Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.99%
2 RWJ 2.35%
3 PBJ 2.23%
4 RZV 1.50%
5 PSL 1.41%
6 CNTR 0.96%
7 BSVO 0.59%
8 EHLS 0.48%
9 OASC 0.46%
10 SSLY 0.40%
11 DWAS 0.40%
12 AVUV 0.38%
13 XSMO 0.36%
14 FYT 0.34%
15 FESM 0.32%
16 JPSE 0.32%
17 EQWS 0.31%
18 OPTZ 0.30%
19 DFVE 0.29%
20 SLYV 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.85M (16.49%) 240.41K
Increased by +2.44%
Dec 31, 24
2 Vanguard Group Inc 7.57M (12.68%) -301.03K
Decreased by -3.98%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 3.53M (5.92%) 314.59K
Increased by +8.91%
Dec 31, 24
4 Pacer Advisors, INC. 3.21M (5.38%) 1.10M
Increased by +34.27%
Sep 30, 23
5 D. E. Shaw & Co LP 2.89M (4.84%) 90.61K
Increased by +3.14%
Dec 31, 24
6 State Street Corp 2.44M (4.09%) 57.03K
Increased by +2.34%
Dec 31, 24
7 State Street Corporation 2.42M (4.05%) 31.52K
Increased by +1.30%
Mar 31, 24
8 Amvescap Plc. 2.26M (3.78%) -638.91K
Decreased by -28.32%
Dec 31, 24
9 American Century Companies Inc 2.02M (3.38%) 442.57K
Increased by +21.93%
Dec 31, 24
10 Kiltearn Partners LLP 1.85M (3.10%) 106.50K
Increased by +5.76%
Sep 30, 23
11 Mackenzie Investments 1.72M (2.88%) 26.14K
Increased by +1.52%
Sep 30, 23
12 Marshall Wace Asset Management Ltd 1.36M (2.27%) 915.18K
Increased by +67.43%
Dec 31, 24
13 Geode Capital Management, LLC 1.36M (2.27%) -1.99K
Decreased by -0.15%
Dec 31, 24
14 Prudential Financial Inc 1.27M (2.12%) -138.77K
Decreased by -10.94%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.23M (2.06%) 101.34K
Increased by +8.25%
Dec 31, 24
16 Nuveen Asset Management, LLC 881.98K (1.48%) 242.29K
Increased by +27.47%
Dec 31, 24
17 JPMorgan Chase & Co 881.16K (1.48%) -35.22K
Decreased by -4.00%
Sep 30, 23
18 Gate City Capital Management, LLC 804.28K (1.35%) -278.84K
Decreased by -34.67%
Sep 30, 24
19 Northern Trust Corp 756.59K (1.27%) 118.82K
Increased by +15.70%
Dec 31, 24
20 Bridgeway Capital Management, LLC 706.47K (1.18%) 134.84K
Increased by +19.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.64M (6.10%) -3.49K
Decreased by -0.10%
Apr 30, 25
2 Avantis US Small Cap Value ETF 2.04M (3.42%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.83M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.79M (3.01%) 8.02K
Increased by +0.45%
Mar 31, 25
5 iShares Russell 2000 ETF 1.45M (2.44%) -11.81K
Decreased by -0.81%
Apr 29, 25
6 Vanguard Small Cap Index 1.42M (2.38%) -34.17K
Decreased by -2.41%
Mar 31, 25
7 Kiltearn Global Equity 1.37M (2.30%) 78.00K
Increased by +5.68%
Sep 30, 23
8 Invesco S&P SmallCap 600 Revenue ETF 1.28M (2.14%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 938.12K (1.57%) 19.28K
Increased by +2.06%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 920.90K (1.54%) -35.40K
Decreased by -3.84%
Mar 31, 25
11 DFA US Small Cap Value I 853.07K (1.43%) 0.00
Increased by 0.00%
Mar 31, 25
12 Mackenzie Grnchp Glbl Envr All Cap F5 614.81K (1.03%) -319.09K
Decreased by -51.90%
Nov 30, 23
13 iShares S&P Small-Cap 600 Value ETF 591.68K (0.99%) 527.00
Increased by +0.09%
Apr 30, 25
14 Fidelity Small Cap Index 582.07K (0.97%) 4.17K
Increased by +0.72%
Feb 28, 25
15 Vanguard Consumer Staples ETF 566.71K (0.95%) 7.65K
Increased by +1.35%
Mar 31, 25
16 Fidelity® Small Cap Index 564.78K (0.95%) 15.74K
Increased by +2.79%
Oct 31, 23
17 iShares Russell 2000 Value ETF 554.89K (0.93%) -1.88K
Decreased by -0.34%
Apr 30, 25
18 Federated Hermes MDT SCC Institutional 548.48K (0.92%) 522.21K
Increased by +95.21%
Dec 31, 23
19 Federated Hermes MDT Small Cap Core IS 548.48K (0.92%) 522.21K
Increased by +95.21%
Dec 31, 23
20 BlackRock Global Equity Mkt Netrl Instl 520.91K (0.87%) 35.63K
Increased by +6.84%
Mar 31, 25