Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.16%
2 RWJ 2.79%
3 PBJ 2.39%
4 XSVM 1.44%
5 RZV 1.32%
6 PSL 1.24%
7 CNTR 0.96%
8 SVAL 0.61%
9 FYT 0.56%
10 BSVO 0.54%
11 EHLS 0.48%
12 OASC 0.46%
13 DWAS 0.44%
14 SSLY 0.40%
15 JPSE 0.36%
16 AVUV 0.35%
17 XSMO 0.34%
18 OPTZ 0.33%
19 FESM 0.33%
20 EQWS 0.31%

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 7.48M (12.53%) -86.21K
Decreased by -1.15%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 3.58M (6.00%) 47.76K
Increased by +1.33%
Mar 31, 25
4 Pacer Advisors, INC. 3.21M (5.38%) 1.10M
Increased by +34.27%
Sep 30, 23
5 D. E. Shaw & Co LP 2.91M (4.88%) 26.62K
Increased by +0.91%
Mar 31, 25
6 American Century Companies Inc 2.43M (4.08%) 415.70K
Increased by +17.08%
Mar 31, 25
7 State Street Corporation 2.42M (4.05%) 31.52K
Increased by +1.30%
Mar 31, 24
8 State Street Corp 2.37M (3.96%) -73.79K
Decreased by -3.12%
Mar 31, 25
9 Amvescap Plc. 2.11M (3.53%) -148.25K
Decreased by -7.03%
Mar 31, 25
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 1.67M (2.80%) 316.55K
Increased by +18.91%
Mar 31, 25
13 Geode Capital Management, LLC 1.40M (2.34%) 39.90K
Increased by +2.86%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 1.28M (2.14%) 51.84K
Increased by +4.05%
Mar 31, 25
15 Nuveen, LLC 882.49K (1.48%) 882.49K
Increased by +100.00%
Mar 31, 25
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 Prudential Financial Inc 863.27K (1.45%) -405.39K
Decreased by -46.96%
Mar 31, 25
19 Gate City Capital Management, LLC 804.28K (1.35%) -278.84K
Decreased by -34.67%
Sep 30, 24
20 Northern Trust Corp 751.88K (1.26%) -4.71K
Decreased by -0.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.61M (6.05%) 4.07K
Increased by +0.11%
Jun 30, 25
2 Avantis US Small Cap Value ETF 2.14M (3.59%) 2.35K
Increased by +0.11%
Jun 28, 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 1.81M (3.03%) 6.78K
Increased by +0.38%
May 31, 25
5 Invesco S&P SmallCap 600 Revenue ETF 1.62M (2.71%) 0.00
Increased by 0.00%
Jun 30, 25
6 iShares Russell 2000 ETF 1.50M (2.52%) 10.46K
Increased by +0.69%
Jun 30, 25
7 Vanguard Small Cap Index 1.43M (2.40%) 5.32K
Increased by +0.37%
May 31, 25
8 Kiltearn Global Equity 1.37M (2.30%) 78.00K
Increased by +5.68%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 946.16K (1.58%) 6.80K
Increased by +0.72%
May 31, 25
10 Vanguard Small Cap Value Index Inv 923.24K (1.55%) -568.00
Decreased by -0.06%
May 31, 25
11 DFA US Small Cap Value I 853.07K (1.43%) 0.00
Increased by 0.00%
May 31, 25
12 BlackRock Global Equity Mkt Netrl Instl 680.72K (1.14%) 102.35K
Increased by +15.04%
Jun 30, 25
13 Mackenzie Grnchp Glbl Envr All Cap F5 614.81K (1.03%) -319.09K
Decreased by -51.90%
Nov 30, 23
14 Fidelity Small Cap Index 592.12K (0.99%) 6.01K
Increased by +1.01%
Apr 30, 25
15 iShares S&P Small-Cap 600 Value ETF 569.24K (0.95%) -4.54K
Decreased by -0.80%
Jun 30, 25
16 Fidelity® Small Cap Index 564.78K (0.95%) 15.74K
Increased by +2.79%
Oct 31, 23
17 Federated Hermes MDT SCC Institutional 548.48K (0.92%) 522.21K
Increased by +95.21%
Dec 31, 23
18 Federated Hermes MDT Small Cap Core IS 548.48K (0.92%) 522.21K
Increased by +95.21%
Dec 31, 23
19 iShares Russell 2000 Value ETF 537.96K (0.90%) 6.70K
Increased by +1.25%
Jun 30, 25
20 Vanguard Consumer Staples ETF 534.82K (0.90%) -36.21K
Decreased by -6.77%
May 31, 25