Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.36%
2 PSCI 1.34%
3 PXSG 1.20%
4 SMCP 0.98%
5 XSVM 0.97%
6 SCDS 0.75%
7 XSLV 0.75%
8 BRNY 0.72%
9 RWJ 0.71%
10 RZV 0.65%
11 FESM 0.62%
12 XSMO 0.62%
13 SLYV 0.53%
14 IJS 0.53%
15 VIOV 0.51%
16 HSMV 0.51%
17 USVM 0.46%
18 TFPN 0.46%
19 GVLU 0.40%
20 ESIX 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.63M (15.66%) -469.96K
Decreased by -4.88%
Mar 31, 25
2 Vanguard Group Inc 7.89M (12.83%) -303.63K
Decreased by -3.85%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 4.24M (6.90%) -190.51K
Decreased by -4.49%
Mar 31, 25
4 State Street Corporation 3.65M (5.93%) -44.14K
Decreased by -1.21%
Mar 31, 24
5 State Street Corp 3.24M (5.27%) -239.06K
Decreased by -7.37%
Mar 31, 25
6 AllianceBernstein L.P. 2.56M (4.16%) -50.28K
Decreased by -1.97%
Dec 31, 24
7 Pacer Advisors, INC. 2.47M (4.02%) 2.47M
Increased by +100.00%
Jun 30, 24
8 Harris Associates L.P. 2.29M (3.72%) 160.90K
Increased by +7.03%
Mar 31, 25
9 Macquarie Group Ltd 1.92M (3.12%) 89.52K
Increased by +4.66%
Mar 31, 25
10 American Century Companies Inc 1.59M (2.59%) 406.80K
Increased by +25.58%
Mar 31, 25
11 Amvescap Plc. 1.52M (2.47%) 195.98K
Increased by +12.91%
Dec 31, 24
12 Geode Capital Management, LLC 1.49M (2.43%) 50.71K
Increased by +3.40%
Mar 31, 25
13 LSV Asset Management 1.39M (2.25%) 553.23K
Increased by +39.91%
Mar 31, 25
14 Fuller & Thaler Asset Management Inc 1.21M (1.97%) -9.64K
Decreased by -0.80%
Mar 31, 25
15 Copeland Capital Management, LLC 1.05M (1.71%) -329.04K
Decreased by -31.23%
Dec 31, 23
16 JPMorgan Chase & Co 943.43K (1.53%) -37.43K
Decreased by -3.97%
Mar 31, 25
17 Silvercrest Asset Management Group LLC 874.34K (1.42%) -16.42K
Decreased by -1.88%
Mar 31, 25
18 NORGES BANK 859.06K (1.40%) 92.59K
Increased by +10.78%
Dec 31, 24
19 Pzena Investment Management, LLC 849.46K (1.38%) -1.46K
Decreased by -0.17%
Mar 31, 25
20 Northern Trust Corp 836.80K (1.36%) 43.00K
Increased by +5.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.74M (6.08%) -1.97K
Decreased by -0.05%
May 28, 25
2 Pacer US Small Cap Cash Cows 100 ETF 2.41M (3.92%) -600.00
Decreased by -0.02%
Aug 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.99M (3.23%) 6.45K
Increased by +0.32%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.98M (3.23%) 1.42K
Increased by +0.07%
Sep 30, 24
5 iShares Russell 2000 ETF 1.60M (2.60%) 783.00
Increased by +0.05%
May 28, 25
6 Vanguard Small Cap Index 1.56M (2.54%) 7.92K
Increased by +0.51%
Apr 30, 25
7 Delaware US Small Cap Core Equity (SMA) 1.41M (2.30%) -16.56K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 1.41M (2.30%) -16.56K
Decreased by -1.17%
Mar 31, 24
9 Macquarie Small Cap Core I 1.41M (2.29%) 40.07K
Increased by +2.84%
Mar 31, 25
10 Delaware Small Cap Core I 1.37M (2.23%) 0.00
Increased by 0.00%
Oct 31, 24
11 Fuller & Thaler Behavrl Small-Cap Value 1.08M (1.76%) -9.71K
Decreased by -0.90%
Nov 30, 23
12 FullerThaler Behavioral Small-Cap Value 1.08M (1.75%) -28.17K
Decreased by -2.61%
Mar 31, 25
13 Performer (AFRIS) 1.06M (1.73%) 1.06M
Increased by +100.00%
Feb 29, 24
14 American Century Mid Cap Value Inv 1.06M (1.72%) 249.71K
Increased by +23.57%
Mar 31, 25
15 American Century U.S. Mid Cap Value 1.06M (1.72%) 249.71K
Increased by +23.57%
Mar 31, 25
16 Undiscovered Managers Behavioral Val L 1.02M (1.66%) 0.00
Increased by 0.00%
Apr 30, 25
17 DFA US Small Cap Value I 1.02M (1.66%) -31.55K
Decreased by -3.09%
Mar 31, 25
18 Vanguard Small Cap Value Index Inv 1.01M (1.64%) 3.15K
Increased by +0.31%
Apr 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 958.22K (1.56%) 5.23K
Increased by +0.55%
Apr 30, 25
20 Harris Assoc. Oakmark Eq & Inc CIT 840.60K (1.37%) 0.00
Increased by 0.00%
Mar 31, 25