Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 4.70%
2 PEJ 3.31%
3 FSCC 1.41%
4 SAEF 1.16%
5 CSD 0.87%
6 SMIZ 0.73%
7 BSVO 0.57%
8 TPSC 0.28%
9 EES 0.25%
10 USVM 0.19%
11 CSML 0.14%
12 AVSC 0.12%
13 FCOM 0.11%
14 IWN 0.11%
15 VOX 0.11%
16 FYT 0.10%
17 VTWV 0.10%
18 CSF 0.10%
19 FYX 0.10%
20 CSA 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 6.30M (17.08%) 553.95K
Increased by +8.80%
Mar 31, 25
2 Jericho Capital Asset Management LP 2.81M (7.61%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 2.72M (7.39%) -71.41K
Decreased by -2.62%
Mar 31, 25
4 BlackRock Inc 2.08M (5.64%) -106.40K
Decreased by -5.12%
Mar 31, 25
5 T. Rowe Price Associates, Inc. 1.72M (4.66%) 38.59K
Increased by +2.25%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 1.44M (3.89%) -29.95K
Decreased by -2.09%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.37M (3.73%) 103.42K
Increased by +7.52%
Mar 31, 25
8 Point72 Asset Management, L.P. 1.26M (3.40%) -7.29K
Decreased by -0.58%
Mar 31, 25
9 Citadel Advisors Llc 1.22M (3.32%) 55.04K
Increased by +4.50%
Dec 31, 24
10 Steadfast Capital Management LLC 1.12M (3.03%) 190.38K
Increased by +17.05%
Mar 31, 25
11 Gamco Investors, Inc. Et Al 885.92K (2.40%) -20.48K
Decreased by -2.31%
Mar 31, 25
12 Luxor Capital Group, LP 812.90K (2.20%) -61.05K
Decreased by -7.51%
Sep 30, 23
13 Walleye Trading Advisors, LLC 788.52K (2.14%) -245.81K
Decreased by -31.17%
Sep 30, 24
14 Barclays PLC 743.23K (2.02%) 452.21K
Increased by +60.84%
Mar 31, 25
15 Balyasny Asset Management LLC 696.23K (1.89%) -13.10K
Decreased by -1.88%
Mar 31, 25
16 MANE GLOBAL CAPITAL MANAGEMENT LP 694.77K (1.88%) 694.77K
Increased by +100.00%
Dec 31, 23
17 Geode Capital Management, LLC 640.29K (1.74%) 22.85K
Increased by +3.57%
Mar 31, 25
18 Goldman Sachs Group Inc 628.89K (1.71%) 357.79K
Increased by +56.89%
Mar 31, 25
19 State Street Corp 622.66K (1.69%) -5.33K
Decreased by -0.86%
Mar 31, 25
20 FMR Inc 621.09K (1.68%) 619.69K
Increased by +99.77%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Fund Investor 2.33M (6.33%) 213.13K
Increased by +9.14%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 885.81K (2.40%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 873.28K (2.37%) 0.00
Increased by 0.00%
Apr 30, 25
4 T. Rowe Price Mid-Cap Value 756.70K (2.05%) -201.79K
Decreased by -26.67%
Mar 31, 24
5 T. Rowe Price US Mid-Cap Value Equity 756.70K (2.05%) -201.79K
Decreased by -26.67%
Mar 31, 24
6 iShares Russell 2000 ETF 672.04K (1.82%) 114.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Small Cap Index 654.73K (1.78%) 5.83K
Increased by +0.89%
Apr 30, 25
8 Ariel Appreciation Investor 526.48K (1.43%) 98.95K
Increased by +18.79%
Mar 31, 25
9 Xtrackers S&P Global Infra Swap ETF 1C 467.19K (1.27%) 243.62K
Increased by +52.15%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 428.38K (1.16%) 638.00
Increased by +0.15%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 422.62K (1.15%) 1.50K
Increased by +0.35%
Apr 30, 25
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 398.53K (1.08%) -94.21K
Decreased by -23.64%
Mar 31, 24
13 PRIMECAP Odyssey Aggressive Growth 387.21K (1.05%) -690.00
Decreased by -0.18%
Mar 31, 25
14 Fidelity Blue Chip Growth 354.30K (0.96%) -12.80K
Decreased by -3.61%
Mar 31, 24
15 1290 VT GAMCO Small Company Value IB 336.00K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Small Cap Index 269.89K (0.73%) 5.04K
Increased by +1.87%
Feb 28, 25
17 iShares Russell 2000 Value ETF 255.29K (0.69%) -865.00
Decreased by -0.34%
Apr 30, 25
18 Fidelity® Small Cap Index 251.58K (0.68%) 6.85K
Increased by +2.72%
Oct 31, 23
19 DFA US Targeted Value I 231.85K (0.63%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity® Blue Chip Growth 221.10K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23