Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSMC 1.75%
2 ECML 1.65%
3 RZV 1.42%
4 XHS 1.33%
5 DEEP 1.29%
6 DVP 1.29%
7 FDLS 0.99%
8 PSCH 0.82%
9 VAMO 0.77%
10 FYT 0.66%
11 SQLV 0.66%
12 DSMC 0.54%
13 HAPS 0.53%
14 SSLY 0.53%
15 SVAL 0.40%
16 DWAS 0.40%
17 AFSM 0.34%
18 BSVO 0.33%
19 FYX 0.32%
20 USVM 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.03M (16.87%) -156.38K
Decreased by -1.11%
Mar 31, 25
2 Vanguard Group Inc 10.80M (12.99%) -15.96K
Decreased by -0.15%
Mar 31, 25
3 Lazard Asset Management LLC 8.23M (9.90%) 45.70K
Increased by +0.56%
Sep 30, 23
4 AllianceBernstein L.P. 6.85M (8.24%) -497.80K
Decreased by -7.26%
Mar 31, 25
5 Earnest Partners LLC 4.79M (5.76%) -27.09K
Decreased by -0.57%
Mar 31, 24
6 State Street Corp 3.53M (4.24%) -58.15K
Decreased by -1.65%
Mar 31, 25
7 State Street Corporation 3.38M (4.07%) 14.45K
Increased by +0.43%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 3.17M (3.81%) -88.00K
Decreased by -2.78%
Mar 31, 25
9 Rubric Capital Management LP 3.13M (3.77%) -15.14K
Decreased by -0.48%
Mar 31, 25
10 FMR Inc 2.91M (3.50%) 99.00
Increased by +0.00%
Mar 31, 25
11 Geode Capital Management, LLC 2.01M (2.42%) 66.33K
Increased by +3.29%
Mar 31, 25
12 Boston Partners Global Investors, Inc 1.98M (2.38%) 25.54K
Increased by +1.29%
Mar 31, 25
13 D. E. Shaw & Co LP 1.87M (2.25%) -271.32K
Decreased by -14.49%
Mar 31, 25
14 American Century Companies Inc 1.50M (1.81%) -237.49K
Decreased by -15.81%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.32M (1.59%) 10.26K
Increased by +0.78%
Mar 31, 25
16 Segall Bryant & Hamill 1.24M (1.50%) -74.29K
Decreased by -5.97%
Sep 30, 24
17 Renaissance Technologies Corp 1.22M (1.47%) 382.20K
Increased by +31.30%
Mar 31, 25
18 Charles Schwab Investment Management Inc 1.12M (1.35%) -33.29K
Decreased by -2.96%
Mar 31, 25
19 Caspian Capital Partners, L.P. 1.11M (1.34%) 665.00K
Increased by +59.64%
Sep 30, 24
20 Citadel Advisors Llc 1.08M (1.30%) 85.28K
Increased by +7.90%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.06M (6.08%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity Small Cap Value Fund 2.79M (3.36%) -93.33K
Decreased by -3.34%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.76M (3.32%) 39.10K
Increased by +1.42%
May 31, 25
4 Vanguard US Total Market Shares ETF 2.62M (3.15%) 0.00
Increased by 0.00%
Sep 30, 24
5 EARNEST Small Cap Value 2.46M (2.95%) 2.45M
Increased by +99.85%
Dec 31, 23
6 Lazard Global Eq Franchise A Acc USD 2.41M (2.89%) 0.00
Increased by 0.00%
Oct 31, 23
7 iShares Russell 2000 ETF 2.18M (2.62%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Small Cap Index 2.16M (2.60%) 7.98K
Increased by +0.37%
May 31, 25
9 Harbor Small Cap Value Instl 1.91M (2.30%) -19.75K
Decreased by -1.03%
Mar 31, 24
10 Vanguard Small Cap Value Index Inv 1.39M (1.67%) -317.00
Decreased by -0.02%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.60%) 9.67K
Increased by +0.73%
May 31, 25
12 AB Discovery Value Advisor 1.33M (1.59%) 0.00
Increased by 0.00%
Apr 30, 25
13 American Century Small Cap Growth Inv 998.41K (1.20%) -201.20K
Decreased by -20.15%
Mar 31, 25
14 American Century U.S. Small Cap Growth 998.41K (1.20%) -201.20K
Decreased by -20.15%
Mar 31, 25
15 Schwab Fundamental US Small Company ETF 932.85K (1.12%) 0.00
Increased by 0.00%
Apr 30, 24
16 Fidelity Small Cap Index 860.63K (1.04%) 7.88K
Increased by +0.92%
Mar 31, 25
17 iShares S&P Small-Cap 600 Value ETF 827.06K (0.99%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Small Cap Index 809.43K (0.97%) 21.82K
Increased by +2.70%
Oct 31, 23
19 Pacer US Small Cap Cash Cows 100 ETF 804.51K (0.97%) -3.25K
Decreased by -0.40%
May 30, 25
20 iShares Russell 2000 Value ETF 784.67K (0.94%) 0.00
Increased by 0.00%
May 31, 25