Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RZV 1.49%
2 FITS 0.72%
3 FNK 0.65%
4 PSCD 0.62%
5 FYT 0.58%
6 HART 0.39%
7 RWJ 0.38%
8 FNX 0.32%
9 ISMD 0.21%
10 QSML 0.21%
11 USVM 0.20%
12 SSLY 0.18%
13 FYX 0.17%
14 BSVO 0.16%
15 IJS 0.16%
16 SLYV 0.15%
17 VIOV 0.15%
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 23.08M (16.51%) 964.52K
Increased by +4.18%
Dec 31, 24
2 Providence Equity Partners L.L.C. 21.18M (15.15%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Group Inc 15.86M (11.35%) 224.58K
Increased by +1.42%
Dec 31, 24
4 Shapiro Capital Management Co Inc 10.52M (7.53%) 366.19K
Increased by +3.48%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 9.45M (6.76%) -86.89K
Decreased by -0.92%
Dec 31, 24
6 LEONARD GREEN PARTNERS LP 9.00M (6.44%) 0.00
Increased by 0.00%
Dec 31, 24
7 FMR Inc 6.61M (4.73%) 218.66K
Increased by +3.31%
Dec 31, 24
8 State Street Corp 5.64M (4.04%) 264.35K
Increased by +4.69%
Dec 31, 24
9 State Street Corporation 5.49M (3.93%) 63.08K
Increased by +1.15%
Mar 31, 24
10 Goldman Sachs Group Inc 4.96M (3.55%) 462.72K
Increased by +9.33%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 3.67M (2.63%) 23.15K
Increased by +0.63%
Dec 31, 24
12 Fisher Asset Management, LLC 3.27M (2.34%) 150.87K
Increased by +4.61%
Jun 30, 24
13 Geode Capital Management, LLC 3.22M (2.30%) -34.79K
Decreased by -1.08%
Dec 31, 24
14 Marshall Wace Asset Management Ltd 3.03M (2.16%) 791.75K
Increased by +26.17%
Sep 30, 23
15 Diameter Capital Partners LP 2.80M (2.00%) -2.20M
Decreased by -78.57%
Mar 31, 24
16 American Century Companies Inc 2.60M (1.86%) -623.04K
Decreased by -23.93%
Dec 31, 24
17 Charles Schwab Investment Management Inc 2.29M (1.64%) 291.05K
Increased by +12.73%
Dec 31, 24
18 Bank of New York Mellon Corp 2.27M (1.62%) -41.67K
Decreased by -1.84%
Sep 30, 23
19 Bank of America Corp 2.24M (1.60%) -375.49K
Decreased by -16.77%
Sep 30, 24
20 AllianceBernstein L.P. 2.15M (1.54%) 1.06M
Increased by +49.38%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.75M (6.26%) 6.06K
Increased by +0.07%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 4.40M (3.15%) 624.00
Increased by +0.01%
Sep 30, 24
3 iShares Russell 2000 ETF 3.74M (2.68%) -32.45K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.55M (2.54%) -784.90K
Decreased by -22.09%
Mar 31, 25
5 Vanguard Small Cap Index 2.98M (2.13%) -541.61K
Decreased by -18.19%
Mar 31, 25
6 DFA US Small Cap Value I 2.68M (1.92%) 0.00
Increased by 0.00%
Feb 28, 25
7 Fidelity® Value 2.63M (1.88%) 55.40K
Increased by +2.10%
Nov 30, 23
8 Fidelity Value 2.38M (1.71%) -113.00K
Decreased by -4.74%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.26M (1.61%) 64.22K
Increased by +2.85%
Mar 31, 25
10 Shapiro Capital Mgt Sm-Cap Val 2.02M (1.44%) 500.80K
Increased by +24.82%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 1.93M (1.38%) -389.17K
Decreased by -20.13%
Mar 31, 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 1.62M (1.16%) 11.90K
Increased by +0.73%
Dec 31, 24
20 iShares S&P Small-Cap 600 Value ETF 1.44M (1.03%) -12.88K
Decreased by -0.90%
Mar 31, 25