Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWO 21.65%
2 PIEQ 3.64%
3 PPIE 2.13%
4 IMOM 2.04%
5 FEUZ 1.29%
6 INEQ 1.02%
7 ESGN 1.02%
8 GERM 0.99%
9 BINV 0.99%
10 FEP 0.97%
11 GVAL 0.94%
12 DWMF 0.73%
13 FDT 0.67%
14 SEIE 0.59%
15 UIVM 0.55%
16 IDLV 0.55%
17 IGTR 0.44%
18 IDMO 0.43%
19 TOUS 0.43%
20 DWAS 0.41%

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 Millennium Management LLC 2.50M (4.74%) 1.02M
Increased by +40.78%
Mar 31, 25
3 American Century Companies Inc 2.30M (4.35%) 159.91K
Increased by +6.96%
Mar 31, 25
4 Avidity Partners Management LP 1.91M (3.61%) 1.91M
Increased by +100.00%
Mar 31, 24
5 BlackRock Inc 1.84M (3.48%) -87.27K
Decreased by -4.75%
Mar 31, 25
6 State Street Corp 1.71M (3.24%) -253.01K
Decreased by -14.79%
Mar 31, 25
7 Hotchkis & Wiley Capital Management LLC 1.65M (3.12%) -781.25K
Decreased by -47.43%
Dec 31, 23
8 Dimensional Fund Advisors, Inc. 1.60M (3.02%) 492.58K
Increased by +30.85%
Mar 31, 25
9 Charles Schwab Investment Management Inc 1.29M (2.44%) -934.50K
Decreased by -72.43%
Dec 31, 24
10 Jacobs Levy Equity Management, Inc. 1.25M (2.36%) 11.57K
Increased by +0.93%
Sep 30, 23
11 Citadel Advisors Llc 1.20M (2.27%) 579.14K
Increased by +48.24%
Sep 30, 23
12 Marshall Wace Asset Management Ltd 1.16M (2.19%) -170.78K
Decreased by -14.75%
Mar 31, 25
13 Palisade Capital Management LLc 1.14M (2.16%) 202.86K
Increased by +17.77%
Mar 31, 25
14 Oak Hill Advisors LP 1.11M (2.11%) 0.00
Increased by 0.00%
Mar 31, 25
15 Goldman Sachs Group Inc 1.09M (2.07%) 121.58K
Increased by +11.15%
Mar 31, 25
16 Qube Research & Technologies 1.09M (2.06%) 271.55K
Increased by +24.97%
Mar 31, 25
17 State Street Corporation 1.06M (2.00%) -5.36K
Decreased by -0.51%
Mar 31, 24
18 Connor Clark & Lunn Inv Mgmt Ltd 931.63K (1.76%) 29.30K
Increased by +3.14%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 866.47K (1.64%) -360.52K
Decreased by -41.61%
Mar 31, 25
20 Susquehanna International Group, LLP 849.37K (1.61%) -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 (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%
May 31, 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 1.28M (2.42%) 7.56K
Increased by +0.59%
May 31, 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 724.77K (1.37%) -246.00
Decreased by -0.03%
May 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 DFA US Targeted Value I 401.50K (0.76%) 9.56K
Increased by +2.38%
Apr 30, 25
18 Bridgeway Small Cap Value 393.73K (0.75%) 0.00
Increased by 0.00%
Mar 31, 24
19 Bridgeway Small-Cap Value 393.73K (0.75%) 0.00
Increased by 0.00%
Mar 31, 24
20 Principal SmallCap Value II Instl 367.24K (0.70%) -351.44K
Decreased by -95.70%
Dec 31, 23