Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TADS 4.26%
2 FTXR 2.58%
3 KOOL 2.43%
4 PSCI 2.42%
5 CAMX 2.01%
6 FCUS 1.90%
7 AIEQ 1.76%
8 FXR 1.43%
9 XSVM 1.43%
10 AVUV 1.13%
11 WBIL 1.09%
12 SLYV 0.96%
13 IJS 0.96%
14 FNK 0.88%
15 RZV 0.85%
16 XSLV 0.84%
17 VIOV 0.81%
18 ESIX 0.64%
19 DFSV 0.62%
20 AUSF 0.60%

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 11.69M (11.22%) -174.12K
Decreased by -1.49%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 6.59M (6.33%) 31.27K
Increased by +0.47%
Mar 31, 25
4 Wellington Management Company LLP 5.45M (5.23%) 69.63K
Increased by +1.28%
Mar 31, 25
5 JPMorgan Chase & Co 5.03M (4.82%) 60.22K
Increased by +1.20%
Mar 31, 25
6 Amvescap Plc. 4.60M (4.42%) -20.33K
Decreased by -0.44%
Dec 31, 24
7 American Century Companies Inc 3.56M (3.42%) 336.38K
Increased by +9.44%
Mar 31, 25
8 State Street Corp 3.43M (3.29%) -136.10K
Decreased by -3.97%
Mar 31, 25
9 State Street Corporation 3.43M (3.29%) 1.66M
Increased by +48.47%
Mar 31, 24
10 Allspring Global Investments Holdings, LLC 3.35M (3.22%) 553.08K
Increased by +16.49%
Mar 31, 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 Royce & Associates, LP 2.07M (1.98%) -389.12K
Decreased by -18.81%
Mar 31, 25
16 Capital Research Global Investors 2.05M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
17 Lyrical Asset Management LP 1.92M (1.85%) -33.23K
Decreased by -1.73%
Mar 31, 25
18 Millennium Management LLC 1.86M (1.79%) 602.69K
Increased by +32.34%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 1.82M (1.75%) -203.29K
Decreased by -11.15%
Jun 30, 24
20 Reinhart Mahoney Capital Management Inc 1.77M (1.70%) 188.04K
Increased by +10.60%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.28M (6.03%) -5.41K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.22M (3.09%) 64.33K
Increased by +2.00%
Apr 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 3.04M (2.92%) 0.00
Increased by 0.00%
Apr 30, 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 2.52M (2.41%) 14.80K
Increased by +0.59%
Apr 30, 25
8 American Funds SMALLCAP World A 1.80M (1.73%) 0.00
Increased by 0.00%
Mar 31, 25
9 DFA US Small Cap Value I 1.65M (1.58%) 0.00
Increased by 0.00%
Mar 31, 25
10 JPM US Mid Cap Growth-MA 1.64M (1.57%) 1.04M
Increased by +63.16%
Sep 30, 23
11 Vanguard Small Cap Value Index Inv 1.63M (1.56%) 5.09K
Increased by +0.31%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.54%) 11.03K
Increased by +0.69%
Apr 30, 25
13 JPM US Mid Cap Growth-Composite 1.33M (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
14 JPMorgan Mid Cap Growth I 1.33M (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
15 Invesco Value Opportunities A 1.32M (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
16 JPMorgan Growth Advantage A 1.30M (1.24%) -6.26K
Decreased by -0.48%
Mar 31, 25
17 iShares S&P Small-Cap 600 Value ETF 1.02M (0.98%) 840.00
Increased by +0.08%
Apr 30, 25
18 Lyrical U.S. Value Equity – EQ 1.01M (0.97%) -5.23K
Decreased by -0.52%
Mar 31, 25
19 Invesco Small Cap Value A 956.43K (0.92%) 34.53K
Increased by +3.61%
Mar 31, 25
20 DFA US Targeted Value I 930.57K (0.89%) -65.06K
Decreased by -6.99%
Mar 31, 25