Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 3.71%
2 SAMM 3.14%
3 NBSM 2.15%
4 PSCI 2.00%
5 TSME 1.67%
6 GSC 1.55%
7 XSMO 1.28%
8 FRTY 1.19%
9 FXR 1.10%
10 HAPS 0.95%
11 XSLV 0.87%
12 SHRT 0.53%
13 ESIX 0.52%
14 DFSV 0.50%
15 JAVA 0.49%
16 OASC 0.49%
17 IJT 0.48%
18 SLYG 0.48%
19 QVMS 0.45%
20 SLYV 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.91M (10.66%) 2.16M
Increased by +8.02%
Mar 31, 25
2 Vanguard Group Inc 24.48M (9.69%) -289.46K
Decreased by -1.18%
Mar 31, 25
3 Blackstone Inc 21.34M (8.45%) -30.54M
Decreased by -143.12%
Sep 30, 24
4 FMR Inc 19.36M (7.67%) -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%) 168.33K
Increased by +2.27%
Dec 31, 24
9 Fiduciary Management, Inc. of Milwaukee 7.27M (2.88%) 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 (2.46%) 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 AQR Capital Management LLC 4.74M (1.88%) -3.24M
Decreased by -68.26%
Sep 30, 24
19 JPMorgan Chase & Co 4.63M (1.83%) 1.27M
Increased by +27.34%
Mar 31, 25
20 Adage Capital Partners Gp LLC 4.59M (1.82%) 1.26M
Increased by +27.38%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.79M (5.46%) -11.98K
Decreased by -0.09%
Apr 30, 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%
Apr 30, 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 7.35M (2.91%) 74.20K
Increased by +1.01%
Apr 30, 25
7 Vanguard Small Cap Index 5.77M (2.29%) 33.28K
Increased by +0.58%
Apr 30, 25
8 Neuberger Berman Genesis Inv 4.73M (1.87%) 1.78M
Increased by +37.63%
Mar 31, 25
9 Pacer US Cash Cows 100 ETF 4.18M (1.65%) 9.11K
Increased by +0.22%
Apr 30, 24
10 FMI Common Stock Investor 4.05M (1.60%) 200.00K
Increased by +4.94%
Mar 31, 25
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 DFA US Small Cap Value I 3.75M (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
16 Vanguard Small Cap Value Index Inv 3.73M (1.48%) 11.73K
Increased by +0.31%
Apr 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 3.51M (1.39%) 24.67K
Increased by +0.70%
Apr 30, 25
18 Janus Henderson Triton D 3.01M (1.19%) -597.22K
Decreased by -19.85%
Mar 31, 25
19 Franklin Small Cap Value A 2.86M (1.13%) 0.00
Increased by 0.00%
Apr 30, 25
20 Franklin Small Cap Value SMA Composite 2.86M (1.13%) 433.61K
Increased by +15.16%
Dec 31, 24