Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ECML 2.33%
2 SIXS 1.10%
3 GRPZ 1.04%
4 DEEP 0.99%
5 DVP 0.98%
6 FDLS 0.94%
7 XSVM 0.73%
8 RZV 0.61%
9 ROSC 0.53%
10 DSMC 0.51%
11 SVAL 0.40%
12 AFSM 0.36%
13 PSCI 0.35%
14 SMLF 0.31%
15 BSVO 0.29%
16 SFLO 0.27%
17 JSML 0.26%
18 SEIS 0.26%
19 IWC 0.25%
20 ISMD 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.32M (18.26%) -27.23K
Decreased by -0.82%
Mar 31, 25
2 Vanguard Group Inc 1.52M (8.37%) 4.67K
Increased by +0.31%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.32M (7.28%) -34.81K
Decreased by -2.63%
Mar 31, 25
4 Renaissance Technologies Corp 1.15M (6.33%) 44.30K
Increased by +3.85%
Mar 31, 25
5 Corvex Management LP 1.00M (5.51%) 440.11K
Increased by +43.90%
Mar 31, 25
6 Mak Capital One LLC 997.51K (5.48%) 0.00
Increased by 0.00%
Mar 31, 25
7 State Street Corporation 789.72K (4.34%) 21.90K
Increased by +2.77%
Mar 31, 24
8 State Street Corp 781.40K (4.30%) -19.35K
Decreased by -2.48%
Mar 31, 25
9 Pacer Advisors, INC. 731.43K (4.02%) -199.77K
Decreased by -27.31%
Dec 31, 24
10 Geode Capital Management, LLC 511.05K (2.81%) 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 (2.73%) -102.56K
Decreased by -20.64%
Mar 31, 25
13 American Century Companies Inc 432.73K (2.38%) 145.16K
Increased by +33.55%
Mar 31, 25
14 Wellington Management Company LLP 423.95K (2.33%) -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 (1.67%) 148.29K
Increased by +48.74%
Mar 31, 24
17 Applied Fundamental Research, LLC 287.01K (1.58%) -4.78K
Decreased by -1.67%
Mar 31, 25
18 Amvescap Plc. 279.83K (1.54%) -22.44K
Decreased by -8.02%
Mar 31, 25
19 LSV Asset Management 262.68K (1.44%) 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 (6.79%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 611.59K (3.36%) 2.50K
Increased by +0.41%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 608.18K (3.34%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 498.06K (2.74%) -8.01K
Decreased by -1.61%
Jul 30, 25
5 Avantis US Small Cap Value ETF 451.28K (2.48%) 616.00
Increased by +0.14%
Jul 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 314.89K (1.73%) -10.26K
Decreased by -3.26%
Jun 30, 25
7 DFA US Small Cap Value I 230.93K (1.27%) -10.67K
Decreased by -4.62%
Jun 30, 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 204.12K (1.12%) 1.15K
Increased by +0.56%
May 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 179.24K (0.99%) 99.00
Increased by +0.06%
Jul 31, 25
12 iShares Russell 2000 Value ETF 178.83K (0.98%) 0.00
Increased by 0.00%
Jul 30, 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%
Jun 30, 25
15 Invenomic Institutional 140.82K (0.77%) 13.88K
Increased by +9.85%
Apr 30, 25
16 iShares U.S. Small-Cap Eq Fac ETF 132.96K (0.73%) 0.00
Increased by 0.00%
Jul 30, 25
17 Dimensional US Targeted Value ETF 131.51K (0.72%) 0.00
Increased by 0.00%
Jul 31, 25
18 DFA US Small Cap I 131.01K (0.72%) 0.00
Increased by 0.00%
Jun 30, 25
19 Nuveen Quant Small Cap Equity R6 129.88K (0.71%) 23.38K
Increased by +18.00%
May 31, 25
20 Vanguard Tax-Managed Small Cap Adm 128.73K (0.71%) -5.93K
Decreased by -4.60%
Jun 30, 25