Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.31%
2 PSCI 1.33%
3 PXSG 1.20%
4 SMCP 0.98%
5 XSVM 0.92%
6 XSLV 0.79%
7 SCDS 0.74%
8 BRNY 0.72%
9 RWJ 0.71%
10 RZV 0.65%
11 FESM 0.62%
12 XSMO 0.61%
13 IJS 0.52%
14 SLYV 0.52%
15 HSMV 0.48%
16 VIOV 0.46%
17 USVM 0.46%
18 TFPN 0.46%
19 ESIX 0.42%
20 GVLU 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.10M (16.43%) 194.71K
Increased by +1.93%
Dec 31, 24
2 Vanguard Group Inc 8.20M (13.33%) 55.58K
Increased by +0.68%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 4.43M (7.21%) -179.60K
Decreased by -4.05%
Dec 31, 24
4 State Street Corporation 3.65M (5.93%) -44.14K
Decreased by -1.21%
Mar 31, 24
5 State Street Corp 3.48M (5.67%) 143.25K
Increased by +4.11%
Dec 31, 24
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. 2.13M (3.46%) 37.49K
Increased by +1.76%
Dec 31, 24
9 Macquarie Group Ltd 1.83M (2.98%) -5.63K
Decreased by -0.31%
Dec 31, 24
10 Amvescap Plc. 1.52M (2.47%) 195.98K
Increased by +12.91%
Dec 31, 24
11 Geode Capital Management, LLC 1.44M (2.34%) -9.92K
Decreased by -0.69%
Dec 31, 24
12 Fuller & Thaler Asset Management Inc 1.22M (1.98%) -3.03K
Decreased by -0.25%
Dec 31, 24
13 American Century Companies Inc 1.18M (1.92%) 1.13M
Increased by +95.87%
Dec 31, 24
14 Copeland Capital Management, LLC 1.05M (1.71%) -329.04K
Decreased by -31.23%
Dec 31, 23
15 JPMorgan Chase & Co 980.86K (1.60%) -1.03M
Decreased by -105.41%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 894.07K (1.45%) -100.43K
Decreased by -11.23%
Dec 31, 24
17 Silvercrest Asset Management Group LLC 890.76K (1.45%) -57.87K
Decreased by -6.50%
Dec 31, 24
18 NORGES BANK 859.06K (1.40%) 92.59K
Increased by +10.78%
Dec 31, 24
19 Vulcan Value Partners, LLC 852.50K (1.39%) -196.97K
Decreased by -23.11%
Dec 31, 24
20 Pzena Investment Management, LLC 850.91K (1.38%) 156.45K
Increased by +18.39%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.85M (6.26%) 2.31K
Increased by +0.06%
Mar 31, 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 US Total Market Shares ETF 1.98M (3.23%) 1.42K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.98M (3.23%) 7.32K
Increased by +0.37%
Mar 31, 25
5 iShares Russell 2000 ETF 1.66M (2.70%) -14.41K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 1.55M (2.53%) -49.12K
Decreased by -3.16%
Mar 31, 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 Delaware Small Cap Core I 1.37M (2.23%) 0.00
Increased by 0.00%
Oct 31, 24
10 Macquarie Small Cap Core I 1.37M (2.23%) 0.00
Increased by 0.00%
Feb 28, 25
11 FullerThaler Behavioral Small-Cap Value 1.11M (1.80%) 5.74K
Increased by +0.52%
Dec 31, 24
12 Fuller & Thaler Behavrl Small-Cap Value 1.08M (1.76%) -9.71K
Decreased by -0.90%
Nov 30, 23
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 DFA US Small Cap Value I 1.05M (1.71%) -27.85K
Decreased by -2.65%
Feb 28, 25
17 Undiscovered Managers Behavioral Val L 1.05M (1.70%) -4.31K
Decreased by -0.41%
Feb 28, 25
18 Vanguard Small Cap Value Index Inv 1.01M (1.64%) -49.77K
Decreased by -4.95%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 952.99K (1.55%) 2.51K
Increased by +0.26%
Mar 31, 25
20 Harris Assoc. Oakmark Eq & Inc CIT 840.60K (1.37%) 0.00
Increased by 0.00%
Mar 31, 25