Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 2.99%
2 PYZ 1.08%
3 RZV 1.05%
4 XSMO 0.81%
5 XSVM 0.80%
6 FNK 0.71%
7 SEIS 0.51%
8 EES 0.45%
9 RWJ 0.44%
10 EBIT 0.42%
11 VIOV 0.35%
12 FNX 0.35%
13 SLY 0.34%
14 SLYV 0.31%
15 IJS 0.31%
16 DFVE 0.26%
17 AVSC 0.26%
18 OCEN 0.25%
19 FESM 0.21%
20 ESIX 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.51M (16.86%) -859.40K
Decreased by -3.65%
Mar 31, 25
2 Vanguard Group Inc 18.45M (13.23%) -824.25K
Decreased by -4.47%
Mar 31, 25
3 Cooper Creek Partners Management LLC 11.75M (8.43%) 669.35K
Increased by +5.70%
Mar 31, 25
4 FMR Inc 10.28M (7.37%) 222.08K
Increased by +2.16%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 7.58M (5.44%) 134.57K
Increased by +1.77%
Mar 31, 25
6 State Street Corporation 6.13M (4.40%) 51.68K
Increased by +0.84%
Mar 31, 24
7 State Street Corp 6.11M (4.38%) -193.32K
Decreased by -3.16%
Mar 31, 25
8 Geode Capital Management, LLC 3.65M (2.61%) 113.63K
Increased by +3.12%
Mar 31, 25
9 Highland Peak Capital LLC 3.48M (2.50%) -394.07K
Decreased by -11.31%
Mar 31, 25
10 Segall Bryant & Hamill 3.18M (2.28%) -62.72K
Decreased by -1.97%
Mar 31, 25
11 Luminus Management, LLC 3.18M (2.28%) 1.51M
Increased by +47.46%
Mar 31, 25
12 Easterly Investment Partners. 2.92M (2.09%) 2.92M
Increased by +100.00%
Mar 31, 25
13 Private Management Group Inc 2.87M (2.06%) 29.83K
Increased by +1.04%
Mar 31, 25
14 Goldman Sachs Group Inc 2.70M (1.94%) -1.58M
Decreased by -58.29%
Mar 31, 25
15 AllianceBernstein L.P. 2.70M (1.93%) 464.56K
Increased by +17.24%
Mar 31, 25
16 Great West Life Assurance Co 2.62M (1.88%) -186.27K
Decreased by -7.12%
Jun 30, 24
17 LSV Asset Management 2.20M (1.58%) -57.40K
Decreased by -2.61%
Mar 31, 25
18 Victory Capital Management Inc. 2.06M (1.48%) -149.82K
Decreased by -7.26%
Sep 30, 23
19 Ipg Investment Advisors, LLC 2.05M (1.47%) 210.04K
Increased by +10.24%
Mar 31, 25
20 Charles Schwab Investment Management Inc 1.99M (1.43%) 144.03K
Increased by +7.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.19M (6.59%) -62.24K
Decreased by -0.68%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.98M (3.57%) 5.38K
Increased by +0.11%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.87M (3.49%) 5.83K
Increased by +0.12%
Sep 30, 24
4 Vanguard Small Cap Index 3.89M (2.79%) 27.21K
Increased by +0.70%
May 31, 25
5 iShares Russell 2000 ETF 3.86M (2.77%) 26.77K
Increased by +0.69%
Jun 30, 25
6 Fidelity Series Stk Selec Lg Cp Val 3.76M (2.69%) 304.90K
Increased by +8.12%
May 31, 25
7 Fidelity® Small Cap Value 3.52M (2.53%) -275.00K
Decreased by -7.80%
Oct 31, 23
8 Fidelity® Mid-Cap Stock 3.45M (2.47%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Mid-Cap Stock 3.40M (2.44%) -10.49K
Decreased by -0.31%
Jul 31, 24
10 Fidelity Small Cap Value Fund 3.26M (2.34%) -966.88K
Decreased by -29.68%
May 31, 24
11 Fidelity Value 3.22M (2.31%) -54.80K
Decreased by -1.70%
May 31, 25
12 Vanguard Small Cap Value Index Inv 2.50M (1.79%) -2.30K
Decreased by -0.09%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.40M (1.72%) 36.28K
Increased by +1.51%
May 31, 25
14 DFA US Small Cap Value I 2.05M (1.47%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity® Series Stk Selec Lg Cp Val 1.84M (1.32%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Value 1.64M (1.17%) 68.70K
Increased by +4.19%
Nov 30, 23
17 Fidelity Small Cap Index 1.57M (1.12%) 19.57K
Increased by +1.25%
Apr 30, 25
18 Fidelity® Small Cap Index 1.50M (1.07%) 40.15K
Increased by +2.68%
Oct 31, 23
19 iShares S&P Small-Cap 600 Value ETF 1.45M (1.04%) -13.40K
Decreased by -0.92%
Jun 30, 25
20 Fidelity Small Cap Growth 1.44M (1.03%) 0.00
Increased by 0.00%
Nov 30, 23