Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 1.46%
2 JSML 1.33%
3 DGRS 1.23%
4 SOVF 1.08%
5 XSMO 0.99%
6 SAEF 0.94%
7 SMCP 0.92%
8 CNTR 0.90%
9 XSLV 0.73%
10 SQLV 0.64%
11 DSMC 0.56%
12 SFLO 0.54%
13 QSML 0.51%
14 USVM 0.43%
15 TMSL 0.41%
16 NVQ 0.39%
17 NVQ_old 0.39%
18 ESIX 0.38%
19 QVMS 0.35%
20 DES 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.82M (15.31%) -358.40K
Decreased by -4.58%
Mar 31, 25
2 Vanguard Group Inc 6.14M (12.01%) -169.99K
Decreased by -2.77%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 3.07M (6.01%) -91.89K
Decreased by -2.99%
Mar 31, 25
4 State Street Corporation 2.04M (4.00%) 25.24K
Increased by +1.24%
Mar 31, 24
5 State Street Corp 2.02M (3.95%) -104.69K
Decreased by -5.18%
Mar 31, 25
6 Amvescap Plc. 1.84M (3.60%) 97.81K
Increased by +5.31%
Dec 31, 24
7 American Century Companies Inc 1.80M (3.53%) 849.18K
Increased by +47.11%
Mar 31, 25
8 Allspring Global Investments Holdings, LLC 1.39M (2.72%) 62.78K
Increased by +4.52%
Mar 31, 25
9 Pacer Advisors, INC. 1.30M (2.54%) -77.06K
Decreased by -5.93%
Dec 31, 24
10 Geode Capital Management, LLC 1.24M (2.42%) 31.62K
Increased by +2.56%
Mar 31, 25
11 Thrivent Financial For Lutherans 1.13M (2.22%) 184.17K
Increased by +16.25%
Dec 31, 24
12 Jennison Associates LLC 1.07M (2.09%) -901.00
Decreased by -0.08%
Mar 31, 25
13 AllianceBernstein L.P. 1.06M (2.08%) -442.93K
Decreased by -41.65%
Mar 31, 24
14 Hotchkis & Wiley Capital Management LLC 1.03M (2.01%) -668.34K
Decreased by -64.91%
Mar 31, 24
15 Wellington Management Company LLP 932.89K (1.83%) 170.04K
Increased by +18.23%
Mar 31, 25
16 Victory Capital Management Inc. 920.76K (1.80%) 31.98K
Increased by +3.47%
Mar 31, 25
17 Rockefeller Capital Management L.P. 826.16K (1.62%) 438.64K
Increased by +53.09%
Dec 31, 24
18 Bank of New York Mellon Corp 811.81K (1.59%) 27.29K
Increased by +3.36%
Dec 31, 24
19 Charles Schwab Investment Management Inc 789.11K (1.54%) 1.76K
Increased by +0.22%
Mar 31, 25
20 Pzena Investment Management, LLC 767.96K (1.50%) -233.76K
Decreased by -30.44%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.13M (6.13%) -2.77K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.65M (3.23%) 16.55K
Increased by +1.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.64M (3.20%) 1.71K
Increased by +0.10%
Sep 30, 24
4 Vanguard Small Cap Index 1.30M (2.53%) 7.00K
Increased by +0.54%
Apr 30, 25
5 iShares Russell 2000 ETF 1.28M (2.50%) 216.00
Increased by +0.02%
Apr 30, 25
6 Pacer US Small Cap Cash Cows 100 ETF 1.12M (2.20%) -8.14K
Decreased by -0.73%
Feb 28, 25
7 Allspring Special Small Cap Value A 1.07M (2.10%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 837.15K (1.64%) 2.65K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 792.97K (1.55%) 829.00
Increased by +0.10%
Apr 30, 25
10 DFA US Small Cap Value I 698.81K (1.37%) 0.00
Increased by 0.00%
Mar 31, 25
11 American Century Small Cap Value Inv 645.00K (1.26%) 95.00K
Increased by +14.73%
Mar 31, 25
12 American Century U.S. Small Cap Value 645.00K (1.26%) 95.00K
Increased by +14.73%
Mar 31, 25
13 American Century Small Cap Growth Inv 612.16K (1.20%) 612.16K
Increased by +100.00%
Mar 31, 25
14 American Century U.S. Small Cap Growth 612.16K (1.20%) 612.16K
Increased by +100.00%
Mar 31, 25
15 Fidelity Small Cap Index 516.34K (1.01%) 3.49K
Increased by +0.68%
Feb 28, 25
16 Fidelity® Small Cap Index 502.14K (0.98%) 13.12K
Increased by +2.61%
Oct 31, 23
17 Avantis US Small Cap Value ETF 491.25K (0.96%) 0.00
Increased by 0.00%
Feb 29, 24
18 Thrivent Small Cap Stock A 489.94K (0.96%) 0.00
Increased by 0.00%
Feb 28, 25
19 iShares Russell 2000 Value ETF 482.77K (0.94%) -1.64K
Decreased by -0.34%
Apr 30, 25
20 Invesco OFI Mid Cap Core 482.66K (0.94%) -18.86K
Decreased by -3.91%
Jun 30, 24