Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MYLD 1.17%
2 DVP 0.93%
3 DEEP 0.93%
4 RZV 0.84%
5 XSLV 0.66%
6 ROSC 0.52%
7 XSVM 0.51%
8 DGRS 0.41%
9 SMLV 0.38%
10 PSCD 0.35%
11 HEJD 0.32%
12 ISMD 0.24%
13 AFSM 0.24%
14 BSVO 0.23%
15 SSLY 0.21%
16 CSML 0.16%
17 DES 0.15%
18 VIOV 0.10%
19 IJS 0.10%
20 RWJ 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.78M (18.15%) 212.59K
Increased by +5.62%
Mar 31, 25
2 Vanguard Group Inc 1.61M (7.73%) -44.83K
Decreased by -2.78%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.45M (6.98%) -40.65K
Decreased by -2.79%
Mar 31, 25
4 Royce & Associates, LP 1.31M (6.28%) 26.71K
Increased by +2.04%
Mar 31, 25
5 Pacer Advisors, INC. 1.07M (5.14%) 112.53K
Increased by +10.49%
Jun 30, 24
6 State Street Corp 862.57K (4.14%) 18.35K
Increased by +2.13%
Mar 31, 25
7 State Street Corporation 794.20K (3.81%) -9.70K
Decreased by -1.22%
Mar 31, 24
8 Gamco Investors, Inc. Et Al 790.21K (3.79%) 72.75K
Increased by +9.21%
Mar 31, 25
9 American Century Companies Inc 538.27K (2.58%) 41.01K
Increased by +7.62%
Mar 31, 25
10 Geode Capital Management, LLC 492.28K (2.36%) -2.21K
Decreased by -0.45%
Mar 31, 25
11 Boston Partners Global Investors, Inc 439.94K (2.11%) -15.69K
Decreased by -3.57%
Sep 30, 23
12 Millennium Management LLC 399.50K (1.92%) 110.75K
Increased by +27.72%
Sep 30, 23
13 William Blair Investment Management, LLC 337.13K (1.62%) -592.68K
Decreased by -175.80%
Mar 31, 25
14 Gabelli Funds LLC 324.00K (1.55%) 500.00
Increased by +0.15%
Mar 31, 25
15 Northern Trust Corp 323.51K (1.55%) -10.53K
Decreased by -3.26%
Mar 31, 25
16 Bank of New York Mellon Corp 311.61K (1.49%) -19.47K
Decreased by -6.25%
Mar 31, 25
17 Azarias Capital Management, L.P. 266.05K (1.28%) -96.59K
Decreased by -36.30%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 258.94K (1.24%) -19.90K
Decreased by -7.68%
Mar 31, 25
19 Charles Schwab Investment Management Inc 255.28K (1.22%) 8.99K
Increased by +3.52%
Mar 31, 25
20 Rockefeller Capital Management L.P. 244.82K (1.17%) -41.51K
Decreased by -16.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.24M (5.93%) 0.00
Increased by 0.00%
May 31, 25
2 Pacer US Small Cap Cash Cows 100 ETF 1.07M (5.14%) -1.29K
Decreased by -0.12%
Jun 28, 24
3 Royce Small-Cap Special Equity Invmt 1.03M (4.93%) -18.00K
Decreased by -1.75%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 581.99K (2.79%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 581.12K (2.79%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 517.73K (2.48%) 0.00
Increased by 0.00%
May 31, 25
7 Avantis US Small Cap Value ETF 398.78K (1.91%) -4.12K
Decreased by -1.03%
May 31, 25
8 1290 VT GAMCO Small Company Value IB 385.00K (1.85%) 10.00K
Increased by +2.60%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 330.03K (1.58%) 772.00
Increased by +0.23%
Apr 30, 25
10 DFA US Small Cap Value I 323.96K (1.55%) -39.21K
Decreased by -12.10%
Apr 30, 25
11 Foundry Partners Micro Cap Value 281.73K (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
12 William Blair Small Cap Value I 268.48K (1.29%) -85.91K
Decreased by -32.00%
Feb 28, 25
13 BlackRock Advantage Small Cap Core Instl 242.97K (1.17%) 63.69K
Increased by +26.21%
Apr 30, 25
14 Orchard Small Cap Value ESG 211.17K (1.01%) 0.00
Increased by 0.00%
Dec 31, 23
15 Orchard US Small Cap Value USD Instl 1 211.17K (1.01%) 0.00
Increased by 0.00%
Dec 31, 23
16 Fidelity Small Cap Index 210.05K (1.01%) 1.79K
Increased by +0.85%
Mar 31, 25
17 Fidelity® Small Cap Index 202.96K (0.97%) 5.42K
Increased by +2.67%
Oct 31, 23
18 iShares S&P Small-Cap 600 Value ETF 202.22K (0.97%) 0.00
Increased by 0.00%
May 31, 25
19 Fifth Third Asst Mgt All Cap Val 189.88K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
20 iShares Russell 2000 Value ETF 188.70K (0.91%) 0.00
Increased by 0.00%
May 31, 25