Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ECML 1.72%
2 RZV 1.42%
3 DEEP 1.29%
4 DVP 1.29%
5 XHS 1.16%
6 PSCH 0.86%
7 SQLV 0.71%
8 FYT 0.66%
9 DSMC 0.54%
10 HAPS 0.53%
11 SSLY 0.53%
12 DWAS 0.40%
13 AFSM 0.34%
14 BSVO 0.33%
15 FYX 0.32%
16 USVM 0.30%
17 ETHO 0.23%
18 IHF 0.21%
19 PRFZ 0.19%
20 SAGP 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.18M (17.00%) 346.31K
Increased by +2.44%
Dec 31, 24
2 Vanguard Group Inc 10.81M (12.96%) 113.98K
Increased by +1.05%
Dec 31, 24
3 Lazard Asset Management LLC 8.23M (9.87%) 45.70K
Increased by +0.56%
Sep 30, 23
4 AllianceBernstein L.P. 7.35M (8.81%) -759.61K
Decreased by -10.33%
Dec 31, 24
5 Earnest Partners LLC 4.79M (5.74%) -27.09K
Decreased by -0.57%
Mar 31, 24
6 State Street Corp 3.58M (4.30%) 43.44K
Increased by +1.21%
Dec 31, 24
7 State Street Corporation 3.38M (4.06%) 14.45K
Increased by +0.43%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 3.26M (3.91%) -15.42K
Decreased by -0.47%
Dec 31, 24
9 Rubric Capital Management LP 3.15M (3.77%) -5.13M
Decreased by -162.83%
Dec 31, 24
10 FMR Inc 2.91M (3.48%) 2.90M
Increased by +99.66%
Dec 31, 24
11 Pacer Advisors, INC. 2.71M (3.24%) 2.71M
Increased by +100.00%
Dec 31, 24
12 D. E. Shaw & Co LP 2.14M (2.57%) -182.01K
Decreased by -8.49%
Dec 31, 24
13 Boston Partners Global Investors, Inc 1.96M (2.34%) 393.60K
Increased by +20.12%
Dec 31, 24
14 Geode Capital Management, LLC 1.95M (2.33%) 11.04K
Increased by +0.57%
Dec 31, 24
15 American Century Companies Inc 1.74M (2.08%) 1.50M
Increased by +86.27%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.31M (1.57%) -2.16M
Decreased by -164.46%
Dec 31, 24
17 Segall Bryant & Hamill 1.24M (1.49%) -74.29K
Decreased by -5.97%
Sep 30, 24
18 Charles Schwab Investment Management Inc 1.16M (1.39%) -209.10K
Decreased by -18.05%
Dec 31, 24
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 (1.29%) 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 5.11M (6.13%) -5.24K
Decreased by -0.10%
Apr 30, 25
2 Fidelity Small Cap Value Fund 2.88M (3.46%) 0.00
Increased by 0.00%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 2.72M (3.26%) -200.00
Decreased by -0.01%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 2.62M (3.14%) 0.00
Increased by 0.00%
Sep 30, 24
5 EARNEST Small Cap Value 2.46M (2.94%) 2.45M
Increased by +99.85%
Dec 31, 23
6 Lazard Global Eq Franchise A Acc USD 2.41M (2.88%) 0.00
Increased by 0.00%
Oct 31, 23
7 Vanguard Small Cap Index 2.14M (2.56%) -53.16K
Decreased by -2.48%
Mar 31, 25
8 iShares Russell 2000 ETF 2.13M (2.55%) -17.28K
Decreased by -0.81%
Apr 29, 25
9 Harbor Small Cap Value Instl 1.91M (2.29%) -19.75K
Decreased by -1.03%
Mar 31, 24
10 Vanguard Small Cap Value Index Inv 1.39M (1.66%) -57.04K
Decreased by -4.11%
Mar 31, 25
11 AB Discovery Value Advisor 1.33M (1.59%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.58%) 43.38K
Increased by +3.30%
Mar 31, 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 Pacer US Small Cap Cash Cows 100 ETF 856.49K (1.03%) -1.44K
Decreased by -0.17%
Apr 29, 25
17 Fidelity Small Cap Index 852.76K (1.02%) 7.00K
Increased by +0.82%
Feb 28, 25
18 iShares S&P Small-Cap 600 Value ETF 832.08K (1.00%) 784.00
Increased by +0.09%
Apr 30, 25
19 iShares Russell 2000 Value ETF 813.38K (0.97%) -2.76K
Decreased by -0.34%
Apr 30, 25
20 Fidelity® Small Cap Index 809.43K (0.97%) 21.82K
Increased by +2.70%
Oct 31, 23