Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSMC 3.06%
2 MVFD 2.79%
3 PSCI 1.38%
4 JSML 1.33%
5 CSB 1.18%
6 DGRS 1.14%
7 OUSM 1.09%
8 SIXS 1.09%
9 SOVF 1.08%
10 XSMO 0.99%
11 SAEF 0.97%
12 GRPZ 0.94%
13 SMCP 0.92%
14 CNTR 0.90%
15 XSHQ 0.88%
16 XSLV 0.72%
17 SQLV 0.60%
18 FNK 0.59%
19 FLQS 0.59%
20 DSMC 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.66M (14.76%) -165.76K
Decreased by -2.16%
Jun 30, 25
2 Vanguard Group Inc 6.16M (11.87%) 21.55K
Increased by +0.35%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 2.92M (5.62%) -152.37K
Decreased by -5.22%
Jun 30, 25
4 Wellington Management Company LLP 2.34M (4.52%) 1.41M
Increased by +60.19%
Jun 30, 25
5 State Street Corporation 2.04M (3.94%) 25.24K
Increased by +1.24%
Mar 31, 24
6 State Street Corp 2.02M (3.88%) -5.19K
Decreased by -0.26%
Jun 30, 25
7 American Century Companies Inc 1.87M (3.60%) 65.82K
Increased by +3.52%
Jun 30, 25
8 Allspring Global Investments Holdings, LLC 1.49M (2.87%) 98.55K
Increased by +6.63%
Jun 30, 25
9 Amvescap Plc. 1.48M (2.85%) -205.62K
Decreased by -13.92%
Jun 30, 25
10 Pacer Advisors, INC. 1.30M (2.50%) -77.06K
Decreased by -5.93%
Dec 31, 24
11 Geode Capital Management, LLC 1.24M (2.38%) 1.96K
Increased by +0.16%
Jun 30, 25
12 Jennison Associates LLC 1.09M (2.11%) 27.20K
Increased by +2.49%
Jun 30, 25
13 AllianceBernstein L.P. 1.06M (2.05%) -442.93K
Decreased by -41.65%
Mar 31, 24
14 Hotchkis & Wiley Capital Management LLC 1.03M (1.98%) -668.34K
Decreased by -64.91%
Mar 31, 24
15 Rockefeller Capital Management L.P. 974.33K (1.88%) -1.37K
Decreased by -0.14%
Jun 30, 25
16 Victory Capital Management Inc. 923.25K (1.78%) 2.49K
Increased by +0.27%
Jun 30, 25
17 Goldman Sachs Group Inc 840.45K (1.62%) 371.01K
Increased by +44.14%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 840.28K (1.62%) 292.07K
Increased by +34.76%
Jun 30, 25
19 Pzena Investment Management, LLC 818.33K (1.58%) 50.37K
Increased by +6.16%
Jun 30, 25
20 Artemis Investment Management LLP 818.06K (1.58%) 197.54K
Increased by +24.15%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.07M (5.92%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.64M (3.15%) 1.71K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.63M (3.14%) -34.21K
Decreased by -2.10%
Jul 31, 25
4 Vanguard Small Cap Index 1.25M (2.42%) -7.68K
Decreased by -0.61%
Jul 31, 25
5 iShares Russell 2000 ETF 1.25M (2.41%) 0.00
Increased by 0.00%
Aug 31, 25
6 Pacer US Small Cap Cash Cows 100 ETF 1.12M (2.16%) -8.14K
Decreased by -0.73%
Feb 28, 25
7 Allspring Special Small Cap Value A 1.07M (2.05%) -6.00K
Decreased by -0.56%
Jul 31, 25
8 Vanguard Explorer Inv 1.02M (1.96%) 835.29K
Increased by +82.04%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 806.01K (1.55%) 794.00
Increased by +0.10%
Jul 31, 25
10 American Century Small Cap Value Inv 745.00K (1.44%) 100.00K
Increased by +13.42%
Jun 30, 25
11 American Century U.S. Small Cap Value 745.00K (1.44%) 100.00K
Increased by +13.42%
Jun 30, 25
12 Artemis US Smaller Companies I Acc GBP 638.07K (1.23%) 164.95K
Increased by +25.85%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 554.96K (1.07%) -240.55K
Decreased by -43.35%
Jul 31, 25
14 American Century Small Cap Growth Inv 546.74K (1.05%) -65.42K
Decreased by -11.96%
Jun 30, 25
15 American Century U.S. Small Cap Growth 546.74K (1.05%) -65.42K
Decreased by -11.96%
Jun 30, 25
16 DFA US Small Cap Value I 536.43K (1.03%) -65.60K
Decreased by -12.23%
Jul 31, 25
17 Fidelity Small Cap Index 519.29K (1.00%) -1.75K
Decreased by -0.34%
Jun 30, 25
18 Thrivent Small Cap Stock A 510.46K (0.98%) 13.82K
Increased by +2.71%
Jun 30, 25
19 Fidelity® Small Cap Index 502.14K (0.97%) 13.12K
Increased by +2.61%
Oct 31, 23
20 Avantis US Small Cap Value ETF 491.25K (0.95%) 0.00
Increased by 0.00%
Feb 29, 24