Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.13%
2 SIXS 0.95%
3 JPSV 0.79%
4 XSLV 0.75%
5 HSMV 0.57%
6 SCDS 0.50%
7 OASC 0.47%
8 RZV 0.45%
9 FYT 0.44%
10 SIXL 0.42%
11 BSVO 0.40%
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 VIOV 0.25%
19 JPSE 0.24%
20 SLYV 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.43M (16.03%) -231.11K
Decreased by -3.11%
Mar 31, 25
2 Novo A/S 6.34M (13.70%) 6.34M
Increased by +100.00%
Mar 31, 24
3 Vanguard Group Inc 6.07M (13.10%) 266.61K
Increased by +4.39%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 3.35M (7.24%) -120.78K
Decreased by -3.60%
Mar 31, 25
5 American Century Companies Inc 3.33M (7.19%) 106.70K
Increased by +3.20%
Mar 31, 25
6 Brandes Investment Partners & Co 3.28M (7.09%) 1.24M
Increased by +37.84%
Mar 31, 25
7 Fuller & Thaler Asset Management Inc 2.02M (4.36%) -66.15K
Decreased by -3.27%
Mar 31, 25
8 State Street Corporation 1.95M (4.21%) -15.77K
Decreased by -0.81%
Mar 31, 24
9 State Street Corp 1.91M (4.12%) -72.05K
Decreased by -3.78%
Mar 31, 25
10 Apg All Pensions Group 1.77M (3.81%) -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%
Mar 31, 25
12 LSV Asset Management 1.34M (2.88%) 169.73K
Increased by +12.71%
Mar 31, 25
13 Geode Capital Management, LLC 1.13M (2.45%) 21.61K
Increased by +1.91%
Mar 31, 25
14 Ameriprise Financial Inc 1.02M (2.20%) 442.54K
Increased by +43.38%
Mar 31, 25
15 Gamco Investors, Inc. Et Al 919.34K (1.98%) 1.12K
Increased by +0.12%
Mar 31, 25
16 Charles Schwab Investment Management Inc 881.10K (1.90%) 64.06K
Increased by +7.27%
Mar 31, 25
17 William Blair Investment Management, LLC 841.82K (1.82%) -36.57K
Decreased by -4.34%
Mar 31, 25
18 Gabelli Funds LLC 828.92K (1.79%) -19.00K
Decreased by -2.29%
Dec 31, 24
19 Crédit Agricole S.A. 810.03K (1.75%) -1.18M
Decreased by -145.56%
Mar 31, 24
20 Allspring Global Investments Holdings, LLC 727.75K (1.57%) -22.62K
Decreased by -3.11%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.93M (6.32%) -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 Total Stock Mkt Idx Inv 1.58M (3.40%) 25.00K
Increased by +1.59%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 1.56M (3.36%) 110.00
Increased by +0.01%
Sep 30, 24
8 Vanguard Small Cap Index 1.21M (2.61%) 8.42K
Increased by +0.70%
Apr 30, 25
9 iShares Russell 2000 ETF 1.18M (2.54%) 199.00
Increased by +0.02%
Apr 30, 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 782.60K (1.69%) 2.33K
Increased by +0.30%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 741.36K (1.60%) 9.82K
Increased by +1.32%
Apr 30, 25
13 Vanguard Consumer Staples ETF 508.92K (1.10%) 3.73K
Increased by +0.73%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 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