Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ECML 1.57%
2 XSVM 1.36%
3 PXSV 1.35%
4 PEZ 1.08%
5 DEEP 1.08%
6 DVP 1.08%
7 SIXS 1.08%
8 VAMO 0.97%
9 RZV 0.90%
10 RISN 0.89%
11 MYLD 0.87%
12 GRPZ 0.80%
13 FYT 0.69%
14 DSMC 0.52%
15 PSCD 0.52%
16 AFSM 0.47%
17 CAFG 0.44%
18 CGV 0.43%
19 SQLV 0.42%
20 RAYD 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.34M (19.41%) -27.73K
Decreased by -0.38%
Mar 31, 25
2 Vanguard Group Inc 4.72M (12.47%) -13.84K
Decreased by -0.29%
Mar 31, 25
3 Madison Avenue Partners, LP 3.19M (8.43%) -725.87K
Decreased by -22.76%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 2.99M (7.90%) -131.97K
Decreased by -4.42%
Mar 31, 25
5 State Street Corporation 1.67M (4.42%) 8.66K
Increased by +0.52%
Mar 31, 24
6 American Century Companies Inc 1.62M (4.30%) 162.90K
Increased by +10.03%
Mar 31, 25
7 State Street Corp 1.54M (4.08%) -79.32K
Decreased by -5.14%
Mar 31, 25
8 Royal Bank of Canada 1.13M (2.99%) -131.43K
Decreased by -11.62%
Mar 31, 25
9 Charles Schwab Investment Management Inc 1.00M (2.65%) -33.02K
Decreased by -3.30%
Mar 31, 25
10 Millennium Management LLC 953.18K (2.52%) 504.93K
Increased by +52.97%
Mar 31, 25
11 Geode Capital Management, LLC 953.05K (2.52%) -2.71K
Decreased by -0.28%
Mar 31, 25
12 LSV Asset Management 846.90K (2.24%) 98.92K
Increased by +11.68%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 831.44K (2.20%) -132.81K
Decreased by -15.97%
Mar 31, 25
14 Newtyn Management LLC 818.82K (2.17%) -826.64K
Decreased by -100.96%
Sep 30, 23
15 Goldman Sachs Group Inc 767.96K (2.03%) 38.68K
Increased by +5.04%
Dec 31, 24
16 D. E. Shaw & Co LP 762.06K (2.02%) 448.90K
Increased by +58.91%
Mar 31, 25
17 Amvescap Plc. 751.89K (1.99%) -148.06K
Decreased by -19.69%
Mar 31, 25
18 Prudential Financial Inc 746.69K (1.97%) -25.76K
Decreased by -3.45%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 742.64K (1.96%) -19.29K
Decreased by -2.60%
Mar 31, 25
20 Towle & Co 708.03K (1.87%) -275.33K
Decreased by -38.89%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.27M (6.01%) 388.00
Increased by +0.02%
Jul 31, 25
2 Avantis US Small Cap Value ETF 1.42M (3.75%) 448.00
Increased by +0.03%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.27M (3.35%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.18M (3.11%) -33.60K
Decreased by -2.85%
Jun 30, 25
5 iShares Russell 2000 ETF 934.99K (2.47%) -17.75K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Small Cap Index 898.81K (2.38%) -41.57K
Decreased by -4.62%
Jun 30, 25
7 FPA Queens Road Small Cap Value Inv 677.44K (1.79%) 115.24K
Increased by +17.01%
Jun 30, 25
8 DFA US Small Cap Value I 602.92K (1.59%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 584.42K (1.55%) -22.30K
Decreased by -3.82%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 573.72K (1.52%) -30.72K
Decreased by -5.36%
Jun 30, 25
11 BlackRock Global Equity Mkt Netrl Instl 573.43K (1.52%) 68.38K
Increased by +11.93%
Jun 30, 25
12 Schwab Fundamental US Small Company ETF 553.45K (1.46%) 0.00
Increased by 0.00%
Apr 30, 24
13 Schwab Fundamental U.S. Small CompanyETF 487.10K (1.29%) 0.00
Increased by 0.00%
Jul 31, 25
14 BlackRock Advantage Small Cap Core Instl 408.58K (1.08%) 57.12K
Increased by +13.98%
Jun 30, 25
15 Fidelity® Small Cap Index 397.08K (1.05%) 11.90K
Increased by +3.00%
Oct 31, 23
16 Fidelity Small Cap Index 395.03K (1.04%) 1.33K
Increased by +0.34%
May 31, 25
17 Pacer US Small Cap Cash Cows 100 ETF 377.22K (1.00%) -1.70K
Decreased by -0.45%
Jul 31, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 359.31K (0.95%) 0.00
Increased by 0.00%
Apr 30, 24
19 iShares S&P Small-Cap 600 Value ETF 358.32K (0.95%) -342.00
Decreased by -0.10%
Jul 31, 25
20 Cobas Selección C FI 348.50K (0.92%) -147.87K
Decreased by -42.43%
Jun 30, 23