Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.92%
2 SIXS 1.55%
3 XSVM 1.32%
4 PXSV 1.32%
5 RZV 1.11%
6 JPSV 1.02%
7 MYLD 1.01%
8 XSLV 0.91%
9 BRSV 0.73%
10 DSMC 0.56%
11 AFSM 0.54%
12 SVAL 0.50%
13 FYT 0.44%
14 SCDS 0.41%
15 ROSC 0.40%
16 BSVO 0.40%
17 SQLV 0.38%
18 HAPS 0.37%
19 PSCT 0.37%
20 ETHO 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.68M (18.63%) -19.95K
Decreased by -0.54%
Mar 30, 26
2 Vanguard Group Inc 2.83M (14.32%) 78.99K
Increased by +2.79%
Dec 30, 25
3 Vanguard Portfolio Management, LLC 1.76M (8.94%) 1.76M
Increased by +100.00%
Mar 30, 26
4 Dimensional Fund Advisors, Inc. 1.66M (8.41%) -37.10K
Decreased by -2.23%
Mar 30, 26
5 Wasatch Advisors LP 1.07M (5.43%) -28.34K
Decreased by -2.64%
Jun 29, 26
6 State Street Corporation 979.19K (4.96%) -196.00
Decreased by -0.02%
Mar 30, 24
7 Pzena Investment Management, LLC 913.24K (4.63%) 5.78K
Increased by +0.63%
Mar 30, 26
8 Vanguard Capital Management, LLC 899.91K (4.56%) 899.91K
Increased by +100.00%
Mar 30, 26
9 State Street Corp 852.61K (4.32%) -4.32K
Decreased by -0.51%
Mar 30, 26
10 LSV Asset Management 852.16K (4.32%) 4.30K
Increased by +0.50%
Mar 30, 26
11 Victory Capital Management Inc. 676.19K (3.43%) -556.35K
Decreased by -82.28%
Jun 29, 24
12 JONES FINANCIAL COMPANIES LLLP 671.80K (3.40%) 671.80K
Increased by +100.00%
Mar 30, 25
13 American Century Companies Inc 588.84K (2.98%) -118.03K
Decreased by -20.05%
Mar 30, 26
14 Geode Capital Management, LLC 560.85K (2.84%) -1.26K
Decreased by -0.22%
Mar 30, 26
15 SG Americas Securities, LLC 494.99K (2.51%) 211.23K
Increased by +42.67%
Mar 30, 26
16 Charles Schwab Investment Management Inc 480.09K (2.43%) -57.93K
Decreased by -12.07%
Mar 30, 26
17 JPMorgan Chase & Co 456.59K (2.31%) 53.82K
Increased by +11.79%
Mar 30, 26
18 Amvescap Plc. 442.05K (2.24%) 2.61K
Increased by +0.59%
Mar 30, 26
19 Citadel Advisors Llc 421.42K (2.13%) 55.59K
Increased by +13.19%
Jun 29, 25
20 Jacobs Levy Equity Management, Inc. 356.49K (1.81%) -1.34K
Decreased by -0.38%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.14M (5.77%) 98.00
Increased by +0.01%
Jul 27, 26
2 Vanguard US Total Market Shares ETF 725.47K (3.67%) 0.00
Increased by 0.00%
Sep 29, 24
3 Avantis US Small Cap Value ETF 624.01K (3.16%) 1.38K
Increased by +0.22%
Jul 28, 26
4 Vanguard Morn Total Stk Mkt Idx Investor 610.70K (3.09%) -44.20K
Decreased by -7.24%
Jun 29, 26
5 Vanguard Total Stock Mkt Idx Inv 610.70K (3.09%) -44.20K
Decreased by -7.24%
Jun 29, 26
6 iShares Russell 2000 ETF 609.21K (3.09%) 6.60K
Increased by +1.08%
Jul 27, 26
7 Vanguard Information Technology ETF 539.28K (2.73%) 4.73K
Increased by +0.88%
Jun 29, 26
8 Victory Small Cap Value CIT (Net 75) 490.00K (2.48%) -400.00K
Decreased by -81.63%
Jun 29, 24
9 Victory Sycamore Small Company Opp R 490.00K (2.48%) -400.00K
Decreased by -81.63%
Jun 29, 24
10 Wasatch Small Cap Value 473.24K (2.40%) -5.01K
Decreased by -1.06%
Mar 30, 26
11 Vanguard Small Cap Index 444.57K (2.25%) -26.39K
Decreased by -5.94%
Jun 29, 26
12 DFA US Small Cap Value I 369.24K (1.87%) 0.00
Increased by 0.00%
May 30, 26
13 Schwab Fundamental US Small Company ETF 331.71K (1.68%) 0.00
Increased by 0.00%
Apr 29, 24
14 JPMorgan Small Cap Blend A 298.37K (1.51%) 4.59K
Increased by +1.54%
May 30, 26
15 Vanguard Morn Small Cap Value Index 281.48K (1.43%) -21.04K
Decreased by -7.48%
Jun 29, 26
16 Vanguard Small Cap Value Index Inv 281.48K (1.43%) -21.04K
Decreased by -7.48%
Jun 29, 26
17 JPM US Small Cap Value-Composite 264.17K (1.34%) -29.61K
Decreased by -11.21%
Jun 29, 26
18 Fidelity® Small Cap Index 238.93K (1.21%) 6.25K
Increased by +2.62%
Oct 30, 23
19 Fidelity Small Cap Index 217.09K (1.10%) 1.35K
Increased by +0.62%
May 30, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 214.83K (1.09%) -8.91K
Decreased by -4.15%
Jun 29, 26