Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RZV 1.24%
2 FITS 0.72%
3 FNK 0.65%
4 FYT 0.58%
5 PSCD 0.53%
6 HART 0.39%
7 FNX 0.32%
8 RWJ 0.31%
9 ISMD 0.23%
10 QSML 0.21%
11 USVM 0.20%
12 SSLY 0.18%
13 FYX 0.17%
14 BSVO 0.16%
15 VIOV 0.16%
16 SLYV 0.15%
17 IJS 0.14%
18 DFSV 0.13%
19 TPSC 0.11%
20 CSA 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.08M (15.75%) -1.00M
Decreased by -4.53%
Mar 31, 25
2 Providence Equity Partners L.L.C. 21.18M (15.11%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 14.51M (10.35%) -1.36M
Decreased by -9.34%
Mar 31, 25
4 Shapiro Capital Management Co Inc 10.43M (7.44%) -88.58K
Decreased by -0.85%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 9.14M (6.52%) -303.64K
Decreased by -3.32%
Mar 31, 25
6 LEONARD GREEN PARTNERS LP 9.00M (6.42%) 0.00
Increased by 0.00%
Mar 31, 25
7 FMR Inc 6.61M (4.71%) 218.66K
Increased by +3.31%
Dec 31, 24
8 State Street Corp 5.50M (3.93%) -139.81K
Decreased by -2.54%
Mar 31, 25
9 State Street Corporation 5.49M (3.92%) 63.08K
Increased by +1.15%
Mar 31, 24
10 Goldman Sachs Group Inc 4.71M (3.36%) -242.35K
Decreased by -5.14%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 3.77M (2.69%) 101.97K
Increased by +2.70%
Mar 31, 25
12 Geode Capital Management, LLC 3.34M (2.39%) 122.63K
Increased by +3.67%
Mar 31, 25
13 Fisher Asset Management, LLC 3.27M (2.34%) 150.87K
Increased by +4.61%
Jun 30, 24
14 Ameriprise Financial Inc 3.19M (2.28%) 1.10M
Increased by +34.57%
Mar 31, 25
15 Marshall Wace Asset Management Ltd 3.03M (2.16%) 791.75K
Increased by +26.17%
Sep 30, 23
16 Long Focus Capital Management, LLC 2.95M (2.11%) 912.84K
Increased by +30.94%
Mar 31, 25
17 Diameter Capital Partners LP 2.80M (2.00%) -2.20M
Decreased by -78.57%
Mar 31, 24
18 American Century Companies Inc 2.60M (1.86%) -623.04K
Decreased by -23.93%
Dec 31, 24
19 Charles Schwab Investment Management Inc 2.48M (1.77%) 191.53K
Increased by +7.73%
Mar 31, 25
20 Bank of America Corp 2.24M (1.60%) -375.49K
Decreased by -16.77%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.60M (6.14%) -9.06K
Decreased by -0.11%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.40M (3.14%) 624.00
Increased by +0.01%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.67M (2.62%) 111.60K
Increased by +3.04%
Apr 30, 25
4 iShares Russell 2000 ETF 3.49M (2.49%) 590.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 3.00M (2.14%) 25.57K
Increased by +0.85%
Apr 30, 25
6 Fidelity® Value 2.63M (1.88%) 55.40K
Increased by +2.10%
Nov 30, 23
7 DFA US Small Cap Value I 2.59M (1.85%) -94.17K
Decreased by -3.64%
Mar 31, 25
8 Fidelity Value 2.38M (1.70%) -113.00K
Decreased by -4.74%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.26M (1.61%) 4.11K
Increased by +0.18%
Apr 30, 25
10 Shapiro Capital Mgt Sm-Cap Val 1.99M (1.42%) -24.70K
Decreased by -1.24%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 1.94M (1.38%) 5.92K
Increased by +0.31%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 1.93M (1.38%) -8.57K
Decreased by -0.44%
Aug 31, 24
13 Columbia Small Cap Value I 1.93M (1.38%) 786.39K
Increased by +40.74%
Mar 31, 25
14 Columbia Small Cap Value I A 1.93M (1.38%) 704.79K
Increased by +36.51%
Mar 31, 25
15 American Century Small Cap Value Inv 1.90M (1.36%) -530.00K
Decreased by -27.89%
Dec 31, 24
16 American Century U.S. Small Cap Value 1.90M (1.36%) -530.00K
Decreased by -27.89%
Dec 31, 24
17 Embark Small Cap Equity Institutional 1.89M (1.35%) 0.00
Increased by 0.00%
Jan 31, 25
18 Vanguard Explorer Inv 1.66M (1.18%) 0.00
Increased by 0.00%
Dec 31, 23
19 Shapiro Capital Mgt All Cap Value 1.57M (1.12%) -51.90K
Decreased by -3.30%
Mar 31, 25
20 BlackRock Global Equity Mkt Netrl Instl 1.47M (1.05%) 150.73K
Increased by +10.23%
Apr 30, 25