Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 2.13%
2 JSML 1.40%
3 XSVM 1.15%
4 RZV 1.02%
5 PSCH 0.70%
6 WCEO 0.68%
7 PTH 0.67%
8 FYT 0.60%
9 JSMD 0.47%
10 BSVO 0.44%
11 FYX 0.30%
12 RWJ 0.26%
13 SSLY 0.25%
14 EES 0.23%
15 PRFZ 0.19%
16 VFMF 0.16%
17 VIOV 0.15%
18 IJS 0.14%
19 USVM 0.14%
20 SLYV 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.92M (17.81%) -536.06K
Decreased by -3.37%
Mar 31, 25
2 OEP CAPITAL ADVISORS, L.P. 13.82M (15.46%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 12.25M (13.71%) -287.08K
Decreased by -2.34%
Mar 31, 25
4 Deerfield Management Co 9.71M (10.86%) 0.00
Increased by 0.00%
Mar 31, 25
5 Pacer Advisors, INC. 8.01M (8.96%) 8.01M
Increased by +100.00%
Dec 31, 24
6 Reinhart Mahoney Capital Management Inc 7.24M (8.09%) 969.41K
Increased by +13.40%
Mar 31, 25
7 FMR Inc 6.71M (7.51%) -950.31K
Decreased by -14.16%
Mar 31, 25
8 Segall Bryant & Hamill 4.75M (5.32%) -50.17K
Decreased by -1.06%
Mar 31, 25
9 State Street Corp 4.39M (4.91%) -81.11K
Decreased by -1.85%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 4.26M (4.77%) 882.31K
Increased by +20.70%
Mar 31, 25
11 Jefferies Financial Group Inc 3.94M (4.40%) 2.94M
Increased by +74.63%
Mar 31, 25
12 State Street Corporation 3.44M (3.85%) -82.32K
Decreased by -2.39%
Mar 31, 24
13 Millennium Management LLC 3.22M (3.60%) 2.70M
Increased by +83.99%
Sep 30, 24
14 Palisade Capital Management LLc 2.71M (3.03%) 297.27K
Increased by +10.96%
Mar 31, 25
15 Geode Capital Management, LLC 2.57M (2.87%) 98.21K
Increased by +3.83%
Mar 31, 25
16 BB&T Corp. 2.17M (2.42%) -929.61K
Decreased by -42.88%
Sep 30, 24
17 Rubric Capital Management LP 1.96M (2.19%) -917.94K
Decreased by -46.81%
Sep 30, 23
18 Royal Bank of Canada 1.84M (2.06%) -49.83K
Decreased by -2.71%
Mar 31, 25
19 Iron Triangle Partners LP 1.61M (1.81%) 1.61M
Increased by +100.00%
Mar 31, 25
20 Principal Financial Group Inc 1.61M (1.80%) -46.25K
Decreased by -2.88%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Small Cap Cash Cows 100 ETF 6.94M (7.76%) -50.44K
Decreased by -0.73%
Feb 28, 25
2 iShares Core S&P Small-Cap ETF 6.38M (7.14%) 0.00
Increased by 0.00%
May 31, 25
3 Fidelity Value 4.77M (5.34%) 911.70K
Increased by +19.11%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 3.43M (3.84%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 3.05M (3.41%) 445.90K
Increased by +14.63%
Sep 30, 24
6 Fidelity® Value 2.62M (2.93%) 109.70K
Increased by +4.19%
Nov 30, 23
7 iShares Russell 2000 ETF 2.57M (2.87%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Small Cap Index 2.55M (2.85%) 9.40K
Increased by +0.37%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.66M (1.86%) 11.92K
Increased by +0.72%
May 31, 25
10 Reinhart Genesis PMV Advisor 1.56M (1.75%) 10.00K
Increased by +0.64%
Mar 31, 25
11 Palisade Small Cap Core Equity 1.55M (1.73%) 140.77K
Increased by +9.09%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 1.30M (1.45%) 725.00
Increased by +0.06%
Oct 31, 24
13 JNL Multi-Manager Small Cap Value I 1.15M (1.29%) -35.00K
Decreased by -3.05%
Mar 31, 25
14 Fidelity Value Strategies 1.05M (1.18%) -64.80K
Decreased by -6.15%
Apr 30, 25
15 iShares S&P Small-Cap 600 Value ETF 1.04M (1.16%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity Small Cap Index 1.02M (1.14%) 6.64K
Increased by +0.65%
Mar 31, 25
17 Fidelity® Small Cap Discovery 975.70K (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
18 Fidelity Small Cap Discovery 943.40K (1.06%) -32.30K
Decreased by -3.42%
Nov 30, 23
19 Segall Bryant & Hamill Sm Cp Val Ins 940.04K (1.05%) -4.56K
Decreased by -0.49%
May 31, 25
20 Fidelity® Small Cap Index 925.21K (1.03%) 25.35K
Increased by +2.74%
Oct 31, 23