Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.34%
2 TMDV 1.61%
3 KDVD 1.24%
4 CSB 1.07%
5 SNPD 0.99%
6 SMCP 0.98%
7 DGLO 0.94%
8 SMDV 0.93%
9 PSCI 0.91%
10 HSMV 0.80%
11 VAMO 0.78%
12 XSLV 0.76%
13 RZV 0.76%
14 BRNY 0.72%
15 XSVM 0.63%
16 PXSV 0.61%
17 RWJ 0.57%
18 ERNZ 0.54%
19 PXSG 0.49%
20 XSMO 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.88M (15.33%) -131.32K
Decreased by -1.48%
Mar 31, 26
2 Vanguard Group Inc 7.25M (12.51%) -349.67K
Decreased by -4.82%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 4.08M (7.03%) 24.21K
Increased by +0.59%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.08M (7.03%) 4.08M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 3.65M (6.29%) -44.14K
Decreased by -1.21%
Mar 31, 24
6 State Street Corp 3.03M (5.24%) -52.78K
Decreased by -1.74%
Mar 31, 26
7 Harris Associates L.P. 2.88M (4.97%) 170.27K
Increased by +5.91%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.61M (4.51%) 2.61M
Increased by +100.00%
Mar 31, 26
9 Pacer Advisors, INC. 2.47M (4.27%) 2.47M
Increased by +100.00%
Jun 30, 24
10 AllianceBernstein L.P. 1.89M (3.26%) -665.72K
Decreased by -35.20%
Mar 31, 25
11 Macquarie Group Ltd 1.81M (3.13%) -151.91K
Decreased by -8.38%
Sep 30, 25
12 Amvescap Plc. 1.72M (2.97%) 303.74K
Increased by +17.67%
Mar 31, 26
13 Nordea Investment Mgmt Bank Demark A/s 1.67M (2.89%) 453.60K
Increased by +27.11%
Mar 31, 26
14 LSV Asset Management 1.64M (2.82%) 403.07K
Increased by +24.63%
Mar 31, 26
15 Ameriprise Financial Inc 1.60M (2.76%) 266.49K
Increased by +16.67%
Mar 31, 26
16 Pzena Investment Management, LLC 1.52M (2.63%) 351.41K
Increased by +23.07%
Mar 31, 26
17 Delaware Management Holdings Inc 1.47M (2.54%) -162.37K
Decreased by -11.02%
Mar 31, 26
18 Geode Capital Management, LLC 1.46M (2.51%) 6.01K
Increased by +0.41%
Mar 31, 26
19 JPMorgan Chase & Co 1.45M (2.50%) 638.60K
Increased by +44.04%
Sep 30, 25
20 Principal Financial Group Inc 1.26M (2.18%) -154.28K
Decreased by -12.23%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.55M (6.14%) 1.33K
Increased by +0.04%
May 29, 26
2 Pacer US Small Cap Cash Cows 100 ETF 2.41M (4.16%) -600.00
Decreased by -0.02%
Aug 30, 24
3 Vanguard US Total Market Shares ETF 1.98M (3.43%) 1.42K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.87M (3.22%) 8.22K
Increased by +0.44%
Apr 30, 26
5 iShares Russell 2000 ETF 1.45M (2.49%) 13.36K
Increased by +0.92%
May 29, 26
6 Invesco Small Cap Value A 1.44M (2.48%) 127.84K
Increased by +8.90%
Apr 30, 26
7 Delaware US Small Cap Core Equity (SMA) 1.41M (2.44%) -16.56K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 1.41M (2.44%) -16.56K
Decreased by -1.17%
Mar 31, 24
9 Delaware Small Cap Core I 1.37M (2.36%) 0.00
Increased by 0.00%
Oct 31, 24
10 Vanguard Small Cap Index 1.35M (2.33%) -3.81K
Decreased by -0.28%
Apr 30, 26
11 Macquarie Small Cap Core I 1.33M (2.30%) -99.88K
Decreased by -7.51%
Jul 31, 25
12 Fuller & Thaler Behavrl Small-Cap Value 1.08M (1.87%) -9.71K
Decreased by -0.90%
Nov 30, 23
13 Performer (AFRIS) 1.06M (1.84%) 1.06M
Increased by +100.00%
Feb 29, 24
14 Harris Assoc. Oakmark Eq & Inc CIT 1.06M (1.83%) 0.00
Increased by 0.00%
Mar 31, 26
15 Oakmark Equity And Income Investor 1.06M (1.83%) 0.00
Increased by 0.00%
Mar 31, 26
16 Nomura US Small Cap Core Equity 999.10K (1.72%) -247.76K
Decreased by -24.80%
Mar 31, 26
17 Nomura Small Cap Core I 975.37K (1.68%) -23.73K
Decreased by -2.43%
Apr 30, 26
18 FullerThaler Behavioral Small-Cap Value 933.85K (1.61%) 13.41K
Increased by +1.44%
Mar 31, 26
19 DFA US Small Cap Value I 927.82K (1.60%) 0.00
Increased by 0.00%
Apr 30, 26
20 Undiscovered Managers Behavioral Val L 871.47K (1.50%) 0.00
Increased by 0.00%
Apr 30, 26