Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CVAR 2.24%
2 BSMC 1.70%
3 OLD 1.45%
4 SOVF 0.80%
5 VAMO 0.75%
6 CGV 0.71%
7 RZV 0.53%
8 EQWM 0.46%
9 PSCI 0.43%
10 BFIT 0.35%
11 CSML 0.20%
12 VIOV 0.17%
13 SMD 0.16%
14 SMLV 0.16%
15 IJS 0.15%
16 RTLA 0.14%
17 RWJ 0.13%
18 SLYV 0.13%
19 SSLY 0.12%
20 PRFZ 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 14.31M (19.87%) 14.31M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 12.50M (17.36%) -250.88K
Decreased by -2.01%
Mar 31, 25
3 Vanguard Group Inc 7.98M (11.09%) -292.88K
Decreased by -3.67%
Mar 31, 25
4 Royce & Associates, LP 4.68M (6.51%) 15.44K
Increased by +0.33%
Mar 31, 25
5 Mackenzie Investments 4.13M (5.73%) -4.06M
Decreased by -98.35%
Mar 31, 25
6 State Street Corp 2.98M (4.14%) -98.43K
Decreased by -3.30%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 2.82M (3.92%) 295.85K
Increased by +10.49%
Mar 31, 25
8 State Street Corporation 2.81M (3.91%) -31.26K
Decreased by -1.11%
Mar 31, 24
9 Goldman Sachs Group Inc 2.61M (3.62%) -69.32K
Decreased by -2.66%
Mar 31, 25
10 Palisade Capital Management LLc 2.24M (3.11%) 20.72K
Increased by +0.93%
Mar 31, 25
11 American Century Companies Inc 2.09M (2.90%) -805.19K
Decreased by -38.51%
Sep 30, 23
12 Geode Capital Management, LLC 1.85M (2.57%) 95.53K
Increased by +5.15%
Mar 31, 25
13 Brandes Investment Partners & Co 1.70M (2.36%) 239.46K
Increased by +14.10%
Mar 31, 25
14 JPMorgan Chase & Co 1.55M (2.15%) 152.91K
Increased by +9.88%
Sep 30, 24
15 Heartland Advisors Inc 1.31M (1.82%) 20.39K
Increased by +1.55%
Mar 31, 24
16 Marathon Asset Mgmt Ltd 1.29M (1.80%) -138.04K
Decreased by -10.67%
Mar 31, 25
17 HHG PLC 1.27M (1.76%) 1.68K
Increased by +0.13%
Mar 31, 25
18 Azarias Capital Management, L.P. 1.23M (1.71%) -1.53K
Decreased by -0.12%
Dec 31, 24
19 Citadel Advisors Llc 1.20M (1.66%) 258.87K
Increased by +21.64%
Sep 30, 23
20 Hotchkis & Wiley Capital Management LLC 1.19M (1.65%) 565.52K
Increased by +47.51%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.44M (6.17%) 0.00
Increased by 0.00%
May 31, 25
2 Canada Life US Small-Mid Cap Growth A 3.03M (4.21%) 0.00
Increased by 0.00%
Jan 31, 25
3 Canada Life US Small-Mid Cap Growth F 3.03M (4.21%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 2.36M (3.28%) 50.50K
Increased by +2.14%
May 31, 25
5 Vanguard US Total Market Shares ETF 2.33M (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
6 Royce Small-Cap Quality Value Composite 2.16M (3.00%) 0.00
Increased by 0.00%
Mar 31, 25
7 Royce Small-Cap Total Return Invmt 2.16M (3.00%) 0.00
Increased by 0.00%
Mar 31, 25
8 American Century Small Cap Growth Inv 1.88M (2.61%) 72.15K
Increased by +3.85%
Sep 30, 23
9 American Century U.S. Small Cap Growth 1.88M (2.61%) 72.15K
Increased by +3.85%
Sep 30, 23
10 Vanguard Small Cap Index 1.85M (2.57%) 6.84K
Increased by +0.37%
May 31, 25
11 iShares Russell 2000 ETF 1.85M (2.57%) 0.00
Increased by 0.00%
May 31, 25
12 Palisade Small Cap Core Equity 1.26M (1.75%) -14.53K
Decreased by -1.15%
Mar 31, 25
13 Vanguard Small Cap Value Index Inv 1.19M (1.66%) -2.00
Decreased by -0.00%
May 31, 25
14 Janus Henderson Small Cap Value L 1.18M (1.64%) 0.00
Increased by 0.00%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.62%) 8.57K
Increased by +0.73%
May 31, 25
16 Foundry Partners Micro Cap Value 937.33K (1.30%) 237.53K
Increased by +25.34%
Dec 31, 24
17 CREF Stock R1 933.99K (1.30%) 208.53K
Increased by +22.33%
May 31, 24
18 Schwab Fundamental US Small Company ETF 858.87K (1.19%) 0.00
Increased by 0.00%
Apr 30, 24
19 Fidelity Small Cap Index 734.98K (1.02%) 8.88K
Increased by +1.21%
Mar 31, 25
20 iShares S&P Small-Cap 600 Value ETF 718.95K (1.00%) 0.00
Increased by 0.00%
May 31, 25