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 KROP 0.26%
10 SMD 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 (84.19%) 60.22M
Increased by +100.00%
Dec 31, 24
2 Nantahala Capital Management, LLC 8.53M (11.92%) 2.00M
Increased by +23.45%
Mar 31, 26
3 CastleKnight Management LP 8.15M (11.39%) 5.47M
Increased by +67.19%
Mar 31, 26
4 BlackRock Inc 7.45M (10.41%) 51.87K
Increased by +0.70%
Mar 31, 26
5 Vanguard Group Inc 7.12M (9.96%) 92.39K
Increased by +1.30%
Dec 31, 25
6 AllianceBernstein L.P. 6.68M (9.35%) -119.06K
Decreased by -1.78%
Dec 31, 23
7 Barrow Hanley Mewhinney & Strauss LLC 6.31M (8.82%) 83.50K
Increased by +1.32%
Mar 31, 25
8 Amvescap Plc. 5.17M (7.23%) -700.93K
Decreased by -13.56%
Mar 31, 25
9 Charles Schwab Investment Management Inc 5.05M (7.06%) -802.92K
Decreased by -15.90%
Mar 31, 26
10 UBS Group AG 4.34M (6.07%) -410.79K
Decreased by -9.46%
Mar 31, 25
11 PGGM Investments 4.18M (5.85%) 0.00
Increased by 0.00%
Jun 30, 25
12 Neuberger Berman Group LLC 3.99M (5.58%) 812.85K
Increased by +20.36%
Mar 31, 26
13 Vanguard Capital Management, LLC 3.90M (5.45%) 3.90M
Increased by +100.00%
Mar 31, 26
14 Frontier Capital Management CO Inc 3.54M (4.95%) 1.02M
Increased by +28.81%
Mar 31, 25
15 State Street Corporation 3.54M (4.95%) 60.60K
Increased by +1.71%
Mar 31, 24
16 The Goldman Sachs Group Inc 3.44M (4.81%) 1.70M
Increased by +49.56%
Mar 31, 26
17 Manufacturers Life Insurance Co 3.35M (4.69%) -286.12K
Decreased by -8.53%
Mar 31, 24
18 AQR Capital Management LLC 3.25M (4.55%) 1.19M
Increased by +36.50%
Mar 31, 26
19 Two Sigma Investments LLC 2.81M (3.93%) 708.19K
Increased by +25.21%
Mar 31, 26
20 Wellington Management Company LLP 2.46M (3.44%) 130.64K
Increased by +5.31%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.82M (8.14%) -1.50K
Decreased by -0.03%
Feb 28, 25
2 Invesco Small Cap Value A 3.25M (4.54%) -1.56M
Decreased by -48.14%
Apr 30, 25
3 Schwab Fundamental U.S. Small CompanyETF 3.07M (4.29%) -1.24K
Decreased by -0.04%
May 30, 26
4 Vanguard US Total Market Shares ETF 2.90M (4.05%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.83M (3.96%) 0.00
Increased by 0.00%
Apr 30, 26
6 American Beacon Small Cp Val R5 2.40M (3.36%) 0.00
Increased by 0.00%
Apr 30, 25
7 iShares Russell 2000 ETF 2.15M (3.01%) 19.92K
Increased by +0.92%
May 29, 26
8 AB Discovery Value Advisor 1.49M (2.08%) -121.40K
Decreased by -8.17%
Feb 29, 24
9 Columbia Small Cap Value Discv A 1.42M (1.98%) 39.00K
Increased by +2.75%
Jul 31, 25
10 Columbia Small Cap Value I A 1.42M (1.98%) 39.00K
Increased by +2.75%
Jul 31, 25
11 Columbia Small Cap Value Discovery Fund 1.38M (1.93%) 338.05K
Increased by +24.51%
Jun 30, 25
12 Columbia Small Cap Value I 1.38M (1.93%) 338.05K
Increased by +24.51%
Jun 30, 25
13 JHVIT Fundamental All Cap Core I 1.27M (1.77%) -15.91K
Decreased by -1.26%
Feb 29, 24
14 Vanguard Small Cap Index 1.13M (1.58%) 4.18K
Increased by +0.37%
May 31, 25
15 Invenomic Institutional 1.10M (1.54%) 121.09K
Increased by +11.01%
Apr 30, 25
16 Schwab Fundamental US Small Company ETF 1.09M (1.53%) 5.22K
Increased by +0.48%
Mar 29, 24
17 Vanguard Consumer Staples ETF 1.07M (1.50%) -1.55K
Decreased by -0.14%
Apr 30, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.43%) 56.69K
Increased by +5.53%
Apr 30, 26
19 iShares S&P Small-Cap 600 Value ETF 1.01M (1.42%) 0.00
Increased by 0.00%
Feb 28, 25
20 iShares U.S. Small-Cap Eq Fac ETF 975.00K (1.36%) 15.95K
Increased by +1.64%
May 29, 26