Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CVAR 2.55%
2 SOVF 2.50%
3 BSMC 2.21%
4 OLD 1.45%
5 VAMO 0.99%
6 PXSV 0.73%
7 XSVM 0.73%
8 RZV 0.71%
9 CGV 0.71%
10 DGLO 0.61%
11 PSCI 0.54%
12 SVAL 0.47%
13 EQWM 0.46%
14 BFIT 0.35%
15 JSMD 0.24%
16 CSML 0.20%
17 VIOV 0.18%
18 IJS 0.18%
19 VFMF 0.17%
20 SMD 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 14.31M (20.56%) 14.31M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 11.92M (17.13%) -575.22K
Decreased by -4.82%
Jun 30, 25
3 Vanguard Group Inc 8.02M (11.52%) 38.70K
Increased by +0.48%
Jun 30, 25
4 Mackenzie Investments 4.13M (5.93%) -435.00
Decreased by -0.01%
Jun 30, 25
5 Royce & Associates, LP 3.04M (4.36%) -1.65M
Decreased by -54.33%
Jun 30, 25
6 State Street Corp 2.93M (4.21%) -46.92K
Decreased by -1.60%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 2.83M (4.07%) 12.76K
Increased by +0.45%
Jun 30, 25
8 State Street Corporation 2.81M (4.04%) -31.26K
Decreased by -1.11%
Mar 31, 24
9 Palisade Capital Management LLc 2.18M (3.13%) -61.86K
Decreased by -2.84%
Jun 30, 25
10 Goldman Sachs Group Inc 1.93M (2.78%) -674.63K
Decreased by -34.92%
Jun 30, 25
11 Geode Capital Management, LLC 1.88M (2.71%) 29.55K
Increased by +1.57%
Jun 30, 25
12 Brandes Investment Partners & Co 1.70M (2.44%) 239.46K
Increased by +14.10%
Mar 31, 25
13 JPMorgan Chase & Co 1.55M (2.22%) 152.91K
Increased by +9.88%
Sep 30, 24
14 Arrowstreet Capital Limited Partnership 1.50M (2.15%) 1.06M
Increased by +70.60%
Jun 30, 25
15 Heartland Advisors Inc 1.31M (1.89%) 20.39K
Increased by +1.55%
Mar 31, 24
16 American Century Companies Inc 1.28M (1.84%) 827.06K
Increased by +64.66%
Jun 30, 25
17 Marathon Asset Mgmt Ltd 1.28M (1.83%) -18.18K
Decreased by -1.43%
Jun 30, 25
18 Azarias Capital Management, L.P. 1.23M (1.77%) -1.53K
Decreased by -0.12%
Dec 31, 24
19 Nuveen, LLC 1.23M (1.76%) 62.16K
Increased by +5.06%
Jun 30, 25
20 Citadel Advisors Llc 1.20M (1.72%) 258.87K
Increased by +21.64%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.34M (6.23%) 0.00
Increased by 0.00%
Aug 31, 25
2 Canada Life US Small-Mid Cap Growth A 3.03M (4.35%) 0.00
Increased by 0.00%
Jan 31, 25
3 Canada Life US Small-Mid Cap Growth F 3.03M (4.35%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 2.33M (3.35%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.31M (3.32%) -51.20K
Decreased by -2.22%
Jul 31, 25
6 American Century Small Cap Growth Inv 1.88M (2.70%) 72.15K
Increased by +3.85%
Sep 30, 23
7 American Century U.S. Small Cap Growth 1.88M (2.70%) 72.15K
Increased by +3.85%
Sep 30, 23
8 Vanguard Small Cap Index 1.77M (2.54%) -11.80K
Decreased by -0.67%
Jul 31, 25
9 iShares Russell 2000 ETF 1.76M (2.53%) 0.00
Increased by 0.00%
Aug 31, 25
10 Royce Small-Cap Quality Value Composite 1.58M (2.27%) -583.76K
Decreased by -36.98%
Jun 30, 25
11 Royce Small-Cap Total Return Invmt 1.58M (2.27%) -583.76K
Decreased by -36.98%
Jun 30, 25
12 Palisade Small Cap Core Equity 1.21M (1.73%) -53.64K
Decreased by -4.44%
Jun 30, 25
13 Avantis US Small Cap Value ETF 1.17M (1.68%) 10.80K
Increased by +0.92%
Aug 30, 25
14 Vanguard Small Cap Value Index Inv 1.14M (1.64%) 2.35K
Increased by +0.21%
Jul 31, 25
15 Janus Henderson Small Cap Value L 947.76K (1.36%) -145.98K
Decreased by -15.40%
Jun 30, 25
16 CREF Stock R1 933.99K (1.34%) 208.53K
Increased by +22.33%
May 31, 24
17 Schwab Fundamental US Small Company ETF 858.87K (1.23%) 0.00
Increased by 0.00%
Apr 30, 24
18 Invesco S&P 500 ETF 831.27K (1.19%) 831.27K
Increased by +100.00%
Jul 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 782.13K (1.12%) -350.08K
Decreased by -44.76%
Jul 31, 25
20 Fidelity Small Cap Index 729.49K (1.05%) -14.84K
Decreased by -2.03%
Jun 30, 25