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 KROP 0.24%
9 ISMD 0.21%
10 VFVA 0.19%
11 SMD 0.18%
12 SLY 0.11%
13 RWJ 0.11%
14 JPSE 0.11%
15 SSLY 0.11%
16 PRFZ 0.11%
17 SLYV 0.10%
18 DMRM 0.09%
19 ESIX 0.08%
20 QVMS 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 60.22M (71.67%) 60.22M
Increased by +100.00%
Dec 31, 24
2 Vanguard Group Inc 8.38M (9.98%) -2.73M
Decreased by -32.58%
Mar 31, 25
3 BlackRock Inc 7.08M (8.43%) -8.07M
Decreased by -113.93%
Mar 31, 25
4 AllianceBernstein L.P. 6.68M (7.96%) -119.06K
Decreased by -1.78%
Dec 31, 23
5 Barrow Hanley Mewhinney & Strauss LLC 6.31M (7.51%) 83.50K
Increased by +1.32%
Mar 31, 25
6 Amvescap Plc. 5.17M (6.15%) -700.93K
Decreased by -13.56%
Mar 31, 25
7 Millennium Management LLC 4.73M (5.63%) 3.54M
Increased by +74.71%
Mar 31, 25
8 UBS Group AG 4.34M (5.17%) -410.79K
Decreased by -9.46%
Mar 31, 25
9 PGGM Investments 4.18M (4.98%) 0.00
Increased by 0.00%
Mar 31, 25
10 Neuberger Berman Group LLC 3.57M (4.24%) 115.29K
Increased by +3.23%
Mar 31, 25
11 Frontier Capital Management CO Inc 3.54M (4.21%) 1.02M
Increased by +28.81%
Mar 31, 25
12 State Street Corporation 3.54M (4.21%) 60.60K
Increased by +1.71%
Mar 31, 24
13 Manufacturers Life Insurance Co 3.35M (3.99%) -286.12K
Decreased by -8.53%
Mar 31, 24
14 Wellington Management Company LLP 2.46M (2.93%) 130.64K
Increased by +5.31%
Mar 31, 25
15 Geode Capital Management, LLC 2.22M (2.65%) -20.10K
Decreased by -0.90%
Mar 31, 25
16 Citadel Advisors Llc 2.19M (2.60%) 1.71M
Increased by +78.37%
Mar 31, 25
17 Invenomic Capital Management, LP 2.17M (2.59%) 155.53K
Increased by +7.15%
Mar 31, 25
18 Raiffeisen Bank International AG 2.06M (2.45%) 2.06M
Increased by +100.00%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 1.96M (2.33%) -111.50K
Decreased by -5.70%
Mar 31, 25
20 State Street Corp 1.90M (2.26%) -1.75M
Decreased by -91.92%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.82M (6.93%) -1.50K
Decreased by -0.03%
Feb 28, 25
2 Invesco Small Cap Value A 3.25M (3.86%) -1.56M
Decreased by -48.14%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.90M (3.45%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.83M (3.37%) 0.00
Increased by 0.00%
May 31, 25
5 American Beacon Small Cp Val R5 2.40M (2.86%) 0.00
Increased by 0.00%
Apr 30, 25
6 iShares Russell 2000 ETF 2.29M (2.73%) 0.00
Increased by 0.00%
May 31, 25
7 AB Discovery Value Advisor 1.49M (1.77%) -121.40K
Decreased by -8.17%
Feb 29, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.41M (1.68%) -832.00
Decreased by -0.06%
May 31, 25
9 Columbia Small Cap Value I A 1.38M (1.64%) 585.66K
Increased by +42.46%
May 31, 25
10 JHVIT Fundamental All Cap Core I 1.27M (1.51%) -15.91K
Decreased by -1.26%
Feb 29, 24
11 Vanguard Small Cap Index 1.13M (1.35%) 4.18K
Increased by +0.37%
May 31, 25
12 Schwab Fundamental US Small Company ETF 1.09M (1.30%) 5.22K
Increased by +0.48%
Mar 29, 24
13 Columbia Small Cap Value I 1.04M (1.24%) 1.04M
Increased by +100.00%
Mar 31, 25
14 Vanguard Consumer Staples ETF 1.03M (1.23%) 10.29K
Increased by +1.00%
May 31, 25
15 iShares S&P Small-Cap 600 Value ETF 1.01M (1.21%) 0.00
Increased by 0.00%
Feb 28, 25
16 Invenomic Institutional 978.88K (1.16%) -8.62K
Decreased by -0.88%
Jan 31, 25
17 ClearBridge Small Cap 965.90K (1.15%) 0.00
Increased by 0.00%
Apr 30, 25
18 ClearBridge Small Cap C 965.90K (1.15%) 0.00
Increased by 0.00%
Apr 30, 25
19 CREF Stock R1 903.49K (1.08%) 0.00
Increased by 0.00%
Aug 31, 24
20 Fidelity Small Cap Index 902.29K (1.07%) -1.79K
Decreased by -0.20%
Mar 31, 25