Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.33%
2 FDM 1.09%
3 SMDV 0.94%
4 SQLV 0.42%
5 ROSC 0.40%
6 SVAL 0.36%
7 QABA 0.35%
8 SMLV 0.28%
9 BFOR 0.25%
10 BSVO 0.16%
11 IWC 0.14%
12 ROGS 0.13%
13 KRE 0.12%
14 GSSC 0.12%
15 AVSC 0.10%
16 FSMD 0.10%
17 SEIS 0.10%
18 AVUV 0.10%
19 DPST 0.10%
20 ESML 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.05M (15.09%) -40.26K
Decreased by -1.32%
Jun 30, 25
2 Vanguard Group Inc 1.35M (6.69%) 16.07K
Increased by +1.19%
Jun 30, 25
3 FMR Inc 1.02M (5.02%) -49.98K
Decreased by -4.92%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 889.09K (4.40%) -21.67K
Decreased by -2.44%
Jun 30, 25
5 FJ Capital Management LLC 664.68K (3.29%) -18.48K
Decreased by -2.78%
Jun 30, 25
6 State Street Corp 636.47K (3.15%) -34.69K
Decreased by -5.45%
Jun 30, 25
7 State Street Corporation 634.90K (3.14%) 35.10K
Increased by +5.53%
Mar 31, 24
8 Renaissance Technologies Corp 619.60K (3.07%) 11.60K
Increased by +1.87%
Jun 30, 25
9 American Century Companies Inc 595.24K (2.95%) 27.55K
Increased by +4.63%
Jun 30, 25
10 Geode Capital Management, LLC 544.08K (2.69%) 18.46K
Increased by +3.39%
Jun 30, 25
11 Acadian Asset Management LLC 502.04K (2.48%) 275.38K
Increased by +54.85%
Mar 31, 25
12 LSV Asset Management 464.77K (2.30%) 4.74K
Increased by +1.02%
Jun 30, 25
13 JPMorgan Chase & Co 421.14K (2.08%) 2.21K
Increased by +0.52%
Jun 30, 25
14 Manufacturers Life Insurance Co 397.05K (1.96%) -7.19K
Decreased by -1.81%
Jun 30, 25
15 Nuveen, LLC 361.71K (1.79%) -64.50K
Decreased by -17.83%
Jun 30, 25
16 Boston Partners Global Investors, Inc 347.99K (1.72%) 64.01K
Increased by +18.39%
Dec 31, 24
17 Nuveen Asset Management, LLC 341.67K (1.69%) -8.19K
Decreased by -2.40%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 329.24K (1.63%) -78.17K
Decreased by -23.74%
Jun 30, 24
19 PL Capital Advisors, LLC 318.99K (1.58%) 0.00
Increased by 0.00%
Jun 30, 25
20 Allspring Global Investments Holdings, LLC 300.42K (1.49%) -5.64K
Decreased by -1.88%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 663.35K (3.28%) 1.15K
Increased by +0.17%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 650.58K (3.22%) -14.42K
Decreased by -2.22%
Jul 31, 25
3 FIAM Small Cap Core Composite 582.30K (2.88%) -3.10K
Decreased by -0.53%
Mar 31, 25
4 iShares Russell 2000 ETF 554.52K (2.74%) 0.00
Increased by 0.00%
Aug 31, 25
5 FIAM Small Cap Core CIT Cl B 534.20K (2.64%) -9.30K
Decreased by -1.74%
Jun 30, 25
6 Avantis US Small Cap Value ETF 513.29K (2.54%) 960.00
Increased by +0.19%
Aug 30, 25
7 JPMorgan Small Cap Blend A 329.24K (1.63%) 4.46K
Increased by +1.35%
Jul 31, 25
8 JPM US Small Cap Value-Composite 324.78K (1.61%) 17.01K
Increased by +5.24%
Jun 30, 25
9 Foundry Partners Micro Cap Value 305.25K (1.51%) 0.00
Increased by 0.00%
Jul 31, 25
10 Allspring Small Company Val 239.72K (1.19%) -7.93K
Decreased by -3.31%
Jul 31, 25
11 Principal SmallCap R5 225.40K (1.12%) -5.90K
Decreased by -2.62%
Jun 30, 25
12 Principal U.S. Small Cap Equity 225.40K (1.12%) -6.90K
Decreased by -3.06%
Jun 30, 25
13 Allspring Small Company Value A 219.16K (1.08%) -7.47K
Decreased by -3.41%
Jul 31, 25
14 Allspring Small Company Value Admin 219.16K (1.08%) -7.47K
Decreased by -3.41%
Jul 31, 25
15 Fidelity Series Small Cap Core 218.56K (1.08%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 218.39K (1.08%) -94.28K
Decreased by -43.17%
Jul 31, 25
17 Fidelity Small Cap Index 203.02K (1.00%) 1.36K
Increased by +0.67%
Jun 30, 25
18 Fidelity® Small Cap Index 196.80K (0.97%) 6.00K
Increased by +3.05%
Oct 31, 23
19 BlackRock Advantage Small Cap Core Instl 191.51K (0.95%) 0.00
Increased by 0.00%
Jul 31, 25
20 ProShares Russell 2000 Dividend Growers 189.70K (0.94%) -99.00
Decreased by -0.05%
Aug 29, 25