Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 5.00%
2 CGV 1.33%
3 SQLV 1.27%
4 SIXS 1.14%
5 XSVM 0.94%
6 SAWS 0.92%
7 SMCF 0.88%
8 FDLS 0.80%
9 GRPZ 0.79%
10 PSCF 0.73%
11 HAPS 0.71%
12 ROSC 0.68%
13 NIXT 0.66%
14 SEIS 0.64%
15 XSMO 0.58%
16 BSVO 0.56%
17 FYT 0.55%
18 EES 0.51%
19 RZV 0.49%
20 OASC 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.53M (11.98%) -321.92K
Decreased by -5.82%
Mar 31, 25
2 BlackRock Inc 4.81M (10.44%) -5.21K
Decreased by -0.11%
Mar 31, 25
3 Turtle Creek Asset Management Inc. 4.00M (8.68%) 263.75K
Increased by +6.59%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 3.09M (6.71%) -66.05K
Decreased by -2.14%
Mar 31, 25
5 State Street Corporation 1.99M (4.31%) 38.54K
Increased by +1.94%
Mar 31, 24
6 State Street Corp 1.98M (4.30%) -91.36K
Decreased by -4.61%
Mar 31, 25
7 Franklin Resources Inc 1.47M (3.19%) 264.81K
Increased by +17.99%
Mar 31, 25
8 Millennium Management LLC 1.46M (3.18%) 411.47K
Increased by +28.10%
Jun 30, 24
9 American Century Companies Inc 1.46M (3.17%) 79.71K
Increased by +5.45%
Mar 31, 25
10 HSBC Holdings PLC 1.45M (3.15%) 13.68K
Increased by +0.94%
Dec 31, 24
11 Lyrical Asset Management LP 1.43M (3.11%) -65.54K
Decreased by -4.58%
Dec 31, 23
12 Wellington Management Company LLP 1.32M (2.86%) 39.88K
Increased by +3.02%
Mar 31, 25
13 Victory Capital Management Inc. 1.25M (2.71%) 71.78K
Increased by +5.74%
Jun 30, 24
14 Jacobs Levy Equity Management, Inc. 1.21M (2.62%) -35.19K
Decreased by -2.92%
Mar 31, 25
15 Geode Capital Management, LLC 1.19M (2.58%) 36.39K
Increased by +3.06%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 985.68K (2.14%) 1.25K
Increased by +0.13%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 958.66K (2.08%) 36.12K
Increased by +3.77%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 860.20K (1.87%) -35.42K
Decreased by -4.12%
Mar 31, 25
19 Macquarie Group Ltd 798.04K (1.73%) -43.77K
Decreased by -5.48%
Mar 31, 25
20 Citadel Advisors Llc 743.73K (1.61%) 710.00K
Increased by +95.47%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.00M (6.51%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.54M (3.33%) 1.38K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.48M (3.22%) 33.86K
Increased by +2.28%
Apr 30, 25
4 Avantis US Small Cap Value ETF 1.22M (2.64%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard Small Cap Index 1.17M (2.54%) 8.38K
Increased by +0.72%
Apr 30, 25
6 Franklin Small Cap Value A 853.15K (1.85%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 756.86K (1.64%) 2.36K
Increased by +0.31%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 755.34K (1.64%) 5.07K
Increased by +0.67%
Apr 30, 25
9 DFA US Small Cap Value I 745.40K (1.62%) -4.49K
Decreased by -0.60%
Mar 31, 25
10 Franklin Small Cap Value SMA Composite 706.59K (1.53%) 152.18K
Increased by +21.54%
Dec 31, 24
11 Franklin US Small Cap Value Equity 706.59K (1.53%) 152.18K
Increased by +21.54%
Dec 31, 24
12 iShares Russell 2000 ETF 642.74K (1.39%) 0.00
Increased by 0.00%
Apr 30, 25
13 Delaware Small Cap Value A 598.20K (1.30%) 0.00
Increased by 0.00%
Oct 31, 24
14 Macquarie Small Cap Value A 562.75K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity Small Cap Index 492.99K (1.07%) 2.65K
Increased by +0.54%
Feb 28, 25
16 iShares S&P Small-Cap 600 Value ETF 488.10K (1.06%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity® Small Cap Index 487.03K (1.06%) 12.66K
Increased by +2.60%
Oct 31, 23
18 Lyrical U.S. Value Equity – EQ 445.66K (0.97%) -14.62K
Decreased by -3.28%
Dec 31, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 436.93K (0.95%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 423.84K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25