Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 4.31%
2 PKB 2.36%
3 CLAW 2.12%
4 XHB 2.00%
5 PSCD 1.87%
6 PXMV 1.49%
7 ECML 1.42%
8 PEZ 1.31%
9 NSCS 1.30%
10 HOMZ 1.30%
11 SIXS 1.14%
12 SMCF 1.02%
13 SMCP 0.90%
14 XSVM 0.89%
15 SFLO 0.84%
16 IWIN 0.78%
17 NVQ 0.78%
18 NVQ_old 0.78%
19 NAIL 0.71%
20 FNK 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.01M (19.29%) 141.82K
Increased by +0.83%
Dec 31, 24
2 Vanguard Group Inc 11.57M (13.12%) 143.37K
Increased by +1.24%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 6.99M (7.92%) -290.95K
Decreased by -4.16%
Dec 31, 24
4 State Street Corp 4.90M (5.55%) -35.15K
Decreased by -0.72%
Dec 31, 24
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 2.53M (2.87%) 44.16K
Increased by +1.75%
Dec 31, 24
8 GW&K Investment Management, LLC 2.04M (2.31%) 102.19K
Increased by +5.02%
Dec 31, 24
9 Balyasny Asset Management LLC 2.03M (2.31%) -145.20K
Decreased by -7.14%
Jun 30, 24
10 American Century Companies Inc 1.95M (2.21%) 238.81K
Increased by +12.27%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 1.87M (2.12%) -764.44K
Decreased by -40.96%
Dec 31, 24
12 Nuveen Asset Management, LLC 1.74M (1.97%) 49.92K
Increased by +2.87%
Dec 31, 24
13 LSV Asset Management 1.68M (1.91%) -16.00K
Decreased by -0.95%
Dec 31, 24
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 Arrowstreet Capital Limited Partnership 1.19M (1.35%) -302.76K
Decreased by -25.35%
Dec 31, 24
17 Jacobs Levy Equity Management, Inc. 1.18M (1.34%) -1.16K
Decreased by -0.10%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.17M (1.32%) -108.00
Decreased by -0.01%
Dec 31, 24
19 JPMorgan Chase & Co 1.15M (1.31%) -244.45K
Decreased by -21.19%
Sep 30, 24
20 William Blair Investment Management, LLC 1.14M (1.29%) 27.69K
Increased by +2.43%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.79M (6.56%) 3.47K
Increased by +0.06%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 2.86M (3.24%) 2.19K
Increased by +0.08%
Sep 30, 24
3 Fuller & Thaler Behavrl Small-Cap Value 2.76M (3.13%) -24.68K
Decreased by -0.89%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 2.67M (3.03%) -150.38K
Decreased by -5.64%
Mar 31, 25
5 iShares Russell 2000 ETF 2.44M (2.76%) -21.12K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 2.18M (2.47%) -88.88K
Decreased by -4.08%
Mar 31, 25
7 Avantis US Small Cap Value ETF 1.96M (2.22%) 2.26K
Increased by +0.12%
Mar 29, 25
8 DFA US Small Cap Value I 1.49M (1.69%) -133.03K
Decreased by -8.92%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.64%) 39.49K
Increased by +2.72%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 1.41M (1.60%) -82.64K
Decreased by -5.85%
Mar 31, 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 1.20M (1.37%) -7.88K
Decreased by -0.65%
Mar 31, 25
13 Undiscovered Managers Behavioral Val L 1.17M (1.33%) -229.63K
Decreased by -19.60%
May 31, 24
14 Fidelity® Small Cap Index 954.30K (1.08%) 25.27K
Increased by +2.65%
Oct 31, 23
15 Franklin US Small Cap Growth Equity 933.70K (1.06%) -195.30K
Decreased by -20.92%
Sep 30, 23
16 Fidelity Small Cap Index 906.84K (1.03%) -16.98K
Decreased by -1.87%
Jan 31, 25
17 iShares US Home Construction ETF 873.34K (0.99%) 0.00
Increased by 0.00%
Mar 31, 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 840.82K (0.95%) 28.94K
Increased by +3.44%
Mar 31, 25
20 DFA US Targeted Value I 836.62K (0.95%) 0.00
Increased by 0.00%
Feb 28, 25