Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BVAL 1.77%
2 CSB 1.06%
3 PSCD 1.05%
4 DEEP 1.04%
5 GRPZ 0.98%
6 HOMZ 0.85%
7 SDVY 0.83%
8 XSVM 0.75%
9 ROSC 0.72%
10 JPSV 0.65%
11 WCEO 0.62%
12 DGRS 0.61%
13 FYT 0.57%
14 OASC 0.49%
15 SEIS 0.38%
16 ETHO 0.34%
17 CVY 0.33%
18 RNSC 0.33%
19 FSGS 0.33%
20 USVM 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.57M (16.06%) 193.09K
Increased by +2.94%
Dec 31, 24
2 Vanguard Group Inc 4.98M (12.18%) -21.93K
Decreased by -0.44%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.98M (7.27%) -79.60K
Decreased by -2.67%
Dec 31, 24
4 State Street Corp 1.72M (4.20%) 47.39K
Increased by +2.76%
Dec 31, 24
5 State Street Corporation 1.68M (4.12%) 7.40K
Increased by +0.44%
Mar 31, 24
6 LSV Asset Management 1.53M (3.73%) -97.77K
Decreased by -6.40%
Dec 31, 24
7 Silvercrest Asset Management Group LLC 1.51M (3.69%) -83.54K
Decreased by -5.53%
Dec 31, 24
8 Pacer Advisors, INC. 1.39M (3.41%) 288.25K
Increased by +20.67%
Jun 30, 24
9 Macquarie Group Ltd 1.16M (2.85%) -3.67K
Decreased by -0.32%
Dec 31, 24
10 American Century Companies Inc 1.15M (2.81%) 33.42K
Increased by +2.91%
Dec 31, 24
11 William Blair Investment Management, LLC 999.52K (2.44%) 24.13K
Increased by +2.41%
Dec 31, 24
12 Geode Capital Management, LLC 980.47K (2.40%) -2.38K
Decreased by -0.24%
Dec 31, 24
13 Fuller & Thaler Asset Management Inc 960.02K (2.35%) 23.33K
Increased by +2.43%
Dec 31, 24
14 Charles Schwab Investment Management Inc 801.14K (1.96%) 22.17K
Increased by +2.77%
Dec 31, 24
15 Brown Advisory Holdings Inc 698.69K (1.71%) -25.43K
Decreased by -3.64%
Dec 31, 24
16 Schroder Investment Management Group 692.44K (1.69%) -173.87K
Decreased by -25.11%
Dec 31, 24
17 Goldman Sachs Group Inc 690.93K (1.69%) 134.32K
Increased by +19.44%
Dec 31, 24
18 Scopus Asset Management, LLC 625.00K (1.53%) -10.00K
Decreased by -1.60%
Mar 31, 24
19 First Trust Advisors L.P. 598.69K (1.46%) 49.34K
Increased by +8.24%
Sep 30, 23
20 Systematic Financial Management LP 586.11K (1.43%) 22.42K
Increased by +3.83%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.52M (6.16%) -2.40K
Decreased by -0.10%
Apr 30, 25
2 First Trust SMID Cp Rising Div Achv ETF 1.59M (3.88%) 1.37K
Increased by +0.09%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.36M (3.33%) 1.16K
Increased by +0.09%
Sep 30, 24
4 Pacer US Small Cap Cash Cows 100 ETF 1.36M (3.31%) -337.00
Decreased by -0.02%
Aug 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.34M (3.27%) 4.68K
Increased by +0.35%
Mar 31, 25
6 Avantis US Small Cap Value ETF 1.06M (2.59%) 0.00
Increased by 0.00%
Apr 30, 25
7 iShares Russell 2000 ETF 1.03M (2.53%) -8.40K
Decreased by -0.81%
Apr 29, 25
8 Vanguard Small Cap Index 1.03M (2.51%) -29.90K
Decreased by -2.91%
Mar 31, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 915.65K (2.24%) 23.77K
Increased by +2.60%
Dec 31, 24
10 FullerThaler Behavioral Small-Cap Equity 915.65K (2.24%) 23.77K
Increased by +2.60%
Dec 31, 24
11 Delaware US Small Cap Core Equity (SMA) 861.19K (2.10%) -10.08K
Decreased by -1.17%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 861.19K (2.10%) -10.08K
Decreased by -1.17%
Mar 31, 24
13 Macquarie Small Cap Core I 858.02K (2.10%) 24.39K
Increased by +2.84%
Mar 31, 25
14 Delaware Small Cap Core I 833.64K (2.04%) -5.17K
Decreased by -0.62%
Sep 30, 24
15 T. Rowe Price US Smlr Cm Eq A USD 754.30K (1.84%) -38.66K
Decreased by -5.12%
Mar 31, 25
16 Thrivent Small Cap Stock A 706.02K (1.73%) 437.88K
Increased by +62.02%
Feb 28, 25
17 Vanguard Small Cap Value Index Inv 667.97K (1.63%) -29.07K
Decreased by -4.35%
Mar 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 626.98K (1.53%) -11.88K
Decreased by -1.90%
Mar 31, 25
19 DFA US Small Cap Value I 623.35K (1.52%) -42.45K
Decreased by -6.81%
Mar 31, 25
20 Fidelity® Small Cap Index 419.10K (1.02%) 11.47K
Increased by +2.74%
Oct 31, 23