Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SETM 1.09%
2 FSCC 0.93%
3 RNSC 0.68%
4 ROGS 0.33%
5 PSCT 0.24%
6 RZV 0.18%
7 SLY 0.18%
8 SSLY 0.15%
9 DGRS 0.13%
10 DES 0.11%
11 DMRS 0.10%
12 BSVO 0.09%
13 CSA 0.07%
14 CSF 0.07%
15 TPSC 0.07%
16 SMD 0.07%
17 RTLA 0.07%
18 VIOV 0.07%
19 FYT 0.07%
20 FYX 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.23M (15.14%) 139.75K
Increased by +2.67%
Mar 31, 25
2 BlackRock Inc 4.11M (11.89%) 209.44K
Increased by +5.10%
Mar 31, 25
3 Vanguard Group Inc 2.93M (8.48%) 85.81K
Increased by +2.93%
Mar 31, 25
4 Earnest Partners LLC 1.61M (4.66%) -67.55K
Decreased by -4.20%
Sep 30, 23
5 Hotchkis & Wiley Capital Management LLC 1.55M (4.50%) 349.89K
Increased by +22.53%
Mar 31, 25
6 D. E. Shaw & Co LP 1.46M (4.22%) -121.22K
Decreased by -8.32%
Dec 31, 24
7 Federated Hermes Inc 1.41M (4.09%) 201.00
Increased by +0.01%
Mar 31, 25
8 State Street Corporation 1.40M (4.04%) -49.01K
Decreased by -3.51%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.24M (3.60%) 17.06K
Increased by +1.37%
Mar 31, 25
10 William Blair Investment Management, LLC 1.08M (3.14%) 35.10K
Increased by +3.24%
Sep 30, 23
11 AQR Capital Management LLC 932.83K (2.70%) 451.53K
Increased by +48.40%
Mar 31, 25
12 Goldman Sachs Group Inc 904.58K (2.62%) -295.64K
Decreased by -32.68%
Mar 31, 25
13 Geode Capital Management, LLC 842.85K (2.44%) 41.38K
Increased by +4.91%
Mar 31, 25
14 Massachusetts Financial Services Company 814.22K (2.36%) -184.75K
Decreased by -22.69%
Dec 31, 23
15 State Street Corp 722.49K (2.09%) -20.98K
Decreased by -2.90%
Mar 31, 25
16 Ameriprise Financial Inc 711.30K (2.06%) 60.01K
Increased by +8.44%
Mar 31, 25
17 UBS Group AG 704.20K (2.04%) 593.13K
Increased by +84.23%
Dec 31, 24
18 American Century Companies Inc 609.43K (1.76%) 72.32K
Increased by +11.87%
Mar 31, 25
19 Brandywine Global Investment Mgmt LLC 605.87K (1.75%) -57.47K
Decreased by -9.49%
Sep 30, 24
20 Systematic Financial Management LP 541.46K (1.57%) -37.95K
Decreased by -7.01%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.40M (6.94%) -642.00
Decreased by -0.03%
May 30, 24
2 Fidelity Low-Priced Stock 2.03M (5.89%) -3.45K
Decreased by -0.17%
Mar 31, 25
3 Fidelity® Low-Priced Stock 1.59M (4.59%) -1.65K
Decreased by -0.10%
Oct 31, 23
4 Federated Hermes MDT SCC Institutional 1.22M (3.54%) 0.00
Increased by 0.00%
Mar 31, 25
5 Federated Hermes MDT Small Cap Core IS 1.22M (3.54%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 1.10M (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.09M (3.16%) 0.00
Increased by 0.00%
Apr 30, 25
8 Fidelity Global Value Growth Eq MF 879.66K (2.55%) 0.00
Increased by 0.00%
Feb 20, 24
9 iShares Russell 2000 ETF 873.73K (2.53%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Information Technology ETF 801.35K (2.32%) 4.68K
Increased by +0.58%
Apr 30, 25
11 EARNEST Small Cap Value 776.28K (2.25%) 775.10K
Increased by +99.85%
Dec 31, 23
12 Fidelity Global Bargain Growth Stocks MF 698.46K (2.02%) 394.00K
Increased by +56.41%
Aug 21, 23
13 Harbor Small Cap Value Instl 610.13K (1.77%) -60.37K
Decreased by -9.89%
Dec 31, 23
14 BlackRock Global Equity Mkt Netrl Instl 586.33K (1.70%) 0.00
Increased by 0.00%
Feb 28, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 563.59K (1.63%) 1.65K
Increased by +0.29%
Apr 30, 25
16 MFS New Discovery Value I 506.99K (1.47%) -63.27K
Decreased by -12.48%
Jan 31, 24
17 Avantis US Small Cap Value ETF 479.87K (1.39%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Series Intrinsic Opps 441.20K (1.28%) 0.00
Increased by 0.00%
Oct 31, 23
19 Fidelity Series Intrinsic Opps 436.90K (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Small Cap Index 425.60K (1.23%) 1.04K
Increased by +0.24%
Aug 31, 24