Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 2.14%
2 ECML 1.67%
3 DVP 0.97%
4 DEEP 0.93%
5 CLAW 0.65%
6 XSVM 0.57%
7 DSMC 0.49%
8 JSML 0.46%
9 FYT 0.44%
10 SFLO 0.43%
11 SVAL 0.39%
12 PSCI 0.35%
13 BSVO 0.32%
14 SQLV 0.31%
15 FSGS 0.28%
16 RNSC 0.28%
17 ROSC 0.27%
18 IWC 0.26%
19 TXSS 0.24%
20 FYX 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.64M (18.83%) 88.74K
Increased by +1.16%
Mar 31, 25
2 Vanguard Group Inc 5.18M (12.76%) -88.02K
Decreased by -1.70%
Mar 31, 25
3 Allspring Global Investments Holdings, LLC 3.25M (7.99%) -3.60K
Decreased by -0.11%
Mar 31, 25
4 Ameriprise Financial Inc 2.11M (5.20%) 121.32K
Increased by +5.75%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.01M (4.94%) -621.43K
Decreased by -30.98%
Mar 31, 25
6 Principal Financial Group Inc 1.87M (4.61%) -83.65K
Decreased by -4.47%
Mar 31, 25
7 State Street Corp 1.72M (4.22%) -24.16K
Decreased by -1.41%
Mar 31, 25
8 DePrince Race & Zollo Inc 1.56M (3.83%) 445.25K
Increased by +28.60%
Mar 31, 25
9 Segall Bryant & Hamill 1.37M (3.37%) 324.55K
Increased by +23.73%
Mar 31, 25
10 State Street Corporation 1.27M (3.14%) 27.68K
Increased by +2.17%
Mar 31, 24
11 Systematic Financial Management LP 1.20M (2.96%) 152.28K
Increased by +12.66%
Mar 31, 25
12 Geode Capital Management, LLC 1.12M (2.76%) 67.08K
Increased by +5.99%
Mar 31, 25
13 Pacer Advisors, INC. 1.05M (2.58%) 1.05M
Increased by +100.00%
Dec 31, 24
14 Renaissance Technologies Corp 977.11K (2.41%) -254.23K
Decreased by -26.02%
Mar 31, 25
15 Balyasny Asset Management LLC 965.29K (2.38%) 73.84K
Increased by +7.65%
Mar 31, 25
16 American Century Companies Inc 796.30K (1.96%) -108.69K
Decreased by -13.65%
Mar 31, 25
17 Charles Schwab Investment Management Inc 754.80K (1.86%) 54.19K
Increased by +7.18%
Mar 31, 25
18 Amvescap Plc. 563.18K (1.39%) 373.03K
Increased by +66.24%
Jun 30, 24
19 Royce & Associates, LP 563.02K (1.39%) 34.53K
Increased by +6.13%
Dec 31, 24
20 Artemis Investment Management LLP 552.91K (1.36%) 552.91K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.82M (6.96%) 0.00
Increased by 0.00%
May 31, 25
2 Allspring Special Small Cap Value A 2.03M (4.99%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.53M (3.76%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.48M (3.65%) 429.30K
Increased by +28.99%
Sep 30, 24
5 iShares Russell 2000 ETF 1.19M (2.94%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 1.19M (2.94%) 4.37K
Increased by +0.37%
May 31, 25
7 CT (Lux) American Smaller Com 9U USD 1.16M (2.86%) 31.35K
Increased by +2.70%
Apr 30, 25
8 Pacer US Small Cap Cash Cows 100 ETF 915.66K (2.26%) -6.65K
Decreased by -0.73%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 764.97K (1.88%) -1.14K
Decreased by -0.15%
May 31, 25
10 CT American Smaller Coms(US) InstAccGBP 761.71K (1.88%) 5.34K
Increased by +0.70%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 738.32K (1.82%) 6.15K
Increased by +0.83%
May 31, 25
12 Principal U.S. Small Cap Equity 657.40K (1.62%) -15.90K
Decreased by -2.42%
Mar 31, 25
13 Principal SmallCap R5 620.64K (1.53%) -45.96K
Decreased by -7.41%
May 31, 25
14 Avantis US Small Cap Value ETF 604.92K (1.49%) 0.00
Increased by 0.00%
May 31, 25
15 Artemis UK Select R Acc 525.95K (1.30%) 10.98K
Increased by +2.09%
Nov 30, 24
16 DFA US Small Cap Value I 507.87K (1.25%) -86.92K
Decreased by -17.11%
Apr 30, 25
17 American Beacon Small Cp Val R5 505.77K (1.25%) 17.61K
Increased by +3.48%
Apr 30, 25
18 Jupiter UK Dynamic Equity L Inc 498.63K (1.23%) -10.00K
Decreased by -2.01%
Aug 31, 24
19 Fidelity Small Cap Index 473.62K (1.17%) 22.41K
Increased by +4.73%
Mar 31, 25
20 iShares S&P Small-Cap 600 Value ETF 459.88K (1.13%) 0.00
Increased by 0.00%
May 31, 25