Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ECML 1.68%
2 RZV 1.42%
3 DVP 1.29%
4 DEEP 1.29%
5 XHS 1.10%
6 PSCH 0.82%
7 SQLV 0.68%
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 0.20%
19 IJS 0.19%
20 PRFZ 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.03M (16.84%) -156.38K
Decreased by -1.11%
Mar 31, 25
2 Vanguard Group Inc 10.80M (12.96%) -15.96K
Decreased by -0.15%
Mar 31, 25
3 Lazard Asset Management LLC 8.23M (9.89%) 45.70K
Increased by +0.56%
Sep 30, 23
4 AllianceBernstein L.P. 7.35M (8.83%) -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 3.53M (4.23%) -58.15K
Decreased by -1.65%
Mar 31, 25
7 State Street Corporation 3.38M (4.06%) 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 (3.76%) -15.14K
Decreased by -0.48%
Mar 31, 25
10 FMR Inc 2.91M (3.49%) 99.00
Increased by +0.00%
Mar 31, 25
11 Pacer Advisors, INC. 2.71M (3.25%) 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 Geode Capital Management, LLC 2.01M (2.42%) 66.33K
Increased by +3.29%
Mar 31, 25
14 Boston Partners Global Investors, Inc 1.98M (2.38%) 25.54K
Increased by +1.29%
Mar 31, 25
15 American Century Companies Inc 1.50M (1.80%) -237.49K
Decreased by -15.81%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 1.32M (1.59%) 10.26K
Increased by +0.78%
Mar 31, 25
17 Segall Bryant & Hamill 1.24M (1.49%) -74.29K
Decreased by -5.97%
Sep 30, 24
18 Renaissance Technologies Corp 1.22M (1.47%) 382.20K
Increased by +31.30%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.12M (1.35%) -33.29K
Decreased by -2.96%
Mar 31, 25
20 Caspian Capital Partners, L.P. 1.11M (1.34%) 665.00K
Increased by +59.64%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.11M (6.14%) -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%) 0.00
Increased by 0.00%
Apr 30, 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 Vanguard Small Cap Index 2.15M (2.59%) 15.02K
Increased by +0.70%
Apr 30, 25
8 iShares Russell 2000 ETF 2.13M (2.56%) 360.00
Increased by +0.02%
Apr 30, 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 (1.67%) 4.39K
Increased by +0.31%
Apr 30, 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%) 1.85K
Increased by +0.14%
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 Pacer US Small Cap Cash Cows 100 ETF 853.24K (1.02%) -3.25K
Decreased by -0.38%
Apr 30, 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 (0.98%) -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