Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 1.24%
2 PSCC 1.00%
3 WCEO 0.68%
4 RZV 0.63%
5 EQLT 0.48%
6 BFIT 0.48%
7 FSCC 0.26%
8 ISMD 0.26%
9 SMD 0.18%
10 KROP 0.18%
11 SLY 0.11%
12 RWJ 0.11%
13 JPSE 0.11%
14 SSLY 0.11%
15 PRFZ 0.11%
16 SLYV 0.10%
17 DMRM 0.09%
18 ESIX 0.08%
19 VFVA 0.07%
20 QVMS 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 60.22M (80.49%) 60.22M
Increased by +100.00%
Dec 31, 24
2 Vanguard Group Inc 7.12M (9.52%) 92.39K
Increased by +1.30%
Dec 31, 25
3 BlackRock Inc 6.71M (8.96%) 42.46K
Increased by +0.63%
Sep 30, 25
4 AllianceBernstein L.P. 6.68M (8.93%) -119.06K
Decreased by -1.78%
Dec 31, 23
5 Nantahala Capital Management, LLC 6.53M (8.73%) 3.53M
Increased by +54.05%
Dec 31, 25
6 Barrow Hanley Mewhinney & Strauss LLC 6.31M (8.43%) 83.50K
Increased by +1.32%
Mar 31, 25
7 Charles Schwab Investment Management Inc 5.85M (7.82%) 1.47M
Increased by +25.12%
Dec 31, 25
8 Amvescap Plc. 5.17M (6.91%) -700.93K
Decreased by -13.56%
Mar 31, 25
9 UBS Group AG 4.34M (5.80%) -410.79K
Decreased by -9.46%
Mar 31, 25
10 PGGM Investments 4.18M (5.59%) 0.00
Increased by 0.00%
Jun 30, 25
11 Frontier Capital Management CO Inc 3.54M (4.73%) 1.02M
Increased by +28.81%
Mar 31, 25
12 State Street Corporation 3.54M (4.73%) 60.60K
Increased by +1.71%
Mar 31, 24
13 Manufacturers Life Insurance Co 3.35M (4.48%) -286.12K
Decreased by -8.53%
Mar 31, 24
14 Neuberger Berman Group LLC 3.18M (4.25%) -1.41M
Decreased by -44.20%
Dec 31, 25
15 CastleKnight Management LP 2.67M (3.57%) -1.30M
Decreased by -48.46%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 2.61M (3.49%) -700.49K
Decreased by -26.83%
Sep 30, 25
17 Wellington Management Company LLP 2.46M (3.29%) 130.64K
Increased by +5.31%
Mar 31, 25
18 Geode Capital Management, LLC 2.21M (2.95%) -54.97K
Decreased by -2.49%
Dec 31, 25
19 Citadel Advisors Llc 2.19M (2.92%) 1.71M
Increased by +78.37%
Mar 31, 25
20 Invenomic Capital Management, LP 2.17M (2.91%) 155.53K
Increased by +7.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.82M (7.78%) -1.50K
Decreased by -0.03%
Feb 28, 25
2 Schwab Fundamental U.S. Small CompanyETF 3.56M (4.75%) -2.48K
Decreased by -0.07%
Mar 31, 26
3 Invesco Small Cap Value A 3.25M (4.34%) -1.56M
Decreased by -48.14%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.90M (3.87%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.83M (3.79%) 0.00
Increased by 0.00%
Feb 28, 26
6 American Beacon Small Cp Val R5 2.40M (3.21%) 0.00
Increased by 0.00%
Apr 30, 25
7 iShares Russell 2000 ETF 2.20M (2.94%) -18.00K
Decreased by -0.82%
Mar 31, 26
8 AB Discovery Value Advisor 1.49M (1.99%) -121.40K
Decreased by -8.17%
Feb 29, 24
9 Columbia Small Cap Value Discv A 1.42M (1.90%) 39.00K
Increased by +2.75%
Jul 31, 25
10 Columbia Small Cap Value I A 1.42M (1.90%) 39.00K
Increased by +2.75%
Jul 31, 25
11 Columbia Small Cap Value Discovery Fund 1.38M (1.84%) 338.05K
Increased by +24.51%
Jun 30, 25
12 Columbia Small Cap Value I 1.38M (1.84%) 338.05K
Increased by +24.51%
Jun 30, 25
13 JHVIT Fundamental All Cap Core I 1.27M (1.69%) -15.91K
Decreased by -1.26%
Feb 29, 24
14 Vanguard Small Cap Index 1.13M (1.51%) 4.18K
Increased by +0.37%
May 31, 25
15 Invenomic Institutional 1.10M (1.47%) 121.09K
Increased by +11.01%
Apr 30, 25
16 Schwab Fundamental US Small Company ETF 1.09M (1.46%) 5.22K
Increased by +0.48%
Mar 29, 24
17 Vanguard Consumer Staples ETF 1.06M (1.41%) 12.40K
Increased by +1.17%
Feb 28, 26
18 iShares S&P Small-Cap 600 Value ETF 1.01M (1.36%) 0.00
Increased by 0.00%
Feb 28, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 967.93K (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
20 ClearBridge Small Cap 965.90K (1.29%) 0.00
Increased by 0.00%
Apr 30, 25