Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 0.99%
2 XSLV 0.84%
3 SMIZ 0.61%
4 SVAL 0.37%
5 RZV 0.34%
6 SIXL 0.34%
7 SMLV 0.31%
8 QABA 0.26%
9 FESM 0.14%
10 KRE 0.13%
11 PSCF 0.11%
12 IWC 0.11%
13 DPST 0.10%
14 BSVO 0.10%
15 VFMF 0.08%
16 SLYV 0.06%
17 AVSC 0.06%
18 VIOV 0.06%
19 PRFZ 0.06%
20 IJS 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.83M (14.69%) 856.33K
Increased by +14.69%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 2.68M (6.75%) -89.31K
Decreased by -3.33%
Mar 31, 25
3 Vanguard Group Inc 2.36M (5.94%) 84.88K
Increased by +3.60%
Mar 31, 25
4 State Street Corporation 1.72M (4.32%) 30.43K
Increased by +1.77%
Mar 31, 24
5 State Street Corp 1.24M (3.12%) -84.35K
Decreased by -6.81%
Mar 31, 25
6 Renaissance Technologies Corp 1.20M (3.03%) 26.50K
Increased by +2.20%
Mar 31, 25
7 Geode Capital Management, LLC 924.28K (2.33%) 43.19K
Increased by +4.67%
Mar 31, 25
8 Hotchkis & Wiley Capital Management LLC 897.61K (2.26%) 12.39K
Increased by +1.38%
Mar 31, 25
9 American Century Companies Inc 676.03K (1.70%) 5.41K
Increased by +0.80%
Mar 31, 25
10 AQR Capital Management LLC 646.81K (1.63%) -101.46K
Decreased by -15.69%
Mar 31, 25
11 Rhino Investment Partners, Inc. 590.80K (1.49%) -68.72K
Decreased by -11.63%
Jun 30, 24
12 Northern Trust Corp 385.94K (0.97%) -19.28K
Decreased by -5.00%
Mar 31, 25
13 JANE STREET GROUP, LLC 378.88K (0.95%) 312.72K
Increased by +82.54%
Dec 31, 23
14 Charles Schwab Investment Management Inc 323.17K (0.81%) -7.85K
Decreased by -2.43%
Mar 31, 25
15 Amvescap Plc. 315.45K (0.79%) -210.27K
Decreased by -66.66%
Mar 31, 24
16 Arrowstreet Capital Limited Partnership 307.85K (0.78%) -80.83K
Decreased by -26.26%
Mar 31, 25
17 JPMorgan Chase & Co 281.30K (0.71%) -77.66K
Decreased by -27.61%
Mar 31, 25
18 Empowered Funds, LLC 277.80K (0.70%) 149.40K
Increased by +53.78%
Mar 31, 24
19 State of New Jersey Common Pension Fd D 276.32K (0.70%) 20.19K
Increased by +7.31%
Mar 31, 24
20 Millennium Management LLC 275.04K (0.69%) -85.02K
Decreased by -30.91%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.66M (6.69%) 1.19K
Increased by +0.04%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.28M (3.23%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.28M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 1.01M (2.55%) 7.05K
Increased by +0.70%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 616.28K (1.55%) 6.57K
Increased by +1.07%
May 31, 25
6 DFA US Small Cap Value I 573.46K (1.44%) 0.00
Increased by 0.00%
May 31, 25
7 Avantis US Small Cap Value ETF 529.25K (1.33%) 0.00
Increased by 0.00%
Jun 28, 25
8 Vanguard Small Cap Index 522.11K (1.32%) 1.60K
Increased by +0.31%
Nov 30, 23
9 iShares S&P Small-Cap 600 Value ETF 475.93K (1.20%) -443.00
Decreased by -0.09%
Apr 30, 24
10 BlackRock Advantage Small Cap Core Instl 402.95K (1.02%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity® Small Cap Index 401.05K (1.01%) 15.29K
Increased by +3.81%
Oct 31, 23
12 Fidelity Small Cap Index 389.72K (0.98%) 8.25K
Increased by +2.12%
Apr 30, 25
13 Vanguard Small Cap Value Index Inv 361.60K (0.91%) -575.00
Decreased by -0.16%
Nov 30, 23
14 SPDR® Portfolio S&P 600 Sm Cap ETF 337.00K (0.85%) 0.00
Increased by 0.00%
Apr 30, 24
15 DFA US Targeted Value I 332.69K (0.84%) 0.00
Increased by 0.00%
May 31, 25
16 Vanguard Tax-Managed Small Cap Adm 300.64K (0.76%) -8.41K
Decreased by -2.80%
Mar 31, 24
17 Invesco S&P SmallCap Low Volatility ETF 294.74K (0.74%) 0.00
Increased by 0.00%
Jan 31, 24
18 iShares Russell 2000 Value ETF 294.51K (0.74%) 1.06K
Increased by +0.36%
Jun 30, 25
19 SPDR® S&P 600 Small Cap Value ETF 276.61K (0.70%) -828.00
Decreased by -0.30%
Apr 30, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 271.59K (0.68%) 1.02K
Increased by +0.38%
Apr 30, 25