Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.43%
2 BSMC 1.27%
3 CSB 1.02%
4 PFUT 0.91%
5 WCEO 0.64%
6 FLOW 0.64%
7 EES 0.50%
8 CZA 0.46%
9 HAPS 0.42%
10 CALF 0.41%
11 ETHO 0.39%
12 GVLU 0.34%
13 RNSC 0.26%
14 FSGS 0.26%
15 USVM 0.25%
16 RFLR 0.24%
17 ROSC 0.23%
18 CSML 0.19%
19 FYT 0.17%
20 CSA 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.70M (8.67%) -58.56K
Decreased by -0.67%
Jun 30, 25
2 FMR Inc 7.86M (7.83%) 282.81K
Increased by +3.60%
Mar 31, 25
3 Capital Research Global Investors 6.63M (6.60%) 0.00
Increased by 0.00%
Mar 31, 25
4 Marshall Wace Asset Management Ltd 4.57M (4.55%) 1.64M
Increased by +35.95%
Mar 31, 25
5 Wellington Management Company LLP 4.31M (4.29%) -2.31M
Decreased by -53.57%
Jun 30, 25
6 Millennium Management LLC 3.11M (3.10%) 1.23M
Increased by +39.43%
Mar 31, 25
7 DePrince Race & Zollo Inc 2.22M (2.21%) -984.75K
Decreased by -44.41%
Dec 31, 23
8 Hall Kathryn A. 2.16M (2.15%) 0.00
Increased by 0.00%
Jun 30, 25
9 BlackRock Inc 2.14M (2.14%) -240.15K
Decreased by -11.20%
Mar 31, 25
10 Manufacturers Life Insurance Co 2.04M (2.03%) -154.41K
Decreased by -7.59%
Jun 30, 25
11 D. E. Shaw & Co LP 1.75M (1.75%) 1.26M
Increased by +71.64%
Jun 30, 25
12 UBS Asset Mgmt Americas Inc 1.75M (1.74%) 150.14K
Increased by +8.59%
Jun 30, 25
13 Macquarie Group Ltd 1.66M (1.65%) -135.26K
Decreased by -8.14%
Mar 31, 25
14 Allspring Global Investments Holdings, LLC 1.64M (1.63%) 97.78K
Increased by +5.96%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.64M (1.63%) 14.72K
Increased by +0.90%
Jun 30, 25
16 American Century Companies Inc 1.61M (1.60%) 219.55K
Increased by +13.65%
Dec 31, 24
17 Balyasny Asset Management LLC 1.47M (1.47%) -445.32K
Decreased by -30.26%
Sep 30, 24
18 Arrowstreet Capital Limited Partnership 1.43M (1.43%) 1.31M
Increased by +91.52%
Dec 31, 24
19 Bank of New York Mellon Corp 1.43M (1.42%) -210.77K
Decreased by -14.77%
Dec 31, 24
20 Capital World Investors 1.41M (1.41%) 63.00
Increased by +0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 6.63M (6.60%) 0.00
Increased by 0.00%
Mar 31, 25
2 Delaware Ivy Mid Cap Growth A 4.34M (4.33%) -201.59K
Decreased by -4.64%
Sep 30, 24
3 Vanguard Explorer Inv 4.31M (4.29%) 0.00
Increased by 0.00%
Jun 30, 25
4 Fidelity® Low-Priced Stock 3.91M (3.89%) 724.87K
Increased by +18.55%
Oct 31, 23
5 Fidelity Low-Priced Stock 3.17M (3.15%) -5.82K
Decreased by -0.18%
May 31, 25
6 Vanguard Total Stock Mkt Idx Inv 3.02M (3.01%) 11.30K
Increased by +0.37%
Jun 30, 25
7 Vanguard US Total Market Shares ETF 2.95M (2.94%) 3.13K
Increased by +0.11%
Sep 30, 24
8 Vanguard Small Cap Index 2.30M (2.29%) -72.06K
Decreased by -3.13%
Jun 30, 25
9 JHancock Small Cap Core NAV 1.65M (1.64%) -44.93K
Decreased by -2.72%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.51M (1.51%) -41.52K
Decreased by -2.75%
Jun 30, 25
11 Delaware Ivy Mid Cap Income Opps I 1.49M (1.48%) 0.00
Increased by 0.00%
Oct 31, 24
12 Ivy Mid Cap Income Opps Composite 1.49M (1.48%) 159.42K
Increased by +10.72%
Sep 30, 24
13 Vanguard Small Cap Value Index Inv 1.47M (1.46%) -58.88K
Decreased by -4.01%
Jun 30, 25
14 CT (Lux) Glb Smlr Coms IE 1.47M (1.46%) -54.40K
Decreased by -3.71%
Jul 31, 25
15 Macquarie Mid Cap Income Opps I 1.41M (1.40%) -161.11K
Decreased by -11.44%
Jun 30, 25
16 Macquarie US Mid Cap Income Opps 1.41M (1.40%) -251.81K
Decreased by -17.88%
Jun 30, 25
17 American Funds New World A 1.32M (1.32%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fidelity Global Value Growth Eq MF 1.30M (1.30%) 0.00
Increased by 0.00%
Feb 20, 25
19 Allspring Special Small Cap Value A 1.27M (1.27%) -41.60K
Decreased by -3.27%
Jul 31, 25
20 Fidelity Select Retailing 1.21M (1.20%) 160.59K
Increased by +13.31%
Feb 29, 24