Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 3.86%
2 FORH 2.52%
3 CAFG 1.85%
4 ECML 1.61%
5 EVNT 1.32%
6 DGRS 1.30%
7 SMCP 1.19%
8 PXMV 1.14%
9 SIXS 1.07%
10 CGV 0.95%
11 ROSC 0.93%
12 PXMG 0.92%
13 CSB 0.90%
14 FSST 0.85%
15 SQLV 0.82%
16 BSVO 0.80%
17 XSLV 0.79%
18 RFV 0.74%
19 FNK 0.67%
20 CVY 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.33M (17.31%) -271.05K
Decreased by -0.99%
Dec 31, 24
2 Vanguard Group Inc 25.79M (16.33%) -261.72K
Decreased by -1.01%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 10.33M (6.54%) 18.15K
Increased by +0.18%
Dec 31, 24
4 Pacer Advisors, INC. 9.22M (5.84%) -1.59M
Decreased by -17.26%
Dec 31, 24
5 State Street Corporation 8.53M (5.40%) 274.48K
Increased by +3.22%
Mar 31, 24
6 State Street Corp 7.91M (5.01%) -281.10K
Decreased by -3.55%
Dec 31, 24
7 LSV Asset Management 7.80M (4.94%) 5.20K
Increased by +0.07%
Dec 31, 24
8 Geode Capital Management, LLC 4.83M (3.06%) -72.31K
Decreased by -1.50%
Dec 31, 24
9 Water Island Capital LLC 3.33M (2.11%) -255.13K
Decreased by -7.66%
Sep 30, 23
10 Royce & Associates, LP 3.29M (2.09%) 5.53K
Increased by +0.17%
Dec 31, 24
11 Northern Trust Corp 2.87M (1.81%) 219.71K
Increased by +7.67%
Dec 31, 24
12 Flat Footed LLC 2.67M (1.69%) -175.46K
Decreased by -6.58%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 2.67M (1.69%) 510.96K
Increased by +19.16%
Dec 31, 24
14 Goldman Sachs Group Inc 2.63M (1.67%) -302.12K
Decreased by -11.47%
Dec 31, 24
15 Fuller & Thaler Asset Management Inc 2.46M (1.56%) -13.66K
Decreased by -0.55%
Dec 31, 24
16 Vaughan Nelson Scarbrgh & Mccullough LP 2.42M (1.53%) 58.87K
Increased by +2.44%
Sep 30, 23
17 Gamco Investors, Inc. Et Al 2.39M (1.51%) -10.72K
Decreased by -0.45%
Dec 31, 24
18 Boston Partners Global Investors, Inc 2.38M (1.51%) -453.19K
Decreased by -19.01%
Dec 31, 24
19 Bank of New York Mellon Corp 2.24M (1.42%) -6.08K
Decreased by -0.27%
Dec 31, 24
20 Charles Schwab Investment Management Inc 1.87M (1.19%) 93.89K
Increased by +5.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.96M (6.31%) 5.98K
Increased by +0.06%
Mar 31, 25
2 Vanguard Equity-Income Inv 6.15M (3.90%) 312.52K
Increased by +5.08%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 5.37M (3.40%) 1.67K
Increased by +0.03%
Aug 30, 24
4 Vanguard US Total Market Shares ETF 5.30M (3.36%) 5.52K
Increased by +0.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.07M (3.21%) 3.24K
Increased by +0.06%
Feb 28, 25
6 iShares Russell 2000 ETF 4.31M (2.73%) -37.34K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 4.11M (2.61%) 3.38K
Increased by +0.08%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 2.71M (1.72%) -9.30K
Decreased by -0.34%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.45M (1.55%) 3.28K
Increased by +0.13%
Feb 28, 25
10 DFA US Small Cap Value I 2.30M (1.46%) 0.00
Increased by 0.00%
Feb 28, 25
11 FullerThaler Behavioral Small-Cap Value 2.25M (1.42%) 11.06K
Increased by +0.49%
Dec 31, 24
12 Fuller & Thaler Behavrl Small-Cap Value 2.21M (1.40%) -20.11K
Decreased by -0.91%
Nov 30, 23
13 Undiscovered Managers Behavioral Val L 2.13M (1.35%) -8.77K
Decreased by -0.41%
Feb 28, 25
14 Pacer US Small Cap Cash Cows 100 ETF 2.07M (1.31%) -13.57K
Decreased by -0.65%
Mar 31, 25
15 Arbitrage R 2.04M (1.30%) -509.32K
Decreased by -24.91%
Nov 30, 23
16 Fidelity® Small Cap Index 1.95M (1.24%) 60.18K
Increased by +3.08%
Oct 31, 23
17 Royce Small-Cap Special Equity Invmt 1.90M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
18 iShares S&P Small-Cap 600 Value ETF 1.64M (1.04%) -6.94K
Decreased by -0.42%
Mar 31, 25
19 Fidelity Small Cap Index 1.63M (1.03%) -30.55K
Decreased by -1.87%
Jan 31, 25
20 iShares Russell 2000 Value ETF 1.48M (0.94%) 0.00
Increased by 0.00%
Mar 31, 25