Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ECML 1.44%
2 XSVM 1.23%
3 PEZ 1.08%
4 SIXS 0.97%
5 RISN 0.89%
6 VAMO 0.87%
7 DVP 0.83%
8 RZV 0.82%
9 DEEP 0.81%
10 GRPZ 0.80%
11 MYLD 0.78%
12 FYT 0.53%
13 DSMC 0.52%
14 SQLV 0.50%
15 PSCD 0.48%
16 AFSM 0.45%
17 CAFG 0.44%
18 CGV 0.43%
19 RAYD 0.41%
20 DWAS 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.34M (19.42%) -27.73K
Decreased by -0.38%
Mar 31, 25
2 Vanguard Group Inc 4.72M (12.48%) -13.84K
Decreased by -0.29%
Mar 31, 25
3 Madison Avenue Partners, LP 3.19M (8.44%) -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 (1.98%) -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 2.32M (6.13%) 0.00
Increased by 0.00%
May 31, 25
2 Avantis US Small Cap Value ETF 1.38M (3.66%) 1.02K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.27M (3.36%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.21M (3.20%) 0.00
Increased by 0.00%
May 31, 25
5 iShares Russell 2000 ETF 997.71K (2.64%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 940.38K (2.49%) 3.42K
Increased by +0.36%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 606.72K (1.60%) 4.40K
Increased by +0.73%
May 31, 25
8 Vanguard Small Cap Value Index Inv 604.45K (1.60%) -901.00
Decreased by -0.15%
May 31, 25
9 DFA US Small Cap Value I 602.92K (1.59%) 0.00
Increased by 0.00%
Apr 30, 25
10 FPA Queens Road Small Cap Value Inv 562.20K (1.49%) 84.87K
Increased by +15.10%
Mar 31, 25
11 Schwab Fundamental US Small Company ETF 553.45K (1.46%) 0.00
Increased by 0.00%
Apr 30, 24
12 BlackRock Global Equity Mkt Netrl Instl 505.05K (1.34%) 106.86K
Increased by +21.16%
May 31, 25
13 Schwab Fundamental U.S. Small CompanyETF 500.62K (1.32%) -170.00
Decreased by -0.03%
May 31, 25
14 Pacer US Small Cap Cash Cows 100 ETF 402.38K (1.06%) -1.62K
Decreased by -0.40%
May 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 389.48K (1.03%) 4.36K
Increased by +1.12%
Mar 31, 25
17 iShares S&P Small-Cap 600 Value ETF 376.28K (1.00%) 0.00
Increased by 0.00%
May 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 Russell 2000 Value ETF 357.20K (0.94%) 0.00
Increased by 0.00%
May 31, 25
20 BlackRock Advantage Small Cap Core Instl 351.46K (0.93%) 59.51K
Increased by +16.93%
May 31, 25