Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OLD 1.45%
2 CGV 0.71%
3 SOVF 0.62%
4 RZV 0.48%
5 EQWM 0.46%
6 PSCI 0.36%
7 BFIT 0.35%
8 CSML 0.20%
9 SMD 0.16%
10 SMLV 0.16%
11 RTLA 0.14%
12 RWJ 0.13%
13 SLYV 0.13%
14 VIOV 0.12%
15 IJS 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 (19.66%) 14.31M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 12.75M (17.51%) 187.56K
Increased by +1.47%
Dec 31, 24
3 Vanguard Group Inc 8.28M (11.37%) 23.37K
Increased by +0.28%
Dec 31, 24
4 Mackenzie Investments 8.19M (11.25%) 4.06M
Increased by +49.53%
Dec 31, 24
5 Royce & Associates, LP 4.67M (6.41%) 219.10K
Increased by +4.69%
Dec 31, 24
6 State Street Corp 3.08M (4.23%) 113.76K
Increased by +3.70%
Dec 31, 24
7 State Street Corporation 2.81M (3.87%) -31.26K
Decreased by -1.11%
Mar 31, 24
8 Goldman Sachs Group Inc 2.68M (3.68%) -406.76K
Decreased by -15.20%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 2.52M (3.47%) 208.81K
Increased by +8.27%
Dec 31, 24
10 Palisade Capital Management LLc 2.22M (3.05%) 320.25K
Increased by +14.44%
Dec 31, 24
11 American Century Companies Inc 2.09M (2.87%) -805.19K
Decreased by -38.51%
Sep 30, 23
12 Geode Capital Management, LLC 1.76M (2.42%) -2.83K
Decreased by -0.16%
Dec 31, 24
13 JPMorgan Chase & Co 1.55M (2.13%) 152.91K
Increased by +9.88%
Sep 30, 24
14 Brandes Investment Partners & Co 1.46M (2.00%) -7.49K
Decreased by -0.51%
Dec 31, 24
15 Millennium Management LLC 1.45M (2.00%) 1.42M
Increased by +97.35%
Dec 31, 24
16 Marathon Asset Mgmt Ltd 1.43M (1.97%) -95.24K
Decreased by -6.65%
Dec 31, 24
17 Heartland Advisors Inc 1.31M (1.80%) 20.39K
Increased by +1.55%
Mar 31, 24
18 HHG PLC 1.27M (1.74%) 140.71K
Increased by +11.11%
Dec 31, 24
19 Azarias Capital Management, L.P. 1.23M (1.69%) -1.53K
Decreased by -0.12%
Dec 31, 24
20 Citadel Advisors Llc 1.20M (1.64%) 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 4.62M (6.34%) 3.20K
Increased by +0.07%
Mar 31, 25
2 Canada Life US Small-Mid Cap Growth A 3.03M (4.16%) 0.00
Increased by 0.00%
Jan 31, 25
3 Canada Life US Small-Mid Cap Growth F 3.03M (4.16%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 2.31M (3.17%) 0.00
Increased by 0.00%
Feb 28, 25
5 Royce Small-Cap Quality Value Composite 2.16M (2.97%) 15.40K
Increased by +0.71%
Dec 31, 24
6 Royce Small-Cap Total Return Invmt 2.16M (2.97%) 15.40K
Increased by +0.71%
Dec 31, 24
7 iShares Russell 2000 ETF 1.91M (2.63%) -16.55K
Decreased by -0.87%
Mar 31, 25
8 American Century Small Cap Growth Inv 1.88M (2.58%) 72.15K
Increased by +3.85%
Sep 30, 23
9 American Century U.S. Small Cap Growth 1.88M (2.58%) 72.15K
Increased by +3.85%
Sep 30, 23
10 Vanguard Small Cap Index 1.87M (2.57%) 1.56K
Increased by +0.08%
Feb 28, 25
11 Palisade Small Cap Core Equity 1.28M (1.75%) 189.81K
Increased by +14.88%
Dec 31, 24
12 Vanguard Small Cap Value Index Inv 1.24M (1.70%) -1.59K
Decreased by -0.13%
Feb 28, 25
13 Janus Henderson Small Cap Value L 1.18M (1.62%) 0.00
Increased by 0.00%
Jan 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.58%) 1.92K
Increased by +0.17%
Feb 28, 25
15 Foundry Partners Micro Cap Value 937.33K (1.29%) 237.53K
Increased by +25.34%
Dec 31, 24
16 CREF Stock R1 933.99K (1.28%) 208.53K
Increased by +22.33%
May 31, 24
17 Schwab Fundamental US Small Company ETF 858.87K (1.18%) 0.00
Increased by 0.00%
Apr 30, 24
18 Royce Small-Cap Opportunity Invmt 793.01K (1.09%) 19.16K
Increased by +2.42%
Dec 31, 24
19 iShares S&P Small-Cap 600 Value ETF 747.25K (1.03%) -737.00
Decreased by -0.10%
Mar 31, 25
20 Fidelity Small Cap Index 723.60K (0.99%) -13.55K
Decreased by -1.87%
Jan 31, 25