Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 3.33%
2 HONR 1.24%
3 XMVM 1.20%
4 PAMC 0.85%
5 RWK 0.83%
6 EZY 0.70%
7 FYT 0.69%
8 AVUV 0.65%
9 QQQS 0.61%
10 FTXR 0.59%
11 FYX 0.34%
12 FESM 0.33%
13 FNK 0.31%
14 DFSV 0.29%
15 USVM 0.29%
16 DFVE 0.27%
17 EBIT 0.26%
18 IWN 0.23%
19 ISMD 0.23%
20 MADE 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 36.73M (14.25%) 97.00K
Increased by +0.26%
Dec 31, 24
2 Vanguard Group Inc 28.35M (11.00%) -2.30M
Decreased by -8.11%
Dec 31, 24
3 Wellington Management Company LLP 24.78M (9.61%) -478.16K
Decreased by -1.93%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 14.80M (5.74%) -935.19K
Decreased by -6.32%
Dec 31, 24
5 State Street Corp 10.97M (4.26%) 478.54K
Increased by +4.36%
Dec 31, 24
6 State Street Corporation 10.31M (4.00%) 196.01K
Increased by +1.90%
Mar 31, 24
7 American Century Companies Inc 9.65M (3.75%) 897.46K
Increased by +9.30%
Dec 31, 24
8 AllianceBernstein L.P. 9.43M (3.66%) 1.34M
Increased by +14.17%
Dec 31, 23
9 Geode Capital Management, LLC 7.00M (2.72%) -49.37K
Decreased by -0.70%
Dec 31, 24
10 LSV Asset Management 5.43M (2.11%) -312.20K
Decreased by -5.75%
Dec 31, 24
11 Nomura Holdings Inc 5.38M (2.09%) 1.56M
Increased by +28.96%
Jun 30, 24
12 Victory Capital Management Inc. 5.15M (2.00%) 396.23K
Increased by +7.70%
Dec 31, 24
13 Goldman Sachs Group Inc 5.05M (1.96%) -298.89K
Decreased by -5.91%
Dec 31, 24
14 Marshall Wace Asset Management Ltd 4.73M (1.83%) 4.57M
Increased by +96.66%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 4.61M (1.79%) -151.72K
Decreased by -3.29%
Dec 31, 24
16 NORGES BANK 4.40M (1.71%) -978.02K
Decreased by -22.21%
Dec 31, 24
17 Citadel Advisors Llc 4.21M (1.63%) 1.96M
Increased by +46.47%
Sep 30, 23
18 Electron Capital Partners, LLC 4.05M (1.57%) -60.42K
Decreased by -1.49%
Dec 31, 23
19 UBS Group AG 4.02M (1.56%) 3.05M
Increased by +75.75%
Dec 31, 24
20 Segall Bryant & Hamill 4.01M (1.56%) -94.12K
Decreased by -2.35%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 9.30M (3.61%) 13.99K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 9.26M (3.59%) 6.95K
Increased by +0.07%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 8.21M (3.19%) 6.20K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 7.34M (2.85%) -86.36K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Index 6.55M (2.54%) 5.33K
Increased by +0.08%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 4.35M (1.69%) 6.07K
Increased by +0.14%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 4.31M (1.67%) -16.08K
Decreased by -0.37%
Feb 28, 25
8 DFA US Small Cap Value I 4.16M (1.61%) -71.62K
Decreased by -1.72%
Jan 31, 25
9 Fidelity Small Cap Index 2.85M (1.11%) -33.80K
Decreased by -1.18%
Dec 31, 24
10 Fidelity® Small Cap Index 2.72M (1.05%) 79.58K
Increased by +2.93%
Oct 31, 23
11 iShares Russell 2000 Value ETF 2.62M (1.02%) -19.89K
Decreased by -0.76%
Feb 28, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 2.30M (0.89%) 21.90K
Increased by +0.95%
Feb 28, 25
13 AB Discovery Value Advisor 2.05M (0.79%) -89.12K
Decreased by -4.35%
Dec 31, 23
14 DFA US Targeted Value I 2.03M (0.79%) 0.00
Increased by 0.00%
Jan 31, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.72M (0.67%) 0.00
Increased by 0.00%
Feb 28, 25
16 iShares S&P Mid-Cap 400 Value ETF 1.70M (0.66%) -1.25K
Decreased by -0.07%
Feb 28, 25
17 Hartford Capital Appreciation Y 1.65M (0.64%) 249.40K
Increased by +15.09%
May 31, 24
18 Dimensional US Targeted Value ETF 1.65M (0.64%) 0.00
Increased by 0.00%
Feb 28, 25
19 Fidelity Extended Market Index 1.55M (0.60%) -23.59K
Decreased by -1.52%
Jan 31, 25
20 Fidelity® Extended Market Index 1.52M (0.59%) 0.00
Increased by 0.00%
Nov 30, 23