Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.86%
2 RFDA 2.79%
3 ECML 2.41%
4 CAFG 1.87%
5 PSL 1.64%
6 SIXS 1.34%
7 DEEP 1.28%
8 MYLD 1.27%
9 DVP 1.27%
10 ROSC 1.22%
11 SURE 1.19%
12 RNMC 1.06%
13 FSCS 1.06%
14 PSCD 1.04%
15 VAMO 1.03%
16 SDVY 0.99%
17 DBLV 0.98%
18 SDVD 0.97%
19 FDLS 0.95%
20 LST 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.43M (16.69%) -151.10K
Decreased by -1.60%
Mar 31, 25
2 Vanguard Group Inc 4.37M (7.74%) -226.37K
Decreased by -5.18%
Jun 30, 25
3 Renaissance Technologies Corp 4.14M (7.33%) -139.80K
Decreased by -3.38%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 4.12M (7.30%) -486.82K
Decreased by -11.80%
Jun 30, 25
5 First Trust Advisors L.P. 2.94M (5.21%) -356.37K
Decreased by -12.12%
Mar 31, 25
6 State Street Corporation 2.55M (4.52%) 41.16K
Increased by +1.61%
Mar 31, 24
7 State Street Corp 2.45M (4.34%) -93.13K
Decreased by -3.80%
Mar 31, 25
8 Pacer Advisors, INC. 1.85M (3.28%) -285.70K
Decreased by -15.43%
Dec 31, 24
9 American Century Companies Inc 1.82M (3.22%) 27.31K
Increased by +1.50%
Jun 30, 25
10 LSV Asset Management 1.80M (3.19%) -71.65K
Decreased by -3.97%
Jun 30, 25
11 Frontier Capital Management CO Inc 1.75M (3.10%) 33.97K
Increased by +1.94%
Jun 30, 25
12 Geode Capital Management, LLC 1.61M (2.86%) -203.17K
Decreased by -12.58%
Mar 31, 25
13 Goldman Sachs Group Inc 1.40M (2.48%) -149.02K
Decreased by -10.66%
Jun 30, 25
14 Millennium Management LLC 1.30M (2.30%) 425.89K
Increased by +32.83%
Mar 31, 25
15 Boston Partners Global Investors, Inc 1.21M (2.14%) -210.00
Decreased by -0.02%
Mar 31, 25
16 Bank of New York Mellon Corp 1.09M (1.93%) 403.16K
Increased by +37.05%
Mar 31, 25
17 Northern Trust Corp 1.06M (1.89%) 151.98K
Increased by +14.27%
Mar 31, 25
18 Private Management Group Inc 989.90K (1.75%) -281.76K
Decreased by -28.46%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 945.16K (1.67%) 109.01K
Increased by +11.53%
Mar 31, 25
20 Empowered Funds, LLC 913.06K (1.62%) 468.06K
Increased by +51.26%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.69M (6.53%) 568.00
Increased by +0.02%
Jul 31, 25
2 First Trust SMID Cp Rising Div Achv ETF 2.57M (4.55%) -5.00K
Decreased by -0.19%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.96M (3.47%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.84M (3.26%) -100.74K
Decreased by -5.47%
Jun 30, 25
5 iShares Russell 2000 ETF 1.45M (2.57%) -27.61K
Decreased by -1.90%
Jul 31, 25
6 Avantis US Small Cap Value ETF 1.44M (2.55%) 0.00
Increased by 0.00%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 950.38K (1.68%) -12.48K
Decreased by -1.31%
Jun 30, 25
8 FullerThaler Behavioral Sm-Cp Eq R6 854.36K (1.51%) 0.00
Increased by 0.00%
Jun 30, 24
9 FullerThaler Behavioral Small-Cap Equity 854.36K (1.51%) 0.00
Increased by 0.00%
Aug 31, 24
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 798.34K (1.41%) 232.53K
Increased by +29.13%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 798.34K (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
12 DFA US Small Cap Value I 791.35K (1.40%) -56.65K
Decreased by -7.16%
Jun 30, 25
13 Fidelity Small Cap Index 664.64K (1.18%) 713.00
Increased by +0.11%
May 31, 25
14 Fidelity® Small Cap Index 647.85K (1.15%) 17.64K
Increased by +2.72%
Oct 31, 23
15 DFA US Targeted Value I 586.44K (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 584.54K (1.04%) 0.00
Increased by 0.00%
Apr 30, 24
17 iShares Russell 2000 Value ETF 546.13K (0.97%) 405.00
Increased by +0.07%
Jul 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 534.86K (0.95%) 297.00
Increased by +0.06%
Jul 31, 25
19 Dimensional US Targeted Value ETF 487.72K (0.86%) 0.00
Increased by 0.00%
Jul 31, 25
20 Vanguard Tax-Managed Small Cap Adm 418.44K (0.74%) -4.59K
Decreased by -1.10%
Jun 30, 25