Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.26%
2 RWJ 2.66%
3 PBJ 2.43%
4 XSVM 1.39%
5 PXSV 1.36%
6 PSL 1.24%
7 RZV 1.24%
8 CNTR 0.96%
9 SVAL 0.61%
10 FYT 0.54%
11 BSVO 0.51%
12 EHLS 0.48%
13 OASC 0.46%
14 DWAS 0.44%
15 SSLY 0.40%
16 JPSE 0.35%
17 AVUV 0.34%
18 XSMO 0.33%
19 PXSG 0.33%
20 OPTZ 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.29M (17.23%) 443.72K
Increased by +4.31%
Mar 31, 25
2 Vanguard Group Inc 7.42M (12.43%) -59.82K
Decreased by -0.81%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 3.64M (6.09%) 56.81K
Increased by +1.56%
Jun 30, 25
4 Pacer Advisors, INC. 3.21M (5.38%) 1.10M
Increased by +34.27%
Sep 30, 23
5 D. E. Shaw & Co LP 2.82M (4.72%) -97.98K
Decreased by -3.48%
Jun 30, 25
6 American Century Companies Inc 2.60M (4.36%) 169.64K
Increased by +6.52%
Jun 30, 25
7 State Street Corporation 2.42M (4.05%) 31.52K
Increased by +1.30%
Mar 31, 24
8 RIMA MANAGEMENT, LLC 2.40M (4.03%) 2.21M
Increased by +91.73%
Jun 30, 25
9 State Street Corp 2.37M (3.96%) -73.79K
Decreased by -3.12%
Mar 31, 25
10 Amvescap Plc. 2.11M (3.53%) -148.25K
Decreased by -7.03%
Mar 31, 25
11 Kiltearn Partners LLP 1.85M (3.10%) 106.50K
Increased by +5.76%
Sep 30, 23
12 Mackenzie Investments 1.72M (2.88%) 26.14K
Increased by +1.52%
Sep 30, 23
13 Marshall Wace Asset Management Ltd 1.67M (2.80%) 316.55K
Increased by +18.91%
Mar 31, 25
14 Geode Capital Management, LLC 1.40M (2.34%) 39.90K
Increased by +2.86%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.28M (2.14%) 51.84K
Increased by +4.05%
Mar 31, 25
16 Nuveen, LLC 882.49K (1.48%) 882.49K
Increased by +100.00%
Mar 31, 25
17 Nuveen Asset Management, LLC 881.98K (1.48%) 242.29K
Increased by +27.47%
Dec 31, 24
18 JPMorgan Chase & Co 881.16K (1.48%) -35.22K
Decreased by -4.00%
Sep 30, 23
19 Prudential Financial Inc 863.27K (1.45%) -405.39K
Decreased by -46.96%
Mar 31, 25
20 Charles Schwab Investment Management Inc 829.43K (1.39%) 152.07K
Increased by +18.33%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.61M (6.05%) 558.00
Increased by +0.02%
Jul 31, 25
2 Avantis US Small Cap Value ETF 2.18M (3.64%) 704.00
Increased by +0.03%
Jul 31, 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 1.83M (3.06%) 21.49K
Increased by +1.17%
Jun 30, 25
5 Invesco S&P SmallCap 600 Revenue ETF 1.57M (2.64%) 0.00
Increased by 0.00%
Jul 31, 25
6 iShares Russell 2000 ETF 1.42M (2.37%) -26.98K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Small Cap Index 1.40M (2.35%) -30.45K
Decreased by -2.17%
Jun 30, 25
8 Kiltearn Global Equity 1.37M (2.30%) 78.00K
Increased by +5.68%
Sep 30, 23
9 BMC Global Select R SEK 1.21M (2.02%) 1.21M
Increased by +100.00%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 926.06K (1.55%) -20.10K
Decreased by -2.17%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 896.46K (1.50%) -26.78K
Decreased by -2.99%
Jun 30, 25
12 DFA US Small Cap Value I 853.07K (1.43%) 0.00
Increased by 0.00%
Jun 30, 25
13 BlackRock Global Equity Mkt Netrl Instl 680.72K (1.14%) 102.35K
Increased by +15.04%
Jun 30, 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 594.88K (1.00%) 2.75K
Increased by +0.46%
May 31, 25
16 iShares S&P Small-Cap 600 Value ETF 569.22K (0.95%) -507.00
Decreased by -0.09%
Jul 31, 25
17 Fidelity® Small Cap Index 564.78K (0.95%) 15.74K
Increased by +2.79%
Oct 31, 23
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 Vanguard Consumer Staples ETF 539.98K (0.90%) 5.16K
Increased by +0.96%
Jun 30, 25