Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJX 2.32%
2 PYZ 1.21%
3 RZV 0.78%
4 PSCM 0.64%
5 WCEO 0.55%
6 ROGS 0.48%
7 CSML 0.21%
8 MJ 0.19%
9 BSVO 0.18%
10 SSLY 0.16%
11 JPSE 0.14%
12 DES 0.13%
13 PRFZ 0.12%
14 SMLV 0.11%
15 SLY 0.10%
16 SLYV 0.09%
17 RWJ 0.09%
18 AVUV 0.09%
19 AVSC 0.08%
20 VIOV 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.26M (8.67%) -5.80M
Decreased by -136.23%
Mar 31, 25
2 Allspring Global Investments Holdings, LLC 4.13M (8.41%) 217.69K
Increased by +5.27%
Mar 31, 25
3 Rubric Capital Management LP 4.00M (8.14%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 3.51M (7.14%) -1.81M
Decreased by -51.57%
Mar 31, 25
5 Invenomic Capital Management, LP 2.22M (4.52%) 2.22M
Increased by +100.00%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 2.18M (4.45%) -65.89K
Decreased by -3.02%
Mar 31, 25
7 State Street Corporation 2.12M (4.31%) -2.00K
Decreased by -0.09%
Mar 31, 24
8 Medina Singh Partners, LLC 2.10M (4.27%) 2.10M
Increased by +100.00%
Mar 31, 25
9 Boundary Creek Advisors LP 1.95M (3.96%) -376.12K
Decreased by -19.33%
Mar 31, 25
10 American Century Companies Inc 1.56M (3.18%) 57.28K
Increased by +3.66%
Mar 31, 25
11 Vaughan Nelson Scarbrgh & Mccullough LP 1.54M (3.14%) 176.60K
Increased by +11.44%
Jun 30, 24
12 Geode Capital Management, LLC 1.28M (2.62%) 36.91K
Increased by +2.87%
Mar 31, 25
13 State Street Corp 1.27M (2.59%) -918.70K
Decreased by -72.23%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 1.09M (2.22%) 479.63K
Increased by +43.93%
Mar 31, 25
15 Royce & Associates, LP 1.09M (2.22%) 226.09K
Increased by +20.73%
Dec 31, 24
16 Amvescap Plc. 943.77K (1.92%) 364.12K
Increased by +38.58%
Dec 31, 24
17 Wellington Management Company LLP 939.97K (1.91%) -1.20M
Decreased by -127.76%
Mar 31, 25
18 Brightline Capital Management LLC 835.00K (1.70%) 85.00K
Increased by +10.18%
Jun 30, 24
19 Cooper Creek Partners Management LLC 826.27K (1.68%) 826.27K
Increased by +100.00%
Sep 30, 23
20 Charles Schwab Investment Management Inc 751.40K (1.53%) 64.27K
Increased by +8.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.50M (7.12%) -897.00
Decreased by -0.03%
Feb 28, 25
2 Allspring Special Small Cap Value A 3.19M (6.49%) 0.00
Increased by 0.00%
Apr 30, 25
3 Loomis Sayles Sr Floating Rate and FI 1.65M (3.36%) 1.65M
Increased by +100.00%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.64M (3.33%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.62M (3.31%) 0.00
Increased by 0.00%
Apr 30, 25
6 iShares Russell 2000 ETF 1.37M (2.79%) 232.00
Increased by +0.02%
Apr 30, 25
7 Avantis US Small Cap Value ETF 1.33M (2.70%) 0.00
Increased by 0.00%
Apr 30, 25
8 iShares US Infrastructure ETF 1.22M (2.48%) -46.88K
Decreased by -3.85%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 872.60K (1.78%) 1.68K
Increased by +0.19%
Apr 30, 25
10 First Eagle Small Cap Opportunity I 672.26K (1.37%) 84.54K
Increased by +12.58%
Apr 30, 25
11 Vanguard Small Cap Index 659.48K (1.34%) 546.00
Increased by +0.08%
Feb 28, 25
12 iShares S&P Small-Cap 600 Value ETF 615.51K (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
13 First Eagle US Small Cap Strategy 592.12K (1.21%) 98.85K
Increased by +16.69%
Mar 31, 25
14 Royce Small-Cap Opportunity Invmt 547.51K (1.11%) 45.84K
Increased by +8.37%
Dec 31, 24
15 Fidelity Small Cap Index 541.67K (1.10%) 1.24K
Increased by +0.23%
Feb 28, 25
16 Fidelity® Small Cap Index 526.70K (1.07%) 14.84K
Increased by +2.82%
Oct 31, 23
17 iShares Russell 2000 Value ETF 518.06K (1.05%) -1.75K
Decreased by -0.34%
Apr 30, 25
18 Brighthouse Small Cap Value A 498.10K (1.01%) 226.73K
Increased by +45.52%
Mar 31, 25
19 FTGF RY US SmCp Opp A USD Dis(A) 491.53K (1.00%) 5.00K
Increased by +1.02%
Feb 28, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 485.35K (0.99%) -540.00
Decreased by -0.11%
Feb 28, 25