Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RZV 1.35%
2 FITS 0.72%
3 FNK 0.65%
4 FYT 0.61%
5 PSCD 0.53%
6 HART 0.47%
7 FNX 0.32%
8 RWJ 0.29%
9 QSML 0.21%
10 USVM 0.20%
11 SSLY 0.18%
12 FYX 0.17%
13 BSVO 0.16%
14 VIOV 0.16%
15 IJS 0.16%
16 SLYV 0.15%
17 DFSV 0.13%
18 TPSC 0.11%
19 CSA 0.11%
20 CSF 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.11M (15.73%) 22.30K
Increased by +0.10%
Sep 30, 24
2 Providence Equity Partners L.L.C. 21.18M (15.07%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Group Inc 15.86M (11.29%) 224.58K
Increased by +1.42%
Dec 31, 24
4 Shapiro Capital Management Co Inc 10.52M (7.49%) 366.19K
Increased by +3.48%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 9.45M (6.72%) -86.89K
Decreased by -0.92%
Dec 31, 24
6 LEONARD GREEN PARTNERS LP 9.00M (6.40%) 0.00
Increased by 0.00%
Dec 31, 24
7 FMR Inc 6.39M (4.54%) 1.02M
Increased by +15.91%
Sep 30, 24
8 State Street Corporation 5.49M (3.91%) 63.08K
Increased by +1.15%
Mar 31, 24
9 State Street Corp 5.38M (3.83%) -23.18K
Decreased by -0.43%
Sep 30, 24
10 Goldman Sachs Group Inc 4.49M (3.20%) -2.51M
Decreased by -55.89%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 3.65M (2.60%) -3.97M
Decreased by -108.83%
Sep 30, 24
12 Fisher Asset Management, LLC 3.27M (2.33%) 150.87K
Increased by +4.61%
Jun 30, 24
13 Geode Capital Management, LLC 3.26M (2.32%) 22.00K
Increased by +0.68%
Sep 30, 24
14 Marshall Wace Asset Management Ltd 3.03M (2.15%) 791.75K
Increased by +26.17%
Sep 30, 23
15 Diameter Capital Partners LP 2.80M (1.99%) -2.20M
Decreased by -78.57%
Mar 31, 24
16 American Century Companies Inc 2.60M (1.85%) -623.04K
Decreased by -23.93%
Dec 31, 24
17 Charles Schwab Investment Management Inc 2.29M (1.63%) 291.05K
Increased by +12.73%
Dec 31, 24
18 Bank of New York Mellon Corp 2.27M (1.61%) -41.67K
Decreased by -1.84%
Sep 30, 23
19 Bank of America Corp 2.24M (1.59%) -375.49K
Decreased by -16.77%
Sep 30, 24
20 Nuveen Asset Management, LLC 2.12M (1.51%) -46.45K
Decreased by -2.19%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.12M (6.49%) 30.64K
Increased by +0.34%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.34M (3.09%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Russell 2000 ETF 3.88M (2.76%) -29.50K
Decreased by -0.76%
Jan 31, 25
4 Vanguard Small Cap Index 3.51M (2.50%) 27.83K
Increased by +0.79%
Dec 31, 24
5 DFA US Small Cap Value I 2.77M (1.97%) -70.28K
Decreased by -2.54%
Dec 31, 24
6 Fidelity® Value 2.63M (1.87%) 55.40K
Increased by +2.10%
Nov 30, 23
7 Fidelity Value 2.50M (1.78%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 2.33M (1.66%) 1.16M
Increased by +49.59%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.19M (1.56%) 51.88K
Increased by +2.37%
Dec 31, 24
10 Shapiro Capital Mgt Sm-Cap Val 2.02M (1.44%) 500.80K
Increased by +24.82%
Dec 31, 24
11 Vanguard Small Cap Growth Index Inv 1.93M (1.38%) -8.57K
Decreased by -0.44%
Aug 31, 24
12 American Century Small Cap Value Inv 1.90M (1.35%) -530.00K
Decreased by -27.89%
Dec 31, 24
13 American Century U.S. Small Cap Value 1.90M (1.35%) -530.00K
Decreased by -27.89%
Dec 31, 24
14 Embark Small Cap Equity Institutional 1.89M (1.34%) 236.51K
Increased by +12.54%
Dec 31, 24
15 Vanguard Explorer Inv 1.66M (1.18%) 0.00
Increased by 0.00%
Dec 31, 23
16 Shapiro Capital Mgt All Cap Value 1.62M (1.15%) 11.90K
Increased by +0.73%
Dec 31, 24
17 iShares S&P Small-Cap 600 Value ETF 1.61M (1.15%) 0.00
Increased by 0.00%
Jan 31, 25
18 Fidelity® Small Cap Index 1.38M (0.98%) 37.24K
Increased by +2.69%
Oct 31, 23
19 Shapiro Capital Mgt SMID Cap Value 1.36M (0.97%) 235.30K
Increased by +17.31%
Dec 31, 24
20 Fidelity Small Cap Index 1.36M (0.96%) -87.72K
Decreased by -6.47%
Nov 30, 24