Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BVAL 1.77%
2 CSB 1.06%
3 DEEP 1.04%
4 GRPZ 0.98%
5 PSCD 0.90%
6 VAMO 0.82%
7 SDVD 0.76%
8 SDVY 0.76%
9 XSVM 0.70%
10 HOMZ 0.69%
11 JPSV 0.64%
12 ROSC 0.62%
13 WCEO 0.62%
14 DGRS 0.54%
15 FYT 0.51%
16 SVAL 0.47%
17 OASC 0.47%
18 SEIS 0.38%
19 ETHO 0.34%
20 CVY 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.47M (15.96%) -103.17K
Decreased by -1.60%
Mar 31, 25
2 Vanguard Group Inc 4.85M (11.97%) -134.07K
Decreased by -2.76%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.77M (6.83%) -207.50K
Decreased by -7.50%
Mar 31, 25
4 State Street Corporation 1.68M (4.16%) 7.40K
Increased by +0.44%
Mar 31, 24
5 State Street Corp 1.64M (4.05%) -78.12K
Decreased by -4.76%
Mar 31, 25
6 LSV Asset Management 1.60M (3.96%) 76.92K
Increased by +4.79%
Mar 31, 25
7 Silvercrest Asset Management Group LLC 1.48M (3.66%) -28.09K
Decreased by -1.90%
Mar 31, 25
8 Pacer Advisors, INC. 1.39M (3.44%) 288.25K
Increased by +20.67%
Jun 30, 24
9 American Century Companies Inc 1.25M (3.09%) 100.82K
Increased by +8.07%
Mar 31, 25
10 Macquarie Group Ltd 1.19M (2.95%) 28.70K
Increased by +2.41%
Mar 31, 25
11 Geode Capital Management, LLC 1.01M (2.49%) 27.22K
Increased by +2.70%
Mar 31, 25
12 Fuller & Thaler Asset Management Inc 961.07K (2.37%) 1.04K
Increased by +0.11%
Mar 31, 25
13 T. Rowe Price Investment Management,Inc. 881.69K (2.18%) 359.74K
Increased by +40.80%
Mar 31, 25
14 Charles Schwab Investment Management Inc 779.84K (1.92%) -21.30K
Decreased by -2.73%
Mar 31, 25
15 William Blair Investment Management, LLC 729.16K (1.80%) -270.36K
Decreased by -37.08%
Mar 31, 25
16 Schroder Investment Management Group 692.44K (1.71%) 0.00
Increased by 0.00%
Mar 31, 25
17 Brown Advisory Holdings Inc 681.89K (1.68%) -16.80K
Decreased by -2.46%
Mar 31, 25
18 Scopus Asset Management, LLC 625.00K (1.54%) -10.00K
Decreased by -1.60%
Mar 31, 24
19 First Trust Advisors L.P. 598.69K (1.48%) 49.34K
Increased by +8.24%
Sep 30, 23
20 Arrowstreet Capital Limited Partnership 579.43K (1.43%) -75.14K
Decreased by -12.97%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.49M (6.15%) 0.00
Increased by 0.00%
May 31, 25
2 First Trust SMID Cp Rising Div Achv ETF 1.59M (3.91%) 2.40K
Increased by +0.15%
May 29, 25
3 Vanguard US Total Market Shares ETF 1.36M (3.36%) 1.16K
Increased by +0.09%
Sep 30, 24
4 Pacer US Small Cap Cash Cows 100 ETF 1.36M (3.35%) -337.00
Decreased by -0.02%
Aug 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.34M (3.31%) 3.96K
Increased by +0.30%
Apr 30, 25
6 Avantis US Small Cap Value ETF 1.09M (2.69%) 1.94K
Increased by +0.18%
May 31, 25
7 iShares Russell 2000 ETF 1.05M (2.59%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Small Cap Index 1.04M (2.56%) 8.85K
Increased by +0.85%
Apr 30, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 915.65K (2.26%) 0.00
Increased by 0.00%
Mar 31, 25
10 FullerThaler Behavioral Small-Cap Equity 915.65K (2.26%) 23.77K
Increased by +2.60%
Dec 31, 24
11 Thrivent Small Cap Stock A 884.92K (2.18%) 178.90K
Increased by +20.22%
Mar 31, 25
12 Macquarie Small Cap Core I 870.11K (2.15%) 12.08K
Increased by +1.39%
Apr 30, 25
13 Delaware US Small Cap Core Equity (SMA) 861.19K (2.13%) -10.08K
Decreased by -1.17%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 861.19K (2.13%) -10.08K
Decreased by -1.17%
Mar 31, 24
15 Delaware Small Cap Core I 833.64K (2.06%) -5.17K
Decreased by -0.62%
Sep 30, 24
16 T. Rowe Price US Smlr Cm Eq A USD 717.48K (1.77%) -36.82K
Decreased by -5.13%
Apr 30, 25
17 T. Rowe Price US Smlr Coms Eq A 717.48K (1.77%) -36.82K
Decreased by -5.13%
Apr 30, 25
18 Vanguard Small Cap Value Index Inv 670.06K (1.65%) 2.09K
Increased by +0.31%
Apr 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 636.50K (1.57%) 9.52K
Increased by +1.50%
Apr 30, 25
20 DFA US Small Cap Value I 623.35K (1.54%) 0.00
Increased by 0.00%
Apr 30, 25