Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.14%
2 CPAI 1.99%
3 RFDA 1.79%
4 PRN 1.44%
5 VABS 1.34%
6 CSB 0.68%
7 PSCI 0.67%
8 PXSG 0.59%
9 FYC 0.57%
10 XSMO 0.57%
11 EHLS 0.51%
12 DWAS 0.43%
13 ETHO 0.37%
14 FYX 0.36%
15 RWJ 0.31%
16 DES 0.30%
17 FSGS 0.29%
18 RNSC 0.29%
19 PRFZ 0.23%
20 SAGP 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.21M (13.45%) -105.26K
Decreased by -0.50%
Jun 30, 25
2 BlackRock Inc 17.51M (11.10%) -202.68K
Decreased by -1.16%
Jun 30, 25
3 Hestia Capital Management, LLC 12.04M (7.63%) -1.67M
Decreased by -13.88%
Jun 30, 25
4 State Street Corporation 6.41M (4.07%) 68.30K
Increased by +1.07%
Mar 31, 24
5 State Street Corp 6.37M (4.04%) 188.89K
Increased by +2.97%
Jun 30, 25
6 Geode Capital Management, LLC 4.01M (2.54%) 240.54K
Increased by +6.00%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 3.58M (2.27%) -46.70K
Decreased by -1.30%
Jun 30, 25
8 Permit Capital, LLC 2.85M (1.81%) 450.00K
Increased by +15.79%
Jun 30, 25
9 Goldman Sachs Group Inc 2.62M (1.66%) -1.15M
Decreased by -43.84%
Jun 30, 25
10 Capital Management Corp 2.16M (1.37%) 178.50K
Increased by +8.26%
Jun 30, 25
11 T. Rowe Price Investment Management,Inc. 2.05M (1.30%) 2.05M
Increased by +100.00%
Jun 30, 25
12 Amvescap Plc. 2.02M (1.28%) -894.68K
Decreased by -44.20%
Jun 30, 25
13 Charles Schwab Investment Management Inc 1.95M (1.24%) 221.99K
Increased by +11.39%
Jun 30, 25
14 Clifford Capital Partners, LLC 1.94M (1.23%) -790.38K
Decreased by -40.66%
Dec 31, 24
15 JPMorgan Chase & Co 1.93M (1.23%) 1.25M
Increased by +64.59%
Sep 30, 24
16 Northern Trust Corp 1.91M (1.21%) 59.08K
Increased by +3.09%
Jun 30, 25
17 Assenagon Asset Management SA 1.81M (1.15%) 586.25K
Increased by +32.30%
Dec 31, 24
18 Spears Abacus Advisors LLC 1.78M (1.13%) 452.81K
Increased by +25.50%
Jun 30, 25
19 Qube Research & Technologies 1.76M (1.11%) -289.15K
Decreased by -16.46%
Jun 30, 25
20 Ancora Advisors LLC 1.67M (1.06%) 1.67M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.42M (5.98%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 5.38M (3.41%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.21M (3.30%) -111.06K
Decreased by -2.13%
Jul 31, 25
4 Vanguard Small Cap Index 3.96M (2.51%) -26.33K
Decreased by -0.67%
Jul 31, 25
5 iShares Russell 2000 ETF 2.90M (1.84%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Value Index Inv 2.55M (1.62%) 6.45K
Increased by +0.25%
Jul 31, 25
7 Schwab Fundamental US Small Company ETF 2.26M (1.44%) 0.00
Increased by 0.00%
Apr 30, 24
8 Fidelity Small Cap Index 1.84M (1.17%) 176.54K
Increased by +9.60%
Jun 30, 25
9 DOMO Concentrated All Cap Value 1.73M (1.10%) 46.56K
Increased by +2.68%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.69M (1.07%) -744.19K
Decreased by -43.92%
Jul 31, 25
11 Fidelity® Small Cap Index 1.69M (1.07%) 46.64K
Increased by +2.76%
Oct 31, 23
12 DWS Small Cap Core S 1.40M (0.89%) 1.40M
Increased by +100.00%
Jul 31, 25
13 Small Cap Core Equity Composite 1.40M (0.89%) 1.40M
Increased by +100.00%
Jul 31, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.40M (0.89%) 16.70K
Increased by +1.19%
Aug 29, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 1.35M (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
16 Classic Global Equity Fund 1.25M (0.79%) 0.00
Increased by 0.00%
Jun 30, 25
17 Clifford Capital Partners Institutional 1.24M (0.79%) -21.80K
Decreased by -1.76%
Mar 31, 24
18 Schwab Fundamental U.S. Small CompanyETF 1.21M (0.77%) 6.12K
Increased by +0.51%
Nov 28, 24
19 Hennessy Cornerstone Growth Investor 1.16M (0.74%) 1.16M
Increased by +100.00%
Jun 30, 25
20 T. Rowe Price Small-Cap Value 1.15M (0.73%) -2.63K
Decreased by -0.23%
Jul 31, 25