Increased by +41.72%
Apr 30, 25
20 Franklin Small Cap Value A 3.31M (1.31%) 0.00
Increased by 0.00%
Jun 30, 25