Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 4.31%
2 XHB 2.48%
3 PKB 2.36%
4 CLAW 2.12%
5 PSCD 1.63%
6 HOMZ 1.54%
7 PXMV 1.49%
8 JSML 1.41%
9 PEZ 1.31%
10 NSCS 1.20%
11 ITB 1.16%
12 SIXS 1.12%
13 XSVM 1.07%
14 ECML 1.04%
15 MYLD 0.97%
16 SMCF 0.94%
17 SMCP 0.90%
18 JSMD 0.89%
19 GRPZ 0.85%
20 SFLO 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.46M (18.65%) -552.83K
Decreased by -3.36%
Mar 31, 25
2 Vanguard Group Inc 11.07M (12.54%) -507.77K
Decreased by -4.59%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 6.52M (7.39%) -462.14K
Decreased by -7.08%
Mar 31, 25
4 State Street Corp 4.51M (5.11%) -385.94K
Decreased by -8.55%
Mar 31, 25
5 State Street Corporation 4.45M (5.04%) 212.71K
Increased by +4.79%
Mar 31, 24
6 Geode Capital Management, LLC 2.64M (2.99%) 108.51K
Increased by +4.11%
Mar 31, 25
7 American Century Companies Inc 2.21M (2.50%) 262.69K
Increased by +11.89%
Mar 31, 25
8 Balyasny Asset Management LLC 2.03M (2.31%) -145.20K
Decreased by -7.14%
Jun 30, 24
9 GW&K Investment Management, LLC 2.01M (2.28%) -26.16K
Decreased by -1.30%
Mar 31, 25
10 LSV Asset Management 1.76M (2.00%) 80.20K
Increased by +4.55%
Mar 31, 25
11 Nuveen Asset Management, LLC 1.74M (1.97%) 49.92K
Increased by +2.87%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 1.57M (1.78%) -299.22K
Decreased by -19.09%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 1.39M (1.58%) -454.55K
Decreased by -32.62%
Jun 30, 24
14 Nuveen, LLC 1.38M (1.56%) 1.38M
Increased by +100.00%
Mar 31, 25
15 Northern Trust Corp 1.27M (1.44%) -14.14K
Decreased by -1.11%
Mar 31, 25
16 Allianz Asset Management AG 1.26M (1.42%) 444.15K
Increased by +35.39%
Mar 31, 25
17 Pacer Advisors, INC. 1.21M (1.37%) -2.06M
Decreased by -170.66%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 1.19M (1.35%) -302.76K
Decreased by -25.35%
Dec 31, 24
19 Jacobs Levy Equity Management, Inc. 1.18M (1.34%) -1.16K
Decreased by -0.10%
Dec 31, 24
20 JPMorgan Chase & Co 1.15M (1.31%) -244.45K
Decreased by -21.19%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.62M (6.37%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.86M (3.24%) 2.19K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.80M (3.17%) 2.23K
Increased by +0.08%
May 31, 25
4 Fuller & Thaler Behavrl Small-Cap Value 2.76M (3.13%) -24.68K
Decreased by -0.89%
Nov 30, 23
5 iShares Russell 2000 ETF 2.31M (2.62%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 2.20M (2.49%) 8.07K
Increased by +0.37%
May 31, 25
7 Avantis US Small Cap Value ETF 2.13M (2.42%) 5.73K
Increased by +0.27%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.66%) 10.02K
Increased by +0.69%
May 31, 25
9 Vanguard Small Cap Value Index Inv 1.42M (1.60%) -1.32K
Decreased by -0.09%
May 31, 25
10 DFA US Small Cap Value I 1.32M (1.50%) -62.28K
Decreased by -4.71%
Apr 30, 25
11 FullerThaler Behavioral Small-Cap Value 1.24M (1.40%) -372.02K
Decreased by -30.04%
May 31, 24
12 Pacer US Small Cap Cash Cows 100 ETF 975.52K (1.11%) -3.94K
Decreased by -0.40%
May 30, 25
13 Fidelity® Small Cap Index 954.30K (1.08%) 25.27K
Increased by +2.65%
Oct 31, 23
14 Franklin US Small Cap Growth Equity 933.70K (1.06%) -195.30K
Decreased by -20.92%
Sep 30, 23
15 Fidelity Small Cap Index 919.93K (1.04%) 9.41K
Increased by +1.02%
Mar 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 859.64K (0.97%) 880.00
Increased by +0.10%
Mar 28, 24
17 iShares US Home Construction ETF 819.97K (0.93%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 793.27K (0.90%) 0.00
Increased by 0.00%
May 30, 25
19 Undiscovered Managers Behavioral Val L 759.83K (0.86%) 513.46K
Increased by +67.57%
Apr 30, 25
20 SPDR® S&P Homebuilders ETF 742.35K (0.84%) -14.93K
Decreased by -2.01%
May 31, 25