Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ECML 2.84%
2 SIXS 1.15%
3 FDLS 1.13%
4 GRPZ 1.04%
5 DEEP 0.99%
6 DVP 0.98%
7 XSVM 0.73%
8 RZV 0.61%
9 DSMC 0.58%
10 ROSC 0.54%
11 SVAL 0.46%
12 PSCI 0.46%
13 AFSM 0.36%
14 SMLF 0.33%
15 BSVO 0.29%
16 SFLO 0.27%
17 IWC 0.27%
18 JSML 0.26%
19 SEIS 0.26%
20 ISMD 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.38M (18.69%) 62.46K
Increased by +1.85%
Jun 30, 25
2 Vanguard Group Inc 1.53M (8.43%) 4.39K
Increased by +0.29%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 1.23M (6.80%) -93.87K
Decreased by -7.63%
Jun 30, 25
4 Mak Capital One LLC 1.21M (6.69%) 213.99K
Increased by +17.66%
Jun 30, 25
5 Renaissance Technologies Corp 1.10M (6.08%) -49.20K
Decreased by -4.47%
Jun 30, 25
6 Corvex Management LP 1.00M (5.54%) 0.00
Increased by 0.00%
Jun 30, 25
7 State Street Corporation 789.72K (4.36%) 21.90K
Increased by +2.77%
Mar 31, 24
8 State Street Corp 788.35K (4.35%) 6.95K
Increased by +0.88%
Jun 30, 25
9 American Century Companies Inc 553.13K (3.05%) 120.40K
Increased by +21.77%
Jun 30, 25
10 Geode Capital Management, LLC 541.40K (2.99%) 30.35K
Increased by +5.61%
Jun 30, 25
11 Systematic Financial Management LP 498.16K (2.75%) -1.55K
Decreased by -0.31%
Jun 30, 25
12 Wellington Management Company LLP 422.54K (2.33%) -1.42K
Decreased by -0.34%
Jun 30, 25
13 Allianz Asset Management AG 337.68K (1.86%) -159.17K
Decreased by -47.14%
Jun 30, 25
14 Empowered Funds, LLC 304.26K (1.68%) 148.29K
Increased by +48.74%
Mar 31, 24
15 LSV Asset Management 302.15K (1.67%) 39.47K
Increased by +13.06%
Jun 30, 25
16 Applied Fundamental Research, LLC 287.01K (1.58%) -4.78K
Decreased by -1.67%
Mar 31, 25
17 Amvescap Plc. 279.83K (1.55%) -22.44K
Decreased by -8.02%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 259.28K (1.43%) 27.06K
Increased by +10.44%
Jun 30, 25
19 Assenagon Asset Management SA 256.55K (1.42%) 7.63K
Increased by +2.97%
Mar 31, 24
20 Invenomic Capital Management, LP 256.26K (1.42%) 21.27K
Increased by +8.30%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.23M (6.77%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 608.18K (3.36%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 598.32K (3.30%) -13.27K
Decreased by -2.22%
Jul 31, 25
4 iShares Russell 2000 ETF 499.73K (2.76%) 0.00
Increased by 0.00%
Aug 31, 25
5 Avantis US Small Cap Value ETF 473.79K (2.62%) 2.04K
Increased by +0.43%
Aug 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 219.29K (1.21%) -95.59K
Decreased by -43.59%
Jul 31, 25
7 iShares S&P Small-Cap 600 Value ETF 208.45K (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
8 Fidelity Small Cap Index 205.08K (1.13%) 965.00
Increased by +0.47%
Jun 30, 25
9 DFA US Small Cap Value I 195.34K (1.08%) -35.59K
Decreased by -18.22%
Jul 31, 25
10 Fidelity® Small Cap Index 192.17K (1.06%) 5.20K
Increased by +2.71%
Oct 31, 23
11 SPDR® Portfolio S&P 600™ Sm Cap ETF 183.00K (1.01%) 2.18K
Increased by +1.19%
Aug 29, 25
12 iShares Russell 2000 Value ETF 180.03K (0.99%) 0.00
Increased by 0.00%
Aug 31, 25
13 SPDR® Portfolio S&P 600 Sm Cap ETF 175.80K (0.97%) 0.00
Increased by 0.00%
Apr 30, 24
14 DFA US Targeted Value I 167.12K (0.92%) 0.00
Increased by 0.00%
Jul 31, 25
15 iShares U.S. Small-Cap Eq Fac ETF 144.86K (0.80%) 0.00
Increased by 0.00%
Aug 31, 25
16 Invenomic Institutional 140.82K (0.78%) 13.88K
Increased by +9.85%
Apr 30, 25
17 Dimensional US Targeted Value ETF 131.46K (0.73%) 0.00
Increased by 0.00%
Aug 29, 25
18 DFA US Small Cap I 131.01K (0.72%) 0.00
Increased by 0.00%
Jul 31, 25
19 Vanguard Tax-Managed Small Cap Adm 128.73K (0.71%) 0.00
Increased by 0.00%
Jul 31, 25
20 Nuveen Quant Small Cap Equity R6 127.34K (0.70%) 0.00
Increased by 0.00%
Jul 31, 25