Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XRT 1.68%
2 XSVM 1.46%
3 PXSV 1.46%
4 RETL 1.16%
5 SYLD 1.14%
6 DEEP 1.13%
7 MYLD 1.11%
8 SIXS 1.10%
9 DVP 0.97%
10 CGV 0.94%
11 BRSV 0.86%
12 PSCD 0.76%
13 FYT 0.70%
14 OPTZ 0.62%
15 WCEO 0.61%
16 ROGS 0.59%
17 SQLV 0.49%
18 RZV 0.48%
19 DSMC 0.45%
20 TXS 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.18M (17.58%) 288.06K
Increased by +1.90%
Mar 30, 26
2 Vanguard Group Inc 11.35M (13.15%) -134.36K
Decreased by -1.18%
Dec 30, 25
3 Schroder Investment Management Group 8.32M (9.63%) -94.27K
Decreased by -1.13%
Mar 30, 26
4 Vanguard Portfolio Management, LLC 6.30M (7.30%) 6.30M
Increased by +100.00%
Mar 30, 26
5 Dimensional Fund Advisors, Inc. 5.87M (6.80%) 202.02K
Increased by +3.44%
Mar 30, 26
6 State Street Corporation 4.66M (5.40%) 86.40K
Increased by +1.85%
Mar 30, 24
7 State Street Corp 4.38M (5.07%) -227.89K
Decreased by -5.20%
Mar 30, 26
8 Vanguard Capital Management, LLC 4.26M (4.94%) 4.26M
Increased by +100.00%
Mar 30, 26
9 LSV Asset Management 3.88M (4.49%) 86.20K
Increased by +2.22%
Mar 30, 26
10 Champlain Investment Partners, LLC 3.87M (4.48%) -8.30K
Decreased by -0.21%
Jun 29, 24
11 Fisher Asset Management, LLC 3.85M (4.46%) -264.76K
Decreased by -6.87%
Mar 30, 26
12 FMR Inc 3.63M (4.21%) 38.47K
Increased by +1.06%
Mar 30, 26
13 The Goldman Sachs Group Inc 3.62M (4.19%) -364.57K
Decreased by -10.08%
Mar 30, 26
14 Wasatch Advisors LP 3.31M (3.83%) -87.75K
Decreased by -2.65%
Jun 29, 26
15 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.21M (3.72%) -543.77K
Decreased by -16.95%
Jun 29, 25
16 Victory Capital Management Inc. 3.06M (3.55%) -20.24K
Decreased by -0.66%
Mar 30, 26
17 Ranmore Fund Management LTD 3.00M (3.47%) 568.27K
Increased by +18.97%
Jun 29, 26
18 American Century Companies Inc 2.84M (3.28%) 514.33K
Increased by +18.14%
Mar 30, 26
19 D. E. Shaw & Co LP 2.76M (3.19%) 440.64K
Increased by +15.99%
Mar 30, 26
20 UBS Group AG 2.56M (2.97%) 907.47K
Increased by +35.43%
Jun 29, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 8.39M (9.72%) -65.89K
Decreased by -0.79%
Oct 30, 23
2 iShares Core S&P Small-Cap ETF 5.82M (6.74%) 499.00
Increased by +0.01%
Jul 27, 26
3 Fidelity Low-Priced Stock 3.90M (4.52%) -885.82K
Decreased by -22.70%
Jan 30, 25
4 Vanguard US Total Market Shares ETF 3.25M (3.76%) 0.00
Increased by 0.00%
Sep 29, 24
5 Vanguard Morn Total Stk Mkt Idx Investor 3.05M (3.53%) -32.80K
Decreased by -1.08%
Jun 29, 26
6 Vanguard Total Stock Mkt Idx Inv 3.05M (3.53%) -32.80K
Decreased by -1.08%
Jun 29, 26
7 Avantis US Small Cap Value ETF 2.89M (3.34%) 35.57K
Increased by +1.23%
Jul 27, 26
8 iShares Russell 2000 ETF 2.57M (2.98%) 27.84K
Increased by +1.08%
Jul 27, 26
9 Fidelity® Value 2.46M (2.85%) 0.00
Increased by 0.00%
Nov 29, 23
10 Ranmore Global Equity Investor USD 2.45M (2.83%) 18.27K
Increased by +0.75%
Apr 29, 26
11 Schroder Global Sust Val Eq X Acc 2.30M (2.67%) 0.00
Increased by 0.00%
Jun 29, 26
12 Vanguard Small Cap Index 2.18M (2.53%) -45.92K
Decreased by -2.10%
Jun 29, 26
13 Fidelity Value 2.02M (2.34%) 0.00
Increased by 0.00%
Sep 29, 24
14 Champlain Small Company Fund, LLC 1.77M (2.05%) -1.13M
Decreased by -63.74%
Jul 30, 24
15 Polaris Capital Mgt Polaris Glbl Eq 1.76M (2.04%) 0.00
Increased by 0.00%
Sep 29, 25
16 Schroder Global Recovery L Acc GBP 1.66M (1.92%) 0.00
Increased by 0.00%
Jun 29, 26
17 Jupiter Global Value Equity X Acc 1.61M (1.87%) 0.00
Increased by 0.00%
Oct 30, 24
18 Champlain Small Company Adv 1.57M (1.82%) 0.00
Increased by 0.00%
Jun 29, 24
19 Lightrock Global Small-Cap E EUR Acc 1.48M (1.71%) -321.00
Decreased by -0.02%
May 30, 25
20 Schroder ISF Glbl Rcvy E Acc USD 1.47M (1.70%) 0.00
Increased by 0.00%
Jun 29, 26