Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TADS 4.26%
2 FTXR 2.56%
3 AIEQ 2.52%
4 KOOL 2.40%
5 PSCI 2.17%
6 CAMX 2.01%
7 FXR 1.38%
8 XSVM 1.23%
9 AVUV 1.11%
10 WBIL 1.09%
11 IJS 0.92%
12 SLYV 0.85%
13 XSLV 0.84%
14 VIOV 0.79%
15 FNK 0.78%
16 RZV 0.74%
17 ESIX 0.61%
18 DFSV 0.60%
19 AUSF 0.54%
20 QVMS 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.13M (12.60%) 230.98K
Increased by +1.76%
Dec 31, 24
2 Vanguard Group Inc 11.87M (11.39%) 25.23K
Increased by +0.21%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 6.56M (6.30%) -116.45K
Decreased by -1.77%
Dec 31, 24
4 Wellington Management Company LLP 5.38M (5.17%) 362.58K
Increased by +6.73%
Dec 31, 24
5 JPMorgan Chase & Co 4.97M (4.76%) -5.19M
Decreased by -104.56%
Dec 31, 24
6 Amvescap Plc. 4.60M (4.42%) -20.33K
Decreased by -0.44%
Dec 31, 24
7 State Street Corp 3.57M (3.42%) 156.54K
Increased by +4.39%
Dec 31, 24
8 State Street Corporation 3.43M (3.29%) 1.66M
Increased by +48.47%
Mar 31, 24
9 American Century Companies Inc 3.23M (3.10%) 389.07K
Increased by +12.06%
Dec 31, 24
10 Allspring Global Investments Holdings, LLC 2.80M (2.69%) 842.78K
Increased by +30.09%
Dec 31, 24
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 2.58M (2.47%) 9.81K
Increased by +0.38%
Dec 31, 24
14 Royce & Associates, LP 2.46M (2.36%) -418.19K
Decreased by -17.02%
Dec 31, 24
15 Thrivent Financial For Lutherans 2.14M (2.06%) -90.07K
Decreased by -4.20%
Dec 31, 24
16 Capital Research Global Investors 2.05M (1.97%) 690.00K
Increased by +33.66%
Dec 31, 24
17 Lyrical Asset Management LP 1.96M (1.88%) -11.95K
Decreased by -0.61%
Dec 31, 24
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 3.15M (3.03%) 8.77K
Increased by +0.28%
Mar 31, 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 2.50M (2.40%) -57.74K
Decreased by -2.31%
Mar 31, 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 (1.59%) 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 1.62M (1.56%) -63.47K
Decreased by -3.91%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.59M (1.52%) 17.84K
Increased by +1.12%
Mar 31, 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