Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TADS 4.26%
2 FTXR 2.47%
3 EPMB 2.45%
4 KOOL 2.32%
5 PSCI 2.30%
6 CAMX 2.01%
7 FCUS 1.91%
8 EPSV 1.75%
9 AIEQ 1.73%
10 FXR 1.15%
11 WBIL 1.09%
12 AVUV 1.00%
13 SLYV 0.88%
14 IJS 0.88%
15 VIOV 0.87%
16 XSLV 0.84%
17 XSVM 0.76%
18 PXSV 0.76%
19 RZV 0.75%
20 FNK 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.79M (12.27%) -337.48K
Decreased by -2.64%
Mar 31, 25
2 Vanguard Group Inc 11.96M (11.48%) 269.65K
Increased by +2.25%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 6.55M (6.29%) -43.10K
Decreased by -0.66%
Jun 30, 25
4 JPMorgan Chase & Co 5.03M (4.82%) 60.22K
Increased by +1.20%
Mar 31, 25
5 Amvescap Plc. 4.07M (3.91%) -532.19K
Decreased by -13.08%
Mar 31, 25
6 American Century Companies Inc 3.56M (3.42%) 883.00
Increased by +0.02%
Jun 30, 25
7 State Street Corp 3.43M (3.29%) -136.10K
Decreased by -3.97%
Mar 31, 25
8 State Street Corporation 3.43M (3.29%) 1.66M
Increased by +48.47%
Mar 31, 24
9 Allspring Global Investments Holdings, LLC 3.35M (3.22%) 553.08K
Increased by +16.49%
Mar 31, 25
10 Wellington Management Company LLP 3.14M (3.02%) -2.31M
Decreased by -73.48%
Jun 30, 25
11 Capital Research & Mgmt Co - Division 3 2.71M (2.60%) -82.10K
Decreased by -3.03%
Sep 30, 23
12 Artisan Partners Limited Partnership 2.64M (2.54%) -33.22K
Decreased by -1.26%
Sep 30, 23
13 Earnest Partners LLC 2.57M (2.47%) -7.78K
Decreased by -0.30%
Mar 31, 25
14 Thrivent Financial For Lutherans 2.14M (2.06%) -90.07K
Decreased by -4.20%
Dec 31, 24
15 Capital Research Global Investors 2.05M (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
16 Lyrical Asset Management LP 1.92M (1.85%) -33.23K
Decreased by -1.73%
Mar 31, 25
17 Millennium Management LLC 1.86M (1.79%) 602.69K
Increased by +32.34%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 1.82M (1.75%) -203.29K
Decreased by -11.15%
Jun 30, 24
19 Geode Capital Management, LLC 1.70M (1.64%) 70.81K
Increased by +4.15%
Mar 31, 25
20 Copeland Capital Management, LLC 1.58M (1.52%) -147.10K
Decreased by -9.29%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.21M (5.96%) 884.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.23M (3.10%) 9.97K
Increased by +0.31%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 3.13M (3.00%) -198.84K
Decreased by -6.35%
Sep 30, 24
4 Avantis US Small Cap Value ETF 2.97M (2.85%) 0.00
Increased by 0.00%
Jul 31, 25
5 American Funds Washington Mutual A 2.53M (2.43%) -6.86K
Decreased by -0.27%
Sep 30, 23
6 Capital Group Wash Mutual Invtrs Comp 2.53M (2.43%) -6.86K
Decreased by -0.27%
Sep 30, 23
7 Vanguard Small Cap Index 2.46M (2.36%) -71.19K
Decreased by -2.90%
Jun 30, 25
8 American Funds SMALLCAP World A 1.80M (1.73%) 0.00
Increased by 0.00%
Jun 30, 25
9 JPM US Mid Cap Growth-MA 1.64M (1.57%) 1.04M
Increased by +63.16%
Sep 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.54%) -15.26K
Decreased by -0.95%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 1.57M (1.51%) -57.11K
Decreased by -3.64%
Jun 30, 25
12 DFA US Small Cap Value I 1.57M (1.50%) -86.13K
Decreased by -5.50%
Jun 30, 25
13 JPM US Mid Cap Growth-Composite 1.26M (1.21%) -64.68K
Decreased by -5.12%
Jun 30, 25
14 JPMorgan Mid Cap Growth I 1.26M (1.21%) -64.68K
Decreased by -5.12%
Jun 30, 25
15 JPMorgan Growth Advantage A 1.26M (1.21%) -14.12K
Decreased by -1.12%
Jun 30, 25
16 Invesco Value Opportunities A 1.20M (1.16%) -110.91K
Decreased by -9.21%
Apr 30, 25
17 iShares S&P Small-Cap 600 Value ETF 977.55K (0.94%) -822.00
Decreased by -0.08%
Jul 31, 25
18 DFA US Targeted Value I 930.57K (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 914.63K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
20 Fidelity America A-Dis 907.10K (0.87%) -254.19K
Decreased by -28.02%
Mar 31, 24