Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ECML 2.38%
2 SIXS 1.09%
3 GRPZ 1.08%
4 DVP 1.04%
5 DEEP 1.04%
6 FDLS 0.95%
7 XSVM 0.74%
8 RZV 0.61%
9 ROSC 0.52%
10 DSMC 0.51%
11 PSCI 0.36%
12 AFSM 0.36%
13 SMLF 0.31%
14 BSVO 0.29%
15 SFLO 0.27%
16 JSML 0.26%
17 SEIS 0.26%
18 IWC 0.23%
19 ISMD 0.20%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.32M (18.31%) -27.23K
Decreased by -0.82%
Mar 31, 25
2 Vanguard Group Inc 1.52M (8.39%) 4.67K
Increased by +0.31%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.32M (7.30%) -34.81K
Decreased by -2.63%
Mar 31, 25
4 Renaissance Technologies Corp 1.15M (6.34%) 44.30K
Increased by +3.85%
Mar 31, 25
5 Corvex Management LP 1.00M (5.53%) 440.11K
Increased by +43.90%
Mar 31, 25
6 Mak Capital One LLC 997.51K (5.50%) 0.00
Increased by 0.00%
Mar 31, 25
7 State Street Corporation 789.72K (4.35%) 21.90K
Increased by +2.77%
Mar 31, 24
8 State Street Corp 781.40K (4.31%) -19.35K
Decreased by -2.48%
Mar 31, 25
9 Pacer Advisors, INC. 731.43K (4.03%) -199.77K
Decreased by -27.31%
Dec 31, 24
10 Geode Capital Management, LLC 511.05K (2.82%) 16.09K
Increased by +3.15%
Mar 31, 25
11 Systematic Financial Management LP 499.71K (2.75%) -53.17K
Decreased by -10.64%
Mar 31, 25
12 Allianz Asset Management AG 496.85K (2.74%) -102.56K
Decreased by -20.64%
Mar 31, 25
13 American Century Companies Inc 432.73K (2.39%) 145.16K
Increased by +33.55%
Mar 31, 25
14 Wellington Management Company LLP 423.95K (2.34%) -7.90K
Decreased by -1.86%
Mar 31, 25
15 JPMorgan Chase & Co 398.09K (2.19%) 24.24K
Increased by +6.09%
Dec 31, 23
16 Empowered Funds, LLC 304.26K (1.68%) 148.29K
Increased by +48.74%
Mar 31, 24
17 Amvescap Plc. 302.27K (1.67%) -77.30K
Decreased by -25.57%
Dec 31, 24
18 Applied Fundamental Research, LLC 287.01K (1.58%) -4.78K
Decreased by -1.67%
Mar 31, 25
19 LSV Asset Management 262.68K (1.45%) 15.55K
Increased by +5.92%
Mar 31, 25
20 Assenagon Asset Management SA 256.55K (1.41%) 7.63K
Increased by +2.97%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.24M (6.82%) -1.31K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 609.09K (3.36%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 608.18K (3.35%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 498.80K (2.75%) 84.00
Increased by +0.02%
Apr 30, 25
5 Avantis US Small Cap Value ETF 366.61K (2.02%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 322.58K (1.78%) 513.00
Increased by +0.16%
Apr 30, 25
7 DFA US Small Cap Value I 278.81K (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
8 iShares S&P Small-Cap 600 Value ETF 208.45K (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
9 Fidelity Small Cap Index 200.60K (1.11%) 0.00
Increased by 0.00%
Feb 28, 25
10 Fidelity® Small Cap Index 192.17K (1.06%) 5.20K
Increased by +2.71%
Oct 31, 23
11 iShares Russell 2000 Value ETF 188.77K (1.04%) -640.00
Decreased by -0.34%
Apr 30, 25
12 Pacer US Small Cap Cash Cows 100 ETF 182.05K (1.00%) -693.00
Decreased by -0.38%
Apr 30, 25
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 178.51K (0.98%) 0.00
Increased by 0.00%
Apr 30, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 175.80K (0.97%) 0.00
Increased by 0.00%
Apr 30, 24
15 DFA US Targeted Value I 167.12K (0.92%) -14.50K
Decreased by -8.68%
Mar 31, 25
16 Vanguard Tax-Managed Small Cap Adm 134.66K (0.74%) 0.00
Increased by 0.00%
Apr 30, 25
17 Dimensional US Targeted Value ETF 131.66K (0.73%) 0.00
Increased by 0.00%
Apr 30, 25
18 DFA US Small Cap I 131.01K (0.72%) -3.00K
Decreased by -2.29%
Mar 31, 25
19 Invenomic Institutional 126.95K (0.70%) -1.17K
Decreased by -0.92%
Jan 31, 25
20 GVIC Total Return Value Strategy 123.78K (0.68%) 1.96K
Increased by +1.58%
Sep 30, 24