Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVNT 2.53%
2 LSEQ 1.84%
3 BETZ 1.81%
4 PSCD 1.44%
5 BJK 1.33%
6 XSVM 1.06%
7 FRTY 1.02%
8 RFV 0.88%
9 FXD 0.86%
10 FLYD 0.84%
11 BSVO 0.74%
12 OOTO 0.74%
13 RZV 0.65%
14 RWJ 0.51%
15 BNGE 0.46%
16 VIOV 0.40%
17 IJS 0.40%
18 SLYV 0.39%
19 FTLS 0.39%
20 RWK 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.49M (12.23%) -765.58K
Decreased by -4.38%
Mar 31, 25
2 Vanguard Group Inc 16.25M (11.36%) -108.14K
Decreased by -0.67%
Mar 31, 25
3 HG Vora Capital Management LLC 7.25M (5.07%) -7.25M
Decreased by -100.00%
Mar 31, 25
4 Shapiro Capital Management Co Inc 6.07M (4.25%) -802.26K
Decreased by -13.21%
Mar 31, 25
5 Amvescap Plc. 6.00M (4.20%) 2.12M
Increased by +35.33%
Mar 31, 25
6 BAMCO Inc 5.14M (3.60%) -995.78K
Decreased by -19.36%
Dec 31, 23
7 State Street Corp 4.87M (3.41%) -231.87K
Decreased by -4.76%
Mar 31, 25
8 State Street Corporation 4.42M (3.09%) 59.51K
Increased by +1.35%
Mar 31, 24
9 FMR Inc 4.19M (2.93%) -6.30M
Decreased by -150.47%
Dec 31, 24
10 TOMS Capital Investment Management LP 3.82M (2.67%) 3.82M
Increased by +100.00%
Mar 31, 25
11 Nomura Holdings Inc 3.62M (2.53%) -2.68M
Decreased by -74.14%
Mar 31, 25
12 Contrarius Group Holdings Ltd 3.60M (2.51%) 1.83M
Increased by +50.91%
Mar 31, 25
13 Bank of America Corp 3.09M (2.16%) 233.56K
Increased by +7.57%
Mar 31, 25
14 Armistice Capital, LLC 3.09M (2.16%) -212.21K
Decreased by -6.88%
Mar 31, 25
15 Earnest Partners LLC 2.93M (2.05%) -47.06K
Decreased by -1.60%
Mar 31, 25
16 Geode Capital Management, LLC 2.57M (1.80%) 68.26K
Increased by +2.66%
Mar 31, 25
17 Goldman Sachs Group Inc 2.46M (1.72%) -150.73K
Decreased by -6.14%
Mar 31, 25
18 Balyasny Asset Management LLC 2.39M (1.67%) 2.39M
Increased by +100.00%
Dec 31, 23
19 Royal Bank of Canada 2.31M (1.61%) 749.26K
Increased by +32.46%
Mar 31, 25
20 JPMorgan Chase & Co 2.28M (1.59%) -9.02M
Decreased by -396.07%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.64M (6.04%) -54.48K
Decreased by -0.63%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.92M (3.44%) 4.29K
Increased by +0.09%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.78M (3.35%) 4.59K
Increased by +0.10%
Sep 30, 24
4 Invesco Small Cap Value A 4.77M (3.34%) 157.90K
Increased by +3.31%
May 31, 25
5 iShares Core S&P Mid-Cap ETF 4.62M (3.23%) -825.00
Decreased by -0.02%
Apr 30, 24
6 Baron Growth Retail 4.10M (2.87%) -610.00K
Decreased by -14.88%
Dec 31, 23
7 Baron Small Cap Growth Strategy 4.10M (2.87%) -610.00K
Decreased by -14.88%
Dec 31, 23
8 Vanguard Small Cap Index 3.85M (2.69%) 14.15K
Increased by +0.37%
May 31, 25
9 Fidelity Blue Chip Growth 3.43M (2.40%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity® Blue Chip Growth 3.38M (2.37%) 64.20K
Increased by +1.90%
Nov 30, 23
11 Contrarius Global Equity Institutional 3.35M (2.34%) 1.70M
Increased by +50.79%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 2.47M (1.73%) -2.12K
Decreased by -0.09%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.35M (1.64%) 16.40K
Increased by +0.70%
May 31, 25
14 Fidelity® Growth Company 2.01M (1.41%) 65.80K
Increased by +3.27%
Nov 30, 23
15 Fidelity Growth Compy Commingled Pl O 1.57M (1.10%) -277.60K
Decreased by -17.63%
Aug 31, 24
16 EARNEST Partners Smid Cap Core Founders 1.51M (1.06%) 43.25K
Increased by +2.87%
Jun 30, 25
17 Invenomic Institutional 1.42M (0.99%) 745.98K
Increased by +52.61%
Apr 30, 25
18 Fidelity Growth Compy Commingled Pl S 1.40M (0.98%) -201.84K
Decreased by -14.45%
Dec 31, 24
19 iShares S&P Small-Cap 600 Value ETF 1.37M (0.96%) -12.51K
Decreased by -0.91%
Jun 30, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.24M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25