Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 2.87%
2 BSMC 2.85%
3 SIXS 0.95%
4 MYLD 0.93%
5 XSLV 0.74%
6 XSHD 0.73%
7 JPSV 0.65%
8 FYT 0.59%
9 HSMV 0.57%
10 OASC 0.47%
11 SIXL 0.42%
12 SCDS 0.41%
13 RZV 0.40%
14 DGRS 0.39%
15 BSVO 0.36%
16 FYX 0.29%
17 ETHO 0.29%
18 TPSC 0.29%
19 EQWS 0.28%
20 SMIZ 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.43M (16.23%) -231.11K
Decreased by -3.11%
Mar 31, 25
2 Novo A/S 6.34M (13.86%) 6.34M
Increased by +100.00%
Mar 31, 24
3 Vanguard Group Inc 5.82M (12.71%) -247.39K
Decreased by -4.25%
Jun 30, 25
4 American Century Companies Inc 3.67M (8.02%) 341.83K
Increased by +9.31%
Jun 30, 25
5 Brandes Investment Partners & Co 3.28M (7.18%) 1.24M
Increased by +37.84%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 3.14M (6.86%) -211.96K
Decreased by -6.75%
Jun 30, 25
7 State Street Corporation 1.95M (4.26%) -15.77K
Decreased by -0.81%
Mar 31, 24
8 Fuller & Thaler Asset Management Inc 1.94M (4.24%) -80.16K
Decreased by -4.13%
Jun 30, 25
9 State Street Corp 1.91M (4.17%) -72.05K
Decreased by -3.78%
Mar 31, 25
10 Apg All Pensions Group 1.77M (3.86%) -18.06K
Decreased by -1.02%
Jun 30, 24
11 LSV Asset Management 1.35M (2.94%) 9.17K
Increased by +0.68%
Jun 30, 25
12 Geode Capital Management, LLC 1.13M (2.48%) 21.61K
Increased by +1.91%
Mar 31, 25
13 Ameriprise Financial Inc 1.02M (2.23%) 442.54K
Increased by +43.38%
Mar 31, 25
14 Gamco Investors, Inc. Et Al 919.34K (2.01%) 1.12K
Increased by +0.12%
Mar 31, 25
15 Millennium Management LLC 915.28K (2.00%) 471.77K
Increased by +51.54%
Mar 31, 25
16 Charles Schwab Investment Management Inc 871.42K (1.90%) -9.68K
Decreased by -1.11%
Jun 30, 25
17 Crédit Agricole S.A. 810.03K (1.77%) -1.18M
Decreased by -145.56%
Mar 31, 24
18 William Blair Investment Management, LLC 778.29K (1.70%) -63.53K
Decreased by -8.16%
Jun 30, 25
19 Allspring Global Investments Holdings, LLC 727.75K (1.59%) -22.62K
Decreased by -3.11%
Mar 31, 25
20 Gabelli Funds LLC 707.42K (1.55%) -121.50K
Decreased by -17.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.82M (6.15%) 456.00
Increased by +0.02%
Jul 31, 25
2 American Century Small Cap Value Inv 2.33M (5.09%) -125.00K
Decreased by -5.36%
Jun 30, 25
3 American Century U.S. Small Cap Value 2.33M (5.09%) -125.00K
Decreased by -5.36%
Jun 30, 25
4 FullerThaler Behavioral Sm-Cp Eq R6 1.92M (4.20%) -80.17K
Decreased by -4.17%
Mar 31, 25
5 FullerThaler Behavioral Small-Cap Equity 1.92M (4.20%) -80.17K
Decreased by -4.17%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 1.56M (3.40%) 110.00
Increased by +0.01%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.40M (3.05%) -30.97K
Decreased by -2.22%
Jul 31, 25
8 Vanguard Small Cap Index 1.14M (2.49%) -7.70K
Decreased by -0.67%
Jul 31, 25
9 iShares Russell 2000 ETF 1.11M (2.42%) -21.00K
Decreased by -1.90%
Jul 31, 25
10 DFA US Small Cap Value I 780.47K (1.71%) -16.50K
Decreased by -2.11%
Jun 30, 25
11 Brandes Global Small Cap Equity Cl F 740.16K (1.62%) 41.04K
Increased by +5.54%
Jul 31, 25
12 Vanguard Small Cap Value Index Inv 732.56K (1.60%) -649.00
Decreased by -0.09%
Jul 31, 25
13 Vanguard Consumer Staples ETF 513.69K (1.12%) 0.00
Increased by 0.00%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 506.52K (1.11%) -218.41K
Decreased by -43.12%
Jul 31, 25
15 Fidelity® Small Cap Index 492.94K (1.08%) 13.27K
Increased by +2.69%
Oct 31, 23
16 Fidelity Small Cap Index 486.33K (1.06%) 2.67K
Increased by +0.55%
May 31, 25
17 American Century US Small Cap Val Eq Tr 444.24K (0.97%) 36.17K
Increased by +8.14%
Mar 31, 25
18 American Century US Small Cp Val Eq Tr R 444.24K (0.97%) 36.17K
Increased by +8.14%
Mar 31, 25
19 iShares S&P Small-Cap 600 Value ETF 442.31K (0.97%) -407.00
Decreased by -0.09%
Jul 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 442.27K (0.97%) 0.00
Increased by 0.00%
Apr 30, 24