Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TADS 4.26%
2 AIEQ 2.85%
3 FTXR 2.29%
4 KOOL 2.24%
5 PSCI 2.22%
6 CAMX 2.01%
7 FXR 1.32%
8 XSVM 1.19%
9 WBIL 1.09%
10 AVUV 1.02%
11 XSLV 0.84%
12 SLYV 0.80%
13 IJS 0.79%
14 FNK 0.79%
15 VIOV 0.76%
16 RZV 0.71%
17 ESIX 0.66%
18 DFSV 0.54%
19 AUSF 0.53%
20 USVT 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.13M (12.64%) 230.98K
Increased by +1.76%
Dec 31, 24
2 Vanguard Group Inc 11.87M (11.43%) 25.23K
Increased by +0.21%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 6.56M (6.32%) -116.45K
Decreased by -1.77%
Dec 31, 24
4 Wellington Management Company LLP 5.38M (5.19%) 362.58K
Increased by +6.73%
Dec 31, 24
5 JPMorgan Chase & Co 4.97M (4.78%) -5.19M
Decreased by -104.56%
Dec 31, 24
6 Amvescap Plc. 4.60M (4.43%) -20.33K
Decreased by -0.44%
Dec 31, 24
7 State Street Corp 3.57M (3.44%) 156.54K
Increased by +4.39%
Dec 31, 24
8 State Street Corporation 3.43M (3.30%) 1.66M
Increased by +48.47%
Mar 31, 24
9 American Century Companies Inc 3.23M (3.11%) 389.07K
Increased by +12.06%
Dec 31, 24
10 Allspring Global Investments Holdings, LLC 2.80M (2.70%) 842.78K
Increased by +30.09%
Dec 31, 24
11 Capital Research & Mgmt Co - Division 3 2.71M (2.61%) -82.10K
Decreased by -3.03%
Sep 30, 23
12 Artisan Partners Limited Partnership 2.64M (2.55%) -33.22K
Decreased by -1.26%
Sep 30, 23
13 Earnest Partners LLC 2.58M (2.48%) 9.81K
Increased by +0.38%
Dec 31, 24
14 Royce & Associates, LP 2.46M (2.37%) -418.19K
Decreased by -17.02%
Dec 31, 24
15 Thrivent Financial For Lutherans 2.14M (2.07%) -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 (1.89%) -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 (1.76%) -203.29K
Decreased by -11.15%
Jun 30, 24
20 Copeland Capital Management, LLC 1.78M (1.71%) -53.98K
Decreased by -3.04%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.60M (6.36%) -1.43K
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.14M (3.03%) 22.91K
Increased by +0.73%
Feb 28, 25
3 Avantis US Small Cap Value ETF 3.05M (2.94%) 6.86K
Increased by +0.23%
Feb 28, 25
4 Vanguard Small Cap Index 2.56M (2.47%) 2.08K
Increased by +0.08%
Feb 28, 25
5 American Funds Washington Mutual A 2.53M (2.44%) -6.86K
Decreased by -0.27%
Sep 30, 23
6 Capital Group Wash Mutual Invtrs Comp 2.53M (2.44%) -6.86K
Decreased by -0.27%
Sep 30, 23
7 American Funds SMALLCAP World A 1.80M (1.73%) 550.00K
Increased by +30.56%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 1.69M (1.62%) -6.40K
Decreased by -0.38%
Feb 28, 25
9 DFA US Small Cap Value I 1.65M (1.59%) 0.00
Increased by 0.00%
Jan 31, 25
10 JPM US Mid Cap Growth-MA 1.64M (1.58%) 1.04M
Increased by +63.16%
Sep 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.51%) 1.95K
Increased by +0.12%
Feb 28, 25
12 JPM US Mid Cap Growth-Composite 1.33M (1.28%) -7.21K
Decreased by -0.54%
Dec 31, 24
13 JPMorgan Mid Cap Growth I 1.33M (1.28%) 0.00
Increased by 0.00%
Jan 31, 25
14 Invesco Value Opportunities A 1.32M (1.27%) 0.00
Increased by 0.00%
Jan 31, 25
15 JPMorgan Growth Advantage A 1.30M (1.25%) 0.00
Increased by 0.00%
Jan 31, 25
16 Thrivent Small Cap Stock A 1.29M (1.24%) 0.00
Increased by 0.00%
Dec 31, 24
17 iShares S&P Small-Cap 600 Value ETF 1.16M (1.11%) 0.00
Increased by 0.00%
Feb 28, 25
18 Lyrical U.S. Value Equity – EQ 1.02M (0.98%) -45.73K
Decreased by -4.48%
Dec 31, 24
19 DFA US Targeted Value I 995.63K (0.96%) 0.00
Increased by 0.00%
Jan 31, 25
20 Lyrical U.S. Value Equity - CS 924.88K (0.89%) -3.77K
Decreased by -0.41%
Dec 31, 24