Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.90%
2 PSCI 1.42%
3 JSML 1.33%
4 DGRS 1.21%
5 SOVF 1.08%
6 GRPZ 1.01%
7 XSMO 0.99%
8 SAEF 0.97%
9 XSHQ 0.92%
10 SMCP 0.92%
11 CNTR 0.90%
12 XSLV 0.76%
13 SQLV 0.64%
14 FLQS 0.63%
15 SVAL 0.56%
16 HSMV 0.55%
17 DSMC 0.53%
18 SFLO 0.52%
19 QSML 0.51%
20 CALF 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.82M (15.19%) -358.40K
Decreased by -4.58%
Mar 31, 25
2 Vanguard Group Inc 6.16M (11.96%) 21.55K
Increased by +0.35%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 2.92M (5.67%) -152.37K
Decreased by -5.22%
Jun 30, 25
4 Wellington Management Company LLP 2.34M (4.55%) 1.41M
Increased by +60.19%
Jun 30, 25
5 State Street Corporation 2.04M (3.97%) 25.24K
Increased by +1.24%
Mar 31, 24
6 State Street Corp 2.02M (3.92%) -104.69K
Decreased by -5.18%
Mar 31, 25
7 American Century Companies Inc 1.87M (3.63%) 65.82K
Increased by +3.52%
Jun 30, 25
8 Amvescap Plc. 1.68M (3.27%) -157.77K
Decreased by -9.37%
Mar 31, 25
9 Allspring Global Investments Holdings, LLC 1.39M (2.70%) 62.78K
Increased by +4.52%
Mar 31, 25
10 Pacer Advisors, INC. 1.30M (2.52%) -77.06K
Decreased by -5.93%
Dec 31, 24
11 Geode Capital Management, LLC 1.24M (2.40%) 31.62K
Increased by +2.56%
Mar 31, 25
12 Jennison Associates LLC 1.09M (2.12%) 27.20K
Increased by +2.49%
Jun 30, 25
13 AllianceBernstein L.P. 1.06M (2.07%) -442.93K
Decreased by -41.65%
Mar 31, 24
14 Hotchkis & Wiley Capital Management LLC 1.03M (2.00%) -668.34K
Decreased by -64.91%
Mar 31, 24
15 Rockefeller Capital Management L.P. 975.70K (1.89%) 149.54K
Increased by +15.33%
Mar 31, 25
16 Victory Capital Management Inc. 920.76K (1.79%) 31.98K
Increased by +3.47%
Mar 31, 25
17 Goldman Sachs Group Inc 840.45K (1.63%) 371.01K
Increased by +44.14%
Jun 30, 25
18 Artemis Investment Management LLP 818.06K (1.59%) 197.54K
Increased by +24.15%
Jun 30, 25
19 Pzena Investment Management, LLC 767.96K (1.49%) -233.76K
Decreased by -30.44%
Mar 31, 25
20 Charles Schwab Investment Management Inc 767.32K (1.49%) -21.79K
Decreased by -2.84%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.08M (5.99%) 448.00
Increased by +0.01%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.64M (3.18%) 1.71K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.63M (3.16%) -34.21K
Decreased by -2.10%
Jul 31, 25
4 Vanguard Small Cap Index 1.25M (2.44%) -7.68K
Decreased by -0.61%
Jul 31, 25
5 iShares Russell 2000 ETF 1.23M (2.38%) -23.31K
Decreased by -1.90%
Jul 31, 25
6 Pacer US Small Cap Cash Cows 100 ETF 1.12M (2.18%) -8.14K
Decreased by -0.73%
Feb 28, 25
7 Allspring Special Small Cap Value A 1.07M (2.07%) -6.00K
Decreased by -0.56%
Jul 31, 25
8 Vanguard Explorer Inv 1.02M (1.98%) 835.29K
Increased by +82.04%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 806.01K (1.57%) 794.00
Increased by +0.10%
Jul 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 602.03K (1.17%) -27.41K
Decreased by -4.55%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 554.96K (1.08%) -240.55K
Decreased by -43.35%
Jul 31, 25
15 American Century Small Cap Growth Inv 546.74K (1.06%) -65.42K
Decreased by -11.96%
Jun 30, 25
16 American Century U.S. Small Cap Growth 546.74K (1.06%) -65.42K
Decreased by -11.96%
Jun 30, 25
17 Fidelity Small Cap Index 521.04K (1.01%) 1.72K
Increased by +0.33%
May 31, 25
18 Fidelity® Small Cap Index 502.14K (0.98%) 13.12K
Increased by +2.61%
Oct 31, 23
19 Thrivent Small Cap Stock A 496.64K (0.96%) 5.95K
Increased by +1.20%
May 31, 25
20 Avantis US Small Cap Value ETF 491.25K (0.95%) 0.00
Increased by 0.00%
Feb 29, 24