Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWI 3.28%
2 FDFF 3.22%
3 BIDD 3.04%
4 AIVI 1.89%
5 BPAY 1.44%
6 FSCC 1.05%
7 SMCP 0.98%
8 IQDY 0.78%
9 IQDF 0.78%
10 SVAL 0.62%
11 SMCF 0.59%
12 TDI 0.55%
13 PSCF 0.54%
14 DIM 0.50%
15 EUFN 0.48%
16 FEUZ 0.48%
17 BSVO 0.42%
18 HDEF 0.42%
19 FESM 0.41%
20 KRE 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.39M (15.25%) -92.56K
Decreased by -1.45%
Mar 31, 25
2 T. Rowe Price Investment Management,Inc. 4.36M (10.40%) 41.04K
Increased by +0.94%
Jun 30, 25
3 Vanguard Group Inc 2.47M (5.90%) -9.32K
Decreased by -0.38%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 1.91M (4.56%) -20.01K
Decreased by -1.05%
Jun 30, 25
5 State Street Corporation 1.57M (3.74%) -407.00
Decreased by -0.03%
Mar 31, 24
6 State Street Corp 1.55M (3.69%) -76.06K
Decreased by -4.92%
Mar 31, 25
7 Wasatch Advisors LP 1.06M (2.53%) -55.91K
Decreased by -5.27%
Mar 31, 25
8 Wasatch Advisors Inc. 1.06M (2.53%) 220.84K
Increased by +20.83%
Dec 31, 23
9 Nuveen, LLC 847.18K (2.02%) 847.18K
Increased by +100.00%
Mar 31, 25
10 Bank of America Corp 832.56K (1.99%) -13.48K
Decreased by -1.62%
Mar 31, 25
11 Geode Capital Management, LLC 828.44K (1.98%) 24.07K
Increased by +2.91%
Mar 31, 25
12 Goldman Sachs Group Inc 544.96K (1.30%) -4.88K
Decreased by -0.90%
Jun 30, 25
13 HHG PLC 539.52K (1.29%) 722.00
Increased by +0.13%
Jun 30, 25
14 Northern Trust Corp 414.92K (0.99%) -9.97K
Decreased by -2.40%
Mar 31, 25
15 Cardinal Capital Management Llc 408.44K (0.97%) -90.92K
Decreased by -22.26%
Mar 31, 24
16 Bridgeway Capital Management, LLC 394.15K (0.94%) 7.04K
Increased by +1.79%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 389.34K (0.93%) 61.47K
Increased by +15.79%
Mar 31, 25
18 Charles Schwab Investment Management Inc 384.38K (0.92%) 16.92K
Increased by +4.40%
Jun 30, 25
19 Earnest Partners LLC 360.58K (0.86%) -43.56K
Decreased by -12.08%
Mar 31, 25
20 Millennium Management LLC 354.16K (0.84%) 37.38K
Increased by +10.56%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.41M (5.76%) 368.00
Increased by +0.02%
Jul 31, 25
2 T. Rowe Price Small-Cap Value 1.55M (3.70%) -1.81K
Decreased by -0.12%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.27M (3.03%) 176.42K
Increased by +13.89%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 1.13M (2.69%) 1.58K
Increased by +0.14%
Sep 30, 24
5 iShares Russell 2000 ETF 1.01M (2.41%) -19.21K
Decreased by -1.90%
Jul 31, 25
6 T. Rowe Price U.S. SC Value Eq Tr-D 940.54K (2.24%) 41.88K
Increased by +4.45%
Jun 30, 25
7 T. Rowe Price U.S. SC Value Eq Tr-Z 898.66K (2.14%) 37.50K
Increased by +4.17%
Mar 31, 25
8 T. Rowe Price Small-Cap Stock 681.93K (1.63%) -799.00
Decreased by -0.12%
Jun 30, 25
9 T. Rowe Price US Small-Cap Core Equity 681.93K (1.63%) -1.23K
Decreased by -0.18%
Jun 30, 25
10 Janus Henderson Small Cap Value L 498.67K (1.19%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 432.62K (1.03%) -100.34K
Decreased by -23.19%
Jul 31, 25
12 DFA US Targeted Value I 406.60K (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
13 iShares Russell 2000 Value ETF 366.83K (0.87%) 272.00
Increased by +0.07%
Jul 31, 25
14 Fidelity Small Cap Index 358.02K (0.85%) 2.51K
Increased by +0.70%
May 31, 25
15 iShares S&P Small-Cap 600 Value ETF 357.70K (0.85%) 0.00
Increased by 0.00%
Nov 30, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 348.78K (0.83%) 195.00
Increased by +0.06%
Jul 31, 25
17 EARNEST Small Cap Core 347.15K (0.83%) 344.10K
Increased by +99.12%
Dec 31, 23
18 Fidelity® Small Cap Index 343.95K (0.82%) 9.61K
Increased by +2.79%
Oct 31, 23
19 T. Rowe Price Instl Small-Cap Stock 340.93K (0.81%) -26.35K
Decreased by -7.73%
Jun 30, 25
20 American Beacon Small Cp Val R5 340.62K (0.81%) 273.96K
Increased by +80.43%
Jul 31, 25