Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 1.52%
2 PEZ 1.35%
3 PSCD 1.07%
4 RZV 0.88%
5 FSCC 0.84%
6 XSMO 0.66%
7 OPTZ 0.65%
8 SMIZ 0.53%
9 XSHQ 0.52%
10 FYC 0.47%
11 RNSC 0.41%
12 FSGS 0.41%
13 JSML 0.39%
14 JPSE 0.37%
15 SDD 0.35%
16 SBB 0.35%
17 FYX 0.33%
18 RUSC 0.30%
19 SLYV 0.26%
20 AVSC 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 12.09M (15.12%) 325.45K
Increased by +2.69%
Mar 31, 25
2 BlackRock Inc 12.06M (15.08%) -299.80K
Decreased by -2.49%
Mar 31, 25
3 Vanguard Group Inc 9.01M (11.26%) 45.78K
Increased by +0.51%
Mar 31, 25
4 Earnest Partners LLC 5.27M (6.59%) 41.86K
Increased by +0.79%
Mar 31, 25
5 JPMorgan Chase & Co 3.20M (4.00%) 775.31K
Increased by +24.22%
Mar 31, 25
6 State Street Corporation 3.06M (3.83%) 13.54K
Increased by +0.44%
Mar 31, 24
7 Callodine Capital Management, LP 3.05M (3.81%) 1.15M
Increased by +37.59%
Mar 31, 25
8 State Street Corp 3.03M (3.79%) -107.35K
Decreased by -3.54%
Mar 31, 25
9 Pacer Advisors, INC. 2.93M (3.66%) 2.93M
Increased by +100.00%
Dec 31, 24
10 Geode Capital Management, LLC 1.84M (2.30%) 51.51K
Increased by +2.80%
Mar 31, 25
11 J. Goldman & Co LP 1.72M (2.16%) 1.72M
Increased by +100.00%
Mar 31, 25
12 Arrowstreet Capital Limited Partnership 1.67M (2.09%) 86.47K
Increased by +5.18%
Dec 31, 24
13 Bank of America Corp 1.63M (2.04%) 710.04K
Increased by +43.50%
Mar 31, 25
14 Vaughan Nelson Scarbrgh & Mccullough LP 1.54M (1.93%) 32.10K
Increased by +2.08%
Sep 30, 23
15 Goldman Sachs Group Inc 1.50M (1.88%) 537.85K
Increased by +35.75%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 1.41M (1.76%) 84.07K
Increased by +5.96%
Mar 31, 25
17 Jane Street Group LLC 1.18M (1.48%) 1.10M
Increased by +92.75%
Mar 31, 25
18 UBS Group AG 1.15M (1.44%) -1.04M
Decreased by -90.49%
Mar 31, 25
19 Diamond Hill Capital Management Inc 1.11M (1.39%) -96.14K
Decreased by -8.63%
Jun 30, 24
20 Citadel Advisors Llc 1.05M (1.31%) 699.76K
Increased by +66.58%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Low-Priced Stock 5.41M (6.76%) -9.95K
Decreased by -0.18%
May 31, 25
2 iShares Core S&P Small-Cap ETF 4.85M (6.07%) 0.00
Increased by 0.00%
Jul 30, 25
3 Fidelity® Low-Priced Stock 3.81M (4.77%) -3.97K
Decreased by -0.10%
Oct 31, 23
4 Vanguard US Total Market Shares ETF 2.44M (3.05%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.43M (3.04%) 0.00
Increased by 0.00%
Jun 30, 25
6 Fidelity Small Cap Value Fund 2.32M (2.90%) 0.00
Increased by 0.00%
Oct 31, 23
7 Fidelity® Small Cap Value 2.32M (2.90%) 0.00
Increased by 0.00%
Oct 31, 23
8 EARNEST Small/Mid Cap Value 2.31M (2.89%) 2.31M
Increased by +99.84%
Dec 31, 23
9 Fidelity Global Value Growth Eq MF 2.05M (2.57%) 0.00
Increased by 0.00%
Feb 20, 25
10 iShares Russell 2000 ETF 1.95M (2.44%) -31.49K
Decreased by -1.61%
Jul 30, 25
11 Vanguard Small Cap Index 1.88M (2.35%) -44.33K
Decreased by -2.36%
Jun 30, 25
12 EARNEST Small Cap Value 1.65M (2.06%) 1.64M
Increased by +99.85%
Dec 31, 23
13 JPMorgan Small Cap Growth A 1.50M (1.88%) 22.35K
Increased by +1.49%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.56%) -6.69K
Decreased by -0.54%
Jun 30, 25
15 Harbor Small Cap Value Instl 1.24M (1.55%) -63.00K
Decreased by -5.09%
Jun 30, 25
16 Vanguard Small Cap Value Index Inv 1.20M (1.50%) -38.31K
Decreased by -3.19%
Jun 30, 25
17 Strategic Advisers Fidelity US TtlStk 1.11M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
18 Schwab Fundamental US Small Company ETF 1.02M (1.28%) 0.00
Increased by 0.00%
Apr 30, 24
19 Fidelity LowPriced Stock Commingled Pl A 1.01M (1.27%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity Series Intrinsic Opps 1.01M (1.27%) 0.00
Increased by 0.00%
May 31, 25