Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 3.52%
2 HONR 1.24%
3 XMVM 1.20%
4 RWK 0.71%
5 EZY 0.70%
6 AVUV 0.67%
7 FYT 0.65%
8 FTXR 0.59%
9 QQQS 0.58%
10 PAMC 0.57%
11 GVLU 0.38%
12 FESM 0.33%
13 FYX 0.33%
14 FNK 0.31%
15 EBIT 0.31%
16 DFSV 0.29%
17 USVM 0.29%
18 DFVE 0.28%
19 IWN 0.23%
20 IJJ 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 36.54M (14.16%) -184.66K
Decreased by -0.51%
Mar 31, 25
2 Vanguard Group Inc 28.38M (10.99%) 27.30K
Increased by +0.10%
Mar 31, 25
3 Wellington Management Company LLP 24.49M (9.49%) -285.65K
Decreased by -1.17%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 14.67M (5.68%) -130.07K
Decreased by -0.89%
Mar 31, 25
5 State Street Corp 10.88M (4.22%) -90.85K
Decreased by -0.83%
Mar 31, 25
6 American Century Companies Inc 10.79M (4.18%) 1.13M
Increased by +10.51%
Mar 31, 25
7 State Street Corporation 10.31M (3.99%) 196.01K
Increased by +1.90%
Mar 31, 24
8 AllianceBernstein L.P. 9.43M (3.65%) 1.34M
Increased by +14.17%
Dec 31, 23
9 Geode Capital Management, LLC 7.24M (2.81%) 236.89K
Increased by +3.27%
Mar 31, 25
10 Goldman Sachs Group Inc 5.66M (2.19%) 609.17K
Increased by +10.76%
Mar 31, 25
11 Nomura Holdings Inc 5.38M (2.08%) 1.56M
Increased by +28.96%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 5.38M (2.08%) 763.24K
Increased by +14.20%
Mar 31, 25
13 Victory Capital Management Inc. 5.25M (2.03%) 99.93K
Increased by +1.90%
Mar 31, 25
14 LSV Asset Management 5.18M (2.01%) -248.50K
Decreased by -4.80%
Mar 31, 25
15 UBS Group AG 4.99M (1.93%) 964.59K
Increased by +19.35%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 4.73M (1.83%) 4.57M
Increased by +96.66%
Mar 31, 24
17 NORGES BANK 4.40M (1.71%) -978.02K
Decreased by -22.21%
Dec 31, 24
18 Citadel Advisors Llc 4.21M (1.63%) 1.96M
Increased by +46.47%
Sep 30, 23
19 Electron Capital Partners, LLC 4.05M (1.57%) -60.42K
Decreased by -1.49%
Dec 31, 23
20 Segall Bryant & Hamill 3.90M (1.51%) -106.82K
Decreased by -2.74%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 9.85M (3.82%) 15.95K
Increased by +0.16%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 9.26M (3.59%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 8.90M (3.45%) 9.13K
Increased by +0.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.27M (3.20%) 6.06K
Increased by +0.07%
May 31, 25
5 iShares Russell 2000 ETF 7.15M (2.77%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 6.48M (2.51%) 37.37K
Increased by +0.58%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 4.43M (1.72%) 39.23K
Increased by +0.89%
May 31, 25
8 DFA US Small Cap Value I 4.16M (1.61%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 4.16M (1.61%) -3.76K
Decreased by -0.09%
May 31, 25
10 Fidelity Small Cap Index 2.84M (1.10%) 17.68K
Increased by +0.62%
Mar 31, 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 2.58M (1.00%) 0.00
Increased by 0.00%
May 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 2.20M (0.85%) -50.06K
Decreased by -2.28%
May 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 (0.79%) 0.00
Increased by 0.00%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 1.66M (0.64%) 35.00K
Increased by +2.11%
May 31, 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%
May 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.62M (0.63%) 24.22K
Increased by +1.49%
Apr 30, 25
20 Fidelity Extended Market Index 1.59M (0.62%) 10.72K
Increased by +0.67%
Apr 30, 25