Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RZV 1.42%
2 DEEP 1.29%
3 DVP 1.29%
4 XHS 1.06%
5 PSCH 0.80%
6 SQLV 0.74%
7 FYT 0.66%
8 DSMC 0.54%
9 HAPS 0.53%
10 SSLY 0.53%
11 DWAS 0.40%
12 AFSM 0.34%
13 BSVO 0.33%
14 FYX 0.32%
15 USVM 0.30%
16 ETHO 0.23%
17 SAGP 0.20%
18 PRFZ 0.20%
19 IJS 0.20%
20 VIOV 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.18M (17.01%) 346.31K
Increased by +2.44%
Dec 31, 24
2 Vanguard Group Inc 10.81M (12.97%) 113.98K
Increased by +1.05%
Dec 31, 24
3 Lazard Asset Management LLC 8.23M (9.88%) 45.70K
Increased by +0.56%
Sep 30, 23
4 AllianceBernstein L.P. 7.35M (8.82%) -759.61K
Decreased by -10.33%
Dec 31, 24
5 Earnest Partners LLC 4.79M (5.75%) -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 (3.78%) -5.13M
Decreased by -162.83%
Dec 31, 24
10 FMR Inc 2.91M (3.49%) 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 (2.35%) 393.60K
Increased by +20.12%
Dec 31, 24
14 Geode Capital Management, LLC 1.95M (2.34%) 11.04K
Increased by +0.57%
Dec 31, 24
15 American Century Companies Inc 1.74M (2.09%) 1.50M
Increased by +86.27%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.31M (1.58%) -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 (1.30%) 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 5.23M (6.27%) 3.62K
Increased by +0.07%
Mar 31, 25
2 Fidelity Small Cap Value Fund 2.88M (3.46%) 0.00
Increased by 0.00%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.72M (3.26%) 0.00
Increased by 0.00%
Feb 28, 25
4 EARNEST Small Cap Value 2.46M (2.95%) 2.45M
Increased by +99.85%
Dec 31, 23
5 Lazard Global Eq Franchise A Acc USD 2.41M (2.89%) 0.00
Increased by 0.00%
Oct 31, 23
6 iShares Russell 2000 ETF 2.26M (2.71%) -19.58K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 2.19M (2.63%) 1.78K
Increased by +0.08%
Feb 28, 25
8 Harbor Small Cap Value Instl 1.91M (2.29%) -19.75K
Decreased by -1.03%
Mar 31, 24
9 Vanguard Small Cap Value Index Inv 1.45M (1.73%) -3.65K
Decreased by -0.25%
Feb 28, 25
10 AB Discovery Value Advisor 1.33M (1.59%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.53%) 1.93K
Increased by +0.15%
Feb 28, 25
12 American Century Small Cap Growth Inv 1.20M (1.44%) 1.15M
Increased by +96.03%
Dec 31, 24
13 American Century U.S. Small Cap Growth 1.20M (1.44%) 1.15M
Increased by +96.03%
Dec 31, 24
14 Pacer US Small Cap Cash Cows 100 ETF 992.95K (1.19%) 5.07K
Increased by +0.51%
Mar 31, 25
15 Schwab Fundamental US Small Company ETF 932.85K (1.12%) 0.00
Increased by 0.00%
Apr 30, 24
16 iShares S&P Small-Cap 600 Value ETF 859.49K (1.03%) -810.00
Decreased by -0.09%
Mar 31, 25
17 Fidelity Small Cap Index 845.75K (1.01%) -15.84K
Decreased by -1.87%
Jan 31, 25
18 Fidelity® Small Cap Index 809.43K (0.97%) 21.82K
Increased by +2.70%
Oct 31, 23
19 iShares Russell 2000 Value ETF 791.85K (0.95%) 0.00
Increased by 0.00%
Mar 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 736.13K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24