Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 3.60%
2 HONR 1.24%
3 XMVM 1.20%
4 RWK 0.91%
5 PAMC 0.85%
6 FYT 0.76%
7 EZY 0.70%
8 AVUV 0.69%
9 QQQS 0.67%
10 FTXR 0.59%
11 FYX 0.36%
12 GVLU 0.36%
13 FESM 0.33%
14 EBIT 0.32%
15 FNK 0.31%
16 DFSV 0.29%
17 USVM 0.29%
18 DFVE 0.28%
19 IWN 0.27%
20 ISMD 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 36.73M (14.22%) 97.00K
Increased by +0.26%
Dec 31, 24
2 Vanguard Group Inc 28.35M (10.97%) -2.30M
Decreased by -8.11%
Dec 31, 24
3 Wellington Management Company LLP 24.78M (9.59%) -478.16K
Decreased by -1.93%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 14.80M (5.73%) -935.19K
Decreased by -6.32%
Dec 31, 24
5 State Street Corp 10.97M (4.25%) 478.54K
Increased by +4.36%
Dec 31, 24
6 State Street Corporation 10.31M (3.99%) 196.01K
Increased by +1.90%
Mar 31, 24
7 American Century Companies Inc 9.65M (3.74%) 897.46K
Increased by +9.30%
Dec 31, 24
8 AllianceBernstein L.P. 9.43M (3.65%) 1.34M
Increased by +14.17%
Dec 31, 23
9 Geode Capital Management, LLC 7.00M (2.71%) -49.37K
Decreased by -0.70%
Dec 31, 24
10 LSV Asset Management 5.43M (2.10%) -312.20K
Decreased by -5.75%
Dec 31, 24
11 Nomura Holdings Inc 5.38M (2.08%) 1.56M
Increased by +28.96%
Jun 30, 24
12 Victory Capital Management Inc. 5.15M (1.99%) 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 (1.70%) -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 (1.55%) -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 9.64M (3.73%) 0.00
Increased by 0.00%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 9.23M (3.57%) -29.75K
Decreased by -0.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 8.90M (3.44%) 9.13K
Increased by +0.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.24M (3.19%) 28.80K
Increased by +0.35%
Mar 31, 25
5 iShares Russell 2000 ETF 7.03M (2.72%) 1.19K
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 6.41M (2.48%) -138.49K
Decreased by -2.16%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 4.35M (1.68%) -4.92K
Decreased by -0.11%
Mar 31, 25
8 DFA US Small Cap Value I 4.16M (1.61%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 4.15M (1.61%) -162.18K
Decreased by -3.91%
Mar 31, 25
10 Fidelity Small Cap Index 2.83M (1.09%) 24.16K
Increased by +0.85%
Feb 28, 25
11 Fidelity® Small Cap Index 2.72M (1.05%) 79.58K
Increased by +2.93%
Oct 31, 23
12 iShares Russell 2000 Value ETF 2.68M (1.04%) -9.08K
Decreased by -0.34%
Apr 30, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 2.28M (0.88%) -26.48K
Decreased by -1.16%
Mar 31, 25
14 AB Discovery Value Advisor 2.05M (0.79%) -89.12K
Decreased by -4.35%
Dec 31, 23
15 DFA US Targeted Value I 2.03M (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
16 Hartford Capital Appreciation Y 1.65M (0.64%) 249.40K
Increased by +15.09%
May 31, 24
17 Dimensional US Targeted Value ETF 1.65M (0.64%) 0.00
Increased by 0.00%
Apr 30, 25
18 iShares S&P Mid-Cap 400 Value ETF 1.60M (0.62%) 7.21K
Increased by +0.45%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.60M (0.62%) -115.10K
Decreased by -7.19%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 1.60M (0.62%) -115.10K
Decreased by -7.19%
Mar 31, 25