Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 3.07%
2 FTXL 2.67%
3 PSI 2.46%
4 JSMD 2.02%
5 ARTY 1.96%
6 FXL 1.75%
7 EWMC 1.54%
8 VERS 1.38%
9 SURE 1.15%
10 SMCP 1.00%
11 RNMC 0.99%
12 TSME 0.95%
13 SDVY 0.86%
14 CNTR 0.84%
15 FNK 0.78%
16 RFV 0.66%
17 ROSC 0.63%
18 USVT 0.62%
19 SPRX 0.59%
20 QMID 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.03M (15.21%) 361.01K
Increased by +2.25%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 13.40M (12.72%) 365.98K
Increased by +2.73%
Mar 31, 25
3 BlackRock Inc 11.16M (10.60%) 287.09K
Increased by +2.57%
Mar 31, 25
4 LSV Asset Management 5.20M (4.93%) -69.44K
Decreased by -1.34%
Mar 31, 25
5 First Trust Advisors L.P. 4.78M (4.54%) 350.81K
Increased by +7.34%
Dec 31, 24
6 Pacer Advisors, INC. 3.84M (3.64%) 49.03K
Increased by +1.28%
Dec 31, 24
7 State Street Corporation 3.84M (3.64%) 109.56K
Increased by +2.86%
Mar 31, 24
8 State Street Corp 3.57M (3.39%) -80.00
Decreased by -0.00%
Mar 31, 25
9 AllianceBernstein L.P. 3.23M (3.06%) -855.90K
Decreased by -26.53%
Mar 31, 25
10 American Century Companies Inc 2.94M (2.79%) 228.59K
Increased by +7.78%
Mar 31, 25
11 SW Investment Management LLC 2.65M (2.52%) 1.25M
Increased by +47.17%
Mar 31, 25
12 AQR Capital Management LLC 2.57M (2.44%) 757.96K
Increased by +29.47%
Mar 31, 25
13 Earnest Partners LLC 2.33M (2.22%) 6.22K
Increased by +0.27%
Mar 31, 25
14 Geode Capital Management, LLC 2.23M (2.12%) 118.54K
Increased by +5.32%
Mar 31, 25
15 Charles Schwab Investment Management Inc 2.09M (1.99%) 85.81K
Increased by +4.10%
Mar 31, 25
16 Principal Financial Group Inc 1.99M (1.89%) 17.21K
Increased by +0.87%
Mar 31, 25
17 Ceredex Value Advisors LLC 1.82M (1.73%) 429.20K
Increased by +23.56%
Dec 31, 24
18 FMR Inc 1.82M (1.73%) 573.93K
Increased by +31.56%
Mar 31, 25
19 D. E. Shaw & Co LP 1.76M (1.67%) 840.66K
Increased by +47.66%
Mar 31, 25
20 Northern Trust Corp 1.64M (1.56%) -2.85K
Decreased by -0.17%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.97M (3.77%) 2.54K
Increased by +0.06%
May 31, 25
2 Pacer US Cash Cows 100 ETF 3.83M (3.63%) 5.64K
Increased by +0.15%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 3.70M (3.52%) 1.94K
Increased by +0.05%
Jun 30, 25
4 DFA US Small Cap Value I 3.56M (3.38%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 3.52M (3.34%) 2.74K
Increased by +0.08%
Sep 30, 24
6 First Trust SMID Cp Rising Div Achv ETF 3.48M (3.31%) 7.46K
Increased by +0.21%
Feb 27, 25
7 Vanguard Small Cap Index 3.11M (2.95%) 11.40K
Increased by +0.37%
May 31, 25
8 Vanguard Information Technology ETF 2.91M (2.77%) 323.13K
Increased by +11.09%
May 31, 25
9 iShares Russell 2000 ETF 2.62M (2.49%) -20.91K
Decreased by -0.80%
Apr 30, 24
10 BlackRock Equity Dividend Instl 2.13M (2.03%) 2.13M
Increased by +100.00%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 2.00M (1.90%) -1.88K
Decreased by -0.09%
May 31, 25
12 DFA US Targeted Value I 1.78M (1.69%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.68%) 11.37K
Increased by +0.64%
May 31, 25
14 Harbor Small Cap Value Instl 1.71M (1.63%) 767.63K
Increased by +44.79%
Jun 30, 25
15 First Trust Nasdaq Semiconductor ETF 1.67M (1.59%) -16.70K
Decreased by -1.00%
Nov 28, 24
16 Dimensional US Targeted Value ETF 1.45M (1.38%) 0.00
Increased by 0.00%
Jun 30, 25
17 American Century Small Cap Value Inv 1.43M (1.35%) 50.00K
Increased by +3.51%
Jun 30, 25
18 American Century U.S. Small Cap Value 1.43M (1.35%) 50.00K
Increased by +3.51%
Jun 30, 25
19 EARNEST Small Cap Value 1.20M (1.14%) 1.20M
Increased by +99.85%
Dec 31, 23
20 Fidelity Small Cap Index 1.18M (1.12%) 52.49K
Increased by +4.47%
Jun 30, 24