Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.93%
2 PSCI 1.44%
3 JSML 1.33%
4 DGRS 1.22%
5 SOVF 1.08%
6 GRPZ 1.03%
7 XSMO 0.99%
8 XSHQ 0.96%
9 SAEF 0.94%
10 SMCP 0.92%
11 CNTR 0.90%
12 XSLV 0.79%
13 SQLV 0.65%
14 FLQS 0.64%
15 HSMV 0.57%
16 SVAL 0.56%
17 DSMC 0.56%
18 SFLO 0.54%
19 QSML 0.51%
20 CALF 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.82M (15.24%) -358.40K
Decreased by -4.58%
Mar 31, 25
2 Vanguard Group Inc 6.14M (11.96%) -169.99K
Decreased by -2.77%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 3.07M (5.98%) -91.89K
Decreased by -2.99%
Mar 31, 25
4 State Street Corporation 2.04M (3.98%) 25.24K
Increased by +1.24%
Mar 31, 24
5 State Street Corp 2.02M (3.94%) -104.69K
Decreased by -5.18%
Mar 31, 25
6 American Century Companies Inc 1.80M (3.51%) 849.18K
Increased by +47.11%
Mar 31, 25
7 Amvescap Plc. 1.68M (3.28%) -157.77K
Decreased by -9.37%
Mar 31, 25
8 Allspring Global Investments Holdings, LLC 1.39M (2.71%) 62.78K
Increased by +4.52%
Mar 31, 25
9 Pacer Advisors, INC. 1.30M (2.53%) -77.06K
Decreased by -5.93%
Dec 31, 24
10 Geode Capital Management, LLC 1.24M (2.41%) 31.62K
Increased by +2.56%
Mar 31, 25
11 Jennison Associates LLC 1.07M (2.08%) -901.00
Decreased by -0.08%
Mar 31, 25
12 AllianceBernstein L.P. 1.06M (2.07%) -442.93K
Decreased by -41.65%
Mar 31, 24
13 Hotchkis & Wiley Capital Management LLC 1.03M (2.01%) -668.34K
Decreased by -64.91%
Mar 31, 24
14 Rockefeller Capital Management L.P. 975.70K (1.90%) 149.54K
Increased by +15.33%
Mar 31, 25
15 Wellington Management Company LLP 932.89K (1.82%) 170.04K
Increased by +18.23%
Mar 31, 25
16 Victory Capital Management Inc. 920.76K (1.79%) 31.98K
Increased by +3.47%
Mar 31, 25
17 Bank of New York Mellon Corp 811.81K (1.58%) 27.29K
Increased by +3.36%
Dec 31, 24
18 Charles Schwab Investment Management Inc 789.11K (1.54%) 1.76K
Increased by +0.22%
Mar 31, 25
19 Pzena Investment Management, LLC 767.96K (1.50%) -233.76K
Decreased by -30.44%
Mar 31, 25
20 Allianz Asset Management AG 753.41K (1.47%) 93.59K
Increased by +12.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.07M (5.98%) -8.61K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.65M (3.22%) 1.29K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.64M (3.19%) 1.71K
Increased by +0.10%
Sep 30, 24
4 Vanguard Small Cap Index 1.30M (2.54%) 7.09K
Increased by +0.54%
May 31, 25
5 iShares Russell 2000 ETF 1.29M (2.52%) 8.98K
Increased by +0.70%
Jun 30, 25
6 Pacer US Small Cap Cash Cows 100 ETF 1.12M (2.19%) -8.14K
Decreased by -0.73%
Feb 28, 25
7 Allspring Special Small Cap Value A 1.07M (2.09%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 836.37K (1.63%) -783.00
Decreased by -0.09%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 798.25K (1.56%) 5.28K
Increased by +0.66%
May 31, 25
10 American Century Small Cap Value Inv 745.00K (1.45%) 100.00K
Increased by +13.42%
Jun 30, 25
11 American Century U.S. Small Cap Value 745.00K (1.45%) 100.00K
Increased by +13.42%
Jun 30, 25
12 Artemis US Smaller Companies I Acc GBP 638.07K (1.24%) 164.95K
Increased by +25.85%
Jun 30, 25
13 DFA US Small Cap Value I 629.44K (1.23%) -37.34K
Decreased by -5.93%
May 31, 25
14 American Century Small Cap Growth Inv 546.74K (1.07%) -65.42K
Decreased by -11.96%
Jun 30, 25
15 American Century U.S. Small Cap Growth 546.74K (1.07%) -65.42K
Decreased by -11.96%
Jun 30, 25
16 Fidelity Small Cap Index 519.32K (1.01%) 6.02K
Increased by +1.16%
Apr 30, 25
17 Fidelity® Small Cap Index 502.14K (0.98%) 13.12K
Increased by +2.61%
Oct 31, 23
18 Avantis US Small Cap Value ETF 491.25K (0.96%) 0.00
Increased by 0.00%
Feb 29, 24
19 Thrivent Small Cap Stock A 490.69K (0.96%) 269.00
Increased by +0.05%
Apr 30, 25
20 Invesco OFI Mid Cap Core 482.66K (0.94%) -18.86K
Decreased by -3.91%
Jun 30, 24