Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWO 24.00%
2 PIEQ 3.85%
3 EPIN 3.10%
4 IMOM 1.99%
5 FEUZ 1.29%
6 INEQ 1.15%
7 ESGN 1.15%
8 BINV 1.11%
9 GVAL 1.05%
10 GERM 0.99%
11 FEP 0.97%
12 PPIE 0.94%
13 DWMF 0.73%
14 FDT 0.67%
15 SEIE 0.65%
16 UIVM 0.55%
17 IDLV 0.55%
18 IDMO 0.50%
19 RINT 0.49%
20 IGTR 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.58M (7.43%) 370.21K
Increased by +10.33%
Jun 30, 25
2 Millennium Management LLC 2.50M (5.19%) 1.02M
Increased by +40.78%
Mar 31, 25
3 American Century Companies Inc 2.29M (4.75%) -5.46K
Decreased by -0.24%
Jun 30, 25
4 Avidity Partners Management LP 1.91M (3.95%) 1.91M
Increased by +100.00%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 1.85M (3.83%) 252.40K
Increased by +13.65%
Jun 30, 25
6 BlackRock Inc 1.84M (3.80%) -87.27K
Decreased by -4.75%
Mar 31, 25
7 State Street Corp 1.71M (3.54%) -253.01K
Decreased by -14.79%
Mar 31, 25
8 Hotchkis & Wiley Capital Management LLC 1.65M (3.41%) -781.25K
Decreased by -47.43%
Dec 31, 23
9 Jacobs Levy Equity Management, Inc. 1.25M (2.58%) 11.57K
Increased by +0.93%
Sep 30, 23
10 Citadel Advisors Llc 1.20M (2.49%) 579.14K
Increased by +48.24%
Sep 30, 23
11 Marshall Wace Asset Management Ltd 1.16M (2.40%) -170.78K
Decreased by -14.75%
Mar 31, 25
12 Palisade Capital Management LLc 1.14M (2.37%) 202.86K
Increased by +17.77%
Mar 31, 25
13 Oak Hill Advisors LP 1.11M (2.31%) 0.00
Increased by 0.00%
Mar 31, 25
14 Charles Schwab Investment Management Inc 1.11M (2.29%) 521.91K
Increased by +47.22%
Jun 30, 25
15 Goldman Sachs Group Inc 1.09M (2.26%) 121.58K
Increased by +11.15%
Mar 31, 25
16 Qube Research & Technologies 1.09M (2.25%) 271.55K
Increased by +24.97%
Mar 31, 25
17 State Street Corporation 1.06M (2.19%) -5.36K
Decreased by -0.51%
Mar 31, 24
18 Connor Clark & Lunn Inv Mgmt Ltd 986.67K (2.04%) 55.05K
Increased by +5.58%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 866.47K (1.80%) -360.52K
Decreased by -41.61%
Mar 31, 25
20 Susquehanna International Group, LLP 849.37K (1.76%) -71.41K
Decreased by -8.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Schwab Fundamental US Small Company ETF 2.99M (6.19%) 16.60K
Increased by +0.56%
Mar 29, 24
2 Avantis US Small Cap Value ETF 1.92M (3.98%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.64M (3.39%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.57M (3.26%) -34.94K
Decreased by -2.22%
Jul 31, 25
5 iShares Russell 2000 ETF 1.28M (2.65%) -24.36K
Decreased by -1.90%
Jul 31, 25
6 SPDR® S&P Biotech ETF 949.18K (1.97%) 28.41K
Increased by +2.99%
Jul 31, 25
7 Invesco FTSE RAFI US 1500 Small-Mid ETF 917.91K (1.90%) 0.00
Increased by 0.00%
Feb 27, 25
8 Palisade Small Cap Core Equity 690.44K (1.43%) -30.60K
Decreased by -4.43%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 589.25K (1.22%) -257.68K
Decreased by -43.73%
Jul 31, 25
10 Invesco RAFI US 1500 Small-Mid ETF 540.39K (1.12%) 0.00
Increased by 0.00%
Jul 31, 25
11 Schwab Fundamental U.S. Small CompanyETF 536.56K (1.11%) 0.00
Increased by 0.00%
Jul 31, 25
12 Pacer US Small Cap Cash Cows 100 ETF 529.17K (1.10%) -2.38K
Decreased by -0.45%
Jul 31, 25
13 Fidelity Small Cap Index 527.46K (1.09%) 9.77K
Increased by +1.85%
Jun 30, 24
14 Invesco Dorsey Wright SmallCap Momt ETF 485.58K (1.01%) -3.47K
Decreased by -0.72%
Mar 31, 25
15 Fidelity® Small Cap Index 475.33K (0.98%) 3.37K
Increased by +0.71%
Oct 31, 23
16 iShares Russell 2000 Value ETF 465.33K (0.96%) 345.00
Increased by +0.07%
Jul 31, 25
17 Vanguard Strategic Equity Inv 465.32K (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
18 Hotchkis & Wiley Sm Cp Divers Val I 441.10K (0.91%) -534.90K
Decreased by -121.27%
Dec 31, 23
19 DFA US Targeted Value I 403.44K (0.84%) 1.94K
Increased by +0.48%
Jun 30, 25
20 Bridgeway Small Cap Value 393.73K (0.82%) 0.00
Increased by 0.00%
Mar 31, 24