Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGMT 1.44%
2 SAEF 1.40%
3 SMEZ 1.33%
4 PSCT 1.02%
5 CAFG 0.74%
6 XSLV 0.70%
7 JPSV 0.69%
8 SCDS 0.68%
9 FYC 0.37%
10 FYT 0.37%
11 SSLY 0.27%
12 IJS 0.27%
13 PZI 0.27%
14 VIOV 0.24%
15 AFSM 0.23%
16 ISMD 0.22%
17 CSML 0.21%
18 TPSC 0.20%
19 ESIX 0.19%
20 CSF 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.75M (16.32%) -334.31K
Decreased by -2.43%
Mar 31, 25
2 Vanguard Group Inc 11.42M (13.56%) -137.89K
Decreased by -1.21%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 6.27M (7.44%) -227.73K
Decreased by -3.63%
Mar 31, 25
4 Ariel Investments, LLC 4.66M (5.53%) 174.55K
Increased by +3.75%
Mar 31, 25
5 Franklin Resources Inc 4.65M (5.52%) -3.20M
Decreased by -68.93%
Mar 31, 25
6 Thrivent Financial For Lutherans 3.84M (4.56%) 40.02K
Increased by +1.04%
Mar 31, 24
7 State Street Corp 3.46M (4.11%) -125.33K
Decreased by -3.62%
Mar 31, 25
8 State Street Corporation 3.45M (4.09%) -11.44K
Decreased by -0.33%
Mar 31, 24
9 Barrow Hanley Mewhinney & Strauss LLC 3.25M (3.85%) 1.80M
Increased by +55.51%
Mar 31, 25
10 Neuberger Berman Group LLC 3.24M (3.84%) 1.51M
Increased by +46.52%
Mar 31, 25
11 Wellington Management Company LLP 2.59M (3.08%) 92.79K
Increased by +3.58%
Mar 31, 25
12 Pacer Advisors, INC. 2.37M (2.81%) -252.56K
Decreased by -10.66%
Dec 31, 24
13 Geode Capital Management, LLC 2.05M (2.44%) 54.05K
Increased by +2.63%
Mar 31, 25
14 Goldman Sachs Group Inc 1.87M (2.22%) -599.19K
Decreased by -32.10%
Mar 31, 25
15 William Blair Investment Management, LLC 1.77M (2.10%) -453.81K
Decreased by -25.60%
Mar 31, 25
16 Aristotle Capital Boston, LLC 1.64M (1.95%) -368.07K
Decreased by -22.38%
Mar 31, 25
17 Royce & Associates, LP 1.61M (1.91%) 386.15K
Increased by +23.96%
Mar 31, 25
18 JPMorgan Chase & Co 1.51M (1.79%) -78.46K
Decreased by -5.21%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.26M (1.50%) -96.54K
Decreased by -7.64%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 1.25M (1.48%) 212.12K
Increased by +17.03%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.17M (6.13%) -33.70K
Decreased by -0.65%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.71M (3.22%) 2.78K
Increased by +0.10%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.71M (3.21%) 5.52K
Increased by +0.20%
Sep 30, 24
4 Neuberger Berman Genesis Inv 2.64M (3.14%) 553.95K
Increased by +20.95%
Jun 30, 25
5 Franklin Small Cap Value A 2.47M (2.93%) 0.00
Increased by 0.00%
Jun 30, 25
6 Franklin Small Cap Value SMA Composite 2.47M (2.93%) -2.03M
Decreased by -82.03%
Mar 31, 25
7 Franklin US Small Cap Value Equity 2.47M (2.93%) -2.03M
Decreased by -82.03%
Mar 31, 25
8 iShares Russell 2000 ETF 2.17M (2.57%) 15.05K
Increased by +0.69%
Jun 30, 25
9 Vanguard Small Cap Index 2.10M (2.49%) 7.70K
Increased by +0.37%
May 31, 25
10 Vanguard Information Technology ETF 2.07M (2.46%) -24.31K
Decreased by -1.17%
May 31, 25
11 Pacer US Small Cap Cash Cows 100 ETF 2.06M (2.45%) -15.00K
Decreased by -0.73%
Feb 28, 25
12 Thrivent Small Cap Stock A 1.98M (2.35%) 0.00
Increased by 0.00%
Apr 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.64%) 8.97K
Increased by +0.65%
May 31, 25
14 American Beacon Small Cp Val R5 1.35M (1.61%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Small Cap Value Index Inv 1.35M (1.60%) -2.01K
Decreased by -0.15%
May 31, 25
16 Ariel Appreciation Investor 1.22M (1.45%) 26.61K
Increased by +2.18%
Mar 31, 25
17 T. Rowe Price Small-Cap Value 1.20M (1.42%) -65.70K
Decreased by -5.48%
Mar 31, 24
18 DFA US Small Cap Value I 1.17M (1.39%) -9.13K
Decreased by -0.78%
May 31, 25
19 Allspring Special Small Cap Value A 930.38K (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
20 DFA US Targeted Value I 881.16K (1.05%) -24.40K
Decreased by -2.77%
May 31, 25