Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PWER 2.11%
2 MGMT 2.08%
3 SIXS 1.06%
4 PSCM 0.86%
5 RZV 0.77%
6 XME 0.67%
7 SLX 0.59%
8 XSVM 0.53%
9 BSVO 0.26%
10 ISMD 0.23%
11 SQLV 0.23%
12 CSML 0.20%
13 JPSE 0.19%
14 IWC 0.16%
15 SFLO 0.13%
16 AVUV 0.12%
17 RWJ 0.10%
18 IJS 0.09%
19 AVSC 0.08%
20 VIOV 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.70M (21.06%) 150.53K
Increased by +1.96%
Dec 31, 24
2 Vanguard Group Inc 3.26M (8.91%) 43.24K
Increased by +1.33%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 3.07M (8.39%) -205.97K
Decreased by -6.72%
Dec 31, 24
4 State Street Corporation 2.05M (5.60%) -207.73K
Decreased by -10.15%
Mar 31, 24
5 State Street Corp 2.03M (5.56%) -152.52K
Decreased by -7.50%
Dec 31, 24
6 Pacer Advisors, INC. 1.87M (5.10%) 338.07K
Increased by +18.12%
Sep 30, 24
7 American Century Companies Inc 1.32M (3.60%) 137.01K
Increased by +10.41%
Dec 31, 24
8 Systematic Financial Management LP 1.16M (3.16%) 53.19K
Increased by +4.60%
Dec 31, 24
9 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.15M (3.15%) 62.05K
Increased by +5.38%
Dec 31, 24
10 Royce & Associates, LP 1.09M (2.99%) 128.44K
Increased by +11.75%
Dec 31, 24
11 Renaissance Technologies Corp 1.02M (2.78%) -22.10K
Decreased by -2.17%
Dec 31, 24
12 Geode Capital Management, LLC 923.27K (2.52%) -13.04K
Decreased by -1.41%
Dec 31, 24
13 HHG PLC 898.18K (2.46%) -149.26K
Decreased by -16.62%
Dec 31, 24
14 Medina Singh Partners, LLC 817.55K (2.24%) -190.33K
Decreased by -23.28%
Jun 30, 24
15 Bridgeway Capital Management, LLC 696.70K (1.91%) -38.51K
Decreased by -5.53%
Dec 31, 24
16 Azarias Capital Management, L.P. 664.00K (1.82%) 664.00K
Increased by +100.00%
Dec 31, 24
17 Mirae Asset Global Investments (Korea) Co Ltd 645.19K (1.76%) -111.64K
Decreased by -17.30%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 520.33K (1.42%) -48.40K
Decreased by -9.30%
Dec 31, 24
19 Northern Trust Corp 518.79K (1.42%) 112.76K
Increased by +21.73%
Dec 31, 24
20 Charles Schwab Investment Management Inc 451.95K (1.24%) -187.56K
Decreased by -41.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.31M (6.32%) 1.60K
Increased by +0.07%
Mar 31, 25
2 Pacer US Small Cap Cash Cows 100 ETF 1.81M (4.95%) -946.00
Decreased by -0.05%
Nov 27, 24
3 Global X US Infrastructure Dev ETF 1.80M (4.93%) -979.00
Decreased by -0.05%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.31M (3.57%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard US Total Market Shares ETF 1.30M (3.56%) 0.00
Increased by 0.00%
Sep 30, 24
6 Avantis US Small Cap Value ETF 1.24M (3.39%) 1.28K
Increased by +0.10%
Mar 29, 25
7 iShares Russell 2000 ETF 1.10M (3.01%) -9.57K
Decreased by -0.87%
Mar 31, 25
8 iShares US Infrastructure ETF 878.02K (2.40%) 0.00
Increased by 0.00%
Mar 31, 25
9 Janus Henderson Small Cap Value L 787.46K (2.15%) -49.82K
Decreased by -6.33%
Jan 31, 25
10 SPDR® S&P Metals and Mining ETF 776.82K (2.12%) -1.39K
Decreased by -0.18%
Mar 31, 25
11 DFA US Small Cap Value I 655.25K (1.79%) -10.21K
Decreased by -1.56%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 559.17K (1.53%) 9.96K
Increased by +1.78%
Feb 28, 25
13 Fidelity Small Cap Index 424.49K (1.16%) -7.95K
Decreased by -1.87%
Jan 31, 25
14 DFA US Targeted Value I 381.80K (1.04%) 0.00
Increased by 0.00%
Feb 28, 25
15 iShares S&P Small-Cap 600 Value ETF 380.24K (1.04%) -375.00
Decreased by -0.10%
Mar 31, 25
16 iShares Russell 2000 Value ETF 379.73K (1.04%) 0.00
Increased by 0.00%
Mar 31, 25
17 Royce Small-Cap Opportunity Invmt 338.59K (0.93%) 118.00
Increased by +0.03%
Dec 31, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 333.31K (0.91%) 480.00
Increased by +0.14%
Mar 31, 25
19 Dimensional US Targeted Value ETF 308.29K (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
20 Vanguard Tax-Managed Small Cap Adm 304.74K (0.83%) 0.00
Increased by 0.00%
Feb 28, 25