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 FXL 1.59%
6 EWMC 1.54%
7 ARTY 1.53%
8 SURE 1.15%
9 SMCP 1.00%
10 RNMC 0.99%
11 TSME 0.95%
12 SDVY 0.86%
13 CNTR 0.84%
14 FNK 0.75%
15 USVT 0.62%
16 SPRX 0.59%
17 QMID 0.58%
18 PAMC 0.58%
19 ROSC 0.55%
20 RFV 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.03M (15.61%) 361.01K
Increased by +2.25%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 13.40M (13.05%) 365.98K
Increased by +2.73%
Mar 31, 25
3 BlackRock Inc 11.16M (10.88%) 287.09K
Increased by +2.57%
Mar 31, 25
4 LSV Asset Management 5.20M (5.06%) -69.44K
Decreased by -1.34%
Mar 31, 25
5 First Trust Advisors L.P. 4.78M (4.66%) 350.81K
Increased by +7.34%
Dec 31, 24
6 AllianceBernstein L.P. 4.08M (3.98%) 556.76K
Increased by +13.64%
Dec 31, 24
7 Pacer Advisors, INC. 3.84M (3.74%) 49.03K
Increased by +1.28%
Dec 31, 24
8 State Street Corporation 3.84M (3.74%) 109.56K
Increased by +2.86%
Mar 31, 24
9 State Street Corp 3.57M (3.48%) -80.00
Decreased by -0.00%
Mar 31, 25
10 American Century Companies Inc 2.94M (2.86%) 228.59K
Increased by +7.78%
Mar 31, 25
11 SW Investment Management LLC 2.65M (2.58%) 1.25M
Increased by +47.17%
Mar 31, 25
12 AQR Capital Management LLC 2.57M (2.51%) 757.96K
Increased by +29.47%
Mar 31, 25
13 Earnest Partners LLC 2.33M (2.27%) 6.22K
Increased by +0.27%
Mar 31, 25
14 Geode Capital Management, LLC 2.23M (2.17%) 118.54K
Increased by +5.32%
Mar 31, 25
15 Charles Schwab Investment Management Inc 2.09M (2.04%) 85.81K
Increased by +4.10%
Mar 31, 25
16 Principal Financial Group Inc 1.99M (1.94%) 17.21K
Increased by +0.87%
Mar 31, 25
17 Ceredex Value Advisors LLC 1.82M (1.77%) 429.20K
Increased by +23.56%
Dec 31, 24
18 FMR Inc 1.82M (1.77%) 573.93K
Increased by +31.56%
Mar 31, 25
19 Northern Trust Corp 1.64M (1.60%) -2.85K
Decreased by -0.17%
Jun 30, 24
20 Goldman Sachs Group Inc 1.56M (1.52%) -1.26M
Decreased by -81.18%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.97M (3.86%) 81.45K
Increased by +2.05%
Apr 30, 25
2 Pacer US Cash Cows 100 ETF 3.83M (3.73%) 5.64K
Increased by +0.15%
Feb 28, 25
3 DFA US Small Cap Value I 3.68M (3.58%) 0.00
Increased by 0.00%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 3.67M (3.58%) -605.00
Decreased by -0.02%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 3.52M (3.43%) 2.74K
Increased by +0.08%
Sep 30, 24
6 First Trust SMID Cp Rising Div Achv ETF 3.48M (3.39%) 7.46K
Increased by +0.21%
Feb 27, 25
7 Vanguard Small Cap Index 3.10M (3.02%) 14.35K
Increased by +0.46%
Apr 30, 25
8 iShares Russell 2000 ETF 2.62M (2.56%) -20.91K
Decreased by -0.80%
Apr 30, 24
9 Vanguard Information Technology ETF 2.59M (2.52%) 18.54K
Increased by +0.72%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 2.00M (1.95%) 6.37K
Increased by +0.32%
Apr 30, 25
11 DFA US Targeted Value I 1.77M (1.73%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.72%) 1.75K
Increased by +0.10%
Apr 30, 25
13 First Trust Nasdaq Semiconductor ETF 1.67M (1.63%) -16.70K
Decreased by -1.00%
Nov 28, 24
14 Dimensional US Targeted Value ETF 1.45M (1.41%) 0.00
Increased by 0.00%
Apr 30, 25
15 American Century Small Cap Value Inv 1.38M (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
16 American Century U.S. Small Cap Value 1.38M (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
17 EARNEST Small Cap Value 1.20M (1.17%) 1.20M
Increased by +99.85%
Dec 31, 23
18 Fidelity Small Cap Index 1.18M (1.14%) 52.49K
Increased by +4.47%
Jun 30, 24
19 Ceredex Mid Cap Value Equity 1.17M (1.14%) 0.00
Increased by 0.00%
Dec 31, 24
20 First Trust Technology AlphaDEX® ETF 1.13M (1.10%) 0.00
Increased by 0.00%
Apr 30, 25