Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 2.70%
2 XME 1.69%
3 PYZ 1.11%
4 SMDV 0.95%
5 RZG 0.54%
6 XSMO 0.44%
7 ESIX 0.38%
8 IRBO 0.37%
9 VIOG 0.34%
10 SLYG 0.34%
11 QSML 0.33%
12 DWAS 0.32%
13 SLYV 0.30%
14 IJS 0.26%
15 VIOV 0.26%
16 RNSC 0.25%
17 FSGS 0.25%
18 JPSE 0.25%
19 DGRS 0.25%
20 SLY 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.41M (16.56%) -82.60K
Decreased by -2.42%
Mar 31, 25
2 Vanguard Group Inc 2.48M (12.04%) -45.77K
Decreased by -1.85%
Mar 31, 25
3 Capital Research Global Investors 1.86M (9.06%) 24.16K
Increased by +1.30%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.07M (5.22%) -53.59K
Decreased by -4.99%
Mar 31, 25
5 State Street Corp 1.01M (4.93%) 48.60K
Increased by +4.79%
Mar 31, 25
6 State Street Corporation 963.47K (4.68%) -30.19K
Decreased by -3.13%
Mar 31, 24
7 Trigran Investments Inc 794.76K (3.86%) 56.94K
Increased by +7.16%
Mar 31, 25
8 Vaughan Nelson Scarbrgh & Mccullough LP 673.01K (3.27%) 47.24K
Increased by +7.02%
Mar 31, 25
9 Barrow Hanley Mewhinney & Strauss LLC 516.56K (2.51%) 42.95K
Increased by +8.32%
Mar 31, 25
10 Geode Capital Management, LLC 476.72K (2.32%) 12.96K
Increased by +2.72%
Mar 31, 25
11 ACK Asset Management LLC 459.20K (2.23%) -35.60K
Decreased by -7.75%
Mar 31, 25
12 Copeland Capital Management, LLC 401.46K (1.95%) -11.34K
Decreased by -2.82%
Mar 31, 25
13 Amundi 312.10K (1.52%) -47.38K
Decreased by -15.18%
Sep 30, 23
14 Royal Bank of Canada 295.02K (1.43%) -17.34K
Decreased by -5.88%
Mar 31, 25
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 289.11K (1.41%) 84.48K
Increased by +29.22%
Mar 31, 25
16 Northern Trust Corp 288.61K (1.40%) 6.60K
Increased by +2.29%
Mar 31, 25
17 Ameriprise Financial Inc 278.99K (1.36%) -40.21K
Decreased by -14.41%
Dec 31, 23
18 Charles Schwab Investment Management Inc 268.64K (1.31%) 4.45K
Increased by +1.66%
Mar 31, 25
19 Jennison Associates LLC 262.12K (1.27%) 60.03K
Increased by +22.90%
Mar 31, 24
20 Aberdeen Group PLC 248.56K (1.21%) 36.08K
Increased by +14.51%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.64M (7.96%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 1.25M (6.06%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 677.62K (3.29%) 21.71K
Increased by +3.20%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 651.62K (3.17%) 817.00
Increased by +0.13%
Sep 30, 24
5 Vanguard Small Cap Index 521.88K (2.54%) 4.26K
Increased by +0.82%
Apr 30, 25
6 iShares Russell 2000 ETF 519.63K (2.53%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Value Index Inv 337.00K (1.64%) 1.06K
Increased by +0.32%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 318.14K (1.55%) 3.68K
Increased by +1.16%
Apr 30, 25
9 Global X US Infrastructure Dev ETF 253.75K (1.23%) 0.00
Increased by 0.00%
May 30, 25
10 American Beacon Small Cp Val R5 244.54K (1.19%) 45.81K
Increased by +18.73%
Apr 30, 25
11 Natixis Vaughan Nelson Small Cap A 242.51K (1.18%) 15.09K
Increased by +6.22%
Apr 30, 25
12 American Funds IS® Global Small Cap 1 225.67K (1.10%) 24.16K
Increased by +10.71%
Mar 31, 25
13 SPDR® S&P Metals and Mining ETF 215.07K (1.05%) -766.00
Decreased by -0.36%
May 31, 25
14 Natixis Vaughan Nelson Small Cap Value A 210.48K (1.02%) -2.17K
Decreased by -1.03%
Feb 28, 25
15 Fidelity Small Cap Index 205.24K (1.00%) 1.96K
Increased by +0.95%
Mar 31, 25
16 iShares S&P Small-Cap 600 Growth ETF 203.16K (0.99%) 0.00
Increased by 0.00%
Nov 30, 24
17 iShares S&P Small-Cap 600 Value ETF 202.68K (0.99%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Small Cap Index 192.61K (0.94%) 4.28K
Increased by +2.22%
Sep 30, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 182.96K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 175.84K (0.85%) 0.00
Increased by 0.00%
May 30, 25