Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 1.03%
2 FDLS 1.02%
3 XSVM 0.89%
4 RWJ 0.74%
5 RZV 0.68%
6 SQLV 0.56%
7 PSCH 0.39%
8 BSVO 0.34%
9 FYT 0.31%
10 FYX 0.28%
11 DFVE 0.24%
12 AFSM 0.24%
13 SSLY 0.23%
14 VFVA 0.23%
15 ISMD 0.20%
16 CSML 0.19%
17 USVM 0.19%
18 DMRS 0.19%
19 EES 0.17%
20 SLY 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.51M (18.57%) -387.05K
Decreased by -3.36%
Mar 31, 25
2 Coliseum Capital Management LLC 10.62M (17.15%) 5.84M
Increased by +54.95%
Mar 31, 25
3 Vanguard Group Inc 9.16M (14.78%) 241.00K
Increased by +2.63%
Mar 31, 25
4 Pacer Advisors, INC. 6.79M (10.95%) 1.56M
Increased by +23.06%
Jun 30, 24
5 Deerfield Management Co 4.91M (7.93%) 0.00
Increased by 0.00%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 4.39M (7.08%) -315.06K
Decreased by -7.18%
Mar 31, 25
7 State Street Corp 3.13M (5.06%) -57.43K
Decreased by -1.83%
Mar 31, 25
8 State Street Corporation 3.08M (4.97%) -43.91K
Decreased by -1.42%
Mar 31, 24
9 Charles Schwab Investment Management Inc 2.75M (4.44%) 447.92K
Increased by +16.27%
Mar 31, 25
10 FMR Inc 2.72M (4.39%) -8.85M
Decreased by -325.39%
Mar 31, 25
11 Wellington Management Company LLP 2.11M (3.41%) -2.51M
Decreased by -119.03%
Dec 31, 23
12 Geode Capital Management, LLC 1.76M (2.84%) 61.39K
Increased by +3.49%
Mar 31, 25
13 Amvescap Plc. 1.72M (2.77%) 285.06K
Increased by +16.60%
Mar 31, 25
14 HHG PLC 1.45M (2.34%) -99.27K
Decreased by -6.85%
Dec 31, 24
15 Citadel Advisors Llc 1.31M (2.12%) 1.31M
Increased by +100.00%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 1.31M (2.12%) 372.26K
Increased by +28.40%
Mar 31, 25
17 Kennedy Capital Management Inc 1.20M (1.94%) -13.46K
Decreased by -1.12%
Mar 31, 25
18 Northern Trust Corp 964.63K (1.56%) -3.47K
Decreased by -0.36%
Mar 31, 25
19 Dana Investment Advisors Inc 956.20K (1.54%) 421.78K
Increased by +44.11%
Mar 31, 25
20 Renaissance Technologies Corp 908.85K (1.47%) -169.25K
Decreased by -18.62%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Small Cap Cash Cows 100 ETF 6.60M (10.64%) -1.64K
Decreased by -0.02%
Aug 30, 24
2 iShares Core S&P Small-Cap ETF 4.43M (7.14%) 0.00
Increased by 0.00%
May 31, 25
3 Fidelity® Small Cap Value 3.45M (5.56%) 0.00
Increased by 0.00%
Oct 31, 23
4 Fidelity® Small Cap Discovery 2.49M (4.01%) -24.70K
Decreased by -0.99%
Oct 31, 23
5 Vanguard Total Stock Mkt Idx Inv 2.38M (3.84%) 91.90K
Increased by +3.86%
Apr 30, 25
6 Fidelity Small Cap Value Fund 2.32M (3.74%) -3.21M
Decreased by -138.68%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 2.29M (3.69%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Russell 2000 ETF 1.93M (3.11%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Index 1.83M (2.95%) 2.13K
Increased by +0.12%
Apr 30, 25
10 Schwab Fundamental U.S. Small CompanyETF 1.61M (2.60%) -552.00
Decreased by -0.03%
May 31, 25
11 Strategic Advisers Fidelity US TtlStk 1.25M (2.02%) 0.00
Increased by 0.00%
Jan 31, 25
12 Janus Henderson Small Cap Value L 1.25M (2.01%) -97.50K
Decreased by -7.81%
Jan 31, 25
13 Invesco S&P SmallCap 600 Revenue ETF 1.23M (1.98%) -2.08K
Decreased by -0.17%
May 30, 25
14 Fidelity Series Small Cap Discovery 1.20M (1.94%) 0.00
Increased by 0.00%
Jan 31, 25
15 Vanguard Small Cap Value Index Inv 1.19M (1.92%) 3.69K
Increased by +0.31%
Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.89%) 1.89K
Increased by +0.16%
Apr 30, 25
17 DFA US Small Cap Value I 1.09M (1.76%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity® Series Small Cap Discovery 1.09M (1.76%) 0.00
Increased by 0.00%
Oct 31, 23
19 Strategic Advisers® Fidelity US TtlStk 936.50K (1.51%) 147.59K
Increased by +15.76%
Nov 30, 23
20 Schwab Fundamental US Small Company ETF 892.44K (1.44%) 1.52K
Increased by +0.17%
Mar 29, 24