Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.75%
2 TCV 3.00%
3 PBJ 2.72%
4 RWJ 2.25%
5 CPAI 1.85%
6 XSVM 1.63%
7 PXSV 1.63%
8 PSL 1.19%
9 RZV 0.98%
10 CNTR 0.96%
11 FYT 0.79%
12 XSMO 0.67%
13 PXSG 0.67%
14 BSVO 0.64%
15 SMIZ 0.63%
16 AVUV 0.56%
17 EHLS 0.48%
18 OASC 0.46%
19 FESM 0.45%
20 SSLY 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.41M (17.54%) 158.37K
Increased by +1.52%
Mar 31, 26
2 Vanguard Group Inc 7.18M (12.09%) -167.88K
Decreased by -2.34%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 4.34M (7.32%) 4.34M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 3.51M (5.91%) -4.29K
Decreased by -0.12%
Mar 31, 26
5 American Century Companies Inc 3.34M (5.62%) 331.23K
Increased by +9.93%
Mar 31, 26
6 Pacer Advisors, INC. 3.21M (5.42%) 1.10M
Increased by +34.27%
Sep 30, 23
7 Vanguard Capital Management, LLC 2.58M (4.34%) 2.58M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 2.42M (4.07%) 31.52K
Increased by +1.30%
Mar 31, 24
9 State Street Corp 2.38M (4.00%) -11.77K
Decreased by -0.50%
Mar 31, 26
10 Kiltearn Partners LLP 1.85M (3.12%) 106.50K
Increased by +5.76%
Sep 30, 23
11 SG Americas Securities, LLC 1.73M (2.92%) 1.05M
Increased by +60.80%
Mar 31, 26
12 Mackenzie Investments 1.72M (2.90%) 26.14K
Increased by +1.52%
Sep 30, 23
13 D. E. Shaw & Co LP 1.59M (2.67%) -182.46K
Decreased by -11.50%
Mar 31, 26
14 Geode Capital Management, LLC 1.48M (2.49%) 7.27K
Increased by +0.49%
Mar 31, 26
15 Amvescap Plc. 1.40M (2.35%) -693.69K
Decreased by -49.62%
Mar 31, 26
16 Nuveen, LLC 1.33M (2.23%) 437.28K
Increased by +32.96%
Mar 31, 26
17 RIMA MANAGEMENT, LLC 1.24M (2.08%) -843.43K
Decreased by -68.18%
Mar 31, 26
18 Charles Schwab Investment Management Inc 1.07M (1.81%) -45.85K
Decreased by -4.27%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 1.05M (1.77%) -175.38K
Decreased by -16.67%
Mar 31, 26
20 Prudential Financial Inc 902.42K (1.52%) 39.14K
Increased by +4.34%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.70M (6.23%) 1.34K
Increased by +0.04%
May 29, 26
2 Avantis US Small Cap Value ETF 3.08M (5.18%) 2.75K
Increased by +0.09%
May 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.84M (3.10%) 5.68K
Increased by +0.31%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.83M (3.08%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 1.43M (2.41%) 13.26K
Increased by +0.93%
May 29, 26
6 Kiltearn Global Equity 1.37M (2.32%) 78.00K
Increased by +5.68%
Sep 30, 23
7 Vanguard Small Cap Index 1.33M (2.25%) -2.09K
Decreased by -0.16%
Apr 30, 26
8 BMC Global Select R SEK 1.24M (2.08%) -20.81K
Decreased by -1.68%
May 31, 26
9 Invesco S&P SmallCap 600 Revenue ETF 866.91K (1.46%) 0.00
Increased by 0.00%
May 29, 26
10 Vanguard Small Cap Value Index Inv 856.69K (1.44%) 6.24K
Increased by +0.73%
Apr 30, 26
11 DFA US Small Cap Value I 853.07K (1.44%) 0.00
Increased by 0.00%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 687.02K (1.16%) 6.70K
Increased by +0.97%
Apr 30, 26
13 BlackRock Global Equity Mkt Netrl Instl 662.46K (1.12%) -18.26K
Decreased by -2.76%
Jul 31, 25
14 Mackenzie Grnchp Glbl Envr All Cap F5 614.81K (1.04%) -319.09K
Decreased by -51.90%
Nov 30, 23
15 Fidelity Small Cap Index 587.44K (0.99%) 986.00
Increased by +0.17%
Mar 31, 26
16 iShares S&P Small-Cap 600 Value ETF 583.42K (0.98%) 0.00
Increased by 0.00%
May 29, 26
17 Fidelity® Small Cap Index 564.78K (0.95%) 15.74K
Increased by +2.79%
Oct 31, 23
18 Vanguard Consumer Staples ETF 561.32K (0.95%) 213.00
Increased by +0.04%
Apr 30, 26
19 State Street SPDR Port S&P 600 Sm CpETF 560.71K (0.94%) 0.00
Increased by 0.00%
May 29, 26
20 Federated Hermes MDT SCC Institutional 548.48K (0.92%) 522.21K
Increased by +95.21%
Dec 31, 23