Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRPZ 1.22%
2 SMDV 0.91%
3 SMLV 0.88%
4 OASC 0.74%
5 QABA 0.74%
6 XSLV 0.72%
7 XSVM 0.65%
8 PXSV 0.65%
9 AFSM 0.48%
10 SMCF 0.46%
11 PSCF 0.41%
12 SVAL 0.38%
13 XSMO 0.37%
14 ROSC 0.34%
15 BSVO 0.33%
16 FYX 0.27%
17 VFVA 0.27%
18 FYT 0.24%
19 BFOR 0.23%
20 TPSC 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.52M (14.58%) -67.73K
Decreased by -1.23%
Jun 30, 25
2 Vanguard Group Inc 4.57M (12.07%) -9.88K
Decreased by -0.22%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 2.36M (6.24%) -28.12K
Decreased by -1.19%
Jun 30, 25
4 State Street Corporation 1.78M (4.71%) 121.55K
Increased by +6.82%
Mar 31, 24
5 State Street Corp 1.69M (4.47%) -11.05K
Decreased by -0.65%
Jun 30, 25
6 Charles Schwab Investment Management Inc 1.58M (4.18%) 8.14K
Increased by +0.51%
Jun 30, 25
7 Geode Capital Management, LLC 955.36K (2.53%) 9.45K
Increased by +0.99%
Jun 30, 25
8 Bank of America Corp 745.22K (1.97%) -11.80K
Decreased by -1.58%
Jun 30, 25
9 American Century Companies Inc 698.52K (1.85%) 3.61K
Increased by +0.52%
Jun 30, 25
10 Northern Trust Corp 485.90K (1.28%) 13.56K
Increased by +2.79%
Jun 30, 25
11 Boston Partners Global Investors, Inc 458.35K (1.21%) 76.81K
Increased by +16.76%
Sep 30, 24
12 Bank of New York Mellon Corp 388.78K (1.03%) -2.93K
Decreased by -0.75%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 384.22K (1.02%) 15.78K
Increased by +4.11%
Jun 30, 25
14 Millennium Management LLC 343.82K (0.91%) 323.18K
Increased by +94.00%
Jun 30, 25
15 S&T Bank 324.60K (0.86%) 7.23K
Increased by +2.23%
Jun 30, 25
16 Bridgeway Capital Management, LLC 292.03K (0.77%) 2.81K
Increased by +0.96%
Jun 30, 25
17 Goldman Sachs Group Inc 276.65K (0.73%) 26.05K
Increased by +9.42%
Dec 31, 24
18 Empowered Funds, LLC 273.06K (0.72%) 146.84K
Increased by +53.78%
Mar 31, 24
19 Nuveen, LLC 251.49K (0.66%) -103.45K
Decreased by -41.14%
Jun 30, 25
20 Earnest Partners LLC 248.91K (0.66%) -7.94K
Decreased by -3.19%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.28M (6.02%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.25M (3.30%) -26.03K
Decreased by -2.08%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.15M (3.03%) 1.39K
Increased by +0.12%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 1.09M (2.88%) 220.00
Increased by +0.02%
Aug 30, 25
5 Vanguard Small Cap Index 929.92K (2.46%) -6.24K
Decreased by -0.67%
Jul 31, 25
6 iShares Russell 2000 ETF 914.23K (2.42%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Value Index Inv 597.98K (1.58%) 366.00
Increased by +0.06%
Jul 31, 25
8 DFA US Small Cap Value I 533.97K (1.41%) 0.00
Increased by 0.00%
Jul 31, 25
9 Avantis US Small Cap Value ETF 530.60K (1.40%) 0.00
Increased by 0.00%
Aug 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 409.05K (1.08%) -179.19K
Decreased by -43.81%
Jul 31, 25
11 Fidelity Small Cap Index 386.00K (1.02%) -3.42K
Decreased by -0.89%
Jun 30, 25
12 Fidelity® Small Cap Index 378.24K (1.00%) 11.48K
Increased by +3.03%
Oct 31, 23
13 SPDR® Portfolio S&P 600 Sm Cap ETF 342.52K (0.91%) 345.00
Increased by +0.10%
Mar 28, 24
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 341.19K (0.90%) 4.09K
Increased by +1.20%
Aug 29, 25
15 iShares Russell 2000 Value ETF 335.06K (0.89%) 0.00
Increased by 0.00%
Aug 31, 25
16 DFA US Targeted Value I 285.62K (0.75%) 0.00
Increased by 0.00%
Jul 31, 25
17 Vanguard Tax-Managed Small Cap Adm 257.61K (0.68%) 0.00
Increased by 0.00%
Jul 31, 25
18 Dimensional US Targeted Value ETF 242.87K (0.64%) 0.00
Increased by 0.00%
Aug 29, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 230.26K (0.61%) 0.00
Increased by 0.00%
Jul 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 227.92K (0.60%) 1.05K
Increased by +0.46%
Apr 30, 25