Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 4.31%
2 PKB 2.36%
3 CLAW 2.12%
4 XHB 1.88%
5 PSCD 1.60%
6 PXMV 1.49%
7 JSML 1.34%
8 PEZ 1.31%
9 HOMZ 1.20%
10 NSCS 1.17%
11 SIXS 1.05%
12 ECML 0.97%
13 SMCF 0.93%
14 SMCP 0.90%
15 NAIL 0.86%
16 SFLO 0.84%
17 JSMD 0.82%
18 XSVM 0.81%
19 IWIN 0.78%
20 NVQ 0.78%

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 Pacer Advisors, INC. 3.27M (3.70%) 3.27M
Increased by +100.00%
Dec 31, 24
7 Geode Capital Management, LLC 2.64M (2.99%) 108.51K
Increased by +4.11%
Mar 31, 25
8 American Century Companies Inc 2.21M (2.50%) 262.69K
Increased by +11.89%
Mar 31, 25
9 Balyasny Asset Management LLC 2.03M (2.31%) -145.20K
Decreased by -7.14%
Jun 30, 24
10 GW&K Investment Management, LLC 2.01M (2.28%) -26.16K
Decreased by -1.30%
Mar 31, 25
11 LSV Asset Management 1.76M (2.00%) 80.20K
Increased by +4.55%
Mar 31, 25
12 Nuveen Asset Management, LLC 1.74M (1.97%) 49.92K
Increased by +2.87%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.57M (1.78%) -299.22K
Decreased by -19.09%
Mar 31, 25
14 Fuller & Thaler Asset Management Inc 1.39M (1.58%) -454.55K
Decreased by -32.62%
Jun 30, 24
15 Northern Trust Corp 1.29M (1.46%) 155.69K
Increased by +12.10%
Dec 31, 24
16 Allianz Asset Management AG 1.26M (1.42%) 444.15K
Increased by +35.39%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 1.19M (1.35%) -302.76K
Decreased by -25.35%
Dec 31, 24
18 Jacobs Levy Equity Management, Inc. 1.18M (1.34%) -1.16K
Decreased by -0.10%
Dec 31, 24
19 JPMorgan Chase & Co 1.15M (1.31%) -244.45K
Decreased by -21.19%
Sep 30, 24
20 Charles Schwab Investment Management Inc 1.15M (1.30%) -16.63K
Decreased by -1.45%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.68M (6.43%) -5.08K
Decreased by -0.09%
Apr 30, 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 2.79M (3.17%) 125.23K
Increased by +4.48%
Apr 30, 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 2.28M (2.59%) 385.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 2.19M (2.48%) 10.63K
Increased by +0.48%
Apr 30, 25
7 Avantis US Small Cap Value ETF 2.01M (2.27%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.64%) 1.68K
Increased by +0.12%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 1.42M (1.61%) 4.38K
Increased by +0.31%
Apr 30, 25
10 DFA US Small Cap Value I 1.38M (1.57%) -106.15K
Decreased by -7.67%
Mar 31, 25
11 FullerThaler Behavioral Small-Cap Value 1.24M (1.40%) -372.02K
Decreased by -30.04%
May 31, 24
12 Undiscovered Managers Behavioral Val L 1.17M (1.33%) -229.63K
Decreased by -19.60%
May 31, 24
13 Pacer US Small Cap Cash Cows 100 ETF 1.03M (1.17%) -3.94K
Decreased by -0.38%
Apr 30, 25
14 iShares US Home Construction ETF 967.72K (1.10%) 6.86K
Increased by +0.71%
Apr 30, 25
15 Fidelity® Small Cap Index 954.30K (1.08%) 25.27K
Increased by +2.65%
Oct 31, 23
16 Franklin US Small Cap Growth Equity 933.70K (1.06%) -195.30K
Decreased by -20.92%
Sep 30, 23
17 Fidelity Small Cap Index 910.52K (1.03%) 3.68K
Increased by +0.40%
Feb 28, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 859.64K (0.97%) 880.00
Increased by +0.10%
Mar 28, 24
19 SPDR® S&P Homebuilders ETF 825.90K (0.94%) -38.78K
Decreased by -4.70%
Apr 30, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 808.22K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25