Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAMM 3.14%
2 ADPV 2.91%
3 NBSM 2.38%
4 FRTY 2.10%
5 PSCI 2.09%
6 TSME 1.92%
7 GSC 1.55%
8 PXSG 1.39%
9 XSMO 1.39%
10 HAPS 1.18%
11 MYLD 1.07%
12 TAX 1.07%
13 PJFM 0.91%
14 XSLV 0.87%
15 BUSA 0.74%
16 FXR 0.72%
17 FFSM 0.67%
18 ESIX 0.56%
19 SHRT 0.53%
20 SLYG 0.52%

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 25.47M (10.08%) 989.12K
Increased by +3.88%
Jun 30, 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. 10.82M (4.28%) -999.57K
Decreased by -9.24%
Jun 30, 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 American Century Companies Inc 6.46M (2.56%) 261.43K
Increased by +4.05%
Jun 30, 25
12 AllianceBernstein L.P. 6.37M (2.52%) -1.24M
Decreased by -19.50%
Dec 31, 24
13 UBS Group AG 5.73M (2.27%) 5.61M
Increased by +97.82%
Dec 31, 24
14 Franklin Resources Inc 5.66M (2.24%) 826.25K
Increased by +14.59%
Jun 30, 25
15 HHG PLC 5.29M (2.09%) 56.88K
Increased by +1.08%
Jun 30, 25
16 GW&K Investment Management, LLC 5.10M (2.02%) -8.46K
Decreased by -0.17%
Mar 31, 25
17 Jennison Associates LLC 5.08M (2.01%) -1.84M
Decreased by -36.25%
Jun 30, 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 UBS Asset Mgmt Americas Inc 4.36M (1.72%) 403.04K
Increased by +9.25%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.70M (5.42%) 1.96K
Increased by +0.01%
Jul 31, 25
2 Allspring Mid Value SMA 9.44M (3.73%) 9.44M
Increased by +99.99%
Jun 30, 25
3 Allspring Special US Mid Cap Value Eq 9.44M (3.73%) -234.50K
Decreased by -2.48%
Jun 30, 25
4 Allspring Special Mid Cap Value Inst 9.38M (3.71%) -56.20K
Decreased by -0.60%
Jul 31, 25
5 Vanguard Total Stock Mkt Idx Inv 7.74M (3.06%) -162.93K
Decreased by -2.10%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 7.54M (2.98%) 296.99K
Increased by +3.94%
Sep 30, 24
7 Vanguard Small Cap Index 5.95M (2.35%) -36.39K
Decreased by -0.61%
Jul 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%) 0.00
Increased by 0.00%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 3.82M (1.51%) 4.43K
Increased by +0.12%
Jul 31, 25
14 DFA US Small Cap Value I 3.61M (1.43%) -134.46K
Decreased by -3.72%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 3.54M (1.40%) 4.07K
Increased by +0.11%
Jun 30, 25
16 American Century Small Cap Value Inv 3.47M (1.37%) -430.00K
Decreased by -12.39%
Jun 30, 25
17 American Century U.S. Small Cap Value 3.47M (1.37%) -430.00K
Decreased by -12.39%
Jun 30, 25
18 Fidelity Low-Priced Stock 3.46M (1.37%) -6.36K
Decreased by -0.18%
May 31, 25
19 Franklin Small Cap Value A 3.31M (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
20 Janus Henderson Triton D 2.97M (1.18%) -35.07K
Decreased by -1.18%
Jun 30, 25