Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSVM 1.10%
2 RZV 0.87%
3 FDM 0.76%
4 XSLV 0.47%
5 DESC 0.33%
6 SIXL 0.29%
7 PZI 0.27%
8 PXSG 0.22%
9 RWJ 0.20%
10 CSML 0.20%
11 BSVO 0.18%
12 ETHO 0.18%
13 PSCI 0.18%
14 ROSC 0.15%
15 AFSM 0.14%
16 SEIS 0.13%
17 IWC 0.11%
18 EES 0.10%
19 DES 0.10%
20 FSCC 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.81M (9.26%) -2.65M
Decreased by -94.46%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 2.53M (8.33%) -182.90K
Decreased by -7.24%
Dec 31, 24
3 Vanguard Group Inc 2.52M (8.31%) -1.09M
Decreased by -43.21%
Dec 31, 24
4 Boston Partners Global Investors, Inc 1.89M (6.23%) 621.08K
Increased by +32.87%
Dec 31, 24
5 State Street Corporation 1.26M (4.15%) -15.26K
Decreased by -1.21%
Mar 31, 24
6 Pacer Advisors, INC. 1.21M (4.00%) 380.04K
Increased by +31.36%
Sep 30, 24
7 Millennium Management LLC 1.10M (3.61%) 1.05M
Increased by +95.75%
Dec 31, 24
8 American Century Companies Inc 897.15K (2.96%) 86.56K
Increased by +9.65%
Dec 31, 24
9 State Street Corp 794.49K (2.62%) -459.21K
Decreased by -57.80%
Dec 31, 24
10 Geode Capital Management, LLC 791.13K (2.61%) 9.46K
Increased by +1.20%
Dec 31, 24
11 Citadel Advisors Llc 736.36K (2.43%) 670.64K
Increased by +91.07%
Dec 31, 24
12 Jane Street Group LLC 603.06K (1.99%) 579.76K
Increased by +96.14%
Dec 31, 24
13 LSV Asset Management 521.63K (1.72%) -62.80K
Decreased by -12.04%
Dec 31, 24
14 Charles Schwab Investment Management Inc 513.74K (1.69%) -248.80K
Decreased by -48.43%
Dec 31, 24
15 Bridgeway Capital Management, LLC 500.72K (1.65%) 9.98K
Increased by +1.99%
Dec 31, 24
16 Prosight Management, LP 492.34K (1.62%) 143.65K
Increased by +29.18%
Jun 30, 24
17 Comerica Bank 491.44K (1.62%) -13.88K
Decreased by -2.82%
Dec 31, 24
18 Amvescap Plc. 479.18K (1.58%) -1.28M
Decreased by -266.09%
Dec 31, 24
19 Qube Research & Technologies 446.74K (1.47%) 351.32K
Increased by +78.64%
Dec 31, 24
20 Hotchkis & Wiley Capital Management LLC 423.08K (1.40%) -35.51K
Decreased by -8.39%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.08M (6.85%) 1.07K
Increased by +0.05%
Nov 27, 24
2 Pacer US Small Cap Cash Cows 100 ETF 1.18M (3.88%) -614.00
Decreased by -0.05%
Nov 27, 24
3 Vanguard Total Stock Mkt Idx Inv 967.67K (3.19%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 838.37K (2.76%) -7.26K
Decreased by -0.87%
Mar 31, 25
5 Classic Global Equity Fund 827.33K (2.73%) 0.00
Increased by 0.00%
Mar 31, 25
6 Schwab Fundamental US Small Company ETF 745.94K (2.46%) 0.00
Increased by 0.00%
Apr 30, 24
7 DFA US Small Cap Value I 716.55K (2.36%) -28.32K
Decreased by -3.95%
Feb 28, 25
8 Avantis US Small Cap Value ETF 691.49K (2.28%) -7.18K
Decreased by -1.04%
Mar 29, 25
9 Invesco S&P SmallCap Value with Momt ETF 673.01K (2.22%) 0.00
Increased by 0.00%
Nov 27, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 475.21K (1.57%) 8.05K
Increased by +1.69%
Feb 28, 25
11 Foundry Partners Micro Cap Value 404.48K (1.33%) 86.55K
Increased by +21.40%
Dec 31, 24
12 Vanguard Small Cap Index 391.95K (1.29%) 315.00
Increased by +0.08%
Feb 28, 25
13 Invesco Small Cap Value A 367.71K (1.21%) 0.00
Increased by 0.00%
Feb 28, 25
14 iShares S&P Small-Cap 600 Value ETF 332.91K (1.10%) -1.32K
Decreased by -0.40%
Nov 27, 24
15 Schwab Fundamental U.S. Small CompanyETF 321.82K (1.06%) 255.00
Increased by +0.08%
Mar 29, 25
16 DFA US Micro Cap I 310.30K (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
17 Fidelity Small Cap Index 307.80K (1.02%) -5.76K
Decreased by -1.87%
Jan 31, 25
18 Invesco S&P SmallCap 600 Revenue ETF 301.85K (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 298.08K (0.98%) 216.00
Increased by +0.07%
Nov 27, 24
20 Fidelity® Small Cap Index 297.81K (0.98%) -4.35K
Decreased by -1.46%
Sep 30, 23