Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RZV 1.70%
2 FITS 0.72%
3 PSCD 0.70%
4 FNK 0.65%
5 FYT 0.58%
6 HART 0.39%
7 RWJ 0.35%
8 FNX 0.32%
9 VFVA 0.23%
10 ISMD 0.22%
11 QSML 0.21%
12 USVM 0.20%
13 IJS 0.20%
14 VIOV 0.20%
15 SSLY 0.18%
16 FYX 0.17%
17 BSVO 0.16%
18 SLYV 0.15%
19 DFSV 0.13%
20 TPSC 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.08M (15.84%) -1.00M
Decreased by -4.53%
Mar 31, 25
2 Providence Equity Partners L.L.C. 21.18M (15.19%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Group Inc 14.44M (10.36%) -63.91K
Decreased by -0.44%
Jun 30, 25
4 Shapiro Capital Management Co Inc 9.26M (6.64%) -1.18M
Decreased by -12.71%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 9.06M (6.50%) -85.47K
Decreased by -0.94%
Jun 30, 25
6 LEONARD GREEN PARTNERS LP 9.00M (6.46%) 0.00
Increased by 0.00%
Jun 30, 25
7 FMR Inc 6.61M (4.74%) 218.66K
Increased by +3.31%
Dec 31, 24
8 State Street Corp 5.50M (3.95%) -139.81K
Decreased by -2.54%
Mar 31, 25
9 State Street Corporation 5.49M (3.94%) 63.08K
Increased by +1.15%
Mar 31, 24
10 Hill Path Capital LP 4.69M (3.36%) 4.69M
Increased by +100.00%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 3.77M (2.71%) 101.97K
Increased by +2.70%
Mar 31, 25
12 Millennium Management LLC 3.50M (2.51%) 3.50M
Increased by +100.00%
Mar 31, 25
13 Geode Capital Management, LLC 3.34M (2.40%) 122.63K
Increased by +3.67%
Mar 31, 25
14 Fisher Asset Management, LLC 3.27M (2.35%) 150.87K
Increased by +4.61%
Jun 30, 24
15 Ameriprise Financial Inc 3.19M (2.29%) 1.10M
Increased by +34.57%
Mar 31, 25
16 Long Focus Capital Management, LLC 3.05M (2.19%) 97.93K
Increased by +3.21%
Jun 30, 25
17 Marshall Wace Asset Management Ltd 3.03M (2.17%) 791.75K
Increased by +26.17%
Sep 30, 23
18 Diameter Capital Partners LP 2.80M (2.01%) -2.20M
Decreased by -78.57%
Mar 31, 24
19 Charles Schwab Investment Management Inc 2.66M (1.91%) 184.65K
Increased by +6.93%
Jun 30, 25
20 AllianceBernstein L.P. 2.62M (1.88%) 466.04K
Increased by +17.80%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.47M (6.08%) 1.35K
Increased by +0.02%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 4.40M (3.16%) 624.00
Increased by +0.01%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.75M (2.69%) -83.26K
Decreased by -2.22%
Jul 31, 25
4 iShares Russell 2000 ETF 3.12M (2.24%) -59.33K
Decreased by -1.90%
Jul 31, 25
5 Vanguard Small Cap Index 2.90M (2.08%) -19.34K
Decreased by -0.67%
Jul 31, 25
6 Fidelity® Value 2.63M (1.89%) 55.40K
Increased by +2.10%
Nov 30, 23
7 DFA US Small Cap Value I 2.59M (1.86%) 0.00
Increased by 0.00%
Jun 30, 25
8 Fidelity Value 2.38M (1.71%) -113.00K
Decreased by -4.74%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 1.93M (1.39%) -8.57K
Decreased by -0.44%
Aug 31, 24
10 Columbia Small Cap Value I 1.93M (1.38%) 786.39K
Increased by +40.74%
Mar 31, 25
11 Columbia Small Cap Value I A 1.93M (1.38%) 704.79K
Increased by +36.51%
Mar 31, 25
12 Shapiro Capital Mgt Sm-Cap Val 1.91M (1.37%) -84.90K
Decreased by -4.45%
Jun 30, 25
13 American Century Small Cap Value Inv 1.90M (1.36%) -530.00K
Decreased by -27.89%
Dec 31, 24
14 American Century U.S. Small Cap Value 1.90M (1.36%) -530.00K
Decreased by -27.89%
Dec 31, 24
15 Embark Small Cap Equity Institutional 1.89M (1.35%) 0.00
Increased by 0.00%
Jan 31, 25
16 Vanguard Small Cap Value Index Inv 1.87M (1.34%) 9.29K
Increased by +0.50%
Jul 31, 25
17 Vanguard Explorer Inv 1.66M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.10%) -688.20K
Decreased by -44.87%
Jul 31, 25
19 BlackRock Global Equity Mkt Netrl Instl 1.44M (1.03%) -38.32K
Decreased by -2.67%
Jun 30, 25
20 Fidelity Small Cap Index 1.43M (1.03%) -6.86K
Decreased by -0.48%
May 31, 25