Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSMC 1.36%
2 CSB 1.04%
3 PFUT 0.91%
4 WCEO 0.71%
5 FLOW 0.64%
6 EES 0.53%
7 CZA 0.47%
8 HAPS 0.42%
9 CALF 0.41%
10 ETHO 0.41%
11 GVLU 0.34%
12 RFLR 0.26%
13 RNSC 0.26%
14 FSGS 0.26%
15 USVM 0.25%
16 ROSC 0.23%
17 CSML 0.19%
18 FYT 0.17%
19 CSA 0.14%
20 CSF 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.76M (8.99%) -65.52K
Decreased by -0.75%
Mar 31, 25
2 FMR Inc 7.86M (8.07%) 282.81K
Increased by +3.60%
Mar 31, 25
3 Capital Research Global Investors 6.63M (6.80%) 0.00
Increased by 0.00%
Mar 31, 25
4 Wellington Management Company LLP 6.62M (6.79%) -53.20K
Decreased by -0.80%
Mar 31, 25
5 Marshall Wace Asset Management Ltd 4.57M (4.69%) 1.64M
Increased by +35.95%
Mar 31, 25
6 Millennium Management LLC 3.11M (3.19%) 1.23M
Increased by +39.43%
Mar 31, 25
7 DePrince Race & Zollo Inc 2.22M (2.28%) -984.75K
Decreased by -44.41%
Dec 31, 23
8 Manufacturers Life Insurance Co 2.19M (2.25%) 273.25K
Increased by +12.48%
Mar 31, 25
9 Hall Kathryn A. 2.16M (2.22%) 0.00
Increased by 0.00%
Mar 31, 25
10 BlackRock Inc 2.14M (2.20%) -240.15K
Decreased by -11.20%
Mar 31, 25
11 Macquarie Group Ltd 1.66M (1.70%) -135.26K
Decreased by -8.14%
Mar 31, 25
12 Allspring Global Investments Holdings, LLC 1.64M (1.68%) 97.78K
Increased by +5.96%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.62M (1.66%) 279.90K
Increased by +17.26%
Mar 31, 25
14 American Century Companies Inc 1.61M (1.65%) 219.55K
Increased by +13.65%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 1.60M (1.64%) 52.33K
Increased by +3.28%
Mar 31, 25
16 Balyasny Asset Management LLC 1.47M (1.51%) -445.32K
Decreased by -30.26%
Sep 30, 24
17 Arrowstreet Capital Limited Partnership 1.43M (1.47%) 1.31M
Increased by +91.52%
Dec 31, 24
18 Bank of New York Mellon Corp 1.43M (1.46%) -210.77K
Decreased by -14.77%
Dec 31, 24
19 Capital World Investors 1.41M (1.45%) 63.00
Increased by +0.00%
Sep 30, 23
20 Invenomic Capital Management, LP 1.40M (1.44%) 208.13K
Increased by +14.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 6.63M (6.80%) 0.00
Increased by 0.00%
Mar 31, 25
2 Delaware Ivy Mid Cap Growth A 4.34M (4.46%) -201.59K
Decreased by -4.64%
Sep 30, 24
3 Vanguard Explorer Inv 4.31M (4.42%) 0.00
Increased by 0.00%
Mar 31, 25
4 Fidelity® Low-Priced Stock 3.91M (4.01%) 724.87K
Increased by +18.55%
Oct 31, 23
5 Fidelity Low-Priced Stock 3.17M (3.25%) -27.76K
Decreased by -0.88%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 3.01M (3.09%) 2.31K
Increased by +0.08%
May 31, 25
7 Vanguard US Total Market Shares ETF 2.95M (3.03%) 3.13K
Increased by +0.11%
Sep 30, 24
8 Vanguard Small Cap Index 2.37M (2.43%) 8.74K
Increased by +0.37%
May 31, 25
9 JHancock Small Cap Core NAV 1.69M (1.74%) 0.00
Increased by 0.00%
May 31, 25
10 Macquarie US Mid Cap Income Opps 1.66M (1.70%) -135.29K
Decreased by -8.15%
Mar 31, 25
11 Macquarie Mid Cap Income Opps I 1.57M (1.61%) -90.70K
Decreased by -5.78%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.59%) 10.97K
Increased by +0.71%
May 31, 25
13 Vanguard Small Cap Value Index Inv 1.53M (1.57%) -855.00
Decreased by -0.06%
May 31, 25
14 Delaware Ivy Mid Cap Income Opps I 1.49M (1.53%) 0.00
Increased by 0.00%
Oct 31, 24
15 Ivy Mid Cap Income Opps Composite 1.49M (1.53%) 159.42K
Increased by +10.72%
Sep 30, 24
16 American Funds New World A 1.32M (1.36%) 0.00
Increased by 0.00%
Sep 30, 23
17 Allspring Special Small Cap Value A 1.32M (1.35%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity Select Retailing 1.21M (1.24%) 160.59K
Increased by +13.31%
Feb 29, 24
19 Columbia Large Cap Value Composite 1.17M (1.20%) -11.62K
Decreased by -0.99%
Jun 30, 24
20 Columbia Large Cap Value A 1.17M (1.20%) 0.00
Increased by 0.00%
May 31, 24