Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 4.05%
2 FORH 2.52%
3 CAFG 1.76%
4 ECML 1.62%
5 EVNT 1.32%
6 DGRS 1.30%
7 SMCP 1.19%
8 PXMV 1.14%
9 SIXS 1.08%
10 ROSC 0.94%
11 PXMG 0.92%
12 CSB 0.91%
13 CGV 0.90%
14 FSST 0.85%
15 SMIZ 0.79%
16 XSLV 0.79%
17 SQLV 0.79%
18 BSVO 0.76%
19 RFV 0.74%
20 FNK 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.22M (16.53%) -1.11M
Decreased by -4.23%
Mar 31, 25
2 Vanguard Group Inc 24.84M (15.66%) -954.06K
Decreased by -3.84%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 10.27M (6.47%) -60.88K
Decreased by -0.59%
Mar 31, 25
4 Pacer Advisors, INC. 9.22M (5.81%) -1.59M
Decreased by -17.26%
Dec 31, 24
5 State Street Corporation 8.53M (5.38%) 274.48K
Increased by +3.22%
Mar 31, 24
6 LSV Asset Management 7.83M (4.94%) 32.12K
Increased by +0.41%
Mar 31, 25
7 State Street Corp 7.49M (4.73%) -418.73K
Decreased by -5.59%
Mar 31, 25
8 Geode Capital Management, LLC 4.93M (3.11%) 92.72K
Increased by +1.88%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 3.46M (2.18%) 797.40K
Increased by +23.02%
Mar 31, 25
10 Water Island Capital LLC 3.33M (2.10%) -255.13K
Decreased by -7.66%
Sep 30, 23
11 Royce & Associates, LP 3.26M (2.05%) -38.20K
Decreased by -1.17%
Mar 31, 25
12 Northern Trust Corp 2.87M (1.81%) 219.71K
Increased by +7.67%
Dec 31, 24
13 Flat Footed LLC 2.67M (1.68%) -175.46K
Decreased by -6.58%
Dec 31, 23
14 Fuller & Thaler Asset Management Inc 2.44M (1.54%) -21.35K
Decreased by -0.87%
Mar 31, 25
15 Vaughan Nelson Scarbrgh & Mccullough LP 2.42M (1.52%) 58.87K
Increased by +2.44%
Sep 30, 23
16 Boston Partners Global Investors, Inc 2.37M (1.49%) -15.45K
Decreased by -0.65%
Mar 31, 25
17 Gamco Investors, Inc. Et Al 2.34M (1.47%) -50.73K
Decreased by -2.17%
Mar 31, 25
18 Bank of New York Mellon Corp 2.10M (1.33%) -140.89K
Decreased by -6.70%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.85M (1.16%) -27.16K
Decreased by -1.47%
Mar 31, 25
20 Sessa Capital IM LP 1.78M (1.13%) -112.94K
Decreased by -6.33%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.77M (6.16%) -8.78K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Equity-Income Inv 5.71M (3.60%) -437.37K
Decreased by -7.65%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 5.37M (3.39%) 1.67K
Increased by +0.03%
Aug 30, 24
4 Vanguard US Total Market Shares ETF 5.30M (3.34%) 5.52K
Increased by +0.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.17M (3.26%) 89.29K
Increased by +1.73%
Apr 30, 25
6 Vanguard Small Cap Index 4.04M (2.55%) 20.65K
Increased by +0.51%
Apr 30, 25
7 iShares Russell 2000 ETF 4.04M (2.55%) 682.00
Increased by +0.02%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 2.61M (1.65%) 8.16K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.50M (1.57%) 2.50K
Increased by +0.10%
Apr 30, 25
10 DFA US Small Cap Value I 2.30M (1.45%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fuller & Thaler Behavrl Small-Cap Value 2.21M (1.39%) -20.11K
Decreased by -0.91%
Nov 30, 23
12 FullerThaler Behavioral Small-Cap Value 2.19M (1.38%) -57.30K
Decreased by -2.61%
Mar 31, 25
13 Undiscovered Managers Behavioral Val L 2.08M (1.31%) -49.88K
Decreased by -2.40%
Mar 31, 25
14 Arbitrage R 2.04M (1.29%) -509.32K
Decreased by -24.91%
Nov 30, 23
15 Fidelity® Small Cap Index 1.95M (1.23%) 60.18K
Increased by +3.08%
Oct 31, 23
16 Royce Small-Cap Special Equity Invmt 1.87M (1.18%) -33.30K
Decreased by -1.78%
Mar 31, 25
17 Pacer US Small Cap Cash Cows 100 ETF 1.78M (1.12%) -6.79K
Decreased by -0.38%
Apr 30, 25
18 Fidelity Small Cap Index 1.64M (1.03%) 6.42K
Increased by +0.39%
Feb 28, 25
19 iShares S&P Small-Cap 600 Value ETF 1.59M (1.00%) 1.35K
Increased by +0.09%
Apr 30, 25
20 iShares Russell 2000 Value ETF 1.53M (0.96%) -5.18K
Decreased by -0.34%
Apr 30, 25