Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXMV 6.09%
2 XMVM 6.09%
3 UFO 4.56%
4 PSCU 4.33%
5 PEZ 3.58%
6 RWJ 2.73%
7 NITE 2.49%
8 ULTY 2.35%
9 PAMC 2.16%
10 RZV 2.01%
11 FDCF 1.50%
12 XTL 1.42%
13 DEEP 1.11%
14 IDAT 1.11%
15 FDLS 0.85%
16 XSVM 0.83%
17 FYC 0.81%
18 HAPS 0.76%
19 VTWV 0.74%
20 IWN 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.10M (12.64%) 747.39K
Increased by +4.37%
Jun 30, 25
2 Vanguard Group Inc 13.70M (10.13%) 349.92K
Increased by +2.55%
Jun 30, 25
3 Dodge & Cox 13.40M (9.91%) -9.68K
Decreased by -0.07%
Jun 30, 25
4 Darsana Capital Partners LP 8.96M (6.62%) 1.20M
Increased by +13.41%
Jun 30, 25
5 Redwood Capital Management, LLC 7.94M (5.87%) 1.58M
Increased by +19.95%
Jun 30, 25
6 FMR Inc 7.81M (5.77%) 545.89K
Increased by +6.99%
Jun 30, 25
7 Silver Point Capital LP 6.01M (4.44%) 4.84M
Increased by +80.53%
Jun 30, 25
8 State Street Corp 4.98M (3.69%) 314.72K
Increased by +6.31%
Jun 30, 25
9 State Street Corporation 4.86M (3.59%) 3.10M
Increased by +63.79%
Mar 31, 24
10 Geode Capital Management, LLC 3.45M (2.55%) 355.01K
Increased by +10.29%
Jun 30, 25
11 Diameter Capital Partners LP 3.28M (2.42%) -2.75M
Decreased by -83.77%
Jun 30, 25
12 Monarch Alternative Capital LP 2.85M (2.11%) 0.00
Increased by 0.00%
Mar 31, 25
13 American Century Companies Inc 2.67M (1.97%) -141.67K
Decreased by -5.31%
Jun 30, 25
14 140 Summer Partners LP 2.41M (1.78%) -228.87K
Decreased by -9.51%
Jun 30, 24
15 Amvescap Plc. 2.30M (1.70%) 474.31K
Increased by +20.61%
Dec 31, 24
16 Soros Fund Management LLC 2.19M (1.62%) -244.11K
Decreased by -11.14%
Sep 30, 24
17 Beryl Capital Management LLC 2.15M (1.59%) 2.15M
Increased by +100.00%
Sep 30, 23
18 Goldentree Asset Management LP 2.01M (1.48%) 1.79M
Increased by +89.19%
Mar 31, 25
19 Renaissance Technologies Corp 1.87M (1.38%) 163.40K
Increased by +8.73%
Dec 31, 23
20 Deutsche Bank AG 1.87M (1.38%) 924.18K
Increased by +49.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 9.30M (6.88%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 7.70M (5.69%) -1.71K
Decreased by -0.02%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 4.37M (3.23%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.17M (3.08%) -87.72K
Decreased by -2.11%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 3.79M (2.80%) 3.53K
Increased by +0.09%
Sep 30, 24
6 iShares Russell 2000 ETF 3.27M (2.42%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 3.22M (2.38%) -18.68K
Decreased by -0.58%
Jul 31, 25
8 Schwab Fundamental US Small Company ETF 2.50M (1.85%) 0.00
Increased by 0.00%
Apr 30, 24
9 Avantis US Small Cap Value ETF 2.31M (1.71%) 0.00
Increased by 0.00%
Aug 30, 25
10 Vanguard Small Cap Value Index Inv 2.07M (1.53%) 5.42K
Increased by +0.26%
Jul 31, 25
11 Invesco S&P SmallCap 600 Revenue ETF 1.67M (1.23%) 7.70K
Increased by +0.46%
Feb 28, 25
12 Fidelity VIP Contrafund Initial 1.63M (1.21%) -1.92M
Decreased by -117.67%
Jul 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.44M (1.07%) -628.51K
Decreased by -43.57%
Jul 31, 25
14 Fidelity Small Cap Index 1.36M (1.01%) 128.36K
Increased by +9.43%
Jun 30, 25
15 iShares S&P Small-Cap 600 Value ETF 1.24M (0.91%) -4.23K
Decreased by -0.34%
Nov 27, 24
16 FPA Contrarian Value 1.23M (0.91%) 297.07K
Increased by +24.14%
Jun 30, 25
17 FPA Crescent 1.23M (0.91%) 297.07K
Increased by +24.14%
Jun 30, 25
18 iShares Russell 2000 Value ETF 1.20M (0.88%) 0.00
Increased by 0.00%
Aug 31, 25
19 Schwab Fundamental U.S. Small CompanyETF 1.12M (0.83%) 0.00
Increased by 0.00%
Feb 28, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.08M (0.80%) -1.19K
Decreased by -0.11%
Feb 28, 25