Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 2.71%
2 RFDA 2.55%
3 ECML 2.27%
4 CAFG 1.75%
5 PSL 1.49%
6 DEEP 1.28%
7 MYLD 1.27%
8 DVP 1.27%
9 SIXS 1.26%
10 SURE 1.19%
11 ROSC 1.12%
12 RNMC 1.07%
13 FSCS 1.07%
14 PSCD 1.01%
15 FDLS 1.00%
16 DBLV 0.98%
17 VAMO 0.94%
18 SDVY 0.90%
19 SDVD 0.90%
20 XSVM 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.43M (16.54%) -151.10K
Decreased by -1.60%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 4.61M (8.09%) -296.84K
Decreased by -6.44%
Mar 31, 25
3 Vanguard Group Inc 4.60M (8.06%) -224.69K
Decreased by -4.89%
Mar 31, 25
4 Renaissance Technologies Corp 4.14M (7.26%) -139.80K
Decreased by -3.38%
Mar 31, 25
5 First Trust Advisors L.P. 2.94M (5.16%) -356.37K
Decreased by -12.12%
Mar 31, 25
6 State Street Corporation 2.55M (4.48%) 41.16K
Increased by +1.61%
Mar 31, 24
7 State Street Corp 2.45M (4.30%) -93.13K
Decreased by -3.80%
Mar 31, 25
8 LSV Asset Management 1.87M (3.29%) 26.97K
Increased by +1.44%
Mar 31, 25
9 Pacer Advisors, INC. 1.85M (3.25%) -285.70K
Decreased by -15.43%
Dec 31, 24
10 American Century Companies Inc 1.79M (3.15%) 165.76K
Increased by +9.25%
Mar 31, 25
11 Frontier Capital Management CO Inc 1.72M (3.01%) -20.81K
Decreased by -1.21%
Mar 31, 25
12 Geode Capital Management, LLC 1.61M (2.83%) -203.17K
Decreased by -12.58%
Mar 31, 25
13 Goldman Sachs Group Inc 1.55M (2.71%) 513.60K
Increased by +33.19%
Mar 31, 25
14 Millennium Management LLC 1.30M (2.28%) 425.89K
Increased by +32.83%
Mar 31, 25
15 Boston Partners Global Investors, Inc 1.21M (2.12%) -210.00
Decreased by -0.02%
Mar 31, 25
16 Bank of New York Mellon Corp 1.09M (1.91%) 403.16K
Increased by +37.05%
Mar 31, 25
17 Northern Trust Corp 1.06M (1.87%) 151.98K
Increased by +14.27%
Mar 31, 25
18 Private Management Group Inc 989.90K (1.74%) -281.76K
Decreased by -28.46%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 945.16K (1.66%) 109.01K
Increased by +11.53%
Mar 31, 25
20 Charles Schwab Investment Management Inc 919.55K (1.61%) -31.02K
Decreased by -3.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.77M (6.62%) 0.00
Increased by 0.00%
May 31, 25
2 First Trust SMID Cp Rising Div Achv ETF 2.73M (4.79%) 4.13K
Increased by +0.15%
May 29, 25
3 Vanguard US Total Market Shares ETF 1.96M (3.43%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.94M (3.41%) 1.89K
Increased by +0.10%
May 31, 25
5 iShares Russell 2000 ETF 1.65M (2.89%) 0.00
Increased by 0.00%
May 31, 25
6 Avantis US Small Cap Value ETF 1.46M (2.57%) 0.00
Increased by 0.00%
May 31, 25
7 DFA US Small Cap Value I 975.50K (1.71%) -58.14K
Decreased by -5.96%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 962.86K (1.69%) 21.15K
Increased by +2.20%
May 31, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 854.36K (1.50%) 0.00
Increased by 0.00%
Jun 30, 24
10 FullerThaler Behavioral Small-Cap Equity 854.36K (1.50%) 0.00
Increased by 0.00%
Aug 31, 24
11 Fuller & Thaler Behavioral Sm-Cp Eq R6 798.34K (1.40%) 232.53K
Increased by +29.13%
Sep 30, 23
12 Fuller & Thaler Behavioral Small-Cap Eq 798.34K (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity Small Cap Index 655.68K (1.15%) 7.48K
Increased by +1.14%
Mar 31, 25
14 Fidelity® Small Cap Index 647.85K (1.14%) 17.64K
Increased by +2.72%
Oct 31, 23
15 DFA US Targeted Value I 586.44K (1.03%) 0.00
Increased by 0.00%
Apr 30, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 584.54K (1.03%) 0.00
Increased by 0.00%
Apr 30, 24
17 iShares Russell 2000 Value ETF 582.44K (1.02%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 522.87K (0.92%) 0.00
Increased by 0.00%
May 30, 25
19 Dimensional US Targeted Value ETF 488.01K (0.86%) -450.00
Decreased by -0.09%
May 30, 25
20 Vanguard Tax-Managed Small Cap Adm 423.03K (0.74%) 0.00
Increased by 0.00%
May 31, 25