Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 0.93%
2 DEEP 0.93%
3 ROGS 0.87%
4 PSCC 0.82%
5 SMIZ 0.76%
6 BFIT 0.46%
7 ETHO 0.38%
8 SVAL 0.38%
9 FITS 0.37%
10 FYT 0.33%
11 SIXL 0.29%
12 SQLV 0.27%
13 FYX 0.22%
14 HAPS 0.21%
15 EQWS 0.21%
16 CSA 0.20%
17 CSF 0.20%
18 TPSC 0.19%
19 CSML 0.13%
20 SEIS 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.84M (18.78%) -3.16K
Decreased by -0.17%
Mar 31, 25
2 Vanguard Group Inc 1.37M (14.03%) -172.78K
Decreased by -12.58%
Mar 31, 25
3 Pzena Investment Management, LLC 1.10M (11.19%) 8.11K
Increased by +0.74%
Mar 31, 25
4 Renaissance Technologies Corp 1.09M (11.09%) -5.60K
Decreased by -0.52%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 851.66K (8.70%) 78.43K
Increased by +9.21%
Mar 31, 25
6 State Street Corp 451.37K (4.61%) 173.00
Increased by +0.04%
Mar 31, 25
7 State Street Corporation 441.81K (4.51%) 4.10K
Increased by +0.93%
Mar 31, 24
8 Geode Capital Management, LLC 320.25K (3.27%) 18.30K
Increased by +5.72%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 298.92K (3.05%) 91.18K
Increased by +30.50%
Mar 31, 25
10 American Century Companies Inc 255.24K (2.61%) 21.45K
Increased by +8.40%
Mar 31, 25
11 Jacobs Levy Equity Management, Inc. 188.51K (1.93%) 59.53K
Increased by +31.58%
Mar 31, 25
12 Charles Schwab Investment Management Inc 174.00K (1.78%) 33.14K
Increased by +19.05%
Mar 31, 25
13 D. E. Shaw & Co LP 146.65K (1.50%) -61.14K
Decreased by -41.69%
Mar 31, 25
14 Citadel Advisors Llc 138.29K (1.41%) 6.87K
Increased by +4.97%
Mar 31, 25
15 Northern Trust Corp 134.49K (1.37%) -1.44K
Decreased by -1.07%
Mar 31, 25
16 Millennium Management LLC 129.61K (1.32%) 111.97K
Increased by +86.39%
Mar 31, 25
17 Pacer Advisors, INC. 127.49K (1.30%) -464.51K
Decreased by -364.34%
Mar 31, 25
18 Hotchkis & Wiley Capital Management LLC 117.62K (1.20%) 26.45K
Increased by +22.49%
Dec 31, 23
19 Amvescap Plc. 111.38K (1.14%) -5.01K
Decreased by -4.49%
Mar 31, 25
20 Assenagon Asset Management SA 104.41K (1.07%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 660.48K (6.75%) 826.00
Increased by +0.13%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 358.87K (3.67%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 358.87K (3.67%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 283.25K (2.89%) 1.97K
Increased by +0.69%
Jun 30, 25
5 Avantis US Small Cap Value ETF 205.19K (2.10%) 0.00
Increased by 0.00%
Jun 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 181.38K (1.85%) 1.60K
Increased by +0.88%
May 31, 25
7 DFA US Small Cap Value I 148.15K (1.51%) 12.20K
Increased by +8.23%
May 31, 25
8 Vanguard Small Cap Index 143.27K (1.46%) 570.00
Increased by +0.40%
May 31, 25
9 DFA US Targeted Value I 133.31K (1.36%) 2.24K
Increased by +1.68%
May 31, 25
10 Vanguard Consumer Staples ETF 127.47K (1.30%) -2.11K
Decreased by -1.66%
May 31, 25
11 Schwab Fundamental US Small Company ETF 117.11K (1.20%) 0.00
Increased by 0.00%
Apr 30, 24
12 Fidelity Small Cap Index 115.96K (1.18%) 1.79K
Increased by +1.55%
Apr 30, 25
13 Dimensional US Targeted Value ETF 108.18K (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity® Small Cap Index 108.02K (1.10%) 2.90K
Increased by +2.68%
Oct 31, 23
15 iShares S&P Small-Cap 600 Value ETF 101.59K (1.04%) -2.49K
Decreased by -2.45%
Jun 30, 25
16 iShares Russell 2000 Value ETF 98.50K (1.01%) 355.00
Increased by +0.36%
Jun 30, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 98.15K (1.00%) 0.00
Increased by 0.00%
Jun 30, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 97.53K (1.00%) 0.00
Increased by 0.00%
Apr 30, 24
19 iShares Russell 2000 Growth ETF 95.50K (0.98%) -228.00
Decreased by -0.24%
Apr 30, 24
20 Schwab Fundamental U.S. Small CompanyETF 93.73K (0.96%) -48.00
Decreased by -0.05%
Jun 28, 25