Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VERS 3.98%
2 XSVM 0.75%
3 PXSV 0.75%
4 RZG 0.57%
5 DSMC 0.57%
6 FMET 0.56%
7 VUSE 0.36%
8 RWJ 0.32%
9 JSML 0.31%
10 JSMD 0.29%
11 PSCF 0.29%
12 XSMO 0.24%
13 HAPS 0.23%
14 OASC 0.22%
15 SSLY 0.21%
16 VIOG 0.18%
17 FSGS 0.17%
18 RNSC 0.17%
19 SLYG 0.16%
20 GSSC 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.24M (13.56%) -475.89K
Decreased by -3.89%
Jun 30, 25
2 Vanguard Group Inc 11.86M (13.15%) -507.71K
Decreased by -4.28%
Jun 30, 25
3 Bank of America Corp 3.29M (3.65%) 1.39M
Increased by +42.30%
Jun 30, 25
4 Copeland Capital Management, LLC 3.21M (3.56%) -708.37K
Decreased by -22.08%
Mar 31, 25
5 State Street Corp 3.06M (3.40%) 18.25K
Increased by +0.60%
Jun 30, 25
6 State Street Corporation 2.74M (3.04%) 43.14K
Increased by +1.57%
Mar 31, 24
7 Renaissance Technologies Corp 2.44M (2.70%) 231.50K
Increased by +9.50%
Jun 30, 25
8 Geode Capital Management, LLC 2.24M (2.49%) -2.07K
Decreased by -0.09%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 1.91M (2.11%) 183.95K
Increased by +9.65%
Jun 30, 25
10 Charles Schwab Investment Management Inc 1.87M (2.07%) 231.24K
Increased by +12.36%
Jun 30, 25
11 UBS Group AG 1.34M (1.48%) 147.90K
Increased by +11.06%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 1.25M (1.39%) 370.06K
Increased by +29.52%
Jun 30, 25
13 Amvescap Plc. 1.18M (1.31%) 421.74K
Increased by +35.80%
Jun 30, 25
14 Jacobs Levy Equity Management, Inc. 927.63K (1.03%) 557.77K
Increased by +60.13%
Jun 30, 25
15 Millennium Management LLC 905.52K (1.00%) 506.12K
Increased by +55.89%
Mar 31, 25
16 Pacer Advisors, INC. 867.76K (0.96%) -205.17K
Decreased by -23.64%
Jun 30, 25
17 Nuveen, LLC 856.04K (0.95%) 291.29K
Increased by +34.03%
Jun 30, 25
18 Northern Trust Corp 836.59K (0.93%) -348.07K
Decreased by -41.61%
Jun 30, 25
19 Goldman Sachs Group Inc 833.55K (0.92%) 211.21K
Increased by +25.34%
Jun 30, 25
20 JPMorgan Chase & Co 710.00K (0.79%) 256.10K
Increased by +36.07%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.09M (5.64%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.42M (2.68%) -53.58K
Decreased by -2.22%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.39M (2.64%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Real Estate Index Investor 2.26M (2.50%) 1.84K
Increased by +0.08%
Jul 31, 25
5 iShares Russell 2000 ETF 1.92M (2.12%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Index 1.89M (2.10%) -12.65K
Decreased by -0.67%
Jul 31, 25
7 Vanguard Small Cap Value Index Inv 1.22M (1.35%) 5.02K
Increased by +0.41%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 922.47K (1.02%) -404.38K
Decreased by -43.84%
Jul 31, 25
9 Schwab Fundamental U.S. Small CompanyETF 884.55K (0.98%) 3.54K
Increased by +0.40%
Aug 30, 25
10 iShares S&P Small-Cap 600 Growth ETF 831.53K (0.92%) 0.00
Increased by 0.00%
Nov 30, 24
11 iShares S&P Small-Cap 600 Value ETF 800.51K (0.89%) 0.00
Increased by 0.00%
Aug 31, 25
12 Pacer US Small Cap Cash Cows 100 ETF 797.67K (0.88%) -4.63K
Decreased by -0.58%
Aug 29, 25
13 Fidelity Small Cap Index 793.00K (0.88%) -45.39K
Decreased by -5.72%
Jun 30, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 767.20K (0.85%) 9.11K
Increased by +1.19%
Aug 29, 25
15 Fidelity® Small Cap Index 689.30K (0.76%) 18.47K
Increased by +2.68%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 686.30K (0.76%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 684.93K (0.76%) 700.00
Increased by +0.10%
Mar 28, 24
18 TD Global Equity Growth - I 656.60K (0.73%) -192.39K
Decreased by -29.30%
Jun 30, 23
19 BlackRock Global Equity Mkt Netrl Instl 574.03K (0.64%) 27.13K
Increased by +4.73%
Jul 31, 25
20 Vanguard Tax-Managed Small Cap Adm 565.84K (0.63%) 0.00
Increased by 0.00%
Jul 31, 25