Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLF 0.07%
2 IJS 0.07%
3 IWN 0.04%
4 IJR 0.03%
5 IWM 0.02%
6 JKL 0.01%
7 ISCV 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 (10.11%) -1.24M
Decreased by -12.13%
Mar 31, 25
2 Vanguard Group Inc 10.09M (9.94%) 60.44K
Increased by +0.60%
Mar 31, 25
3 Angelo Gordon & Co LP 9.69M (9.55%) 0.00
Increased by 0.00%
Mar 31, 25
4 Nomura Holdings Inc 6.80M (6.70%) 2.45M
Increased by +36.07%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 5.71M (5.63%) -148.94K
Decreased by -2.61%
Mar 31, 25
6 D. E. Shaw & Co LP 5.33M (5.25%) -93.83K
Decreased by -1.76%
Mar 31, 25
7 RPD Fund Management LLC 5.20M (5.13%) 11.58K
Increased by +0.22%
Mar 31, 25
8 State Street Corporation 4.47M (4.40%) 55.04K
Increased by +1.23%
Mar 31, 24
9 Southeastern Asset Management Inc 3.49M (3.44%) 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 (2.15%) -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 (7.39%) 10.69K
Increased by +0.14%
Mar 28, 24
2 Vanguard Real Estate Index Investor 3.52M (3.47%) -238.05K
Decreased by -6.76%
May 31, 25
3 Longleaf Partners Small-Cap 3.44M (3.39%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard US Total Market Shares ETF 3.25M (3.20%) 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%
May 31, 25
6 iShares Russell 2000 ETF 2.67M (2.63%) 18.53K
Increased by +0.69%
Jun 30, 25
7 Schwab Fundamental U.S. Small CompanyETF 2.24M (2.20%) -1.16K
Decreased by -0.05%
Jun 28, 25
8 PIMCO RAE US Small 1.83M (1.80%) 230.79K
Increased by +12.63%
Mar 31, 24
9 PIMCO RAE US Small Instl 1.83M (1.80%) 230.79K
Increased by +12.63%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.62%) 15.83K
Increased by +0.96%
May 31, 25
11 DFA US Small Cap Value I 1.51M (1.49%) -31.69K
Decreased by -2.09%
May 31, 25
12 Classic Global Equity Fund 1.44M (1.42%) 0.00
Increased by 0.00%
Dec 31, 23
13 iShares S&P Small-Cap 600 Value ETF 1.36M (1.34%) -13.77K
Decreased by -1.01%
Mar 28, 24
14 Vanguard Small Cap Index 1.19M (1.17%) 2.81K
Increased by +0.24%
Aug 31, 24
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%) 29.13K
Increased by +2.89%
Apr 30, 25
18 Fidelity® Small Cap Index 1.01M (0.99%) 20.25K
Increased by +2.01%
Sep 30, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 985.79K (0.97%) 1.00K
Increased by +0.10%
Mar 28, 24
20 iShares Russell 2000 Value ETF 938.33K (0.92%) 3.38K
Increased by +0.36%
Jun 30, 25