Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 2.73%
2 HONR 1.24%
3 XMVM 1.20%
4 PAMC 0.79%
5 EZY 0.70%
6 FTXR 0.59%
7 QQQS 0.58%
8 RWK 0.54%
9 AVUV 0.50%
10 FYT 0.49%
11 LST 0.49%
12 GVLU 0.36%
13 FESM 0.33%
14 EBIT 0.33%
15 FNK 0.31%
16 FYX 0.31%
17 DFSV 0.29%
18 USVM 0.29%
19 DFVE 0.28%
20 MADE 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 36.54M (13.36%) -184.66K
Decreased by -0.51%
Mar 31, 25
2 Vanguard Group Inc 26.82M (9.81%) -1.56M
Decreased by -5.80%
Jun 30, 25
3 Wellington Management Company LLP 23.59M (8.62%) -904.81K
Decreased by -3.84%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 14.59M (5.34%) -72.83K
Decreased by -0.50%
Jun 30, 25
5 American Century Companies Inc 11.64M (4.26%) 854.13K
Increased by +7.34%
Jun 30, 25
6 State Street Corp 10.88M (3.98%) -90.85K
Decreased by -0.83%
Mar 31, 25
7 State Street Corporation 10.31M (3.77%) 196.01K
Increased by +1.90%
Mar 31, 24
8 Greenvale Capital LLP 10.25M (3.75%) 10.25M
Increased by +100.00%
Jun 30, 25
9 AllianceBernstein L.P. 9.43M (3.45%) 1.34M
Increased by +14.17%
Dec 31, 23
10 Geode Capital Management, LLC 7.24M (2.65%) 236.89K
Increased by +3.27%
Mar 31, 25
11 Nomura Holdings Inc 5.38M (1.97%) 1.56M
Increased by +28.96%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 5.38M (1.97%) 763.24K
Increased by +14.20%
Mar 31, 25
13 Victory Capital Management Inc. 5.25M (1.92%) 99.93K
Increased by +1.90%
Mar 31, 25
14 LSV Asset Management 5.08M (1.86%) -101.48K
Decreased by -2.00%
Jun 30, 25
15 UBS Group AG 4.99M (1.82%) 964.59K
Increased by +19.35%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 4.73M (1.73%) 4.57M
Increased by +96.66%
Mar 31, 24
17 Citadel Advisors Llc 4.21M (1.54%) 1.96M
Increased by +46.47%
Sep 30, 23
18 Electron Capital Partners, LLC 4.05M (1.48%) -60.42K
Decreased by -1.49%
Dec 31, 23
19 Northern Trust Corp 3.89M (1.42%) -48.50K
Decreased by -1.25%
Mar 31, 25
20 Segall Bryant & Hamill 3.84M (1.40%) -59.06K
Decreased by -1.54%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 10.29M (3.76%) 4.81K
Increased by +0.05%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 9.31M (3.41%) -16.72K
Decreased by -0.18%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 8.90M (3.25%) 9.13K
Increased by +0.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.30M (3.04%) 30.31K
Increased by +0.37%
Jun 30, 25
5 Vanguard Small Cap Index 6.28M (2.30%) -191.47K
Decreased by -3.05%
Jun 30, 25
6 iShares Russell 2000 ETF 6.17M (2.25%) -117.18K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 4.40M (1.61%) -30.78K
Decreased by -0.70%
Jun 30, 25
8 DFA US Small Cap Value I 4.16M (1.52%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 4.01M (1.47%) -149.63K
Decreased by -3.73%
Jun 30, 25
10 Fidelity Small Cap Index 2.89M (1.06%) 3.86K
Increased by +0.13%
May 31, 25
11 Fidelity® Small Cap Index 2.72M (0.99%) 79.58K
Increased by +2.93%
Oct 31, 23
12 iShares Russell 2000 Value ETF 2.28M (0.83%) 1.69K
Increased by +0.07%
Jul 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 2.24M (0.82%) 42.98K
Increased by +1.92%
Jun 30, 25
14 AB Discovery Value Advisor 2.05M (0.75%) -89.12K
Decreased by -4.35%
Dec 31, 23
15 DFA US Targeted Value I 2.03M (0.74%) 0.00
Increased by 0.00%
Jun 30, 25
16 Hartford Capital Appreciation Y 1.65M (0.60%) 249.40K
Increased by +15.09%
May 31, 24
17 Dimensional US Targeted Value ETF 1.65M (0.60%) 0.00
Increased by 0.00%
Jul 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.62M (0.59%) 24.22K
Increased by +1.49%
Apr 30, 25
19 iShares S&P Mid-Cap 400 Value ETF 1.59M (0.58%) -2.57K
Decreased by -0.16%
Jul 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 1.58M (0.58%) 0.00
Increased by 0.00%
Jul 31, 25