Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CPAI 2.87%
2 RZV 1.56%
3 SMIZ 1.15%
4 ACTV 1.07%
5 CSD 1.05%
6 SIXS 0.61%
7 WCEO 0.53%
8 FYT 0.52%
9 FXR 0.48%
10 SFLO 0.47%
11 OPTZ 0.41%
12 RWJ 0.34%
13 RNSC 0.28%
14 FSGS 0.28%
15 CAFG 0.28%
16 PSCI 0.28%
17 DGRS 0.27%
18 FYX 0.25%
19 FNDA 0.25%
20 AVSC 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Corvex Management LP 19.81M (21.71%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 15.64M (17.14%) -1.20M
Decreased by -7.70%
Mar 31, 26
3 FMR Inc 10.57M (11.58%) 341.27K
Increased by +3.23%
Mar 31, 26
4 Vanguard Group Inc 9.96M (10.91%) 346.74K
Increased by +3.48%
Dec 31, 25
5 Alberta Investment Management Corp 8.35M (9.15%) -1.34M
Decreased by -16.09%
Mar 31, 26
6 Royal Bank of Canada 5.66M (6.20%) -31.51K
Decreased by -0.56%
Mar 31, 26
7 Greenstone Partners & Co., LLC 5.09M (5.58%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 4.88M (5.35%) 4.88M
Increased by +100.00%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 4.31M (4.73%) 4.31M
Increased by +100.00%
Mar 31, 26
10 State Street Corp 4.16M (4.56%) -297.28K
Decreased by -7.14%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 3.56M (3.90%) -477.29K
Decreased by -13.42%
Mar 31, 26
12 Charles Schwab Investment Management Inc 3.45M (3.79%) 75.22K
Increased by +2.18%
Mar 31, 26
13 Geode Capital Management, LLC 2.49M (2.72%) -226.47K
Decreased by -9.11%
Mar 31, 26
14 Ancora Advisors LLC 2.19M (2.40%) -39.66K
Decreased by -1.81%
Mar 31, 26
15 Jefferies Financial Group Inc 2.16M (2.37%) 898.92K
Increased by +41.60%
Mar 31, 26
16 Invenomic Capital Management, LP 2.01M (2.21%) 281.45K
Increased by +13.98%
Mar 31, 26
17 SG Americas Securities, LLC 1.98M (2.17%) 1.68M
Increased by +85.10%
Mar 31, 26
18 Private Management Group Inc 1.96M (2.15%) -12.07K
Decreased by -0.62%
Mar 31, 26
19 Stanley Capital Management, LLC 1.94M (2.13%) 0.00
Increased by 0.00%
Mar 31, 26
20 The Goldman Sachs Group Inc 1.94M (2.12%) 179.69K
Increased by +9.28%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.80M (7.45%) 2.71K
Increased by +0.04%
May 29, 26
2 Fidelity Value 4.79M (5.25%) 161.95K
Increased by +3.38%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.51M (3.84%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 2.20M (2.41%) 20.28K
Increased by +0.92%
May 29, 26
5 Schwab Fundamental U.S. Small CompanyETF 1.68M (1.84%) -680.00
Decreased by -0.04%
May 30, 26
6 Fidelity Stock Selector Small Cap 1.41M (1.54%) 21.30K
Increased by +1.51%
Mar 31, 26
7 Vanguard Small Cap Index 1.29M (1.41%) -2.23K
Decreased by -0.17%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.39%) 12.01K
Increased by +0.95%
Apr 30, 26
9 Fidelity US All Cap Series F 1.24M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
10 Fidelity Value Strategies 1.11M (1.21%) -137.90K
Decreased by -12.46%
Apr 30, 26
11 iShares S&P Small-Cap 600 Value ETF 1.08M (1.18%) 0.00
Increased by 0.00%
May 29, 26
12 State Street SPDR Port S&P 600 Sm CpETF 1.02M (1.12%) 0.00
Increased by 0.00%
May 29, 26
13 Fidelity Small Cap Index 897.66K (0.98%) -231.42K
Decreased by -25.78%
Mar 31, 26
14 Invenomic Institutional 886.81K (0.97%) 288.27K
Increased by +32.51%
Jan 31, 26
15 Vanguard Small Cap Value Index Inv 831.24K (0.91%) 7.12K
Increased by +0.86%
Apr 30, 26
16 Vanguard Tax-Managed Small Cap Adm 809.02K (0.89%) 0.00
Increased by 0.00%
Apr 30, 26
17 Fidelity Series Small Cap Opps 801.56K (0.88%) -17.90K
Decreased by -2.23%
Mar 31, 26
18 iShares Russell 2000 Value ETF 787.51K (0.86%) 0.00
Increased by 0.00%
May 29, 26
19 Russell 2000 Equity Index Fund B 748.67K (0.82%) -366.00
Decreased by -0.05%
Dec 31, 25
20 DFA US Targeted Value I 682.90K (0.75%) 2.90K
Increased by +0.42%
Apr 30, 26