Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.09%
2 DVLU 2.96%
3 MVFD 2.69%
4 DDIV 2.36%
5 SMCF 2.25%
6 PXSG 2.00%
7 XSMO 2.00%
8 GRPZ 1.97%
9 VLLU 1.96%
10 SQLV 1.84%
11 PSCF 1.80%
12 PFI 1.59%
13 ROSC 1.39%
14 EBIT 1.29%
15 CSB 1.29%
16 KBE 1.13%
17 SDVY 1.07%
18 FSCC 1.05%
19 XSVM 1.02%
20 PXSV 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.71M (14.17%) 341.55K
Increased by +3.52%
Jun 30, 25
2 BlackRock Inc 7.10M (10.37%) -187.80K
Decreased by -2.65%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 3.98M (5.81%) -153.40K
Decreased by -3.86%
Jun 30, 25
4 State Street Corporation 3.38M (4.94%) -255.05K
Decreased by -7.54%
Mar 31, 24
5 State Street Corp 3.16M (4.61%) -204.31K
Decreased by -6.47%
Mar 31, 25
6 Dodge & Cox 3.07M (4.48%) -1.10M
Decreased by -35.90%
Dec 31, 23
7 Goldman Sachs Group Inc 2.08M (3.04%) 180.49K
Increased by +8.66%
Jun 30, 25
8 Geode Capital Management, LLC 1.79M (2.61%) -311.12K
Decreased by -17.40%
Mar 31, 25
9 Donald Smith & Co Inc 1.67M (2.43%) 108.76K
Increased by +6.53%
Mar 31, 25
10 HSBC Holdings PLC 1.59M (2.32%) -384.03K
Decreased by -24.12%
Jun 30, 25
11 American Century Companies Inc 1.51M (2.21%) -17.61K
Decreased by -1.16%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 1.35M (1.97%) -142.55K
Decreased by -10.57%
Mar 31, 25
13 Acadian Asset Management LLC 1.34M (1.96%) 988.44K
Increased by +73.80%
Mar 31, 25
14 First Trust Advisors L.P. 1.32M (1.93%) -2.81M
Decreased by -212.45%
Mar 31, 25
15 EJF Capital LLC 1.32M (1.92%) -3.66K
Decreased by -0.28%
Sep 30, 23
16 T. Rowe Price Associates, Inc. 1.27M (1.86%) -1.19M
Decreased by -93.85%
Jun 30, 24
17 Ruffer LLP 1.18M (1.72%) -220.00K
Decreased by -18.67%
Dec 31, 23
18 NORGES BANK 1.15M (1.68%) 16.05K
Increased by +1.40%
Jun 30, 25
19 Arrowstreet Capital Limited Partnership 1.12M (1.63%) -314.18K
Decreased by -28.13%
Mar 31, 25
20 Charles Schwab Investment Management Inc 1.08M (1.58%) -1.56K
Decreased by -0.14%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.93M (13.04%) 6.55M
Increased by +73.27%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 4.27M (6.23%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.24M (3.28%) -47.41K
Decreased by -2.11%
Jul 31, 25
4 Vanguard Small Cap Index 1.73M (2.53%) -10.44K
Decreased by -0.60%
Jul 31, 25
5 Donald Smith & Co. All Eq Accounts Comp 1.68M (2.46%) 31.85K
Increased by +1.89%
Jun 30, 25
6 iShares Russell 2000 ETF 1.68M (2.46%) 0.00
Increased by 0.00%
Jul 31, 25
7 Dodge & Cox Global Stock I 1.67M (2.44%) -738.74K
Decreased by -44.17%
Dec 31, 23
8 Vanguard Equity-Income Inv 1.31M (1.92%) 178.69K
Increased by +13.61%
Jun 30, 25
9 Avantis US Small Cap Value ETF 1.15M (1.67%) 0.00
Increased by 0.00%
Jul 31, 25
10 Vanguard Small Cap Value Index Inv 1.12M (1.63%) 3.30K
Increased by +0.30%
Jul 31, 25
11 First Trust SMID Cp Rising Div Achv ETF 996.87K (1.46%) 2.13K
Increased by +0.21%
Feb 27, 25
12 DFA US Small Cap Value I 963.09K (1.41%) -35.84K
Decreased by -3.72%
Jun 30, 25
13 Dodge & Cox Worldwide Global Stk USD Acc 820.98K (1.20%) -199.81K
Decreased by -24.34%
Dec 31, 23
14 Fidelity® Small Cap Index 804.15K (1.17%) 25.69K
Increased by +3.19%
Oct 31, 23
15 First Trust Rising Dividend Achiev ETF 794.88K (1.16%) 1.47K
Increased by +0.18%
Jul 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 768.19K (1.12%) -332.23K
Decreased by -43.25%
Jul 31, 25
17 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 742.42K (1.08%) -162.74K
Decreased by -21.92%
Mar 31, 24
18 Fidelity Small Cap Index 741.55K (1.08%) 1.26K
Increased by +0.17%
May 31, 25
19 T. Rowe Price Mid-Cap Value 708.41K (1.03%) -685.75K
Decreased by -96.80%
Jun 30, 24
20 T. Rowe Price US Mid-Cap Value Equity 708.41K (1.03%) -685.75K
Decreased by -96.80%
Jun 30, 24