Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWO 20.33%
2 IMOM 2.04%
3 PPIE 1.95%
4 FEUZ 1.29%
5 INEQ 1.03%
6 ESGN 1.03%
7 GERM 0.99%
8 FEP 0.97%
9 DWMF 0.72%
10 FDT 0.67%
11 SEIE 0.57%
12 IDLV 0.55%
13 UIVM 0.55%
14 QINT 0.46%
15 TOUS 0.43%
16 IDMO 0.42%
17 DWAS 0.41%
18 TPIF 0.41%
19 ROGS 0.39%
20 DBEZ 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.21M (6.09%) 13.30K
Increased by +0.41%
Mar 31, 25
2 American Century Companies Inc 2.30M (4.35%) 159.91K
Increased by +6.96%
Mar 31, 25
3 Avidity Partners Management LP 1.91M (3.61%) 1.91M
Increased by +100.00%
Mar 31, 24
4 BlackRock Inc 1.84M (3.48%) -87.27K
Decreased by -4.75%
Mar 31, 25
5 State Street Corp 1.71M (3.24%) -253.01K
Decreased by -14.79%
Mar 31, 25
6 Hotchkis & Wiley Capital Management LLC 1.65M (3.12%) -781.25K
Decreased by -47.43%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 1.60M (3.02%) 492.58K
Increased by +30.85%
Mar 31, 25
8 Amvescap Plc. 1.54M (2.92%) 639.00K
Increased by +41.50%
Dec 31, 24
9 Millennium Management LLC 1.48M (2.81%) 671.95K
Increased by +45.34%
Dec 31, 24
10 Charles Schwab Investment Management Inc 1.29M (2.44%) -934.50K
Decreased by -72.43%
Dec 31, 24
11 Jacobs Levy Equity Management, Inc. 1.25M (2.36%) 11.57K
Increased by +0.93%
Sep 30, 23
12 Citadel Advisors Llc 1.20M (2.27%) 579.14K
Increased by +48.24%
Sep 30, 23
13 Marshall Wace Asset Management Ltd 1.16M (2.19%) -170.78K
Decreased by -14.75%
Mar 31, 25
14 Palisade Capital Management LLc 1.14M (2.16%) 202.86K
Increased by +17.77%
Mar 31, 25
15 Oak Hill Advisors LP 1.11M (2.11%) 0.00
Increased by 0.00%
Mar 31, 25
16 Goldman Sachs Group Inc 1.09M (2.07%) 121.58K
Increased by +11.15%
Mar 31, 25
17 Qube Research & Technologies 1.09M (2.06%) 271.55K
Increased by +24.97%
Mar 31, 25
18 State Street Corporation 1.06M (2.00%) -5.36K
Decreased by -0.51%
Mar 31, 24
19 Connor Clark & Lunn Inv Mgmt Ltd 931.63K (1.76%) 29.30K
Increased by +3.14%
Mar 31, 25
20 Susquehanna International Group, LLP 920.78K (1.74%) 476.12K
Increased by +51.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Schwab Fundamental US Small Company ETF 2.99M (5.66%) 16.60K
Increased by +0.56%
Mar 29, 24
2 Avantis US Small Cap Value ETF 1.94M (3.68%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.64M (3.10%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.60M (3.02%) 23.25K
Increased by +1.46%
Apr 30, 25
5 iShares Russell 2000 ETF 1.36M (2.58%) 657.00
Increased by +0.05%
Mar 28, 24
6 SPDR® S&P Biotech ETF 1.33M (2.52%) -19.44K
Decreased by -1.46%
Apr 30, 25
7 Invesco FTSE RAFI US 1500 Small-Mid ETF 917.91K (1.74%) 0.00
Increased by 0.00%
Feb 27, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 852.75K (1.62%) 2.89K
Increased by +0.34%
Apr 30, 25
9 Invesco RAFI US 1500 Small-Mid ETF 723.59K (1.37%) -1.61K
Decreased by -0.22%
Apr 30, 25
10 Palisade Small Cap Core Equity 721.04K (1.37%) 128.70K
Increased by +17.85%
Mar 31, 25
11 Fidelity Small Cap Index 527.46K (1.00%) 9.77K
Increased by +1.85%
Jun 30, 24
12 iShares Russell 2000 Value ETF 504.72K (0.96%) -320.00
Decreased by -0.06%
Mar 28, 24
13 Invesco Dorsey Wright SmallCap Momt ETF 485.58K (0.92%) -3.47K
Decreased by -0.72%
Mar 31, 25
14 Fidelity® Small Cap Index 475.33K (0.90%) 3.37K
Increased by +0.71%
Oct 31, 23
15 Vanguard Strategic Equity Inv 465.32K (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
16 Hotchkis & Wiley Sm Cp Divers Val I 441.10K (0.84%) -534.90K
Decreased by -121.27%
Dec 31, 23
17 Bridgeway Small Cap Value 393.73K (0.75%) 0.00
Increased by 0.00%
Mar 31, 24
18 Bridgeway Small-Cap Value 393.73K (0.75%) 0.00
Increased by 0.00%
Mar 31, 24
19 DFA US Targeted Value I 391.94K (0.74%) 136.36K
Increased by +34.79%
Mar 31, 25
20 Principal SmallCap Value II Instl 367.24K (0.70%) -351.44K
Decreased by -95.70%
Dec 31, 23