Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 1.52%
2 PEZ 1.35%
3 RZV 0.88%
4 PSCD 0.77%
5 FSCC 0.71%
6 SMIZ 0.53%
7 OPTZ 0.52%
8 XSMO 0.49%
9 FYC 0.45%
10 FSGS 0.41%
11 RNSC 0.41%
12 SBB 0.35%
13 SDD 0.35%
14 FYX 0.33%
15 JSML 0.31%
16 SLYV 0.26%
17 AVSC 0.24%
18 HEJD 0.23%
19 ESIX 0.21%
20 RWJ 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 12.09M (15.08%) 325.45K
Increased by +2.69%
Mar 31, 25
2 BlackRock Inc 12.06M (15.04%) -299.80K
Decreased by -2.49%
Mar 31, 25
3 Vanguard Group Inc 9.01M (11.23%) 45.78K
Increased by +0.51%
Mar 31, 25
4 Earnest Partners LLC 5.27M (6.57%) 41.86K
Increased by +0.79%
Mar 31, 25
5 JPMorgan Chase & Co 3.20M (3.99%) 775.31K
Increased by +24.22%
Mar 31, 25
6 State Street Corporation 3.06M (3.82%) 13.54K
Increased by +0.44%
Mar 31, 24
7 Callodine Capital Management, LP 3.05M (3.80%) 1.15M
Increased by +37.59%
Mar 31, 25
8 State Street Corp 3.03M (3.78%) -107.35K
Decreased by -3.54%
Mar 31, 25
9 Pacer Advisors, INC. 2.93M (3.65%) 2.93M
Increased by +100.00%
Dec 31, 24
10 UBS Group AG 2.20M (2.74%) 2.15M
Increased by +98.03%
Dec 31, 24
11 Geode Capital Management, LLC 1.84M (2.29%) 51.51K
Increased by +2.80%
Mar 31, 25
12 J. Goldman & Co LP 1.72M (2.15%) 1.72M
Increased by +100.00%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 1.67M (2.08%) 86.47K
Increased by +5.18%
Dec 31, 24
14 Bank of America Corp 1.63M (2.04%) 710.04K
Increased by +43.50%
Mar 31, 25
15 Vaughan Nelson Scarbrgh & Mccullough LP 1.54M (1.92%) 32.10K
Increased by +2.08%
Sep 30, 23
16 Goldman Sachs Group Inc 1.50M (1.88%) 537.85K
Increased by +35.75%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.41M (1.76%) 84.07K
Increased by +5.96%
Mar 31, 25
18 Diamond Hill Capital Management Inc 1.11M (1.39%) -96.14K
Decreased by -8.63%
Jun 30, 24
19 Jacobs Levy Equity Management, Inc. 1.05M (1.31%) -60.38K
Decreased by -5.77%
Mar 31, 25
20 Northern Trust Corp 1.01M (1.25%) 111.15K
Increased by +11.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Low-Priced Stock 5.43M (6.77%) -8.84K
Decreased by -0.16%
Feb 28, 25
2 iShares Core S&P Small-Cap ETF 4.86M (6.07%) -5.02K
Decreased by -0.10%
Apr 30, 25
3 Fidelity® Low-Priced Stock 3.81M (4.75%) -3.97K
Decreased by -0.10%
Oct 31, 23
4 Vanguard US Total Market Shares ETF 2.44M (3.04%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.43M (3.04%) 63.70K
Increased by +2.62%
Apr 30, 25
6 Fidelity Small Cap Value Fund 2.32M (2.89%) 0.00
Increased by 0.00%
Oct 31, 23
7 Fidelity® Small Cap Value 2.32M (2.89%) 0.00
Increased by 0.00%
Oct 31, 23
8 EARNEST Small/Mid Cap Value 2.31M (2.88%) 2.31M
Increased by +99.84%
Dec 31, 23
9 iShares Russell 2000 ETF 1.97M (2.46%) 333.00
Increased by +0.02%
Apr 30, 25
10 Vanguard Small Cap Index 1.92M (2.39%) 13.78K
Increased by +0.72%
Apr 30, 25
11 EARNEST Small Cap Value 1.65M (2.05%) 1.64M
Increased by +99.85%
Dec 31, 23
12 JPMorgan Small Cap Growth A 1.49M (1.86%) 18.63K
Increased by +1.25%
Mar 31, 25
13 Fidelity Global Value Growth Eq MF 1.37M (1.71%) 178.50K
Increased by +13.05%
Feb 20, 24
14 Harbor Small Cap Value Instl 1.30M (1.62%) -9.14K
Decreased by -0.70%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.56%) 1.56K
Increased by +0.12%
Apr 30, 25
16 Vanguard Small Cap Value Index Inv 1.24M (1.55%) 3.83K
Increased by +0.31%
Apr 30, 25
17 Strategic Advisers Fidelity US TtlStk 1.11M (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
18 Schwab Fundamental US Small Company ETF 1.02M (1.27%) 0.00
Increased by 0.00%
Apr 30, 24
19 Fidelity LowPriced Stock Commingled Pl A 1.01M (1.26%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity Series Intrinsic Opps 1.01M (1.26%) 0.00
Increased by 0.00%
Feb 28, 25