Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSVM 1.10%
2 RZV 0.87%
3 FDM 0.72%
4 XSLV 0.47%
5 DESC 0.33%
6 SIXL 0.29%
7 PZI 0.27%
8 SVAL 0.25%
9 PXSG 0.22%
10 RWJ 0.20%
11 CSML 0.20%
12 BSVO 0.18%
13 ETHO 0.18%
14 PSCI 0.18%
15 VFVA 0.15%
16 ROSC 0.15%
17 AFSM 0.14%
18 SEIS 0.13%
19 IWC 0.11%
20 EES 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.82M (9.21%) 18.31K
Increased by +0.65%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 2.31M (7.52%) -218.64K
Decreased by -9.48%
Mar 31, 25
3 Boston Partners Global Investors, Inc 2.06M (6.73%) 172.90K
Increased by +8.38%
Mar 31, 25
4 Vanguard Group Inc 1.90M (6.19%) -621.68K
Decreased by -32.78%
Mar 31, 25
5 State Street Corporation 1.26M (4.10%) -15.26K
Decreased by -1.21%
Mar 31, 24
6 Pacer Advisors, INC. 1.21M (3.95%) 380.04K
Increased by +31.36%
Sep 30, 24
7 Millennium Management LLC 1.19M (3.87%) 93.03K
Increased by +7.83%
Mar 31, 25
8 American Century Companies Inc 816.62K (2.66%) -80.54K
Decreased by -9.86%
Mar 31, 25
9 Geode Capital Management, LLC 773.58K (2.52%) -17.54K
Decreased by -2.27%
Mar 31, 25
10 State Street Corp 764.79K (2.49%) -29.70K
Decreased by -3.88%
Mar 31, 25
11 Nuveen, LLC 663.55K (2.16%) 663.55K
Increased by +100.00%
Mar 31, 25
12 Citadel Advisors Llc 661.27K (2.16%) -75.09K
Decreased by -11.36%
Mar 31, 25
13 Charles Schwab Investment Management Inc 650.13K (2.12%) 136.39K
Increased by +20.98%
Mar 31, 25
14 Jane Street Group LLC 603.06K (1.97%) 579.76K
Increased by +96.14%
Dec 31, 24
15 LSV Asset Management 503.13K (1.64%) -18.50K
Decreased by -3.68%
Mar 31, 25
16 Bridgeway Capital Management, LLC 500.72K (1.63%) 9.98K
Increased by +1.99%
Dec 31, 24
17 Jacobs Levy Equity Management, Inc. 500.68K (1.63%) 131.37K
Increased by +26.24%
Mar 31, 25
18 Prosight Management, LP 492.34K (1.61%) 143.65K
Increased by +29.18%
Jun 30, 24
19 Comerica Bank 491.59K (1.60%) 149.00
Increased by +0.03%
Mar 31, 25
20 D. E. Shaw & Co LP 483.65K (1.58%) 132.80K
Increased by +27.46%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.08M (6.77%) 1.07K
Increased by +0.05%
Nov 27, 24
2 Pacer US Small Cap Cash Cows 100 ETF 1.18M (3.83%) -614.00
Decreased by -0.05%
Nov 27, 24
3 Vanguard Total Stock Mkt Idx Inv 967.67K (3.16%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard US Total Market Shares ETF 966.23K (3.15%) 0.00
Increased by 0.00%
Sep 30, 24
5 Classic Global Equity Fund 827.33K (2.70%) 0.00
Increased by 0.00%
Jun 30, 25
6 iShares Russell 2000 ETF 779.76K (2.54%) 5.41K
Increased by +0.69%
Jun 30, 25
7 Schwab Fundamental US Small Company ETF 745.94K (2.43%) 0.00
Increased by 0.00%
Apr 30, 24
8 Invesco S&P SmallCap Value with Momt ETF 673.01K (2.19%) 0.00
Increased by 0.00%
Nov 27, 24
9 DFA US Small Cap Value I 672.33K (2.19%) 0.00
Increased by 0.00%
May 31, 25
10 Avantis US Small Cap Value ETF 625.70K (2.04%) 0.00
Increased by 0.00%
Jun 28, 25
11 Schwab Fundamental U.S. Small CompanyETF 622.39K (2.03%) -321.00
Decreased by -0.05%
Jun 28, 25
12 Foundry Partners Micro Cap Value 618.16K (2.02%) 67.49K
Increased by +10.92%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 508.30K (1.66%) 5.38K
Increased by +1.06%
May 31, 25
14 Invesco Small Cap Value A 406.93K (1.33%) 13.46K
Increased by +3.31%
May 31, 25
15 Vanguard Small Cap Index 391.95K (1.28%) 315.00
Increased by +0.08%
Feb 28, 25
16 iShares S&P Small-Cap 600 Value ETF 332.91K (1.09%) -1.32K
Decreased by -0.40%
Nov 27, 24
17 Fidelity Small Cap Index 329.29K (1.07%) 11.26K
Increased by +3.42%
Apr 30, 25
18 Kennedy Micro Cap 329.27K (1.07%) 25.22K
Increased by +7.66%
Jun 30, 25
19 Royce Small-Cap Opportunity Invmt 304.90K (0.99%) 67.26K
Increased by +22.06%
Jun 30, 25
20 Invesco S&P SmallCap 600 Revenue ETF 301.85K (0.98%) 0.00
Increased by 0.00%
Nov 30, 23