Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 4.31%
2 PKB 2.36%
3 XHB 2.34%
4 CLAW 2.12%
5 PSCD 1.67%
6 HOMZ 1.52%
7 PXMV 1.49%
8 JSML 1.40%
9 PEZ 1.31%
10 NSCS 1.20%
11 SIXS 1.13%
12 XSVM 1.10%
13 ITB 1.09%
14 SMCF 1.00%
15 ECML 0.99%
16 MYLD 0.91%
17 SMCP 0.90%
18 NAIL 0.85%
19 GRPZ 0.85%
20 SFLO 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.46M (19.34%) -552.83K
Decreased by -3.36%
Mar 31, 25
2 Vanguard Group Inc 11.07M (13.00%) -507.77K
Decreased by -4.59%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 6.52M (7.67%) -462.14K
Decreased by -7.08%
Mar 31, 25
4 State Street Corp 4.51M (5.30%) -385.94K
Decreased by -8.55%
Mar 31, 25
5 State Street Corporation 4.45M (5.22%) 212.71K
Increased by +4.79%
Mar 31, 24
6 Geode Capital Management, LLC 2.64M (3.10%) 108.51K
Increased by +4.11%
Mar 31, 25
7 American Century Companies Inc 2.21M (2.60%) 262.69K
Increased by +11.89%
Mar 31, 25
8 Balyasny Asset Management LLC 2.03M (2.39%) -145.20K
Decreased by -7.14%
Jun 30, 24
9 GW&K Investment Management, LLC 2.01M (2.36%) -26.16K
Decreased by -1.30%
Mar 31, 25
10 LSV Asset Management 1.76M (2.07%) 80.20K
Increased by +4.55%
Mar 31, 25
11 Nuveen Asset Management, LLC 1.74M (2.04%) 49.92K
Increased by +2.87%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 1.57M (1.84%) -299.22K
Decreased by -19.09%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 1.39M (1.64%) -454.55K
Decreased by -32.62%
Jun 30, 24
14 Nuveen, LLC 1.38M (1.62%) 1.38M
Increased by +100.00%
Mar 31, 25
15 Northern Trust Corp 1.27M (1.50%) -14.14K
Decreased by -1.11%
Mar 31, 25
16 Allianz Asset Management AG 1.26M (1.47%) 444.15K
Increased by +35.39%
Mar 31, 25
17 Pacer Advisors, INC. 1.21M (1.42%) -2.06M
Decreased by -170.66%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 1.19M (1.40%) -302.76K
Decreased by -25.35%
Dec 31, 24
19 Jacobs Levy Equity Management, Inc. 1.18M (1.39%) -1.16K
Decreased by -0.10%
Dec 31, 24
20 JPMorgan Chase & Co 1.15M (1.36%) -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 5.39M (6.33%) -15.08K
Decreased by -0.28%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 2.86M (3.36%) 2.19K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.80M (3.29%) 2.23K
Increased by +0.08%
May 31, 25
4 Fuller & Thaler Behavrl Small-Cap Value 2.76M (3.24%) -24.68K
Decreased by -0.89%
Nov 30, 23
5 iShares Russell 2000 ETF 2.25M (2.65%) 15.66K
Increased by +0.69%
Jun 30, 25
6 Avantis US Small Cap Value ETF 2.22M (2.61%) 3.48K
Increased by +0.16%
Jun 28, 25
7 Vanguard Small Cap Index 2.20M (2.59%) 8.07K
Increased by +0.37%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.72%) 10.02K
Increased by +0.69%
May 31, 25
9 Vanguard Small Cap Value Index Inv 1.42M (1.66%) -1.32K
Decreased by -0.09%
May 31, 25
10 DFA US Small Cap Value I 1.32M (1.55%) 0.00
Increased by 0.00%
May 31, 25
11 FullerThaler Behavioral Small-Cap Value 1.24M (1.46%) -372.02K
Decreased by -30.04%
May 31, 24
12 SPDR® S&P Homebuilders ETF 1.05M (1.24%) 3.88K
Increased by +0.37%
Jun 30, 25
13 Fidelity® Small Cap Index 954.30K (1.12%) 25.27K
Increased by +2.65%
Oct 31, 23
14 Fidelity Small Cap Index 930.40K (1.09%) 10.47K
Increased by +1.13%
Apr 30, 25
15 Pacer US Small Cap Cash Cows 100 ETF 911.63K (1.07%) -435.00
Decreased by -0.05%
Jun 30, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 859.64K (1.01%) 880.00
Increased by +0.10%
Mar 28, 24
17 iShares Russell 2000 Value ETF 798.87K (0.94%) 6.27K
Increased by +0.78%
Jun 30, 25
18 iShares US Home Construction ETF 786.02K (0.92%) 3.37K
Increased by +0.43%
Jun 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 770.82K (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
20 Undiscovered Managers Behavioral Val L 759.83K (0.89%) 0.00
Increased by 0.00%
May 31, 25