Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 1.12%
2 SLX 0.99%
3 DWAS 0.83%
4 XSVM 0.68%
5 XME 0.44%
6 SQLV 0.40%
7 JPSE 0.25%
8 IWC 0.23%
9 CSML 0.20%
10 ISMD 0.19%
11 AVUV 0.14%
12 AVSC 0.11%
13 DFSV 0.11%
14 RWJ 0.10%
15 EES 0.10%
16 ESIX 0.09%
17 PRFZ 0.09%
18 GSSC 0.08%
19 VIOO 0.08%
20 VIOG 0.08%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 BlackRock Inc 6.91M -152.65K
Decreased by -2.21%
Mar 31, 24
2 Dimensional Fund Advisors, Inc. 3.48M -10.36K
Decreased by -0.30%
Mar 31, 24
3 Vanguard Group Inc 3.20M 13.94K
Increased by +0.44%
Mar 31, 24
4 State Street Corporation 2.05M -207.73K
Decreased by -10.15%
Mar 31, 24
5 HHG PLC 1.60M -6.07K
Decreased by -0.38%
Mar 31, 24
6 Systematic Financial Management LP 1.03M 27.18K
Increased by +2.65%
Mar 31, 24
7 Medina Singh Partners, LLC 1.01M 0.00
Increased by 0.00%
Mar 31, 24
8 Renaissance Technologies Corp 954.63K 1.00K
Increased by +0.10%
Mar 31, 24
9 Royce & Associates, LP 906.17K -19.13K
Decreased by -2.11%
Mar 31, 24
10 Geode Capital Management, LLC 890.42K 13.34K
Increased by +1.50%
Mar 31, 24
11 American Century Companies Inc 766.07K 25.33K
Increased by +3.31%
Mar 31, 24
12 Bridgeway Capital Management, LLC 756.63K 15.94K
Increased by +2.11%
Mar 31, 24
13 Charles Schwab Investment Management Inc 708.79K 34.58K
Increased by +4.88%
Mar 31, 24
14 Mirae Asset Global Investments (Korea) Co Ltd 645.19K -111.64K
Decreased by -17.30%
Mar 31, 24
15 Amvescap Plc. 485.89K -262.83K
Decreased by -54.09%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 483.65K -163.94K
Decreased by -33.90%
Mar 31, 24
17 Empowered Funds, LLC 423.67K 227.77K
Increased by +53.76%
Mar 31, 24
18 Northern Trust Corp 408.28K -10.03K
Decreased by -2.46%
Mar 31, 24
19 Pacer Advisors, INC. 372.91K -133.04K
Decreased by -35.68%
Sep 30, 23
20 Bank of New York Mellon Corp 327.03K -19.86K
Decreased by -6.07%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 iShares Core S&P Small-Cap ETF 2.59M -690.00
Decreased by -0.03%
May 30, 24
2 Janus Henderson Small Cap Value L 1.54M 0.00
Increased by 0.00%
Apr 30, 24
3 Pacer US Small Cap Cash Cows 100 ETF 1.39M 0.00
Increased by 0.00%
May 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.30M 0.00
Increased by 0.00%
May 31, 24
5 Global X US Infrastructure Dev ETF 993.72K 8.75K
Increased by +0.88%
May 31, 24
6 iShares Russell 2000 ETF 972.67K 7.39K
Increased by +0.76%
May 30, 24
7 DFA US Small Cap Value I 845.25K 0.00
Increased by 0.00%
Apr 30, 24
8 Avantis US Small Cap Value ETF 754.30K 1.46K
Increased by +0.19%
May 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 601.79K 4.60K
Increased by +0.76%
May 31, 24
10 SPDR® S&P Metals and Mining ETF 596.60K 0.00
Increased by 0.00%
May 31, 24
11 iShares US Infrastructure ETF 591.49K 2.09K
Increased by +0.35%
May 30, 24
12 DFA US Targeted Value I 450.40K 0.00
Increased by 0.00%
Apr 30, 24
13 Invesco Dorsey Wright SmallCap Momt ETF 430.73K 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity Small Cap Index 425.49K -19.97K
Decreased by -4.69%
Mar 31, 24
15 Fidelity® Small Cap Index 419.74K 11.03K
Increased by +2.63%
Oct 31, 23
16 iShares Russell 2000 Value ETF 391.58K -518.00
Decreased by -0.13%
May 30, 24
17 Royce Small-Cap Opportunity Invmt 380.54K 0.00
Increased by 0.00%
Mar 31, 24
18 Dimensional US Targeted Value ETF 379.76K 275.00
Increased by +0.07%
May 31, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 344.28K 759.00
Increased by +0.22%
May 31, 24
20 SPDR® Portfolio S&P 600 Sm Cap ETF 342.74K 350.00
Increased by +0.10%
Mar 28, 24