Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 5.03%
2 PBJ 3.65%
3 TCV 3.00%
4 RWJ 2.33%
5 CPAI 1.86%
6 XSVM 1.67%
7 PXSV 1.67%
8 PSL 1.22%
9 RZV 1.03%
10 CNTR 0.96%
11 FYT 0.79%
12 PXSG 0.67%
13 XSMO 0.67%
14 SMIZ 0.64%
15 BSVO 0.64%
16 AVUV 0.56%
17 EHLS 0.48%
18 FESM 0.48%
19 OASC 0.46%
20 SSLY 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.25M (17.20%) -95.62K
Decreased by -0.93%
Dec 31, 25
2 Vanguard Group Inc 7.18M (12.05%) -167.88K
Decreased by -2.34%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 3.51M (5.89%) -4.29K
Decreased by -0.12%
Mar 31, 26
4 Pacer Advisors, INC. 3.21M (5.39%) 1.10M
Increased by +34.27%
Sep 30, 23
5 American Century Companies Inc 3.00M (5.04%) 257.71K
Increased by +8.58%
Dec 31, 25
6 State Street Corporation 2.42M (4.06%) 31.52K
Increased by +1.30%
Mar 31, 24
7 State Street Corp 2.39M (4.01%) 23.97K
Increased by +1.00%
Dec 31, 25
8 RIMA MANAGEMENT, LLC 2.08M (3.49%) -499.41K
Decreased by -24.00%
Dec 31, 25
9 Kiltearn Partners LLP 1.85M (3.10%) 106.50K
Increased by +5.76%
Sep 30, 23
10 D. E. Shaw & Co LP 1.77M (2.97%) -434.79K
Decreased by -24.58%
Dec 31, 25
11 SG Americas Securities, LLC 1.73M (2.91%) 1.05M
Increased by +60.80%
Mar 31, 26
12 Mackenzie Investments 1.72M (2.89%) 26.14K
Increased by +1.52%
Sep 30, 23
13 Geode Capital Management, LLC 1.47M (2.46%) 41.67K
Increased by +2.84%
Dec 31, 25
14 Amvescap Plc. 1.40M (2.35%) -693.69K
Decreased by -49.62%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 1.23M (2.06%) 223.12K
Increased by +18.18%
Dec 31, 25
16 Charles Schwab Investment Management Inc 1.12M (1.88%) 117.72K
Increased by +10.51%
Dec 31, 25
17 Prudential Financial Inc 902.42K (1.51%) 39.14K
Increased by +4.34%
Jun 30, 25
18 Nuveen, LLC 889.34K (1.49%) 127.62K
Increased by +14.35%
Dec 31, 25
19 Nuveen Asset Management, LLC 881.98K (1.48%) 242.29K
Increased by +27.47%
Dec 31, 24
20 JPMorgan Chase & Co 881.16K (1.48%) -35.22K
Decreased by -4.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.71M (6.23%) 816.00
Increased by +0.02%
Apr 30, 26
2 Avantis US Small Cap Value ETF 2.91M (4.88%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.84M (3.08%) 11.74K
Increased by +0.64%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 1.83M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 1.41M (2.37%) 11.94K
Increased by +0.84%
Apr 30, 26
6 Kiltearn Global Equity 1.37M (2.31%) 78.00K
Increased by +5.68%
Sep 30, 23
7 Vanguard Small Cap Index 1.34M (2.24%) 22.63K
Increased by +1.69%
Mar 31, 26
8 BMC Global Select R SEK 1.26M (2.11%) -127.47K
Decreased by -10.14%
Apr 30, 26
9 DFA US Small Cap Value I 853.07K (1.43%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 850.45K (1.43%) 6.10K
Increased by +0.72%
Mar 31, 26
11 Invesco S&P SmallCap 600 Revenue ETF 847.76K (1.42%) 0.00
Increased by 0.00%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 680.33K (1.14%) 18.79K
Increased by +2.76%
Mar 31, 26
13 BlackRock Global Equity Mkt Netrl Instl 662.46K (1.11%) -18.26K
Decreased by -2.76%
Jul 31, 25
14 Mackenzie Grnchp Glbl Envr All Cap F5 614.81K (1.03%) -319.09K
Decreased by -51.90%
Nov 30, 23
15 Fidelity Small Cap Index 586.45K (0.98%) 6.60K
Increased by +1.12%
Feb 28, 26
16 iShares S&P Small-Cap 600 Value ETF 567.32K (0.95%) -992.00
Decreased by -0.17%
Apr 30, 26
17 Fidelity® Small Cap Index 564.78K (0.95%) 15.74K
Increased by +2.79%
Oct 31, 23
18 Vanguard Consumer Staples ETF 561.10K (0.94%) 8.17K
Increased by +1.46%
Mar 31, 26
19 State Street SPDR Port S&P 600 Sm CpETF 558.37K (0.94%) 194.00
Increased by +0.03%
Apr 30, 26
20 Federated Hermes MDT SCC Institutional 548.48K (0.92%) 522.21K
Increased by +95.21%
Dec 31, 23