Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSV 1.49%
2 XSVM 1.48%
3 WCEO 0.98%
4 RWJ 0.93%
5 PSCF 0.92%
6 OASC 0.81%
7 VNMC 0.75%
8 RZV 0.73%
9 VEGI 0.71%
10 RYJ 0.63%
11 CLSE 0.56%
12 PIZ 0.53%
13 SCDS 0.52%
14 SLYV 0.51%
15 FESM 0.47%
16 IJS 0.47%
17 PSC 0.45%
18 ABCS 0.43%
19 VIOV 0.43%
20 AVSC 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.33M (15.78%) -50.30K
Decreased by -0.14%
Jun 30, 25
2 BlackRock Inc 22.64M (9.83%) -3.04K
Decreased by -0.01%
Mar 31, 25
3 TPG GP A, LLC 17.10M (7.43%) -7.73M
Decreased by -45.24%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 12.46M (5.41%) 395.97K
Increased by +3.18%
Jun 30, 25
5 Vaughan Nelson Scarbrgh & Mccullough LP 12.16M (5.28%) 3.84M
Increased by +31.61%
Jun 30, 25
6 JPMorgan Chase & Co 10.95M (4.76%) -2.75M
Decreased by -25.12%
Mar 31, 25
7 Ontario Teachers Pension Plan Board 9.74M (4.23%) -723.08K
Decreased by -7.42%
Sep 30, 23
8 Victory Capital Management Inc. 9.38M (4.07%) 194.97K
Increased by +2.08%
Mar 31, 25
9 State Street Corp 8.93M (3.88%) -203.73K
Decreased by -2.28%
Mar 31, 25
10 FMR Inc 7.14M (3.10%) 42.16K
Increased by +0.59%
Mar 31, 25
11 State Street Corporation 6.56M (2.85%) 103.73K
Increased by +1.58%
Mar 31, 24
12 Macquarie Group Ltd 6.14M (2.66%) 406.26K
Increased by +6.62%
Mar 31, 25
13 Geode Capital Management, LLC 5.86M (2.55%) 155.59K
Increased by +2.65%
Mar 31, 25
14 Southpoint Capital Advisors LP 5.50M (2.39%) 330.72K
Increased by +6.01%
Mar 31, 24
15 Channing Capital Management, LLC 5.37M (2.33%) 649.71K
Increased by +12.10%
Mar 31, 25
16 Frontier Capital Management CO Inc 4.68M (2.03%) 4.68M
Increased by +100.00%
Jun 30, 25
17 Fuller & Thaler Asset Management Inc 4.51M (1.96%) 2.38M
Increased by +52.87%
Jun 30, 25
18 Ameriprise Financial Inc 4.02M (1.75%) 70.90K
Increased by +1.76%
Mar 31, 25
19 Northern Trust Corp 3.77M (1.64%) -12.98K
Decreased by -0.34%
Mar 31, 25
20 Vulcan Value Partners, LLC 3.59M (1.56%) -481.41K
Decreased by -13.39%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.77M (4.24%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard Real Estate Index Investor 8.58M (3.73%) 5.24K
Increased by +0.06%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 7.44M (3.23%) 379.58K
Increased by +5.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 7.41M (3.22%) 37.61K
Increased by +0.51%
Jun 30, 25
5 Fidelity® Small Cap Value 6.26M (2.72%) 0.00
Increased by 0.00%
Oct 31, 23
6 JPM Small Cap Equity-MA 5.78M (2.51%) 132.79K
Increased by +2.30%
Jun 30, 25
7 JPM US Small Cap Core-Composite 5.78M (2.51%) 132.79K
Increased by +2.30%
Jun 30, 25
8 JPMorgan Small Cap Equity A 5.78M (2.51%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Index 5.65M (2.45%) -146.05K
Decreased by -2.58%
Jun 30, 25
10 Macquarie Small Cap Core I 5.10M (2.21%) 0.00
Increased by 0.00%
Jun 30, 25
11 Delaware Small Cap Core I 4.72M (2.05%) 0.00
Increased by 0.00%
Oct 31, 24
12 Delaware US Small Cap Core Equity (SMA) 4.50M (1.95%) 688.36K
Increased by +15.31%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 4.50M (1.95%) 688.36K
Increased by +15.31%
Mar 31, 24
14 Fidelity® Small Cap Discovery 4.29M (1.86%) -348.20K
Decreased by -8.12%
Oct 31, 23
15 FullerThaler Behavioral Small-Cap Value 3.98M (1.73%) -1.93K
Decreased by -0.05%
Jun 30, 25
16 Undiscovered Managers Behavioral Val L 3.82M (1.66%) 0.00
Increased by 0.00%
Jun 30, 25
17 Victory Small Cap Value CIT (Net 75) 3.71M (1.61%) -685.00K
Decreased by -18.46%
Dec 31, 24
18 Victory Sycamore Small Company Opp R 3.62M (1.57%) -90.00K
Decreased by -2.49%
Mar 31, 25
19 Vanguard Small Cap Value Index Inv 3.61M (1.57%) -118.91K
Decreased by -3.30%
Jun 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 3.57M (1.55%) -14.20K
Decreased by -0.40%
Jun 30, 25