Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DEEP 1.10%
2 DVP 1.09%
3 EQWM 0.89%
4 SMCP 0.76%
5 PXMG 0.69%
6 NIXT 0.67%
7 WCEO 0.66%
8 XMVM 0.66%
9 QQQS 0.52%
10 FYT 0.49%
11 RZV 0.43%
12 MYLD 0.42%
13 FSCC 0.38%
14 FYX 0.34%
15 PSCD 0.28%
16 AFSM 0.25%
17 ISMD 0.21%
18 SLYV 0.21%
19 EES 0.20%
20 ETHO 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.50M (15.57%) -135.86K
Decreased by -3.88%
Mar 31, 25
2 Vanguard Group Inc 2.61M (11.59%) 8.43K
Increased by +0.32%
Jun 30, 25
3 FMR Inc 2.59M (11.50%) -92.51K
Decreased by -3.58%
Mar 31, 25
4 Cooke & Bieler LP 1.88M (8.35%) -121.25K
Decreased by -6.46%
Mar 31, 24
5 Capital Research Global Investors 1.09M (4.83%) -674.88K
Decreased by -62.13%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 1.04M (4.62%) 13.29K
Increased by +1.28%
Jun 30, 25
7 Allspring Global Investments Holdings, LLC 920.10K (4.09%) 13.21K
Increased by +1.44%
Mar 31, 24
8 Pacer Advisors, INC. 919.51K (4.09%) -150.43K
Decreased by -16.36%
Dec 31, 24
9 State Street Corp 907.60K (4.04%) -23.94K
Decreased by -2.64%
Mar 31, 25
10 State Street Corporation 844.08K (3.75%) 9.37K
Increased by +1.11%
Mar 31, 24
11 JPMorgan Chase & Co 785.47K (3.49%) 8.56K
Increased by +1.09%
Mar 31, 24
12 Earnest Partners LLC 780.94K (3.47%) 23.60K
Increased by +3.02%
Mar 31, 25
13 Pzena Investment Management, LLC 756.23K (3.36%) 50.52K
Increased by +6.68%
Mar 31, 25
14 Cooper Creek Partners Management LLC 689.42K (3.07%) 689.42K
Increased by +100.00%
Dec 31, 24
15 Snyder Capital Management LP 677.81K (3.01%) 191.64K
Increased by +28.27%
Mar 31, 24
16 Bank of America Corp 664.09K (2.95%) 299.91K
Increased by +45.16%
Mar 31, 25
17 Charles Schwab Investment Management Inc 605.10K (2.69%) 84.68K
Increased by +13.99%
Jun 30, 25
18 Capital World Investors 600.00K (2.67%) -85.00K
Decreased by -14.17%
Mar 31, 24
19 Geode Capital Management, LLC 560.83K (2.49%) 26.26K
Increased by +4.68%
Mar 31, 25
20 Arrowstreet Capital Limited Partnership 507.34K (2.26%) -139.41K
Decreased by -27.48%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.38M (6.12%) 246.00
Increased by +0.02%
Jul 31, 25
2 Fidelity® Low-Priced Stock 1.24M (5.53%) 142.40K
Increased by +11.45%
Oct 31, 23
3 Fidelity Low-Priced Stock 1.13M (5.04%) -2.08K
Decreased by -0.18%
May 31, 25
4 American Funds SMALLCAP World A 853.84K (3.80%) -76.91K
Decreased by -9.01%
Mar 31, 24
5 Pacer US Small Cap Cash Cows 100 ETF 794.56K (3.53%) -5.77K
Decreased by -0.73%
Feb 28, 25
6 Capital Group AMCAP Composite 776.65K (3.45%) -622.81K
Decreased by -80.19%
Mar 31, 24
7 VA CollegeAmerica Amcap 529A 776.65K (3.45%) -622.81K
Decreased by -80.19%
Mar 31, 24
8 Vanguard US Total Market Shares ETF 753.18K (3.35%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Core S&P Mid-Cap ETF 741.82K (3.30%) 1.22K
Increased by +0.16%
Jun 28, 24
10 Vanguard Total Stock Mkt Idx Inv 718.98K (3.20%) -15.94K
Decreased by -2.22%
Jul 31, 25
11 Vanguard Selected Value Inv 642.85K (2.86%) 7.20K
Increased by +1.12%
Mar 31, 24
12 Allspring Special Small Cap Value A 576.19K (2.56%) 0.00
Increased by 0.00%
May 31, 24
13 Vanguard Small Cap Index 556.60K (2.47%) -3.76K
Decreased by -0.68%
Jul 31, 25
14 iShares Russell 2000 ETF 541.63K (2.41%) -10.29K
Decreased by -1.90%
Jul 31, 25
15 JPM US Mid Cap Growth-MA 414.76K (1.84%) 256.86K
Increased by +61.93%
Sep 30, 23
16 Delaware US Small Cap Core Equity (SMA) 391.67K (1.74%) 44.72K
Increased by +11.42%
Mar 31, 24
17 Macquarie US Small Cap Core Equity 391.67K (1.74%) 44.72K
Increased by +11.42%
Mar 31, 24
18 Fidelity Global Value Growth Eq MF 391.52K (1.74%) -8.90K
Decreased by -2.27%
Feb 20, 25
19 Delaware Small Cap Core I 379.13K (1.69%) -2.35K
Decreased by -0.62%
Sep 30, 24
20 Vanguard Small Cap Value Index Inv 358.97K (1.60%) 1.26K
Increased by +0.35%
Jul 31, 25