Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XES 3.63%
2 PSCE 3.00%
3 LBAY 2.66%
4 PXJ 2.56%
5 NDIV 2.27%
6 OIH 1.94%
7 IEZ 1.45%
8 GRPZ 1.31%
9 RNSC 1.02%
10 FSGS 1.00%
11 SIXS 0.96%
12 SMCP 0.88%
13 PMOM 0.73%
14 FNK 0.65%
15 FYT 0.64%
16 MYLD 0.64%
17 XSVM 0.60%
18 XSHD 0.59%
19 NIXT 0.58%
20 DVYL 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.25M (15.97%) -239.27K
Decreased by -1.57%
Mar 31, 25
2 Vanguard Group Inc 10.96M (11.48%) 3.04K
Increased by +0.03%
Mar 31, 25
3 State Farm Mutual Automobile Ins Co 7.84M (8.22%) -415.77K
Decreased by -5.30%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 5.48M (5.74%) 71.17K
Increased by +1.30%
Mar 31, 25
5 State Street Corp 4.20M (4.40%) -98.96K
Decreased by -2.36%
Mar 31, 25
6 State Street Corporation 4.15M (4.35%) 1.80K
Increased by +0.04%
Mar 31, 24
7 Victory Capital Management Inc. 3.55M (3.72%) 786.25K
Increased by +22.13%
Mar 31, 25
8 Earnest Partners LLC 3.21M (3.37%) -273.44K
Decreased by -8.51%
Mar 31, 25
9 American Century Companies Inc 2.98M (3.13%) 325.48K
Increased by +10.91%
Mar 31, 25
10 Amvescap Plc. 2.70M (2.83%) 535.81K
Increased by +19.81%
Mar 31, 25
11 ARGA Investment Management, LP 2.69M (2.81%) 801.00K
Increased by +29.82%
Dec 31, 24
12 Pacer Advisors, INC. 2.69M (2.81%) -1.14M
Decreased by -42.49%
Sep 30, 24
13 Geode Capital Management, LLC 2.34M (2.45%) 102.37K
Increased by +4.38%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 1.99M (2.09%) -107.09K
Decreased by -5.38%
Mar 31, 25
15 Goldman Sachs Group Inc 1.96M (2.05%) 1.00M
Increased by +51.09%
Dec 31, 23
16 Fisher Asset Management, LLC 1.85M (1.94%) 437.80K
Increased by +23.65%
Mar 31, 25
17 Northern Trust Corp 1.62M (1.69%) -84.13K
Decreased by -5.21%
Mar 31, 25
18 Van Eck Associates Corporation 1.50M (1.58%) -17.23K
Decreased by -1.15%
Mar 31, 25
19 LSV Asset Management 1.50M (1.58%) 216.56K
Increased by +14.39%
Mar 31, 25
20 Charles Schwab Investment Management Inc 1.47M (1.54%) -91.13K
Decreased by -6.21%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.95M (6.23%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.92M (3.06%) 13.76K
Increased by +0.47%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.85M (2.99%) 2.30K
Increased by +0.08%
Sep 30, 24
4 Avantis US Small Cap Value ETF 2.85M (2.98%) 1.69K
Increased by +0.06%
Jul 30, 25
5 Pacer US Small Cap Cash Cows 100 ETF 2.60M (2.73%) -8.88K
Decreased by -0.34%
Nov 29, 24
6 Victory Sycamore Small Company Opp R 2.42M (2.54%) 48.00K
Increased by +1.98%
Jun 30, 25
7 iShares Russell 2000 ETF 2.31M (2.42%) -37.40K
Decreased by -1.62%
Jul 30, 25
8 Vanguard Small Cap Index 2.18M (2.29%) -70.80K
Decreased by -3.24%
Jun 30, 25
9 Victory Small Cap Value CIT (Net 75) 1.91M (2.00%) -110.00K
Decreased by -5.77%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.60%) -22.08K
Decreased by -1.44%
Jun 30, 25
11 JHancock Small Cap Core NAV 1.38M (1.44%) 0.00
Increased by 0.00%
May 31, 25
12 DFA US Small Cap Value I 1.37M (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
13 VanEck Oil Services ETF 1.19M (1.24%) -29.65K
Decreased by -2.50%
Jul 31, 25
14 EARNEST Small Cap Value 1.18M (1.24%) 1.18M
Increased by +99.87%
Dec 31, 23
15 Invesco Main Street Small Cap R6 1.05M (1.10%) 16.70K
Increased by +1.59%
Jun 30, 25
16 Invesco Small Cap Core 1.05M (1.10%) 35.26K
Increased by +3.35%
Jun 30, 25
17 Fidelity Small Cap Index 1.00M (1.05%) -281.00
Decreased by -0.03%
May 31, 25
18 Fidelity® Small Cap Index 940.93K (0.99%) 27.30K
Increased by +2.90%
Oct 31, 23
19 American Funds SMALLCAP World A 931.82K (0.98%) -111.45K
Decreased by -11.96%
Jun 30, 24
20 SPDR® Portfolio S&P 600 Sm Cap ETF 874.73K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24