Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XRT 1.86%
2 XSVM 1.77%
3 PXSV 1.75%
4 SIXS 1.58%
5 RETL 1.13%
6 CGV 0.94%
7 DVP 0.92%
8 DEEP 0.90%
9 FYT 0.84%
10 WCEO 0.78%
11 RZV 0.73%
12 PSCD 0.70%
13 TXSS 0.68%
14 SQLV 0.63%
15 ROGS 0.59%
16 OPTZ 0.57%
17 DSMC 0.45%
18 FESM 0.43%
19 FYX 0.42%
20 RWJ 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.90M (19.29%) 1.91M
Increased by +10.10%
Mar 31, 25
2 Vanguard Group Inc 12.44M (12.70%) -539.76K
Decreased by -4.34%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 5.45M (5.56%) 626.25K
Increased by +11.50%
Jun 30, 25
4 State Street Corporation 4.66M (4.76%) 86.40K
Increased by +1.85%
Mar 31, 24
5 Fisher Asset Management, LLC 4.54M (4.64%) -240.34K
Decreased by -5.29%
Jun 30, 25
6 State Street Corp 4.47M (4.56%) -95.31K
Decreased by -2.13%
Mar 31, 25
7 Victory Capital Management Inc. 4.01M (4.10%) 342.23K
Increased by +8.53%
Mar 31, 25
8 Champlain Investment Partners, LLC 3.87M (3.95%) -8.30K
Decreased by -0.21%
Jun 30, 24
9 Schroder Investment Management Group 3.74M (3.81%) -1.80M
Decreased by -48.11%
Mar 31, 24
10 FMR Inc 3.34M (3.41%) -6.20M
Decreased by -185.57%
Mar 31, 25
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.21M (3.27%) -543.77K
Decreased by -16.95%
Jun 30, 25
12 LSV Asset Management 3.13M (3.19%) 40.19K
Increased by +1.29%
Jun 30, 25
13 Charles Schwab Investment Management Inc 2.72M (2.78%) -146.70K
Decreased by -5.39%
Jun 30, 25
14 Geode Capital Management, LLC 2.52M (2.57%) 116.32K
Increased by +4.61%
Mar 31, 25
15 Polaris Capital Management, LLC 2.12M (2.16%) -141.50K
Decreased by -6.68%
Jun 30, 25
16 Wasatch Advisors LP 2.07M (2.12%) -1.12M
Decreased by -53.83%
Sep 30, 24
17 AllianceBernstein L.P. 2.06M (2.10%) -6.15M
Decreased by -298.38%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 2.01M (2.05%) -339.01K
Decreased by -16.88%
Mar 31, 25
19 Jupiter Asset Management Limited 1.88M (1.92%) 0.00
Increased by 0.00%
Jun 30, 25
20 Qube Research & Technologies 1.74M (1.78%) -84.74K
Decreased by -4.87%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 8.39M (8.57%) -65.89K
Decreased by -0.79%
Oct 31, 23
2 iShares Core S&P Small-Cap ETF 6.02M (6.15%) 1.00K
Increased by +0.02%
Jul 31, 25
3 Fidelity Low-Priced Stock 3.90M (3.98%) -885.82K
Decreased by -22.70%
Jan 31, 25
4 Vanguard US Total Market Shares ETF 3.25M (3.32%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.20M (3.27%) -71.03K
Decreased by -2.22%
Jul 31, 25
6 Fidelity® Value 2.46M (2.51%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Small Cap Index 2.45M (2.50%) -16.04K
Decreased by -0.66%
Jul 31, 25
8 iShares Russell 2000 ETF 2.44M (2.49%) -46.30K
Decreased by -1.90%
Jul 31, 25
9 Schroder Global Sust Val Eq X Acc 2.31M (2.36%) 47.44K
Increased by +2.05%
Jun 30, 25
10 Schroder Global Recovery L Acc GBP 2.09M (2.13%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Value 2.02M (2.06%) 0.00
Increased by 0.00%
Sep 30, 24
12 Polaris Capital Mgt Polaris Glbl Eq 1.82M (1.86%) -141.50K
Decreased by -7.79%
Jun 30, 25
13 Champlain Small Company Fund, LLC 1.77M (1.81%) -1.13M
Decreased by -63.74%
Jul 31, 24
14 Ranmore Global Equity Investor USD 1.70M (1.74%) 282.98K
Increased by +16.62%
Apr 30, 25
15 Jupiter Global Value Equity X Acc 1.61M (1.64%) 0.00
Increased by 0.00%
Oct 31, 24
16 Vanguard Small Cap Value Index Inv 1.58M (1.61%) 6.09K
Increased by +0.39%
Jul 31, 25
17 Champlain Small Company Adv 1.57M (1.61%) 0.00
Increased by 0.00%
Jun 30, 24
18 Schroder ISF Glbl Rcvy E Acc USD 1.55M (1.58%) 0.00
Increased by 0.00%
Jun 30, 25
19 Lightrock Global Small-Cap E EUR Acc 1.48M (1.51%) 371.00
Increased by +0.03%
Apr 30, 25
20 Jupiter Global Value L USD Acc 1.40M (1.43%) 0.00
Increased by 0.00%
Jan 31, 24