Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.39%
2 IPDP 1.81%
3 TMDV 1.55%
4 PXSG 1.20%
5 PSCI 1.14%
6 SMCP 0.98%
7 SMDV 0.93%
8 VAMO 0.78%
9 SNPD 0.78%
10 XSLV 0.74%
11 XSVM 0.73%
12 BRNY 0.72%
13 SCDS 0.64%
14 RWJ 0.61%
15 XSMO 0.55%
16 RZV 0.54%
17 ERNZ 0.54%
18 FESM 0.54%
19 VIOV 0.53%
20 HSMV 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.63M (15.65%) -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 (6.89%) -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 Pacer Advisors, INC. 2.47M (4.02%) 2.47M
Increased by +100.00%
Jun 30, 24
7 Harris Associates L.P. 2.29M (3.72%) 160.90K
Increased by +7.03%
Mar 31, 25
8 Macquarie Group Ltd 1.92M (3.12%) 89.52K
Increased by +4.66%
Mar 31, 25
9 AllianceBernstein L.P. 1.89M (3.07%) -665.72K
Decreased by -35.20%
Mar 31, 25
10 Amvescap Plc. 1.79M (2.90%) 269.41K
Increased by +15.08%
Mar 31, 25
11 American Century Companies Inc 1.59M (2.58%) 406.80K
Increased by +25.58%
Mar 31, 25
12 Geode Capital Management, LLC 1.49M (2.42%) 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 Morgan Stanley - Brokerage Accounts 835.73K (1.36%) -58.34K
Decreased by -6.98%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.74M (6.07%) 0.00
Increased by 0.00%
May 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 Total Stock Mkt Idx Inv 1.99M (3.24%) 1.63K
Increased by +0.08%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.98M (3.22%) 1.42K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 1.57M (2.55%) 5.79K
Increased by +0.37%
May 31, 25
6 iShares Russell 2000 ETF 1.57M (2.55%) 0.00
Increased by 0.00%
May 31, 25
7 Macquarie Small Cap Core I 1.43M (2.32%) 19.85K
Increased by +1.39%
Apr 30, 25
8 Delaware US Small Cap Core Equity (SMA) 1.41M (2.30%) -16.56K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 1.41M (2.30%) -16.56K
Decreased by -1.17%
Mar 31, 24
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 Vanguard Small Cap Value Index Inv 1.01M (1.64%) -854.00
Decreased by -0.08%
May 31, 25
18 DFA US Small Cap Value I 970.21K (1.58%) -49.81K
Decreased by -5.13%
Apr 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 964.62K (1.57%) 6.40K
Increased by +0.66%
May 31, 25
20 Harris Assoc. Oakmark Eq & Inc CIT 840.60K (1.37%) 0.00
Increased by 0.00%
Mar 31, 25