Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XRT 1.26%
2 SIXS 1.08%
3 CGV 0.94%
4 DVP 0.92%
5 DEEP 0.90%
6 XSVM 0.83%
7 RETL 0.78%
8 FYT 0.64%
9 ROGS 0.59%
10 RZV 0.58%
11 PSCD 0.55%
12 TXSS 0.48%
13 FESM 0.47%
14 DSMC 0.45%
15 OPTZ 0.45%
16 FYX 0.31%
17 SEIS 0.30%
18 SSLY 0.28%
19 BSVO 0.27%
20 RWJ 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.99M (16.83%) 823.68K
Increased by +4.85%
Dec 31, 24
2 Vanguard Group Inc 12.43M (12.31%) 279.22K
Increased by +2.25%
Dec 31, 24
3 FMR Inc 9.55M (9.46%) -5.85M
Decreased by -61.24%
Dec 31, 24
4 State Street Corporation 4.66M (4.62%) 86.40K
Increased by +1.85%
Mar 31, 24
5 State Street Corp 4.56M (4.52%) 176.52K
Increased by +3.87%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 4.05M (4.01%) 459.97K
Increased by +11.36%
Dec 31, 24
7 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.02M (3.99%) 214.11K
Increased by +5.32%
Dec 31, 24
8 Champlain Investment Partners, LLC 3.87M (3.84%) -8.30K
Decreased by -0.21%
Jun 30, 24
9 Schroder Investment Management Group 3.74M (3.70%) -1.80M
Decreased by -48.11%
Mar 31, 24
10 Victory Capital Management Inc. 3.67M (3.64%) 156.58K
Increased by +4.26%
Dec 31, 24
11 LSV Asset Management 3.12M (3.09%) -352.20K
Decreased by -11.30%
Dec 31, 24
12 Charles Schwab Investment Management Inc 2.61M (2.58%) 59.48K
Increased by +2.28%
Dec 31, 24
13 Fisher Asset Management, LLC 2.51M (2.48%) -170.11K
Decreased by -6.78%
Dec 31, 24
14 Geode Capital Management, LLC 2.41M (2.38%) -10.57K
Decreased by -0.44%
Dec 31, 24
15 Polaris Capital Management, LLC 2.39M (2.37%) -4.40K
Decreased by -0.18%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 2.35M (2.33%) 48.80K
Increased by +2.08%
Dec 31, 24
17 Wasatch Advisors LP 2.07M (2.05%) -1.12M
Decreased by -53.83%
Sep 30, 24
18 AllianceBernstein L.P. 2.06M (2.04%) -6.15M
Decreased by -298.38%
Sep 30, 23
19 Qube Research & Technologies 1.82M (1.81%) 1.78M
Increased by +97.69%
Dec 31, 24
20 Jupiter Asset Management Limited 1.72M (1.70%) -377.74K
Decreased by -22.02%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 8.39M (8.31%) -65.89K
Decreased by -0.79%
Oct 31, 23
2 iShares Core S&P Small-Cap ETF 6.30M (6.24%) 4.37K
Increased by +0.07%
Mar 31, 25
3 Fidelity Low-Priced Stock 3.90M (3.87%) -885.82K
Decreased by -22.70%
Jan 31, 25
4 Vanguard US Total Market Shares ETF 3.25M (3.22%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.23M (3.20%) 0.00
Increased by 0.00%
Feb 28, 25
6 iShares Russell 2000 ETF 2.71M (2.69%) -23.48K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 2.60M (2.58%) 2.12K
Increased by +0.08%
Feb 28, 25
8 Fidelity® Value 2.46M (2.44%) 0.00
Increased by 0.00%
Nov 30, 23
9 Polaris Capital Mgt Polaris Glbl Eq 2.09M (2.07%) -4.40K
Decreased by -0.21%
Dec 31, 24
10 Fidelity Value 2.02M (2.00%) 0.00
Increased by 0.00%
Sep 30, 24
11 Vanguard Explorer Inv 1.96M (1.94%) 65.80K
Increased by +3.36%
Dec 31, 24
12 Champlain Small Company Fund, LLC 1.77M (1.75%) -1.13M
Decreased by -63.74%
Jul 31, 24
13 Vanguard Small Cap Value Index Inv 1.71M (1.70%) -4.50K
Decreased by -0.26%
Feb 28, 25
14 Jupiter Global Value Equity X Acc 1.61M (1.59%) 0.00
Increased by 0.00%
Oct 31, 24
15 Champlain Small Company Adv 1.57M (1.56%) 0.00
Increased by 0.00%
Jun 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.54%) 2.22K
Increased by +0.14%
Feb 28, 25
17 Schwab Fundamental U.S. Small CompanyETF 1.44M (1.43%) 1.16K
Increased by +0.08%
Mar 29, 25
18 Ranmore Global Equity Investor USD 1.42M (1.41%) 170.00K
Increased by +11.97%
Mar 31, 25
19 Jupiter Global Value L USD Acc 1.40M (1.39%) 0.00
Increased by 0.00%
Jan 31, 24
20 Schroder Global Sust Val Eq X Acc 1.34M (1.32%) -44.14K
Decreased by -3.30%
Feb 28, 25