Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 1.24%
2 PSCC 1.00%
3 WCEO 0.68%
4 RZV 0.63%
5 EQLT 0.48%
6 BFIT 0.48%
7 FSCC 0.26%
8 ISMD 0.26%
9 KROP 0.26%
10 SMD 0.18%
11 SLY 0.11%
12 RWJ 0.11%
13 JPSE 0.11%
14 SSLY 0.11%
15 PRFZ 0.11%
16 SLYV 0.10%
17 DMRM 0.09%
18 ESIX 0.08%
19 VFVA 0.07%
20 QVMS 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 60.22M (68.03%) 60.22M
Increased by +100.00%
Dec 31, 24
2 AllianceBernstein L.P. 6.68M (7.55%) -119.06K
Decreased by -1.78%
Dec 31, 23
3 BlackRock Inc 6.66M (7.53%) -420.40K
Decreased by -6.31%
Jun 30, 25
4 Vanguard Group Inc 6.51M (7.36%) -1.87M
Decreased by -28.72%
Jun 30, 25
5 Barrow Hanley Mewhinney & Strauss LLC 6.31M (7.13%) 83.50K
Increased by +1.32%
Mar 31, 25
6 Amvescap Plc. 5.17M (5.84%) -700.93K
Decreased by -13.56%
Mar 31, 25
7 UBS Group AG 4.34M (4.90%) -410.79K
Decreased by -9.46%
Mar 31, 25
8 PGGM Investments 4.18M (4.73%) 0.00
Increased by 0.00%
Jun 30, 25
9 CastleKnight Management LP 3.97M (4.48%) 2.68M
Increased by +67.42%
Jun 30, 25
10 Millennium Management LLC 3.97M (4.48%) -764.87K
Decreased by -19.28%
Jun 30, 25
11 Neuberger Berman Group LLC 3.56M (4.02%) -8.96K
Decreased by -0.25%
Jun 30, 25
12 Frontier Capital Management CO Inc 3.54M (4.00%) 1.02M
Increased by +28.81%
Mar 31, 25
13 State Street Corporation 3.54M (4.00%) 60.60K
Increased by +1.71%
Mar 31, 24
14 Manufacturers Life Insurance Co 3.35M (3.79%) -286.12K
Decreased by -8.53%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 3.31M (3.74%) 1.79M
Increased by +54.04%
Jun 30, 25
16 Charles Schwab Investment Management Inc 3.03M (3.42%) 1.43M
Increased by +47.31%
Jun 30, 25
17 Nantahala Capital Management, LLC 3.00M (3.39%) 3.00M
Increased by +100.00%
Jun 30, 25
18 Wellington Management Company LLP 2.46M (2.78%) 130.64K
Increased by +5.31%
Mar 31, 25
19 Geode Capital Management, LLC 2.22M (2.51%) -6.23K
Decreased by -0.28%
Jun 30, 25
20 Citadel Advisors Llc 2.19M (2.47%) 1.71M
Increased by +78.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.82M (6.58%) -1.50K
Decreased by -0.03%
Feb 28, 25
2 Invesco Small Cap Value A 3.25M (3.67%) -1.56M
Decreased by -48.14%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.90M (3.27%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.77M (3.13%) -61.02K
Decreased by -2.21%
Jul 31, 25
5 American Beacon Small Cp Val R5 2.40M (2.71%) 0.00
Increased by 0.00%
Apr 30, 25
6 iShares Russell 2000 ETF 2.16M (2.44%) 0.00
Increased by 0.00%
Aug 31, 25
7 Schwab Fundamental U.S. Small CompanyETF 1.84M (2.08%) 7.36K
Increased by +0.40%
Aug 30, 25
8 AB Discovery Value Advisor 1.49M (1.68%) -121.40K
Decreased by -8.17%
Feb 29, 24
9 Columbia Small Cap Value Discv A 1.42M (1.60%) 39.00K
Increased by +2.75%
Jul 31, 25
10 Columbia Small Cap Value I A 1.42M (1.60%) 39.00K
Increased by +2.75%
Jul 31, 25
11 Columbia Small Cap Value Discovery Fund 1.38M (1.56%) 338.05K
Increased by +24.51%
Jun 30, 25
12 Columbia Small Cap Value I 1.38M (1.56%) 338.05K
Increased by +24.51%
Jun 30, 25
13 JHVIT Fundamental All Cap Core I 1.27M (1.43%) -15.91K
Decreased by -1.26%
Feb 29, 24
14 Vanguard Small Cap Index 1.13M (1.28%) 4.18K
Increased by +0.37%
May 31, 25
15 Invenomic Institutional 1.10M (1.24%) 121.09K
Increased by +11.01%
Apr 30, 25
16 Schwab Fundamental US Small Company ETF 1.09M (1.23%) 5.22K
Increased by +0.48%
Mar 29, 24
17 Vanguard Consumer Staples ETF 1.02M (1.15%) 0.00
Increased by 0.00%
Jul 31, 25
18 iShares S&P Small-Cap 600 Value ETF 1.01M (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 967.93K (1.09%) -441.06K
Decreased by -45.57%
Jul 31, 25
20 ClearBridge Small Cap 965.90K (1.09%) 0.00
Increased by 0.00%
Apr 30, 25