Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.24%
2 EES 0.07%
3 ROSC 0.05%
4 IWC 0.03%
5 FCOM 0.02%
6 AVSC 0.01%
7 PRFZ 0.01%
8 VTWV 0.01%
9 VOX 0.01%
10 IWN 0.01%
11 RSSL 0.01%
12 UWM 0.00%
13 IWM 0.00%
14 URTY 0.00%
15 GSSC 0.00%
16 AVSU 0.00%
17 AVUV 0.00%
18 DFAT 0.00%
19 SPGM 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.07M (7.96%) -95.80K
Decreased by -1.36%
Mar 31, 25
2 Vanguard Group Inc 5.52M (6.22%) -1.34K
Decreased by -0.02%
Mar 31, 25
3 Capital Research Global Investors 4.50M (5.07%) 0.00
Increased by 0.00%
Mar 31, 25
4 Rubric Capital Management LP 2.71M (3.05%) 0.00
Increased by 0.00%
Mar 31, 25
5 Ameriprise Financial Inc 2.47M (2.78%) 90.28K
Increased by +3.65%
Mar 31, 25
6 Chevy Chase Trust Holdings, Inc. 2.42M (2.73%) 0.00
Increased by 0.00%
Mar 31, 25
7 Geode Capital Management, LLC 2.28M (2.57%) 51.51K
Increased by +2.26%
Mar 31, 25
8 State Street Corp 1.77M (2.00%) -25.95K
Decreased by -1.46%
Mar 31, 25
9 ClearBridge Advisors, LLC 1.73M (1.95%) 8.51K
Increased by +0.49%
Mar 31, 24
10 State Street Corporation 1.72M (1.94%) 38.92K
Increased by +2.26%
Mar 31, 24
11 Acadian Asset Management LLC 1.43M (1.61%) 1.42M
Increased by +99.39%
Mar 31, 25
12 Millennium Management LLC 1.14M (1.28%) 211.44K
Increased by +18.57%
Mar 31, 24
13 Northern Trust Corp 782.07K (0.88%) -4.81K
Decreased by -0.62%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 740.42K (0.83%) -253.58K
Decreased by -34.25%
Mar 31, 25
15 Connor Clark & Lunn Inv Mgmt Ltd 723.42K (0.81%) 9.52K
Increased by +1.32%
Mar 31, 25
16 SG Capital Management, LLC 585.48K (0.66%) 243.83K
Increased by +41.65%
Sep 30, 23
17 Fuller & Thaler Asset Management Inc 582.50K (0.66%) -21.75K
Decreased by -3.73%
Sep 30, 23
18 Mackenzie Investments 575.74K (0.65%) 48.84K
Increased by +8.48%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 566.66K (0.64%) 16.51K
Increased by +2.91%
Mar 31, 25
20 Alyeska Investment Group, L.P. 500.00K (0.56%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.50M (5.07%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.76M (3.10%) 0.00
Increased by 0.00%
May 31, 25
3 Columbia Small Cap Value I A 2.58M (2.91%) 960.70K
Increased by +37.22%
May 31, 25
4 iShares Russell 2000 ETF 2.13M (2.40%) 14.80K
Increased by +0.70%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.98%) 0.00
Increased by 0.00%
May 31, 25
6 Columbia Small Cap Value I 1.69M (1.90%) 113.30K
Increased by +6.71%
Mar 31, 25
7 BlackRock Strategic Income Opps Instl 1.15M (1.29%) 1.15M
Increased by +100.00%
Aug 31, 23
8 ClearBridge Small Cap 1.12M (1.26%) 0.00
Increased by 0.00%
Jun 30, 24
9 Fidelity Small Cap Index 880.85K (0.99%) -1.35K
Decreased by -0.15%
Apr 30, 25
10 BlackRock Global Allocation Instl 831.35K (0.94%) 831.35K
Increased by +100.00%
Apr 30, 24
11 Fidelity® Small Cap Index 815.37K (0.92%) 12.75K
Increased by +1.56%
Oct 31, 23
12 iShares Russell 2000 Value ETF 774.36K (0.87%) 2.79K
Increased by +0.36%
Jun 30, 25
13 Columbia VP Small Cap Value 1 698.73K (0.79%) 269.36K
Increased by +38.55%
May 31, 25
14 Fidelity Extended Market Index 593.07K (0.67%) -2.65K
Decreased by -0.45%
May 31, 25
15 Fuller & Thaler Behavrl Micro-Cap Core 582.50K (0.66%) 0.00
Increased by 0.00%
Sep 30, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 537.13K (0.61%) 0.00
Increased by 0.00%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 537.13K (0.61%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity® Extended Market Index 461.75K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Russell 2000 ETF 440.39K (0.50%) 3.94K
Increased by +0.90%
May 31, 25
20 Vanguard Communication Services ETF 351.69K (0.40%) 3.49K
Increased by +0.99%
May 31, 25