Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.24%
2 PUW 3.13%
3 SOIL 2.70%
4 PBJ 2.54%
5 ACES 2.20%
6 ECML 1.27%
7 PSL 1.18%
8 XSVM 1.15%
9 RZV 1.03%
10 SMDV 1.01%
11 SIXS 0.95%
12 RWJ 0.86%
13 FDLS 0.79%
14 SDVD 0.72%
15 SFLO 0.72%
16 SDVY 0.72%
17 FYT 0.64%
18 DSMC 0.49%
19 SQLV 0.49%
20 XSHQ 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.40M (16.82%) -110.05K
Decreased by -2.04%
Mar 31, 25
2 Vanguard Group Inc 4.09M (12.76%) -20.26K
Decreased by -0.50%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 2.35M (7.32%) -98.88K
Decreased by -4.21%
Jun 30, 25
4 First Trust Advisors L.P. 1.55M (4.82%) 1.47M
Increased by +94.90%
Mar 31, 25
5 State Street Corp 1.37M (4.27%) -45.22K
Decreased by -3.30%
Mar 31, 25
6 State Street Corporation 1.33M (4.15%) 30.05K
Increased by +2.26%
Mar 31, 24
7 American Century Companies Inc 924.08K (2.88%) -215.69K
Decreased by -23.34%
Jun 30, 25
8 Geode Capital Management, LLC 795.40K (2.48%) 12.68K
Increased by +1.59%
Mar 31, 25
9 Charles Schwab Investment Management Inc 701.34K (2.19%) -98.88K
Decreased by -14.10%
Jun 30, 25
10 Private Management Group Inc 648.07K (2.02%) -72.31K
Decreased by -11.16%
Sep 30, 23
11 Amvescap Plc. 615.80K (1.92%) 68.50K
Increased by +11.12%
Mar 31, 25
12 Northern Trust Corp 613.94K (1.91%) -1.96K
Decreased by -0.32%
Mar 31, 25
13 Mariner Wealth Advisors, LLC 603.18K (1.88%) 6.43K
Increased by +1.07%
Jun 30, 24
14 Mariner Wealth Advisors LLC 573.08K (1.79%) 3.52K
Increased by +0.61%
Mar 31, 25
15 Wasatch Advisors Inc. 554.54K (1.73%) 554.54K
Increased by +100.00%
Jun 30, 23
16 Ameriprise Financial Inc 476.94K (1.49%) 13.39K
Increased by +2.81%
Mar 31, 25
17 Victory Capital Management Inc. 456.07K (1.42%) -2.54K
Decreased by -0.56%
Mar 31, 25
18 D. E. Shaw & Co LP 420.37K (1.31%) 54.28K
Increased by +12.91%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 397.32K (1.24%) 10.33K
Increased by +2.60%
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 (6.00%) 312.00
Increased by +0.02%
Jul 31, 25
2 First Trust SMID Cp Rising Div Achv ETF 1.59M (4.97%) -3.10K
Decreased by -0.19%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.04M (3.24%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.02M (3.17%) 1.03K
Increased by +0.10%
Sep 30, 24
5 Greencoat UK Wind 931.86K (2.90%) 931.86K
Increased by +100.00%
Nov 30, 24
6 Vanguard Small Cap Index 792.95K (2.47%) -21.01K
Decreased by -2.65%
Jun 30, 25
7 iShares Russell 2000 ETF 779.18K (2.43%) -14.80K
Decreased by -1.90%
Jul 31, 25
8 DFA US Small Cap Value I 656.37K (2.05%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 506.37K (1.58%) -17.46K
Decreased by -3.45%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 500.88K (1.56%) -1.57K
Decreased by -0.31%
Jun 30, 25
11 Avantis US Small Cap Value ETF 428.86K (1.34%) -32.24K
Decreased by -7.52%
Jul 31, 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 303.31K (0.95%) -279.00
Decreased by -0.09%
Jul 31, 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 288.22K (0.90%) 3.20K
Increased by +1.11%
Jul 31, 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 (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 278.17K (0.87%) 156.00
Increased by +0.06%
Jul 31, 25