Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 3.71%
2 SAMM 3.14%
3 FRTY 2.20%
4 PSCI 1.85%
5 NBSM 1.66%
6 GSC 1.55%
7 TSME 1.52%
8 XSMO 1.18%
9 FXR 0.98%
10 XSLV 0.87%
11 HAPS 0.82%
12 DFSV 0.47%
13 JAVA 0.46%
14 SHRT 0.45%
15 VIOG 0.44%
16 SLYV 0.44%
17 SLYG 0.43%
18 IJT 0.43%
19 QVMS 0.40%
20 SPSM 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.77M (9.88%) -745.35K
Decreased by -3.01%
Dec 31, 24
2 BlackRock Inc 24.75M (9.87%) -1.24M
Decreased by -5.02%
Dec 31, 24
3 Blackstone Inc 21.34M (8.51%) -30.54M
Decreased by -143.12%
Sep 30, 24
4 FMR Inc 19.44M (7.75%) 6.38M
Increased by +32.83%
Dec 31, 24
5 Allspring Global Investments Holdings, LLC 15.55M (6.20%) 616.69K
Increased by +3.97%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 12.53M (5.00%) -34.24K
Decreased by -0.27%
Dec 31, 24
7 Amvescap Plc. 7.41M (2.95%) 168.33K
Increased by +2.27%
Dec 31, 24
8 State Street Corp 7.27M (2.90%) 745.18K
Increased by +10.25%
Dec 31, 24
9 Fiduciary Management, Inc. of Milwaukee 7.22M (2.88%) 21.19K
Increased by +0.29%
Dec 31, 24
10 HHG PLC 6.57M (2.62%) 85.25K
Increased by +1.30%
Dec 31, 24
11 AllianceBernstein L.P. 6.37M (2.54%) -1.24M
Decreased by -19.50%
Dec 31, 24
12 UBS Group AG 5.73M (2.28%) 5.61M
Increased by +97.82%
Dec 31, 24
13 American Century Companies Inc 5.46M (2.18%) -383.94K
Decreased by -7.04%
Dec 31, 24
14 Jennison Associates LLC 5.30M (2.11%) 1.27M
Increased by +23.93%
Dec 31, 24
15 Neuberger Berman Group LLC 5.21M (2.08%) 4.99M
Increased by +95.89%
Dec 31, 24
16 GW&K Investment Management, LLC 5.11M (2.04%) 1.05M
Increased by +20.53%
Dec 31, 24
17 Franklin Resources Inc 4.81M (1.92%) 983.73K
Increased by +20.44%
Dec 31, 24
18 AQR Capital Management LLC 4.74M (1.89%) -3.24M
Decreased by -68.26%
Sep 30, 24
19 Adage Capital Partners Gp LLC 4.59M (1.83%) 1.26M
Increased by +27.38%
Sep 30, 24
20 Zimmer Partners LP 4.21M (1.68%) 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 (5.60%) 8.17K
Increased by +0.06%
Mar 31, 25
2 Allspring Mid Value SMA 9.67M (3.86%) 9.67M
Increased by +99.99%
Dec 31, 24
3 Allspring Special Mid Cap Value Inst 9.67M (3.86%) 0.00
Increased by 0.00%
Feb 28, 25
4 Allspring Special US Mid Cap Value Eq 9.67M (3.86%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 7.25M (2.89%) 4.30K
Increased by +0.06%
Feb 28, 25
6 Vanguard Small Cap Index 5.85M (2.33%) 4.77K
Increased by +0.08%
Feb 28, 25
7 American Century Small Cap Value Inv 4.25M (1.69%) -363.68K
Decreased by -8.57%
Dec 31, 24
8 American Century U.S. Small Cap Value 4.25M (1.69%) -363.68K
Decreased by -8.57%
Dec 31, 24
9 Pacer US Cash Cows 100 ETF 4.18M (1.67%) 9.11K
Increased by +0.22%
Apr 30, 24
10 Janus Henderson US SMID Cap Growth 3.92M (1.56%) -80.50K
Decreased by -2.05%
Dec 31, 24
11 Janus Henderson US SMID Cap Growth MA 3.92M (1.56%) 3.92M
Increased by +100.00%
Dec 31, 24
12 Vanguard Small Cap Value Index Inv 3.85M (1.54%) -15.13K
Decreased by -0.39%
Feb 28, 25
13 FMI Common Stock Investor 3.85M (1.54%) 40.00K
Increased by +1.04%
Dec 31, 24
14 DFA US Small Cap Value I 3.75M (1.49%) -39.84K
Decreased by -1.06%
Feb 28, 25
15 Janus Henderson Triton D 3.61M (1.44%) -313.19K
Decreased by -8.69%
Jan 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 3.44M (1.37%) 10.08K
Increased by +0.29%
Feb 28, 25
17 Diamond Hill Small-Mid Cap Equity 3.05M (1.22%) -5.86K
Decreased by -0.19%
Dec 31, 24
18 Neuberger Berman Genesis Inv 2.95M (1.18%) 2.95M
Increased by +100.00%
Dec 31, 24
19 Franklin Small Cap Value A 2.86M (1.14%) 0.00
Increased by 0.00%
Feb 28, 25
20 Franklin Small Cap Value SMA Composite 2.86M (1.14%) 433.61K
Increased by +15.16%
Dec 31, 24