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 0.19%
9 SMD 0.18%
10 KROP 0.13%
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 QVMS 0.06%
20 SPSM 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 60.22M (71.53%) 60.22M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 15.15M (18.00%) 322.27K
Increased by +2.13%
Dec 31, 24
3 Vanguard Group Inc 11.11M (13.20%) -784.38K
Decreased by -7.06%
Dec 31, 24
4 AllianceBernstein L.P. 6.68M (7.94%) -119.06K
Decreased by -1.78%
Dec 31, 23
5 Barrow Hanley Mewhinney & Strauss LLC 6.22M (7.39%) 555.20K
Increased by +8.92%
Dec 31, 24
6 Amvescap Plc. 5.87M (6.97%) 4.29M
Increased by +73.15%
Dec 31, 24
7 UBS Group AG 4.75M (5.64%) 4.54M
Increased by +95.52%
Dec 31, 24
8 PGGM Investments 4.18M (4.97%) 0.00
Increased by 0.00%
Dec 31, 24
9 State Street Corp 3.64M (4.33%) 180.14K
Increased by +4.94%
Dec 31, 24
10 State Street Corporation 3.54M (4.20%) 60.60K
Increased by +1.71%
Mar 31, 24
11 Neuberger Berman Group LLC 3.45M (4.10%) -4.29K
Decreased by -0.12%
Dec 31, 24
12 Manufacturers Life Insurance Co 3.35M (3.98%) -286.12K
Decreased by -8.53%
Mar 31, 24
13 Frontier Capital Management CO Inc 2.52M (2.99%) 2.11M
Increased by +83.66%
Dec 31, 24
14 Wellington Management Company LLP 2.33M (2.77%) 2.33M
Increased by +100.00%
Dec 31, 24
15 Geode Capital Management, LLC 2.24M (2.67%) 14.82K
Increased by +0.66%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 2.07M (2.46%) 412.66K
Increased by +19.96%
Dec 31, 24
17 Raiffeisen Bank International AG 2.06M (2.45%) 2.06M
Increased by +100.00%
Dec 31, 24
18 Millennium Management LLC 2.04M (2.43%) -592.02K
Decreased by -28.98%
Sep 30, 24
19 Invenomic Capital Management, LP 2.02M (2.40%) -323.19K
Decreased by -16.01%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 1.99M (2.36%) -329.11K
Decreased by -16.58%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.82M (6.92%) -1.50K
Decreased by -0.03%
Feb 28, 25
2 Invesco Small Cap Value A 4.64M (5.51%) 0.00
Increased by 0.00%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 2.83M (3.36%) 0.00
Increased by 0.00%
Feb 28, 25
4 American Beacon Small Cp Val R5 2.40M (2.85%) 0.00
Increased by 0.00%
Jan 31, 25
5 iShares Russell 2000 ETF 2.33M (2.77%) -20.18K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 2.30M (2.74%) 1.87K
Increased by +0.08%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 1.52M (1.81%) -1.95K
Decreased by -0.13%
Feb 28, 25
8 AB Discovery Value Advisor 1.49M (1.77%) -121.40K
Decreased by -8.17%
Feb 29, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.58%) 2.96K
Increased by +0.22%
Feb 28, 25
10 JHVIT Fundamental All Cap Core I 1.27M (1.50%) -15.91K
Decreased by -1.26%
Feb 29, 24
11 Schwab Fundamental US Small Company ETF 1.09M (1.30%) 5.22K
Increased by +0.48%
Mar 29, 24
12 iShares S&P Small-Cap 600 Value ETF 1.01M (1.21%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Consumer Staples ETF 999.75K (1.19%) 643.00
Increased by +0.06%
Feb 28, 25
14 ClearBridge Small Cap 989.60K (1.18%) 225.80K
Increased by +22.82%
Feb 28, 25
15 ClearBridge Small Cap C 989.60K (1.18%) 225.80K
Increased by +22.82%
Feb 28, 25
16 Invenomic Institutional 978.88K (1.16%) -8.62K
Decreased by -0.88%
Jan 31, 25
17 CREF Stock R1 903.49K (1.07%) 0.00
Increased by 0.00%
Aug 31, 24
18 Fidelity Small Cap Index 898.51K (1.07%) -16.83K
Decreased by -1.87%
Jan 31, 25
19 Raiffeisen Sustainable Mix (R) A 873.02K (1.04%) 0.00
Increased by 0.00%
Jan 31, 25
20 Raiffeisen-Nachhaltigkeit-Mix R A 873.02K (1.04%) 0.00
Increased by 0.00%
Dec 31, 24