Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.24%
2 EES 0.07%
3 ROSC 0.05%
4 IWC 0.04%
5 FCOM 0.02%
6 AVSC 0.01%
7 PRFZ 0.01%
8 IWN 0.01%
9 VOX 0.01%
10 VTWV 0.01%
11 VTWO 0.01%
12 RSSL 0.01%
13 IWM 0.01%
14 UWM 0.00%
15 URTY 0.00%
16 GSSC 0.00%
17 AVSU 0.00%
18 AVUV 0.00%
19 DFAT 0.00%
20 SPGM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.16M (7.46%) 70.77K
Increased by +0.99%
Dec 31, 24
2 Vanguard Group Inc 5.52M (5.75%) 356.90K
Increased by +6.47%
Dec 31, 24
3 Capital Research Global Investors 4.50M (4.69%) 0.00
Increased by 0.00%
Dec 31, 24
4 Rubric Capital Management LP 2.71M (2.82%) 0.00
Increased by 0.00%
Dec 31, 24
5 Chevy Chase Trust Holdings, Inc. 2.42M (2.52%) 0.00
Increased by 0.00%
Dec 31, 24
6 Ameriprise Financial Inc 2.38M (2.48%) 368.88K
Increased by +15.49%
Dec 31, 24
7 Geode Capital Management, LLC 2.23M (2.32%) 15.85K
Increased by +0.71%
Dec 31, 24
8 State Street Corp 1.80M (1.87%) 66.66K
Increased by +3.70%
Dec 31, 24
9 ClearBridge Advisors, LLC 1.73M (1.81%) 8.51K
Increased by +0.49%
Mar 31, 24
10 State Street Corporation 1.72M (1.79%) 38.92K
Increased by +2.26%
Mar 31, 24
11 Acadian Asset Management LLC 1.33M (1.38%) 266.31K
Increased by +20.04%
Mar 31, 24
12 Millennium Management LLC 1.14M (1.19%) 211.44K
Increased by +18.57%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 994.00K (1.04%) 77.08K
Increased by +7.76%
Dec 31, 24
14 Northern Trust Corp 786.88K (0.82%) 44.98K
Increased by +5.72%
Dec 31, 24
15 Connor Clark & Lunn Inv Mgmt Ltd 713.91K (0.74%) 6.28K
Increased by +0.88%
Dec 31, 24
16 SG Capital Management, LLC 585.48K (0.61%) 243.83K
Increased by +41.65%
Sep 30, 23
17 Fuller & Thaler Asset Management Inc 582.50K (0.61%) -21.75K
Decreased by -3.73%
Sep 30, 23
18 Arrowstreet Capital Limited Partnership 550.15K (0.57%) 62.08K
Increased by +11.28%
Dec 31, 24
19 Mackenzie Investments 526.90K (0.55%) 526.90K
Increased by +100.00%
Dec 31, 24
20 Alyeska Investment Group, L.P. 500.00K (0.52%) 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 (4.69%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.76M (2.87%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 2.24M (2.33%) -26.35K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.83%) 0.00
Increased by 0.00%
Feb 28, 25
5 Columbia Small Cap Value I A 1.69M (1.76%) 2.40K
Increased by +0.14%
Feb 28, 25
6 Columbia Small Cap Value I 1.69M (1.76%) 116.80K
Increased by +6.90%
Jan 31, 25
7 BlackRock Strategic Income Opps Instl 1.15M (1.19%) 1.15M
Increased by +100.00%
Aug 31, 23
8 ClearBridge Small Cap 1.12M (1.17%) 0.00
Increased by 0.00%
Jun 30, 24
9 Fidelity Small Cap Index 898.73K (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
10 BlackRock Global Allocation Instl 831.35K (0.87%) 831.35K
Increased by +100.00%
Apr 30, 24
11 Fidelity® Small Cap Index 815.37K (0.85%) 12.75K
Increased by +1.56%
Oct 31, 23
12 iShares Russell 2000 Value ETF 808.34K (0.84%) -6.13K
Decreased by -0.76%
Feb 28, 25
13 Fidelity Extended Market Index 595.00K (0.62%) -9.04K
Decreased by -1.52%
Jan 31, 25
14 Fuller & Thaler Behavrl Micro-Cap Core 582.50K (0.61%) 0.00
Increased by 0.00%
Sep 30, 23
15 State St Russell Sm/Mid Cp® Indx NL Cl C 537.13K (0.56%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity® Extended Market Index 461.75K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
17 Columbia VP Small Cap Value 1 444.79K (0.46%) -300.00
Decreased by -0.07%
Feb 28, 25
18 Vanguard Russell 2000 ETF 402.85K (0.42%) 9.40K
Increased by +2.33%
Feb 28, 25
19 Vanguard Communication Services ETF 355.99K (0.37%) 120.00
Increased by +0.03%
Feb 28, 25
20 State St Russell Sm Cap® Indx SL Cl I 324.09K (0.34%) 0.00
Increased by 0.00%
Feb 28, 25