Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XRT 1.48%
2 XSVM 1.40%
3 SIXS 1.27%
4 CGV 0.94%
5 RETL 0.93%
6 DVP 0.92%
7 DEEP 0.90%
8 FYT 0.68%
9 WCEO 0.65%
10 ROGS 0.59%
11 RZV 0.58%
12 PSCD 0.56%
13 SQLV 0.51%
14 TXSS 0.51%
15 OPTZ 0.46%
16 DSMC 0.45%
17 FESM 0.37%
18 FYX 0.34%
19 SEIS 0.30%
20 RWJ 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.90M (18.92%) 1.91M
Increased by +10.10%
Mar 31, 25
2 Vanguard Group Inc 12.97M (12.99%) 546.27K
Increased by +4.21%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 4.82M (4.83%) 771.25K
Increased by +16.00%
Mar 31, 25
4 Fisher Asset Management, LLC 4.78M (4.79%) 2.28M
Increased by +47.57%
Mar 31, 25
5 State Street Corporation 4.66M (4.67%) 86.40K
Increased by +1.85%
Mar 31, 24
6 State Street Corp 4.47M (4.47%) -95.31K
Decreased by -2.13%
Mar 31, 25
7 Victory Capital Management Inc. 4.01M (4.02%) 342.23K
Increased by +8.53%
Mar 31, 25
8 Champlain Investment Partners, LLC 3.87M (3.88%) -8.30K
Decreased by -0.21%
Jun 30, 24
9 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.75M (3.76%) -271.69K
Decreased by -7.24%
Mar 31, 25
10 Schroder Investment Management Group 3.74M (3.74%) -1.80M
Decreased by -48.11%
Mar 31, 24
11 FMR Inc 3.34M (3.35%) -6.20M
Decreased by -185.57%
Mar 31, 25
12 LSV Asset Management 3.09M (3.09%) -32.17K
Decreased by -1.04%
Mar 31, 25
13 Charles Schwab Investment Management Inc 2.87M (2.87%) 263.27K
Increased by +9.18%
Mar 31, 25
14 Geode Capital Management, LLC 2.52M (2.52%) 116.32K
Increased by +4.61%
Mar 31, 25
15 Polaris Capital Management, LLC 2.12M (2.12%) -141.50K
Decreased by -6.68%
Jun 30, 25
16 Wasatch Advisors LP 2.07M (2.08%) -1.12M
Decreased by -53.83%
Sep 30, 24
17 AllianceBernstein L.P. 2.06M (2.06%) -6.15M
Decreased by -298.38%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 2.01M (2.01%) -339.01K
Decreased by -16.88%
Mar 31, 25
19 Invenomic Capital Management, LP 1.89M (1.89%) 1.16M
Increased by +61.59%
Mar 31, 25
20 Jupiter Asset Management Limited 1.88M (1.88%) 160.60K
Increased by +8.56%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 8.39M (8.40%) -65.89K
Decreased by -0.79%
Oct 31, 23
2 iShares Core S&P Small-Cap ETF 5.99M (6.00%) -56.23K
Decreased by -0.94%
Jun 30, 25
3 Fidelity Low-Priced Stock 3.90M (3.91%) -885.82K
Decreased by -22.70%
Jan 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.27M (3.28%) 43.80K
Increased by +1.34%
May 31, 25
5 Vanguard US Total Market Shares ETF 3.25M (3.25%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 2.58M (2.58%) 17.92K
Increased by +0.69%
Jun 30, 25
7 Vanguard Small Cap Index 2.57M (2.58%) 9.41K
Increased by +0.37%
May 31, 25
8 Fidelity® Value 2.46M (2.46%) 0.00
Increased by 0.00%
Nov 30, 23
9 Schroder Global Sust Val Eq X Acc 2.26M (2.27%) 102.38K
Increased by +4.53%
May 31, 25
10 Schroder Global Recovery L Acc GBP 2.09M (2.09%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Value 2.02M (2.02%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Explorer Inv 1.90M (1.90%) -55.98K
Decreased by -2.94%
Mar 31, 25
13 Polaris Capital Mgt Polaris Glbl Eq 1.82M (1.82%) -141.50K
Decreased by -7.79%
Jun 30, 25
14 Champlain Small Company Fund, LLC 1.77M (1.77%) -1.13M
Decreased by -63.74%
Jul 31, 24
15 Vanguard Small Cap Value Index Inv 1.65M (1.65%) -2.46K
Decreased by -0.15%
May 31, 25
16 Jupiter Global Value Equity X Acc 1.61M (1.61%) 0.00
Increased by 0.00%
Oct 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.60%) 11.66K
Increased by +0.73%
May 31, 25
18 Champlain Small Company Adv 1.57M (1.58%) 0.00
Increased by 0.00%
Jun 30, 24
19 Schroder ISF Glbl Rcvy E Acc USD 1.55M (1.55%) 0.00
Increased by 0.00%
May 31, 25
20 Lightrock Global Small-Cap E EUR Acc 1.48M (1.48%) 38.42K
Increased by +2.60%
Mar 31, 25