Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSMC 1.64%
2 ECML 1.47%
3 RZV 1.42%
4 XHS 1.38%
5 DVP 1.29%
6 DEEP 1.29%
7 FDLS 0.92%
8 PSCH 0.76%
9 VAMO 0.68%
10 FYT 0.66%
11 SQLV 0.60%
12 DSMC 0.54%
13 HAPS 0.53%
14 SSLY 0.53%
15 DWAS 0.40%
16 SVAL 0.38%
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 (16.65%) -156.38K
Decreased by -1.11%
Mar 31, 25
2 Vanguard Group Inc 10.80M (12.82%) -15.96K
Decreased by -0.15%
Mar 31, 25
3 Lazard Asset Management LLC 8.23M (9.78%) 45.70K
Increased by +0.56%
Sep 30, 23
4 AllianceBernstein L.P. 6.85M (8.14%) -497.80K
Decreased by -7.26%
Mar 31, 25
5 Earnest Partners LLC 4.79M (5.69%) -27.09K
Decreased by -0.57%
Mar 31, 24
6 State Street Corp 3.53M (4.19%) -58.15K
Decreased by -1.65%
Mar 31, 25
7 State Street Corporation 3.38M (4.02%) 14.45K
Increased by +0.43%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 3.17M (3.76%) -88.00K
Decreased by -2.78%
Mar 31, 25
9 Rubric Capital Management LP 3.13M (3.72%) -15.14K
Decreased by -0.48%
Mar 31, 25
10 FMR Inc 2.91M (3.45%) 99.00
Increased by +0.00%
Mar 31, 25
11 Geode Capital Management, LLC 2.01M (2.39%) 66.33K
Increased by +3.29%
Mar 31, 25
12 Boston Partners Global Investors, Inc 1.98M (2.35%) 25.54K
Increased by +1.29%
Mar 31, 25
13 D. E. Shaw & Co LP 1.87M (2.22%) -271.32K
Decreased by -14.49%
Mar 31, 25
14 American Century Companies Inc 1.50M (1.78%) -237.49K
Decreased by -15.81%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.32M (1.57%) 10.26K
Increased by +0.78%
Mar 31, 25
16 Segall Bryant & Hamill 1.24M (1.48%) -74.29K
Decreased by -5.97%
Sep 30, 24
17 Renaissance Technologies Corp 1.22M (1.45%) 382.20K
Increased by +31.30%
Mar 31, 25
18 Charles Schwab Investment Management Inc 1.12M (1.34%) -33.29K
Decreased by -2.96%
Mar 31, 25
19 Caspian Capital Partners, L.P. 1.11M (1.32%) 665.00K
Increased by +59.64%
Sep 30, 24
20 Citadel Advisors Llc 1.08M (1.28%) 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 5.02M (5.96%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.76M (3.27%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.62M (3.11%) 0.00
Increased by 0.00%
Sep 30, 24
4 EARNEST Small Cap Value 2.46M (2.92%) 2.45M
Increased by +99.85%
Dec 31, 23
5 Lazard Global Eq Franchise A Acc USD 2.41M (2.86%) 0.00
Increased by 0.00%
Oct 31, 23
6 Victory Sycamore Small Company Opp R 2.20M (2.61%) 2.20M
Increased by +100.00%
Jun 30, 25
7 Fidelity Small Cap Value Fund 2.15M (2.55%) -170.29K
Decreased by -7.93%
May 31, 25
8 Vanguard Small Cap Index 2.10M (2.49%) -64.25K
Decreased by -3.06%
Jun 30, 25
9 iShares Russell 2000 ETF 2.06M (2.45%) -33.31K
Decreased by -1.62%
Jul 30, 25
10 Harbor Small Cap Value Instl 1.91M (2.27%) -19.75K
Decreased by -1.03%
Mar 31, 24
11 American Century Small Cap Growth Inv 1.36M (1.61%) 359.87K
Increased by +26.49%
Jun 30, 25
12 American Century U.S. Small Cap Growth 1.36M (1.61%) 359.87K
Increased by +26.49%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 1.34M (1.59%) -53.22K
Decreased by -3.97%
Jun 30, 25
14 AB Discovery Value Advisor 1.33M (1.57%) 0.00
Increased by 0.00%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.54%) -30.84K
Decreased by -2.38%
Jun 30, 25
16 BlackRock Global Equity Mkt Netrl Instl 1.07M (1.27%) 308.04K
Increased by +28.86%
Jun 30, 25
17 Schwab Fundamental US Small Company ETF 932.85K (1.11%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity Small Cap Index 872.58K (1.04%) 3.48K
Increased by +0.40%
May 31, 25
19 Fidelity® Small Cap Index 809.43K (0.96%) 21.82K
Increased by +2.70%
Oct 31, 23
20 iShares S&P Small-Cap 600 Value ETF 792.78K (0.94%) 0.00
Increased by 0.00%
Jul 30, 25