Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 3.78%
2 FORH 2.52%
3 ECML 1.55%
4 EVNT 1.32%
5 DGRS 1.23%
6 SMCP 1.19%
7 PXMV 1.14%
8 SIXS 1.06%
9 XSHD 0.96%
10 XSVM 0.93%
11 PXMG 0.92%
12 ROSC 0.91%
13 CGV 0.90%
14 CSB 0.88%
15 SYLD 0.88%
16 CAFG 0.87%
17 GRPZ 0.86%
18 OUSM 0.86%
19 FSST 0.85%
20 MYLD 0.84%

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 (6.48%) -60.88K
Decreased by -0.59%
Mar 31, 25
4 State Street Corporation 8.53M (5.38%) 274.48K
Increased by +3.22%
Mar 31, 24
5 LSV Asset Management 7.83M (4.94%) 32.12K
Increased by +0.41%
Mar 31, 25
6 State Street Corp 7.49M (4.73%) -418.73K
Decreased by -5.59%
Mar 31, 25
7 Geode Capital Management, LLC 4.93M (3.11%) 92.72K
Increased by +1.88%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 3.46M (2.18%) 797.40K
Increased by +23.02%
Mar 31, 25
9 Water Island Capital LLC 3.33M (2.10%) -255.13K
Decreased by -7.66%
Sep 30, 23
10 Royce & Associates, LP 3.26M (2.05%) -38.20K
Decreased by -1.17%
Mar 31, 25
11 Northern Trust Corp 2.78M (1.75%) -84.23K
Decreased by -3.03%
Mar 31, 25
12 Flat Footed LLC 2.67M (1.68%) -175.46K
Decreased by -6.58%
Dec 31, 23
13 Millennium Management LLC 2.55M (1.61%) 866.97K
Increased by +34.01%
Mar 31, 25
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 Pacer Advisors, INC. 2.09M (1.32%) -7.12M
Decreased by -340.16%
Mar 31, 25
20 Charles Schwab Investment Management Inc 1.85M (1.16%) -27.16K
Decreased by -1.47%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.62M (6.07%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Equity-Income Inv 5.41M (3.41%) -302.03K
Decreased by -5.58%
Jun 30, 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 5.19M (3.27%) 16.69K
Increased by +0.32%
Jun 30, 25
6 Vanguard Small Cap Index 3.93M (2.48%) -140.12K
Decreased by -3.57%
Jun 30, 25
7 iShares Russell 2000 ETF 3.90M (2.46%) -63.06K
Decreased by -1.62%
Jul 30, 25
8 Vanguard Small Cap Value Index Inv 2.51M (1.58%) -106.67K
Decreased by -4.26%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.56%) -46.49K
Decreased by -1.88%
Jun 30, 25
10 DFA US Small Cap Value I 2.30M (1.45%) 0.00
Increased by 0.00%
Jun 30, 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 2.17M (1.37%) -18.98K
Decreased by -0.87%
May 31, 25
13 Undiscovered Managers Behavioral Val L 2.08M (1.31%) 0.00
Increased by 0.00%
Jun 30, 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 1.88M (1.18%) 10.00K
Increased by +0.53%
Jun 30, 25
17 Wasatch Small Cap Value 1.68M (1.06%) 1.68M
Increased by +100.00%
Jun 30, 25
18 Fidelity Small Cap Index 1.63M (1.03%) 5.30K
Increased by +0.32%
May 31, 25
19 Pacer US Small Cap Cash Cows 100 ETF 1.58M (1.00%) -7.14K
Decreased by -0.45%
Jul 31, 25
20 iShares S&P Small-Cap 600 Value ETF 1.51M (0.95%) 0.00
Increased by 0.00%
Jul 30, 25