Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 3.71%
2 SAMM 3.14%
3 NBSM 2.05%
4 PSCI 1.95%
5 GSC 1.55%
6 TSME 1.52%
7 XSMO 1.27%
8 FXR 1.10%
9 HAPS 0.93%
10 XSLV 0.87%
11 FRTY 0.73%
12 SHRT 0.53%
13 JAVA 0.52%
14 ESIX 0.51%
15 DFSV 0.51%
16 IJT 0.47%
17 SLYG 0.47%
18 SLYV 0.44%
19 VIOG 0.43%
20 QVMS 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.77M (9.81%) -745.35K
Decreased by -3.01%
Dec 31, 24
2 BlackRock Inc 24.75M (9.80%) -1.24M
Decreased by -5.02%
Dec 31, 24
3 Blackstone Inc 21.34M (8.45%) -30.54M
Decreased by -143.12%
Sep 30, 24
4 FMR Inc 19.44M (7.70%) 6.38M
Increased by +32.83%
Dec 31, 24
5 Allspring Global Investments Holdings, LLC 15.55M (6.16%) 616.69K
Increased by +3.97%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 12.53M (4.96%) -34.24K
Decreased by -0.27%
Dec 31, 24
7 Amvescap Plc. 7.41M (2.93%) 168.33K
Increased by +2.27%
Dec 31, 24
8 State Street Corp 7.27M (2.88%) 745.18K
Increased by +10.25%
Dec 31, 24
9 Fiduciary Management, Inc. of Milwaukee 7.22M (2.86%) 21.19K
Increased by +0.29%
Dec 31, 24
10 HHG PLC 6.57M (2.60%) 85.25K
Increased by +1.30%
Dec 31, 24
11 AllianceBernstein L.P. 6.37M (2.52%) -1.24M
Decreased by -19.50%
Dec 31, 24
12 UBS Group AG 5.73M (2.27%) 5.61M
Increased by +97.82%
Dec 31, 24
13 American Century Companies Inc 5.46M (2.16%) -383.94K
Decreased by -7.04%
Dec 31, 24
14 Jennison Associates LLC 5.30M (2.10%) 1.27M
Increased by +23.93%
Dec 31, 24
15 Neuberger Berman Group LLC 5.21M (2.06%) 4.99M
Increased by +95.89%
Dec 31, 24
16 GW&K Investment Management, LLC 5.11M (2.02%) 1.05M
Increased by +20.53%
Dec 31, 24
17 Franklin Resources Inc 4.81M (1.91%) 983.73K
Increased by +20.44%
Dec 31, 24
18 AQR Capital Management LLC 4.74M (1.88%) -3.24M
Decreased by -68.26%
Sep 30, 24
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 14.06M (5.57%) 8.17K
Increased by +0.06%
Mar 31, 25
2 Allspring Mid Value SMA 9.67M (3.83%) 9.67M
Increased by +99.99%
Dec 31, 24
3 Allspring Special Mid Cap Value Inst 9.67M (3.83%) 0.00
Increased by 0.00%
Mar 31, 25
4 Allspring Special US Mid Cap Value Eq 9.67M (3.83%) 0.00
Increased by 0.00%
Mar 31, 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 7.27M (2.88%) 23.14K
Increased by +0.32%
Mar 31, 25
7 Vanguard Small Cap Index 5.74M (2.27%) -115.72K
Decreased by -2.02%
Mar 31, 25
8 JPM US Large Cap Value-Composite 4.96M (1.97%) 3.37M
Increased by +67.85%
Mar 31, 25
9 Neuberger Berman Genesis Inv 4.73M (1.87%) 1.78M
Increased by +37.63%
Mar 31, 25
10 Pacer US Cash Cows 100 ETF 4.18M (1.65%) 9.11K
Increased by +0.22%
Apr 30, 24
11 Janus Henderson US SMID Cap Growth 3.92M (1.55%) -80.50K
Decreased by -2.05%
Dec 31, 24
12 Janus Henderson US SMID Cap Growth MA 3.92M (1.55%) 3.92M
Increased by +100.00%
Dec 31, 24
13 American Century Small Cap Value Inv 3.90M (1.54%) -345.00K
Decreased by -8.85%
Mar 31, 25
14 American Century U.S. Small Cap Value 3.90M (1.54%) -345.00K
Decreased by -8.85%
Mar 31, 25
15 FMI Common Stock Investor 3.85M (1.52%) 40.00K
Increased by +1.04%
Dec 31, 24
16 DFA US Small Cap Value I 3.75M (1.48%) -39.84K
Decreased by -1.06%
Feb 28, 25
17 Vanguard Small Cap Value Index Inv 3.72M (1.47%) -134.45K
Decreased by -3.62%
Mar 31, 25
18 Janus Henderson Triton D 3.61M (1.43%) 0.00
Increased by 0.00%
Feb 28, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 3.49M (1.38%) 45.63K
Increased by +1.31%
Mar 31, 25
20 Franklin Small Cap Value A 2.86M (1.13%) 0.00
Increased by 0.00%
Mar 31, 25