Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VIOV 0.73%
2 VIOO 0.37%
3 VOX 0.35%
4 SQLT 0.31%
5 VBR 0.14%
6 IYC 0.08%
7 VB 0.08%
8 JKJ 0.08%
9 ISCB 0.08%
10 VXF 0.07%
11 ESML 0.07%
12 SMMD 0.07%
13 IWS 0.05%
14 WSML 0.05%
15 IWR 0.04%
16 IWX 0.02%
17 VONV 0.02%
18 IWD 0.01%
19 ENHU 0.01%
20 VTI 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.36M (12.34%) 17.36M
Increased by +100.00%
Mar 31, 26
2 Vanguard Portfolio Management, LLC 8.86M (6.30%) 8.86M
Increased by +100.00%
Mar 31, 26
3 Vanguard Capital Management, LLC 6.45M (4.59%) 6.45M
Increased by +100.00%
Mar 31, 26
4 AQR Capital Management LLC 5.80M (4.13%) 5.80M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 4.93M (3.51%) 4.93M
Increased by +100.00%
Mar 31, 26
6 Dodge & Cox 4.51M (3.21%) 4.51M
Increased by +100.00%
Mar 31, 26
7 Citadel Advisors Llc 2.91M (2.07%) 2.72M
Increased by +93.50%
Mar 31, 26
8 Marshall Wace Asset Management Ltd 2.49M (1.77%) 2.40M
Increased by +96.21%
Mar 31, 26
9 Geode Capital Management, LLC 1.90M (1.35%) 1.90M
Increased by +100.00%
Mar 31, 26
10 FMR Inc 1.84M (1.31%) 1.84M
Increased by +100.00%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 1.80M (1.28%) 1.80M
Increased by +100.00%
Mar 31, 26
12 Ranmore Fund Management LTD 1.69M (1.21%) 1.63M
Increased by +96.17%
Mar 31, 26
13 Arnhold & S. Bleichroeder Advisers, LLC 1.60M (1.14%) 1.60M
Increased by +100.00%
Mar 31, 26
14 Gates Capital Management Inc 1.51M (1.07%) 1.51M
Increased by +100.00%
Mar 31, 26
15 Charles Schwab Investment Management Inc 1.36M (0.97%) 1.36M
Increased by +100.00%
Mar 31, 26
16 Goldentree Asset Management LP 1.31M (0.93%) 1.31M
Increased by +100.00%
Mar 31, 26
17 Franklin Resources Inc 1.28M (0.91%) 1.28M
Increased by +100.00%
Mar 31, 26
18 Pacer Advisors, INC. 1.24M (0.88%) 614.69K
Increased by +49.50%
Mar 31, 26
19 Capital Research Global Investors 1.17M (0.83%) 1.17M
Increased by +100.00%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 1.13M (0.80%) 1.13M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.82M (6.27%) 3.08K
Increased by +0.03%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.58M (3.26%) 35.48K
Increased by +0.77%
Apr 30, 26
3 Vanguard Small Cap Index 3.32M (2.36%) -6.83K
Decreased by -0.21%
Apr 30, 26
4 Dodge & Cox Stock I 3.02M (2.15%) 3.02M
Increased by +100.00%
Mar 31, 26
5 Avantis US Small Cap Value ETF 2.61M (1.86%) 10.72K
Increased by +0.41%
May 30, 26
6 Vanguard Small Cap Value Index Inv 2.13M (1.52%) 16.26K
Increased by +0.76%
Apr 30, 26
7 Ranmore Global Equity Investor USD 1.69M (1.21%) 0.00
Increased by 0.00%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.17%) 16.80K
Increased by +1.02%
Apr 30, 26
9 iShares S&P Small-Cap 600 Value ETF 1.39M (0.99%) 0.00
Increased by 0.00%
May 29, 26
10 State Street SPDR Port S&P 600 Sm CpETF 1.34M (0.95%) 0.00
Increased by 0.00%
May 29, 26
11 Pacer US Small Cap Cash Cows 100 ETF 1.12M (0.80%) 0.00
Increased by 0.00%
May 29, 26
12 Vanguard Tax-Managed Small Cap Adm 905.12K (0.64%) 0.00
Increased by 0.00%
Apr 30, 26
13 State St Russell Sm/Mid Cp® Indx SL Cl I 884.81K (0.63%) 0.00
Increased by 0.00%
May 31, 26
14 American Funds Invmt Co of Amer A 815.21K (0.58%) 815.21K
Increased by +100.00%
Mar 31, 26
15 Capital Group Investment Co of Amer Comp 815.21K (0.58%) -91.25K
Decreased by -11.19%
Mar 31, 26
16 State Street® SPDR® S&P 600™ Sm CpValETF 791.20K (0.56%) 0.00
Increased by 0.00%
May 31, 26
17 Fidelity Extended Market Index 774.17K (0.55%) -523.00
Decreased by -0.07%
Apr 30, 26
18 Schwab US Small-Cap ETF™ 697.72K (0.50%) 468.00
Increased by +0.07%
May 30, 26
19 Strategic Advisers Fidelity US TtlStk 646.79K (0.46%) 121.58K
Increased by +18.80%
Apr 30, 26
20 AQR Long-Short Equity I 636.09K (0.45%) 636.09K
Increased by +100.00%
Mar 31, 26