Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PUW 3.13%
2 PSCC 2.91%
3 SOIL 2.70%
4 PBJ 2.54%
5 ACES 2.04%
6 ECML 1.20%
7 PSL 1.18%
8 XSVM 1.15%
9 RZV 0.96%
10 SIXS 0.95%
11 SMDV 0.94%
12 FDLS 0.79%
13 RWJ 0.79%
14 SFLO 0.72%
15 SDVY 0.69%
16 SDVD 0.69%
17 FYT 0.58%
18 DSMC 0.49%
19 SQLV 0.47%
20 XSHQ 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.40M (16.73%) -110.05K
Decreased by -2.04%
Mar 31, 25
2 Vanguard Group Inc 4.11M (12.75%) 115.95K
Increased by +2.82%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.45M (7.59%) -158.98K
Decreased by -6.50%
Mar 31, 25
4 First Trust Advisors L.P. 1.55M (4.79%) 1.47M
Increased by +94.90%
Mar 31, 25
5 State Street Corp 1.37M (4.24%) -45.22K
Decreased by -3.30%
Mar 31, 25
6 State Street Corporation 1.33M (4.12%) 30.05K
Increased by +2.26%
Mar 31, 24
7 American Century Companies Inc 1.14M (3.53%) -27.00K
Decreased by -2.37%
Mar 31, 25
8 Charles Schwab Investment Management Inc 800.22K (2.48%) 48.60K
Increased by +6.07%
Mar 31, 25
9 Geode Capital Management, LLC 795.40K (2.47%) 12.68K
Increased by +1.59%
Mar 31, 25
10 Private Management Group Inc 648.07K (2.01%) -72.31K
Decreased by -11.16%
Sep 30, 23
11 Amvescap Plc. 615.80K (1.91%) 68.50K
Increased by +11.12%
Mar 31, 25
12 Northern Trust Corp 613.94K (1.90%) -1.96K
Decreased by -0.32%
Mar 31, 25
13 Mariner Wealth Advisors, LLC 603.18K (1.87%) 6.43K
Increased by +1.07%
Jun 30, 24
14 Mariner Wealth Advisors LLC 573.08K (1.78%) 3.52K
Increased by +0.61%
Mar 31, 25
15 Wasatch Advisors Inc. 554.54K (1.72%) 554.54K
Increased by +100.00%
Jun 30, 23
16 Ameriprise Financial Inc 476.94K (1.48%) 13.39K
Increased by +2.81%
Mar 31, 25
17 Victory Capital Management Inc. 456.07K (1.41%) -2.54K
Decreased by -0.56%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 397.32K (1.23%) 10.33K
Increased by +2.60%
Mar 31, 25
19 D. E. Shaw & Co LP 366.08K (1.13%) 184.60K
Increased by +50.43%
Mar 31, 25
20 JPMorgan Chase & Co 354.38K (1.10%) -43.31K
Decreased by -12.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.92M (5.97%) 0.00
Increased by 0.00%
Jul 30, 25
2 First Trust SMID Cp Rising Div Achv ETF 1.59M (4.94%) -3.10K
Decreased by -0.19%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.04M (3.22%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.02M (3.16%) 1.03K
Increased by +0.10%
Sep 30, 24
5 Greencoat UK Wind 931.86K (2.89%) 931.86K
Increased by +100.00%
Nov 30, 24
6 iShares Russell 2000 ETF 793.99K (2.46%) -12.83K
Decreased by -1.62%
Jul 30, 25
7 Vanguard Small Cap Index 792.95K (2.46%) -21.01K
Decreased by -2.65%
Jun 30, 25
8 DFA US Small Cap Value I 656.37K (2.03%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 506.37K (1.57%) -17.46K
Decreased by -3.45%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 500.88K (1.55%) -1.57K
Decreased by -0.31%
Jun 30, 25
11 Avantis US Small Cap Value ETF 461.10K (1.43%) -28.74K
Decreased by -6.23%
Jul 30, 25
12 Vanguard Consumer Staples ETF 369.67K (1.15%) 4.21K
Increased by +1.14%
Jun 30, 25
13 Invesco S&P SmallCap 600 Revenue ETF 340.97K (1.06%) 0.00
Increased by 0.00%
Jul 31, 25
14 Fidelity Small Cap Index 331.77K (1.03%) 371.00
Increased by +0.11%
May 31, 25
15 iShares S&P Small-Cap 600 Value ETF 303.58K (0.94%) 0.00
Increased by 0.00%
Jul 30, 25
16 Fidelity® Small Cap Index 302.68K (0.94%) 6.80K
Increased by +2.25%
Sep 30, 23
17 iShares Russell 2000 Value ETF 285.02K (0.88%) 0.00
Increased by 0.00%
Jul 30, 25
18 DFA US Targeted Value I 283.89K (0.88%) 0.00
Increased by 0.00%
Jun 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 278.80K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 278.17K (0.86%) 156.00
Increased by +0.06%
Jul 31, 25