Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ECML 2.41%
2 GRPZ 1.14%
3 DVP 1.09%
4 DEEP 1.09%
5 SIXS 1.09%
6 FDLS 1.05%
7 XSVM 0.76%
8 RZV 0.61%
9 DSMC 0.51%
10 ROSC 0.49%
11 PSCI 0.40%
12 AFSM 0.35%
13 SMLF 0.31%
14 BSVO 0.29%
15 SFLO 0.27%
16 JSML 0.26%
17 SEIS 0.26%
18 IWC 0.24%
19 ISMD 0.20%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.35M (18.93%) -6.48K
Decreased by -0.19%
Dec 31, 24
2 Vanguard Group Inc 1.52M (8.58%) 14.04K
Increased by +0.92%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 1.36M (7.69%) -15.52K
Decreased by -1.14%
Dec 31, 24
4 Renaissance Technologies Corp 1.11M (6.26%) 39.80K
Increased by +3.60%
Dec 31, 24
5 Mak Capital One LLC 997.51K (5.64%) 0.00
Increased by 0.00%
Dec 31, 24
6 State Street Corp 800.75K (4.53%) 22.58K
Increased by +2.82%
Dec 31, 24
7 State Street Corporation 789.72K (4.46%) 21.90K
Increased by +2.77%
Mar 31, 24
8 Pacer Advisors, INC. 731.43K (4.14%) -199.77K
Decreased by -27.31%
Dec 31, 24
9 Allianz Asset Management AG 599.41K (3.39%) 168.91K
Increased by +28.18%
Dec 31, 24
10 Systematic Financial Management LP 552.88K (3.13%) -1.42K
Decreased by -0.26%
Dec 31, 24
11 Geode Capital Management, LLC 494.96K (2.80%) -553.00
Decreased by -0.11%
Dec 31, 24
12 Wellington Management Company LLP 431.86K (2.44%) 0.00
Increased by 0.00%
Dec 31, 24
13 JPMorgan Chase & Co 398.09K (2.25%) 24.24K
Increased by +6.09%
Dec 31, 23
14 Empowered Funds, LLC 304.26K (1.72%) 148.29K
Increased by +48.74%
Mar 31, 24
15 Amvescap Plc. 302.27K (1.71%) -77.30K
Decreased by -25.57%
Dec 31, 24
16 Applied Fundamental Research, LLC 291.79K (1.65%) -144.61K
Decreased by -49.56%
Dec 31, 24
17 American Century Companies Inc 287.57K (1.63%) 160.26K
Increased by +55.73%
Dec 31, 24
18 Hotchkis & Wiley Capital Management LLC 277.92K (1.57%) 2.61K
Increased by +0.94%
Dec 31, 24
19 Invenomic Capital Management, LP 261.93K (1.48%) -93.59K
Decreased by -35.73%
Dec 31, 24
20 Assenagon Asset Management SA 256.55K (1.45%) 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 1.26M (7.13%) 872.00
Increased by +0.07%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 609.09K (3.44%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 534.67K (3.02%) -4.62K
Decreased by -0.86%
Mar 31, 25
4 Avantis US Small Cap Value ETF 327.91K (1.85%) 1.19K
Increased by +0.36%
Mar 29, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 313.70K (1.77%) 500.00
Increased by +0.16%
Feb 28, 25
6 DFA US Small Cap Value I 278.81K (1.58%) -500.00
Decreased by -0.18%
Feb 28, 25
7 Pacer US Small Cap Cash Cows 100 ETF 211.85K (1.20%) -1.39K
Decreased by -0.65%
Mar 31, 25
8 iShares S&P Small-Cap 600 Value ETF 208.45K (1.18%) 0.00
Increased by 0.00%
Nov 30, 24
9 Fidelity Small Cap Index 200.60K (1.13%) -3.76K
Decreased by -1.87%
Jan 31, 25
10 Fidelity® Small Cap Index 192.17K (1.09%) 5.20K
Increased by +2.71%
Oct 31, 23
11 iShares Russell 2000 Value ETF 185.70K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
12 DFA US Targeted Value I 181.62K (1.03%) 0.00
Increased by 0.00%
Feb 28, 25
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 178.51K (1.01%) 264.00
Increased by +0.15%
Mar 31, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 175.80K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
15 DFA US Small Cap I 134.01K (0.76%) -9.49K
Decreased by -7.08%
Feb 28, 25
16 Dimensional US Targeted Value ETF 132.51K (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
17 iShares U.S. Small-Cap Eq Fac ETF 129.31K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard Tax-Managed Small Cap Adm 128.73K (0.73%) -9.28K
Decreased by -7.21%
Feb 28, 25
19 Invenomic Institutional 126.95K (0.72%) -1.17K
Decreased by -0.92%
Jan 31, 25
20 GVIC Total Return Value Strategy 123.78K (0.70%) 1.96K
Increased by +1.58%
Sep 30, 24