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 0.75%
7 BSVO 0.57%
8 TPSC 0.29%
9 EES 0.25%
10 USVM 0.19%
11 CSML 0.14%
12 AVSC 0.12%
13 IWO 0.12%
14 FCOM 0.12%
15 IWN 0.12%
16 VOX 0.11%
17 VTWV 0.11%
18 FYT 0.10%
19 CSF 0.10%
20 FYX 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 6.30M (17.20%) 553.95K
Increased by +8.80%
Mar 31, 25
2 Jericho Capital Asset Management LP 2.81M (7.66%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 2.72M (7.44%) -71.41K
Decreased by -2.62%
Mar 31, 25
4 BlackRock Inc 2.08M (5.68%) -106.40K
Decreased by -5.12%
Mar 31, 25
5 T. Rowe Price Associates, Inc. 1.72M (4.69%) 38.59K
Increased by +2.25%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 1.44M (3.92%) -29.95K
Decreased by -2.09%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.37M (3.75%) 103.42K
Increased by +7.52%
Mar 31, 25
8 Point72 Asset Management, L.P. 1.26M (3.43%) -7.29K
Decreased by -0.58%
Mar 31, 25
9 Steadfast Capital Management LLC 1.12M (3.05%) 190.38K
Increased by +17.05%
Mar 31, 25
10 Citadel Advisors Llc 896.18K (2.45%) -328.03K
Decreased by -36.60%
Mar 31, 25
11 Gamco Investors, Inc. Et Al 885.92K (2.42%) -20.48K
Decreased by -2.31%
Mar 31, 25
12 Luxor Capital Group, LP 812.90K (2.22%) -61.05K
Decreased by -7.51%
Sep 30, 23
13 Walleye Trading Advisors, LLC 788.52K (2.15%) -245.81K
Decreased by -31.17%
Sep 30, 24
14 Barclays PLC 743.23K (2.03%) 452.21K
Increased by +60.84%
Mar 31, 25
15 Balyasny Asset Management LLC 696.23K (1.90%) -13.10K
Decreased by -1.88%
Mar 31, 25
16 MANE GLOBAL CAPITAL MANAGEMENT LP 694.77K (1.90%) 694.77K
Increased by +100.00%
Dec 31, 23
17 Geode Capital Management, LLC 640.29K (1.75%) 22.85K
Increased by +3.57%
Mar 31, 25
18 Goldman Sachs Group Inc 628.89K (1.72%) 357.79K
Increased by +56.89%
Mar 31, 25
19 State Street Corp 622.66K (1.70%) -5.33K
Decreased by -0.86%
Mar 31, 25
20 FMR Inc 621.09K (1.70%) 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 (6.37%) 213.13K
Increased by +9.14%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 885.81K (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 873.28K (2.38%) 0.00
Increased by 0.00%
May 31, 25
4 T. Rowe Price Mid-Cap Value 756.70K (2.07%) -201.79K
Decreased by -26.67%
Mar 31, 24
5 T. Rowe Price US Mid-Cap Value Equity 756.70K (2.07%) -201.79K
Decreased by -26.67%
Mar 31, 24
6 iShares Russell 2000 ETF 689.92K (1.88%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 657.11K (1.79%) 2.38K
Increased by +0.36%
May 31, 25
8 Ariel Appreciation Investor 526.48K (1.44%) 98.95K
Increased by +18.79%
Mar 31, 25
9 Xtrackers S&P Global Infra Swap ETF 1C 467.19K (1.28%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 431.86K (1.18%) 3.49K
Increased by +0.81%
May 31, 25
11 Vanguard Small Cap Value Index Inv 421.99K (1.15%) -629.00
Decreased by -0.15%
May 31, 25
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 398.53K (1.09%) -94.21K
Decreased by -23.64%
Mar 31, 24
13 PRIMECAP Odyssey Aggressive Growth 387.21K (1.06%) -690.00
Decreased by -0.18%
Mar 31, 25
14 Fidelity Blue Chip Growth 354.30K (0.97%) -12.80K
Decreased by -3.61%
Mar 31, 24
15 1290 VT GAMCO Small Company Value IB 339.00K (0.93%) 3.00K
Increased by +0.88%
Apr 30, 25
16 Fidelity Small Cap Index 270.17K (0.74%) 283.00
Increased by +0.10%
Mar 31, 25
17 Fidelity® Small Cap Index 251.58K (0.69%) 6.85K
Increased by +2.72%
Oct 31, 23
18 iShares Russell 2000 Value ETF 246.30K (0.67%) 0.00
Increased by 0.00%
May 31, 25
19 DFA US Targeted Value I 231.85K (0.63%) 0.00
Increased by 0.00%
Apr 30, 25
20 Fidelity® Blue Chip Growth 221.10K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23