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 FSCC 0.70%
6 PXMG 0.69%
7 XMVM 0.66%
8 QQQS 0.52%
9 FYT 0.51%
10 NIXT 0.47%
11 RZV 0.43%
12 PSCD 0.40%
13 FYX 0.29%
14 AFSM 0.25%
15 ISMD 0.22%
16 SLYV 0.21%
17 EES 0.20%
18 ETHO 0.19%
19 XMHQ 0.19%
20 PSC 0.18%

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 2.60M (11.56%) -27.99K
Decreased by -1.08%
Mar 31, 25
3 FMR Inc 2.59M (11.51%) -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. 1.03M (4.56%) -59.17K
Decreased by -5.77%
Mar 31, 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 Capital World Investors 600.00K (2.67%) -85.00K
Decreased by -14.17%
Mar 31, 24
18 Geode Capital Management, LLC 560.83K (2.49%) 26.26K
Increased by +4.68%
Mar 31, 25
19 Charles Schwab Investment Management Inc 520.42K (2.31%) 38.27K
Increased by +7.35%
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 (6.15%) -1.46K
Decreased by -0.11%
Apr 30, 25
2 Fidelity® Low-Priced Stock 1.24M (5.53%) 142.40K
Increased by +11.45%
Oct 31, 23
3 Fidelity Low-Priced Stock 1.14M (5.06%) -1.85K
Decreased by -0.16%
Feb 28, 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 734.92K (3.27%) 16.80K
Increased by +2.29%
Apr 30, 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 575.61K (2.56%) 5.89K
Increased by +1.02%
Apr 30, 25
14 iShares Russell 2000 ETF 570.85K (2.54%) 96.00
Increased by +0.02%
Apr 30, 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 Delaware Small Cap Core I 379.13K (1.69%) -2.35K
Decreased by -0.62%
Sep 30, 24
19 Vanguard Small Cap Value Index Inv 370.94K (1.65%) 1.18K
Increased by +0.32%
Apr 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 356.75K (1.59%) 480.00
Increased by +0.13%
Apr 30, 25