Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 1.45%
2 SOVF 0.86%
3 CGV 0.71%
4 RZV 0.66%
5 EQWM 0.46%
6 PSCI 0.46%
7 BFIT 0.35%
8 CSML 0.20%
9 IJS 0.17%
10 SMD 0.16%
11 SMLV 0.16%
12 RTLA 0.14%
13 RWJ 0.13%
14 SLYV 0.13%
15 VIOV 0.12%
16 SSLY 0.12%
17 PRFZ 0.12%
18 SLY 0.11%
19 AVSC 0.11%
20 PSM 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 14.31M (19.88%) 14.31M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 12.75M (17.71%) 187.56K
Increased by +1.47%
Dec 31, 24
3 Vanguard Group Inc 8.28M (11.50%) 23.37K
Increased by +0.28%
Dec 31, 24
4 Mackenzie Investments 8.19M (11.38%) 4.06M
Increased by +49.53%
Dec 31, 24
5 Royce & Associates, LP 4.67M (6.49%) 219.10K
Increased by +4.69%
Dec 31, 24
6 State Street Corp 3.08M (4.28%) 113.76K
Increased by +3.70%
Dec 31, 24
7 State Street Corporation 2.81M (3.91%) -31.26K
Decreased by -1.11%
Mar 31, 24
8 Goldman Sachs Group Inc 2.68M (3.72%) -406.76K
Decreased by -15.20%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 2.52M (3.51%) 208.81K
Increased by +8.27%
Dec 31, 24
10 Palisade Capital Management LLc 2.24M (3.11%) 20.72K
Increased by +0.93%
Mar 31, 25
11 American Century Companies Inc 2.09M (2.90%) -805.19K
Decreased by -38.51%
Sep 30, 23
12 Geode Capital Management, LLC 1.76M (2.44%) -2.83K
Decreased by -0.16%
Dec 31, 24
13 JPMorgan Chase & Co 1.55M (2.15%) 152.91K
Increased by +9.88%
Sep 30, 24
14 Brandes Investment Partners & Co 1.46M (2.03%) -7.49K
Decreased by -0.51%
Dec 31, 24
15 Millennium Management LLC 1.45M (2.02%) 1.42M
Increased by +97.35%
Dec 31, 24
16 Heartland Advisors Inc 1.31M (1.82%) 20.39K
Increased by +1.55%
Mar 31, 24
17 Marathon Asset Mgmt Ltd 1.29M (1.80%) -138.04K
Decreased by -10.67%
Mar 31, 25
18 HHG PLC 1.27M (1.76%) 140.71K
Increased by +11.11%
Dec 31, 24
19 Azarias Capital Management, L.P. 1.23M (1.71%) -1.53K
Decreased by -0.12%
Dec 31, 24
20 Citadel Advisors Llc 1.20M (1.66%) 258.87K
Increased by +21.64%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.51M (6.27%) -4.66K
Decreased by -0.10%
Apr 30, 25
2 Canada Life US Small-Mid Cap Growth A 3.03M (4.21%) 0.00
Increased by 0.00%
Jan 31, 25
3 Canada Life US Small-Mid Cap Growth F 3.03M (4.21%) 0.00
Increased by 0.00%
Jan 31, 25
4 Vanguard US Total Market Shares ETF 2.33M (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.31M (3.21%) 0.00
Increased by 0.00%
Mar 31, 25
6 Royce Small-Cap Quality Value Composite 2.16M (3.00%) 0.00
Increased by 0.00%
Mar 31, 25
7 Royce Small-Cap Total Return Invmt 2.16M (3.00%) 0.00
Increased by 0.00%
Mar 31, 25
8 American Century Small Cap Growth Inv 1.88M (2.61%) 72.15K
Increased by +3.85%
Sep 30, 23
9 American Century U.S. Small Cap Growth 1.88M (2.61%) 72.15K
Increased by +3.85%
Sep 30, 23
10 Vanguard Small Cap Index 1.83M (2.54%) -39.10K
Decreased by -2.13%
Mar 31, 25
11 iShares Russell 2000 ETF 1.81M (2.51%) 306.00
Increased by +0.02%
Apr 30, 25
12 Palisade Small Cap Core Equity 1.26M (1.75%) -14.53K
Decreased by -1.15%
Mar 31, 25
13 Vanguard Small Cap Value Index Inv 1.19M (1.65%) -46.20K
Decreased by -3.89%
Mar 31, 25
14 Janus Henderson Small Cap Value L 1.18M (1.64%) 0.00
Increased by 0.00%
Feb 28, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.61%) 10.46K
Increased by +0.90%
Mar 31, 25
16 Foundry Partners Micro Cap Value 937.33K (1.30%) 237.53K
Increased by +25.34%
Dec 31, 24
17 CREF Stock R1 933.99K (1.30%) 208.53K
Increased by +22.33%
May 31, 24
18 Schwab Fundamental US Small Company ETF 858.87K (1.19%) 0.00
Increased by 0.00%
Apr 30, 24
19 Fidelity Small Cap Index 726.09K (1.01%) 2.50K
Increased by +0.34%
Feb 28, 25
20 iShares S&P Small-Cap 600 Value ETF 722.59K (1.00%) 682.00
Increased by +0.09%
Apr 30, 25