Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.52%
2 SIXS 1.03%
3 XSLV 0.91%
4 JPSV 0.76%
5 HSMV 0.62%
6 SCDS 0.51%
7 RZV 0.49%
8 OASC 0.47%
9 FYT 0.47%
10 BSVO 0.44%
11 SIXL 0.42%
12 DGRS 0.39%
13 ETHO 0.29%
14 FYX 0.29%
15 TPSC 0.29%
16 EQWS 0.28%
17 SMIZ 0.26%
18 JPSE 0.24%
19 VIOV 0.24%
20 SLYV 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.66M (16.54%) -20.72K
Decreased by -0.27%
Dec 31, 24
2 Novo A/S 6.34M (13.70%) 6.34M
Increased by +100.00%
Mar 31, 24
3 Vanguard Group Inc 5.80M (12.52%) 24.85K
Increased by +0.43%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 3.47M (7.50%) -123.01K
Decreased by -3.54%
Dec 31, 24
5 American Century Companies Inc 3.22M (6.96%) 64.26K
Increased by +1.99%
Dec 31, 24
6 Fuller & Thaler Asset Management Inc 2.09M (4.51%) -19.98K
Decreased by -0.96%
Dec 31, 24
7 Brandes Investment Partners & Co 2.04M (4.41%) 355.22K
Increased by +17.40%
Dec 31, 24
8 State Street Corp 1.98M (4.27%) 64.12K
Increased by +3.24%
Dec 31, 24
9 State Street Corporation 1.95M (4.21%) -15.77K
Decreased by -0.81%
Mar 31, 24
10 Apg All Pensions Group 1.77M (3.82%) -18.06K
Decreased by -1.02%
Jun 30, 24
11 Banco Santander Central Hispano Sa 1.42M (3.07%) 0.00
Increased by 0.00%
Dec 31, 24
12 LSV Asset Management 1.17M (2.52%) 74.23K
Increased by +6.37%
Dec 31, 24
13 Geode Capital Management, LLC 1.11M (2.40%) -18.77K
Decreased by -1.69%
Dec 31, 24
14 Gamco Investors, Inc. Et Al 918.22K (1.98%) -20.57K
Decreased by -2.24%
Dec 31, 24
15 William Blair Investment Management, LLC 878.39K (1.90%) 253.01K
Increased by +28.80%
Dec 31, 24
16 Gabelli Funds LLC 828.92K (1.79%) -19.00K
Decreased by -2.29%
Dec 31, 24
17 Charles Schwab Investment Management Inc 817.04K (1.76%) 38.35K
Increased by +4.69%
Dec 31, 24
18 Crédit Agricole S.A. 810.03K (1.75%) -1.18M
Decreased by -145.56%
Mar 31, 24
19 Allspring Global Investments Holdings, LLC 750.37K (1.62%) 85.47K
Increased by +11.39%
Dec 31, 24
20 FMR Inc 589.27K (1.27%) 484.39K
Increased by +82.20%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.93M (6.33%) -2.82K
Decreased by -0.10%
Apr 30, 25
2 American Century Small Cap Value Inv 2.46M (5.30%) 5.00K
Increased by +0.20%
Mar 31, 25
3 American Century U.S. Small Cap Value 2.46M (5.30%) 5.00K
Increased by +0.20%
Mar 31, 25
4 FullerThaler Behavioral Sm-Cp Eq R6 2.00M (4.33%) 0.00
Increased by 0.00%
Dec 31, 24
5 FullerThaler Behavioral Small-Cap Equity 2.00M (4.33%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard US Total Market Shares ETF 1.56M (3.36%) 110.00
Increased by +0.01%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.55M (3.35%) -113.00
Decreased by -0.01%
Mar 31, 25
8 Vanguard Small Cap Index 1.20M (2.60%) -41.61K
Decreased by -3.46%
Mar 31, 25
9 iShares Russell 2000 ETF 1.18M (2.54%) -9.55K
Decreased by -0.81%
Apr 29, 25
10 DFA US Small Cap Value I 808.89K (1.75%) -9.12K
Decreased by -1.13%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 780.27K (1.68%) -38.04K
Decreased by -4.87%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 731.54K (1.58%) -9.69K
Decreased by -1.32%
Mar 31, 25
13 Vanguard Consumer Staples ETF 505.20K (1.09%) 6.96K
Increased by +1.38%
Mar 31, 25
14 Fidelity® Small Cap Index 492.94K (1.06%) 13.27K
Increased by +2.69%
Oct 31, 23
15 Fidelity Small Cap Index 481.51K (1.04%) 5.31K
Increased by +1.10%
Feb 28, 25
16 iShares S&P Small-Cap 600 Value ETF 476.32K (1.03%) 426.00
Increased by +0.09%
Apr 30, 25
17 Allspring Special Small Cap Value A 454.75K (0.98%) -29.90K
Decreased by -6.58%
Mar 31, 25
18 iShares Russell 2000 Value ETF 447.09K (0.97%) -1.51K
Decreased by -0.34%
Apr 30, 25
19 American Century US Small Cap Val Eq Tr 444.24K (0.96%) 36.17K
Increased by +8.14%
Mar 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 442.27K (0.95%) 0.00
Increased by 0.00%
Apr 30, 24