Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATV 6.26%
2 PBJ 3.08%
3 PSCC 2.97%
4 TPMN 2.71%
5 RZV 1.61%
6 XSVM 1.55%
7 PSL 1.47%
8 VRAI 1.37%
9 SIXS 1.34%
10 CSB 1.15%
11 SQLV 0.90%
12 XSLV 0.86%
13 PAGG 0.77%
14 FYT 0.76%
15 BSVO 0.69%
16 HEJD 0.56%
17 SIXL 0.49%
18 BOUT 0.48%
19 HKND 0.45%
20 TFPN 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.73M (14.61%) -293.78K
Decreased by -5.13%
Mar 31, 25
2 Vanguard Group Inc 4.94M (12.61%) 133.64K
Increased by +2.70%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 3.42M (8.73%) -118.41K
Decreased by -3.46%
Mar 31, 25
4 FMR Inc 1.70M (4.33%) -1.77M
Decreased by -104.53%
Sep 30, 23
5 State Street Corporation 1.32M (3.37%) 8.08K
Increased by +0.61%
Mar 31, 24
6 State Street Corp 1.31M (3.35%) -52.40K
Decreased by -3.99%
Mar 31, 25
7 Pacer Advisors, INC. 1.28M (3.27%) 1.28M
Increased by +100.00%
Dec 31, 24
8 Charles Schwab Investment Management Inc 1.14M (2.90%) 30.22K
Increased by +2.66%
Mar 31, 25
9 American Century Companies Inc 1.10M (2.81%) 150.98K
Increased by +13.71%
Mar 31, 25
10 Capital World Investors 1.03M (2.62%) 0.00
Increased by 0.00%
Mar 31, 25
11 Amvescap Plc. 919.61K (2.35%) 164.12K
Increased by +17.85%
Dec 31, 24
12 Geode Capital Management, LLC 800.18K (2.04%) 24.02K
Increased by +3.00%
Mar 31, 25
13 LSV Asset Management 580.02K (1.48%) 236.48K
Increased by +40.77%
Mar 31, 25
14 Boston Partners Global Investors, Inc 487.07K (1.24%) -590.79K
Decreased by -121.30%
Dec 31, 23
15 Victory Capital Management Inc. 476.88K (1.22%) -2.68K
Decreased by -0.56%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 460.44K (1.17%) -7.05K
Decreased by -1.53%
Mar 31, 25
17 Bridgeway Capital Management, LLC 458.93K (1.17%) 5.39K
Increased by +1.17%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 409.93K (1.05%) 108.04K
Increased by +26.36%
Mar 31, 25
19 Invenomic Capital Management, LP 395.99K (1.01%) 124.11K
Increased by +31.34%
Mar 31, 25
20 Allianz Asset Management AG 377.31K (0.96%) 184.57K
Increased by +48.92%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.02M (5.15%) -1.23K
Decreased by -0.06%
May 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.21M (3.10%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.21M (3.09%) 0.00
Increased by 0.00%
Sep 30, 24
4 Pacer US Small Cap Cash Cows 100 ETF 1.12M (2.86%) -8.14K
Decreased by -0.73%
Feb 28, 25
5 American Funds SMALLCAP World A 1.03M (2.62%) 0.00
Increased by 0.00%
Mar 31, 25
6 DFA US Small Cap Value I 993.41K (2.53%) 0.00
Increased by 0.00%
Mar 31, 25
7 Avantis US Small Cap Value ETF 980.98K (2.50%) 1.90K
Increased by +0.19%
May 30, 25
8 Vanguard Small Cap Index 962.15K (2.45%) 5.97K
Increased by +0.62%
Apr 30, 25
9 iShares Russell 2000 ETF 881.84K (2.25%) 432.00
Increased by +0.05%
May 28, 25
10 Fidelity Low-Priced Stock 798.27K (2.04%) -531.99K
Decreased by -66.64%
Oct 31, 23
11 Fidelity® Low-Priced Stock 798.27K (2.04%) -531.99K
Decreased by -66.64%
Oct 31, 23
12 Schwab Fundamental U.S. Small CompanyETF 655.01K (1.67%) 2.48K
Increased by +0.38%
May 30, 25
13 Vanguard Small Cap Value Index Inv 622.42K (1.59%) 1.93K
Increased by +0.31%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 531.40K (1.36%) 608.00
Increased by +0.11%
Apr 30, 25
15 Schwab Fundamental US Small Company ETF 516.42K (1.32%) 0.00
Increased by 0.00%
Apr 30, 24
16 Vanguard Consumer Staples ETF 460.97K (1.18%) 3.40K
Increased by +0.74%
Apr 30, 25
17 DFA US Targeted Value I 404.86K (1.03%) -34.84K
Decreased by -8.61%
Mar 31, 25
18 Dimensional US Targeted Value ETF 387.91K (0.99%) 0.00
Increased by 0.00%
May 29, 25
19 Eurizon Equity Planet Z 359.13K (0.92%) -8.37K
Decreased by -2.33%
Mar 31, 25
20 Fidelity Small Cap Index 337.14K (0.86%) 0.00
Increased by 0.00%
Feb 28, 25