Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCFE 8.69%
2 SUPP 2.90%
3 SMLL 2.72%
4 PSCI 1.81%
5 GVIP 1.80%
6 NETZ 1.11%
7 SHRT 0.67%
8 FTXR 0.61%
9 JSMD 0.57%
10 QMID 0.57%
11 WTV 0.54%
12 OASC 0.51%
13 OCEN 0.50%
14 SLYG 0.49%
15 VNMC 0.48%
16 VIOG 0.45%
17 PDP 0.45%
18 FXR 0.44%
19 XJR 0.44%
20 TMSL 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.89M (12.39%) 13.61M
Increased by +62.17%
Mar 31, 25
2 Vanguard Group Inc 18.34M (10.38%) 1.92M
Increased by +10.50%
Mar 31, 25
3 Franklin Resources Inc 10.76M (6.09%) 446.36K
Increased by +4.15%
Mar 31, 25
4 JPMorgan Chase & Co 8.47M (4.79%) 403.05K
Increased by +4.76%
Mar 31, 25
5 Boston Partners Global Investors, Inc 8.18M (4.63%) 2.36M
Increased by +28.85%
Sep 30, 24
6 ClearBridge Advisors, LLC 7.66M (4.33%) 273.63K
Increased by +3.57%
Mar 31, 25
7 State Street Corp 5.94M (3.36%) 2.64M
Increased by +44.40%
Mar 31, 25
8 Capital Research & Mgmt Co - Division 3 5.31M (3.01%) 6.17K
Increased by +0.12%
Mar 31, 25
9 William Blair Investment Management, LLC 5.28M (2.99%) -273.32K
Decreased by -5.17%
Mar 31, 25
10 Baillie Gifford & Co Limited. 5.23M (2.96%) 5.23M
Increased by +100.00%
Mar 31, 25
11 FMR Inc 5.12M (2.90%) -431.43K
Decreased by -8.42%
Mar 31, 25
12 Citadel Advisors Llc 4.76M (2.69%) 3.54M
Increased by +74.27%
Sep 30, 23
13 Ameriprise Financial Inc 4.25M (2.40%) -586.91K
Decreased by -13.82%
Mar 31, 25
14 Turtle Creek Asset Management Inc. 4.16M (2.35%) 562.59K
Increased by +13.53%
Mar 31, 25
15 Cooperman Leon G 4.03M (2.28%) 0.00
Increased by 0.00%
Mar 31, 25
16 Capital Research Global Investors 3.91M (2.21%) 2.06M
Increased by +52.84%
Mar 31, 24
17 Bessemer Group Inc 3.69M (2.09%) -926.74K
Decreased by -25.14%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 3.36M (1.90%) 436.22K
Increased by +13.00%
Mar 31, 25
19 Swedbank AB 3.32M (1.88%) 98.00K
Increased by +2.95%
Dec 31, 24
20 Capital World Investors 3.29M (1.86%) -553.93K
Decreased by -16.83%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.83M (6.13%) -30.58K
Decreased by -0.28%
Jun 30, 25
2 T. Rowe Price New Horizons 6.24M (3.53%) -19.65K
Decreased by -0.32%
Sep 30, 24
3 US Small-Cap Growth II Equity Comp 6.24M (3.53%) 91.33K
Increased by +1.46%
Sep 30, 24
4 Vanguard US Total Market Shares ETF 5.74M (3.25%) 4.42K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.60M (3.17%) 3.61K
Increased by +0.06%
May 31, 25
6 Franklin Small Cap Value SMA Composite 4.91M (2.78%) 1.73M
Increased by +35.31%
Jun 30, 25
7 Franklin US Small Cap Value Equity 4.91M (2.78%) 1.73M
Increased by +35.31%
Jun 30, 25
8 Vanguard Small Cap Index 4.40M (2.49%) 21.64K
Increased by +0.49%
May 31, 25
9 Franklin Small Cap Value A 3.06M (1.73%) -272.29K
Decreased by -8.90%
Jun 30, 25
10 Franklin Mutual Shares Z 2.93M (1.66%) 0.00
Increased by 0.00%
Mar 31, 25
11 JHancock Disciplined Value I 2.92M (1.65%) 0.00
Increased by 0.00%
Oct 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 2.88M (1.63%) 23.44K
Increased by +0.81%
May 31, 25
13 JPMorgan Value Advantage L 2.79M (1.58%) 289.95K
Increased by +10.39%
May 31, 25
14 T. Rowe Price US Mid-Cap Value Equity 2.72M (1.54%) 622.70K
Increased by +22.92%
Dec 31, 24
15 JPMorgan Small Cap Equity A 2.67M (1.51%) -137.94K
Decreased by -5.17%
May 31, 25
16 JPM Small Cap Equity-MA 2.60M (1.47%) -208.64K
Decreased by -8.04%
Jun 30, 25
17 JPM US Small Cap Core-Composite 2.60M (1.47%) -208.64K
Decreased by -8.04%
Jun 30, 25
18 Swedbank Robur Globalfond A 2.55M (1.44%) 0.00
Increased by 0.00%
Feb 28, 25
19 American Funds IS® Growth 1 2.55M (1.44%) 1.11M
Increased by +43.53%
Jun 30, 25
20 Capital Group Growth Composite 2.55M (1.44%) 1.11M
Increased by +43.53%
Jun 30, 25