Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.51%
2 CPAI 1.99%
3 RFDA 1.89%
4 PRN 1.75%
5 EHLS 1.40%
6 VABS 1.34%
7 PSCI 0.68%
8 FYC 0.65%
9 XSMO 0.47%
10 DWAS 0.43%
11 ETHO 0.37%
12 FYX 0.35%
13 RWJ 0.31%
14 DES 0.30%
15 FSGS 0.29%
16 RNSC 0.29%
17 PRFZ 0.23%
18 SAGP 0.20%
19 FESM 0.20%
20 PFF 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.31M (12.79%) 151.35K
Increased by +0.71%
Mar 31, 25
2 BlackRock Inc 17.71M (10.63%) 583.35K
Increased by +3.29%
Mar 31, 25
3 Hestia Capital Management, LLC 13.71M (8.23%) -2.09M
Decreased by -15.22%
Mar 31, 25
4 State Street Corporation 6.41M (3.85%) 68.30K
Increased by +1.07%
Mar 31, 24
5 State Street Corp 6.18M (3.71%) -278.56K
Decreased by -4.51%
Mar 31, 25
6 Geode Capital Management, LLC 3.77M (2.26%) 133.97K
Increased by +3.55%
Mar 31, 25
7 Goldman Sachs Group Inc 3.76M (2.26%) -14.74K
Decreased by -0.39%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 3.63M (2.18%) 643.23K
Increased by +17.73%
Mar 31, 25
9 Amvescap Plc. 2.92M (1.75%) 817.95K
Increased by +28.02%
Mar 31, 25
10 Permit Capital, LLC 2.40M (1.44%) 0.00
Increased by 0.00%
Mar 31, 25
11 Qube Research & Technologies 2.05M (1.23%) 922.26K
Increased by +45.09%
Mar 31, 25
12 Capital Management Corp 1.98M (1.19%) -546.40K
Decreased by -27.55%
Mar 31, 25
13 Clifford Capital Partners, LLC 1.94M (1.17%) -790.38K
Decreased by -40.66%
Dec 31, 24
14 JPMorgan Chase & Co 1.93M (1.16%) 1.25M
Increased by +64.59%
Sep 30, 24
15 Northern Trust Corp 1.86M (1.11%) -659.59K
Decreased by -35.54%
Mar 31, 25
16 Assenagon Asset Management SA 1.81M (1.09%) 586.25K
Increased by +32.30%
Dec 31, 24
17 Charles Schwab Investment Management Inc 1.73M (1.04%) -569.53K
Decreased by -32.98%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.58M (0.95%) -1.20M
Decreased by -76.43%
Mar 31, 24
19 Bank of New York Mellon Corp 1.52M (0.91%) -56.56K
Decreased by -3.72%
Mar 31, 25
20 Millennium Management LLC 1.27M (0.76%) 644.00K
Increased by +50.74%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.64M (5.79%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.39M (3.23%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 5.38M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 4.13M (2.48%) 29.02K
Increased by +0.70%
Apr 30, 25
5 iShares Russell 2000 ETF 2.82M (1.70%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Value Index Inv 2.67M (1.60%) 8.43K
Increased by +0.32%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.46M (1.48%) 2.86K
Increased by +0.12%
Apr 30, 25
8 Schwab Fundamental US Small Company ETF 2.26M (1.36%) 0.00
Increased by 0.00%
Apr 30, 24
9 DOMO Concentrated All Cap Value 1.73M (1.04%) 46.56K
Increased by +2.68%
Dec 31, 23
10 Fidelity® Small Cap Index 1.69M (1.01%) 46.64K
Increased by +2.76%
Oct 31, 23
11 Fidelity Small Cap Index 1.64M (0.98%) 30.31K
Increased by +1.85%
Mar 31, 25
12 SPDR® Portfolio S&P 600 Sm Cap ETF 1.35M (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.34M (0.80%) 0.00
Increased by 0.00%
May 30, 25
14 Classic Global Equity Fund 1.25M (0.75%) -330.00K
Decreased by -26.43%
Mar 31, 25
15 Clifford Capital Partners Institutional 1.24M (0.74%) -21.80K
Decreased by -1.76%
Mar 31, 24
16 Schwab Fundamental U.S. Small CompanyETF 1.21M (0.73%) 6.12K
Increased by +0.51%
Nov 28, 24
17 Vanguard Explorer Inv 1.09M (0.66%) 176.34K
Increased by +16.13%
Mar 31, 25
18 Vanguard Tax-Managed Small Cap Adm 1.03M (0.62%) 0.00
Increased by 0.00%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 946.88K (0.57%) 18.90K
Increased by +2.00%
May 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 927.98K (0.56%) 4.34K
Increased by +0.47%
Apr 30, 25