Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 3.07%
2 FTXL 2.67%
3 PSI 2.46%
4 ARTY 2.19%
5 JSMD 2.02%
6 FXL 1.88%
7 EWMC 1.54%
8 VERS 1.50%
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 0.68%
17 ROSC 0.63%
18 USVT 0.62%
19 PAMC 0.59%
20 SPRX 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.09M (9.37%) -933.29K
Decreased by -6.18%
Jun 30, 25
2 Dimensional Fund Advisors, Inc. 13.28M (8.24%) -120.64K
Decreased by -0.91%
Jun 30, 25
3 BlackRock Inc 11.16M (6.93%) 287.09K
Increased by +2.57%
Mar 31, 25
4 LSV Asset Management 4.83M (3.00%) -364.08K
Decreased by -7.54%
Jun 30, 25
5 First Trust Advisors L.P. 4.78M (2.97%) 350.81K
Increased by +7.34%
Dec 31, 24
6 Pacer Advisors, INC. 3.84M (2.38%) 49.03K
Increased by +1.28%
Dec 31, 24
7 State Street Corporation 3.84M (2.38%) 109.56K
Increased by +2.86%
Mar 31, 24
8 American Century Companies Inc 3.82M (2.37%) 880.74K
Increased by +23.07%
Jun 30, 25
9 State Street Corp 3.57M (2.22%) -80.00
Decreased by -0.00%
Mar 31, 25
10 AllianceBernstein L.P. 3.23M (2.00%) -855.90K
Decreased by -26.53%
Mar 31, 25
11 SW Investment Management LLC 2.65M (1.64%) 1.25M
Increased by +47.17%
Mar 31, 25
12 AQR Capital Management LLC 2.57M (1.60%) 757.96K
Increased by +29.47%
Mar 31, 25
13 Earnest Partners LLC 2.33M (1.45%) 6.22K
Increased by +0.27%
Mar 31, 25
14 Principal Financial Group Inc 2.33M (1.45%) 341.17K
Increased by +14.64%
Jun 30, 25
15 Geode Capital Management, LLC 2.23M (1.38%) 118.54K
Increased by +5.32%
Mar 31, 25
16 Charles Schwab Investment Management Inc 2.15M (1.34%) 61.41K
Increased by +2.85%
Jun 30, 25
17 Ceredex Value Advisors LLC 1.82M (1.13%) 429.20K
Increased by +23.56%
Dec 31, 24
18 FMR Inc 1.82M (1.13%) 573.93K
Increased by +31.56%
Mar 31, 25
19 Northern Trust Corp 1.64M (1.02%) -2.85K
Decreased by -0.17%
Jun 30, 24
20 Goldman Sachs Group Inc 1.56M (0.97%) -1.26M
Decreased by -81.18%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 3.83M (2.37%) 5.64K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 3.70M (2.30%) -6.66K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.57M (2.22%) -392.93K
Decreased by -10.99%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 3.52M (2.18%) 2.74K
Increased by +0.08%
Sep 30, 24
5 First Trust SMID Cp Rising Div Achv ETF 3.48M (2.16%) 7.46K
Increased by +0.21%
Feb 27, 25
6 DFA US Small Cap Value I 3.46M (2.15%) -101.23K
Decreased by -2.92%
Jun 30, 25
7 Vanguard Information Technology ETF 2.92M (1.81%) 2.56K
Increased by +0.09%
Jun 30, 25
8 Vanguard Small Cap Index 2.72M (1.69%) -393.29K
Decreased by -14.48%
Jun 30, 25
9 iShares Russell 2000 ETF 2.62M (1.63%) -20.91K
Decreased by -0.80%
Apr 30, 24
10 BlackRock Equity Dividend Instl 2.13M (1.32%) 2.13M
Increased by +100.00%
Jun 30, 25
11 DFA US Targeted Value I 1.78M (1.11%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.08%) -29.92K
Decreased by -1.72%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 1.73M (1.08%) -267.01K
Decreased by -15.40%
Jun 30, 25
14 Harbor Small Cap Value Instl 1.71M (1.06%) 767.63K
Increased by +44.79%
Jun 30, 25
15 First Trust Nasdaq Semiconductor ETF 1.67M (1.04%) -16.70K
Decreased by -1.00%
Nov 28, 24
16 Dimensional US Targeted Value ETF 1.45M (0.90%) 0.00
Increased by 0.00%
Jul 31, 25
17 American Century Small Cap Value Inv 1.43M (0.88%) 50.00K
Increased by +3.51%
Jun 30, 25
18 American Century U.S. Small Cap Value 1.43M (0.88%) 50.00K
Increased by +3.51%
Jun 30, 25
19 Avantis US Small Cap Value ETF 1.42M (0.88%) 6.12K
Increased by +0.43%
Jul 31, 25
20 EARNEST Small Cap Value 1.20M (0.74%) 1.20M
Increased by +99.85%
Dec 31, 23