Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IJS 0.07%
2 SMLF 0.05%
3 IJR 0.03%
4 IWN 0.03%
5 JKL 0.01%
6 ISCV 0.01%
7 IWM 0.01%
8 ISCB 0.01%
9 JKJ 0.01%
10 IWO 0.00%
11 IWV 0.00%
12 ITOT 0.00%
13 DSI 0.00%
14 KLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.26M (10.13%) -1.24M
Decreased by -12.13%
Mar 31, 25
2 Vanguard Group Inc 10.09M (9.96%) 60.44K
Increased by +0.60%
Mar 31, 25
3 Angelo Gordon & Co LP 9.69M (9.57%) 0.00
Increased by 0.00%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 5.71M (5.64%) -148.94K
Decreased by -2.61%
Mar 31, 25
5 D. E. Shaw & Co LP 5.43M (5.36%) 517.61K
Increased by +9.54%
Dec 31, 24
6 RPD Fund Management LLC 5.20M (5.14%) 11.58K
Increased by +0.22%
Mar 31, 25
7 State Street Corporation 4.47M (4.41%) 55.04K
Increased by +1.23%
Mar 31, 24
8 Nomura Holdings Inc 4.35M (4.29%) -96.02K
Decreased by -2.21%
Dec 31, 24
9 Southeastern Asset Management Inc 3.49M (3.45%) 0.00
Increased by 0.00%
Dec 31, 24
10 JPMorgan Chase & Co 2.95M (2.91%) 318.73K
Increased by +10.80%
Sep 30, 24
11 BMO Capital Markets Corp. 2.92M (2.88%) 2.70M
Increased by +92.37%
Jun 30, 24
12 Bank of Montreal 2.92M (2.88%) 2.70M
Increased by +92.37%
Jun 30, 24
13 Sixth Street Partners Management Company, L.P. 2.65M (2.61%) 0.00
Increased by 0.00%
Mar 31, 25
14 Gator Capital Management, LLC 2.56M (2.52%) 33.00K
Increased by +1.29%
Mar 31, 25
15 Geode Capital Management, LLC 2.54M (2.50%) 106.91K
Increased by +4.22%
Mar 31, 25
16 Charles Schwab Investment Management Inc 2.28M (2.25%) 1.20M
Increased by +52.66%
Mar 31, 25
17 State Street Corp 2.19M (2.16%) -530.79K
Decreased by -24.27%
Mar 31, 25
18 Allianz Asset Management AG 2.14M (2.11%) 289.85K
Increased by +13.53%
Mar 31, 24
19 Balyasny Asset Management LLC 2.11M (2.08%) 559.33K
Increased by +26.51%
Sep 30, 24
20 Diameter Capital Partners LP 2.11M (2.08%) 2.11M
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.50M (7.40%) 10.69K
Increased by +0.14%
Mar 28, 24
2 Vanguard Real Estate Index Investor 3.76M (3.71%) -57.70K
Decreased by -1.53%
Apr 30, 25
3 Longleaf Partners Small-Cap 3.44M (3.40%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard US Total Market Shares ETF 3.25M (3.21%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.97M (2.93%) 0.00
Increased by 0.00%
Apr 30, 25
6 iShares Russell 2000 ETF 2.47M (2.44%) 418.00
Increased by +0.02%
Apr 30, 25
7 PIMCO RAE US Small 1.83M (1.80%) 230.79K
Increased by +12.63%
Mar 31, 24
8 PIMCO RAE US Small Instl 1.83M (1.80%) 230.79K
Increased by +12.63%
Mar 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.60%) 4.44K
Increased by +0.27%
Apr 30, 25
10 DFA US Small Cap Value I 1.59M (1.57%) -28.61K
Decreased by -1.80%
Mar 31, 25
11 Classic Global Equity Fund 1.44M (1.42%) 0.00
Increased by 0.00%
Dec 31, 23
12 iShares S&P Small-Cap 600 Value ETF 1.36M (1.34%) -13.77K
Decreased by -1.01%
Mar 28, 24
13 Vanguard Small Cap Index 1.19M (1.17%) 2.81K
Increased by +0.24%
Aug 31, 24
14 Schwab Fundamental U.S. Small CompanyETF 1.17M (1.15%) 0.00
Increased by 0.00%
Apr 30, 25
15 Invesco S&P SmallCap 600 Revenue ETF 1.09M (1.07%) 0.00
Increased by 0.00%
Mar 28, 24
16 Vanguard Tax-Managed Small Cap Adm 1.08M (1.07%) 71.35K
Increased by +6.58%
Mar 31, 24
17 Fidelity® Small Cap Index 1.01M (0.99%) 20.25K
Increased by +2.01%
Sep 30, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 985.79K (0.97%) 1.00K
Increased by +0.10%
Mar 28, 24
19 Fidelity Small Cap Index 977.21K (0.96%) 26.64K
Increased by +2.73%
Feb 28, 25
20 iShares Russell 2000 Value ETF 929.34K (0.92%) -3.15K
Decreased by -0.34%
Apr 30, 25