Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 2.99%
2 RZV 1.06%
3 PYZ 0.95%
4 XSMO 0.81%
5 XSVM 0.80%
6 FNK 0.71%
7 RWJ 0.51%
8 EES 0.45%
9 EBIT 0.35%
10 FNX 0.35%
11 SLY 0.34%
12 SLYV 0.30%
13 IJS 0.29%
14 VIOV 0.28%
15 OCEN 0.25%
16 AVSC 0.24%
17 DFVE 0.24%
18 FESM 0.21%
19 ESIX 0.20%
20 CSML 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.37M (17.39%) 489.30K
Increased by +2.01%
Dec 31, 24
2 Vanguard Group Inc 19.28M (13.75%) -189.23K
Decreased by -0.98%
Dec 31, 24
3 Cooper Creek Partners Management LLC 11.08M (7.91%) 1.71M
Increased by +15.39%
Dec 31, 24
4 FMR Inc 10.05M (7.17%) 647.24K
Increased by +6.44%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 7.45M (5.31%) 617.46K
Increased by +8.29%
Dec 31, 24
6 State Street Corp 6.31M (4.50%) 252.05K
Increased by +4.00%
Dec 31, 24
7 State Street Corporation 6.13M (4.37%) 51.68K
Increased by +0.84%
Mar 31, 24
8 Goldman Sachs Group Inc 4.28M (3.05%) 1.76M
Increased by +41.21%
Dec 31, 24
9 Highland Peak Capital LLC 3.88M (2.77%) 1.81M
Increased by +46.66%
Dec 31, 24
10 Easterly Investment Partners. 3.69M (2.63%) 179.10K
Increased by +4.85%
Sep 30, 24
11 Geode Capital Management, LLC 3.53M (2.52%) -36.99K
Decreased by -1.05%
Dec 31, 24
12 Segall Bryant & Hamill 3.24M (2.31%) 777.04K
Increased by +23.96%
Dec 31, 24
13 Private Management Group Inc 2.84M (2.02%) -187.46K
Decreased by -6.60%
Dec 31, 24
14 Great West Life Assurance Co 2.62M (1.87%) -186.27K
Decreased by -7.12%
Jun 30, 24
15 LSV Asset Management 2.26M (1.61%) -172.80K
Decreased by -7.66%
Dec 31, 24
16 AllianceBernstein L.P. 2.23M (1.59%) -326.50K
Decreased by -14.64%
Dec 31, 24
17 Victory Capital Management Inc. 2.06M (1.47%) -149.82K
Decreased by -7.26%
Sep 30, 23
18 Ameriprise Financial Inc 1.99M (1.42%) -564.09K
Decreased by -28.35%
Dec 31, 23
19 Millennium Management LLC 1.97M (1.40%) 424.10K
Increased by +21.58%
Jun 30, 24
20 UBS Group AG 1.90M (1.35%) 1.62M
Increased by +85.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.53M (6.80%) 6.14K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.84M (3.46%) 4.56K
Increased by +0.09%
Feb 28, 25
3 iShares Russell 2000 ETF 4.09M (2.91%) -35.42K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 3.95M (2.82%) 3.21K
Increased by +0.08%
Feb 28, 25
5 Fidelity® Small Cap Value 3.52M (2.51%) -275.00K
Decreased by -7.80%
Oct 31, 23
6 Fidelity® Mid-Cap Stock 3.45M (2.46%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Series Stk Selec Lg Cp Val 3.45M (2.46%) -17.00K
Decreased by -0.49%
Feb 28, 25
8 Fidelity Mid-Cap Stock 3.40M (2.42%) -10.49K
Decreased by -0.31%
Jul 31, 24
9 Fidelity Value 3.33M (2.38%) -228.90K
Decreased by -6.87%
Feb 28, 25
10 Fidelity Small Cap Value Fund 3.26M (2.32%) -966.88K
Decreased by -29.68%
May 31, 24
11 Vanguard Small Cap Value Index Inv 2.60M (1.85%) -11.29K
Decreased by -0.43%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.39M (1.70%) 3.46K
Increased by +0.15%
Feb 28, 25
13 DFA US Small Cap Value I 2.10M (1.50%) -82.00K
Decreased by -3.91%
Feb 28, 25
14 Fidelity® Series Stk Selec Lg Cp Val 1.84M (1.32%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity® Value 1.64M (1.17%) 68.70K
Increased by +4.19%
Nov 30, 23
16 iShares S&P Small-Cap 600 Value ETF 1.56M (1.12%) -8.83K
Decreased by -0.56%
Mar 31, 25
17 Fidelity Small Cap Index 1.52M (1.09%) -28.48K
Decreased by -1.87%
Jan 31, 25
18 Fidelity® Small Cap Index 1.50M (1.07%) 40.15K
Increased by +2.68%
Oct 31, 23
19 Fidelity Small Cap Growth 1.44M (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity® Small Cap Growth 1.44M (1.03%) -112.85K
Decreased by -7.84%
Oct 31, 23