Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ECML 1.87%
2 XSVM 1.38%
3 SIXS 1.27%
4 RZV 1.14%
5 DVP 1.11%
6 DEEP 1.11%
7 GRPZ 1.09%
8 PEZ 1.08%
9 RISN 0.89%
10 FYT 0.70%
11 PSCD 0.63%
12 AFSM 0.53%
13 DSMC 0.52%
14 SQLV 0.50%
15 BSVO 0.50%
16 OPTZ 0.49%
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 (19.12%) -27.73K
Decreased by -0.38%
Mar 31, 25
2 Vanguard Group Inc 4.72M (12.29%) -13.84K
Decreased by -0.29%
Mar 31, 25
3 Madison Avenue Partners, LP 3.19M (8.31%) -725.87K
Decreased by -22.76%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 2.99M (7.78%) -131.97K
Decreased by -4.42%
Mar 31, 25
5 Pacer Advisors, INC. 2.81M (7.32%) -2.08M
Decreased by -74.04%
Dec 31, 24
6 State Street Corporation 1.67M (4.36%) 8.66K
Increased by +0.52%
Mar 31, 24
7 American Century Companies Inc 1.62M (4.23%) 162.90K
Increased by +10.03%
Mar 31, 25
8 State Street Corp 1.54M (4.02%) -79.32K
Decreased by -5.14%
Mar 31, 25
9 Royal Bank of Canada 1.13M (2.95%) -131.43K
Decreased by -11.62%
Mar 31, 25
10 Charles Schwab Investment Management Inc 1.00M (2.61%) -33.02K
Decreased by -3.30%
Mar 31, 25
11 Geode Capital Management, LLC 953.05K (2.48%) -2.71K
Decreased by -0.28%
Mar 31, 25
12 Amvescap Plc. 899.96K (2.34%) -37.51K
Decreased by -4.17%
Dec 31, 24
13 LSV Asset Management 846.90K (2.21%) 98.92K
Increased by +11.68%
Mar 31, 25
14 Arrowstreet Capital Limited Partnership 831.44K (2.17%) -132.81K
Decreased by -15.97%
Mar 31, 25
15 Newtyn Management LLC 818.82K (2.13%) -826.64K
Decreased by -100.96%
Sep 30, 23
16 Goldman Sachs Group Inc 767.96K (2.00%) 38.68K
Increased by +5.04%
Dec 31, 24
17 Prudential Financial Inc 746.69K (1.94%) -25.76K
Decreased by -3.45%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 742.64K (1.93%) -19.29K
Decreased by -2.60%
Mar 31, 25
19 Towle & Co 708.03K (1.84%) -275.33K
Decreased by -38.89%
Jun 30, 24
20 Victory Capital Management Inc. 706.29K (1.84%) 141.29K
Increased by +20.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.32M (6.05%) -1.44K
Decreased by -0.06%
May 28, 25
2 Avantis US Small Cap Value ETF 1.38M (3.60%) 708.00
Increased by +0.05%
May 30, 25
3 Vanguard US Total Market Shares ETF 1.27M (3.30%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.21M (3.15%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 1.02M (2.65%) 498.00
Increased by +0.05%
May 28, 25
6 Vanguard Small Cap Index 936.96K (2.44%) 7.07K
Increased by +0.75%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 605.35K (1.58%) 1.85K
Increased by +0.31%
Apr 30, 25
8 DFA US Small Cap Value I 602.92K (1.57%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 602.32K (1.57%) 812.00
Increased by +0.13%
Apr 30, 25
10 FPA Queens Road Small Cap Value Inv 562.20K (1.46%) 84.87K
Increased by +15.10%
Mar 31, 25
11 Schwab Fundamental US Small Company ETF 553.45K (1.44%) 0.00
Increased by 0.00%
Apr 30, 24
12 Schwab Fundamental U.S. Small CompanyETF 500.79K (1.30%) 1.92K
Increased by +0.38%
May 30, 25
13 Pacer US Small Cap Cash Cows 100 ETF 404.00K (1.05%) -1.26K
Decreased by -0.31%
May 29, 25
14 BlackRock Global Equity Mkt Netrl Instl 398.19K (1.04%) -33.30K
Decreased by -8.36%
Apr 30, 25
15 Fidelity® Small Cap Index 397.08K (1.03%) 11.90K
Increased by +3.00%
Oct 31, 23
16 Fidelity Small Cap Index 385.11K (1.00%) 1.68K
Increased by +0.44%
Feb 28, 25
17 iShares S&P Small-Cap 600 Value ETF 377.36K (0.98%) 0.00
Increased by 0.00%
May 28, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 359.31K (0.94%) 0.00
Increased by 0.00%
Apr 30, 24
19 iShares Russell 2000 Value ETF 357.96K (0.93%) 0.00
Increased by 0.00%
May 28, 25
20 Cobas Selección C FI 348.50K (0.91%) -147.87K
Decreased by -42.43%
Jun 30, 23