Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.33%
2 RFDA 3.11%
3 ECML 2.69%
4 PSL 2.18%
5 CAFG 1.87%
6 SIXS 1.51%
7 DVP 1.41%
8 DEEP 1.41%
9 ROSC 1.36%
10 FSCS 1.25%
11 RNMC 1.25%
12 PSCD 1.22%
13 SURE 1.19%
14 SDVY 1.17%
15 DBLV 0.98%
16 FDLS 0.94%
17 SQLV 0.88%
18 DGRS 0.76%
19 SMCF 0.71%
20 XSVM 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.43M (16.56%) -151.10K
Decreased by -1.60%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 4.61M (8.10%) -296.84K
Decreased by -6.44%
Mar 31, 25
3 Vanguard Group Inc 4.60M (8.07%) -224.69K
Decreased by -4.89%
Mar 31, 25
4 Renaissance Technologies Corp 4.14M (7.27%) -139.80K
Decreased by -3.38%
Mar 31, 25
5 First Trust Advisors L.P. 3.30M (5.79%) 241.15K
Increased by +7.32%
Dec 31, 24
6 State Street Corporation 2.55M (4.49%) 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 (3.02%) -20.81K
Decreased by -1.21%
Mar 31, 25
12 Geode Capital Management, LLC 1.61M (2.84%) -203.17K
Decreased by -12.58%
Mar 31, 25
13 Goldman Sachs Group Inc 1.55M (2.72%) 513.60K
Increased by +33.19%
Mar 31, 25
14 Boston Partners Global Investors, Inc 1.21M (2.13%) -210.00
Decreased by -0.02%
Mar 31, 25
15 Bank of New York Mellon Corp 1.09M (1.91%) 403.16K
Increased by +37.05%
Mar 31, 25
16 Private Management Group Inc 989.90K (1.74%) -281.76K
Decreased by -28.46%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 945.16K (1.66%) 109.01K
Increased by +11.53%
Mar 31, 25
18 Charles Schwab Investment Management Inc 919.55K (1.62%) -31.02K
Decreased by -3.37%
Mar 31, 25
19 Empowered Funds, LLC 913.06K (1.60%) 468.06K
Increased by +51.26%
Mar 31, 24
20 Northern Trust Corp 912.90K (1.60%) 30.88K
Increased by +3.38%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.78M (6.64%) 0.00
Increased by 0.00%
Apr 30, 25
2 First Trust SMID Cp Rising Div Achv ETF 2.73M (4.80%) 2.36K
Increased by +0.09%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.96M (3.44%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.94M (3.41%) 8.13K
Increased by +0.42%
Apr 30, 25
5 iShares Russell 2000 ETF 1.65M (2.90%) 0.00
Increased by 0.00%
Apr 30, 25
6 Avantis US Small Cap Value ETF 1.47M (2.59%) 0.00
Increased by 0.00%
Apr 30, 25
7 DFA US Small Cap Value I 1.03M (1.82%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 941.72K (1.65%) 14.40K
Increased by +1.53%
Apr 30, 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 648.20K (1.14%) 1.35K
Increased by +0.21%
Feb 28, 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%
Mar 31, 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%
Apr 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 532.77K (0.94%) 0.00
Increased by 0.00%
Apr 30, 25
19 Dimensional US Targeted Value ETF 488.46K (0.86%) 0.00
Increased by 0.00%
Apr 30, 25
20 Vanguard Tax-Managed Small Cap Adm 423.03K (0.74%) 0.00
Increased by 0.00%
Apr 30, 25