Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DEEP 1.09%
2 DVP 1.08%
3 PSCC 0.88%
4 ROGS 0.87%
5 SMIZ 0.76%
6 BFIT 0.46%
7 FITS 0.37%
8 FYT 0.33%
9 SIXL 0.29%
10 SQLV 0.27%
11 ETHO 0.25%
12 FYX 0.22%
13 HAPS 0.21%
14 EQWS 0.21%
15 CSA 0.20%
16 CSF 0.20%
17 TPSC 0.19%
18 CSML 0.13%
19 SEIS 0.10%
20 JPSE 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.84M (18.66%) -3.16K
Decreased by -0.17%
Mar 31, 25
2 Vanguard Group Inc 1.37M (13.94%) -172.78K
Decreased by -12.58%
Mar 31, 25
3 Pzena Investment Management, LLC 1.10M (11.11%) 8.11K
Increased by +0.74%
Mar 31, 25
4 Renaissance Technologies Corp 1.09M (11.01%) -5.60K
Decreased by -0.52%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 851.66K (8.64%) 78.43K
Increased by +9.21%
Mar 31, 25
6 State Street Corp 451.37K (4.58%) 173.00
Increased by +0.04%
Mar 31, 25
7 State Street Corporation 441.81K (4.48%) 4.10K
Increased by +0.93%
Mar 31, 24
8 Geode Capital Management, LLC 320.25K (3.25%) 18.30K
Increased by +5.72%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 298.92K (3.03%) 91.18K
Increased by +30.50%
Mar 31, 25
10 American Century Companies Inc 255.24K (2.59%) 21.45K
Increased by +8.40%
Mar 31, 25
11 D. E. Shaw & Co LP 207.78K (2.11%) -2.00
Decreased by -0.00%
Dec 31, 24
12 Jacobs Levy Equity Management, Inc. 188.51K (1.91%) 59.53K
Increased by +31.58%
Mar 31, 25
13 Charles Schwab Investment Management Inc 174.00K (1.77%) 33.14K
Increased by +19.05%
Mar 31, 25
14 Citadel Advisors Llc 138.29K (1.40%) 6.87K
Increased by +4.97%
Mar 31, 25
15 Northern Trust Corp 134.49K (1.36%) -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 (1.29%) -464.51K
Decreased by -364.34%
Mar 31, 25
18 Hotchkis & Wiley Capital Management LLC 117.62K (1.19%) 26.45K
Increased by +22.49%
Dec 31, 23
19 Amvescap Plc. 111.38K (1.13%) -5.01K
Decreased by -4.49%
Mar 31, 25
20 Assenagon Asset Management SA 104.41K (1.06%) -3.85K
Decreased by -3.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 665.02K (6.75%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 358.87K (3.64%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 358.87K (3.64%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 287.71K (2.92%) 0.00
Increased by 0.00%
May 31, 25
5 Avantis US Small Cap Value ETF 206.18K (2.09%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 179.79K (1.82%) 433.00
Increased by +0.24%
Apr 30, 25
7 Vanguard Small Cap Index 142.70K (1.45%) 180.00
Increased by +0.13%
Apr 30, 25
8 DFA US Small Cap Value I 135.95K (1.38%) 6.48K
Increased by +4.76%
Apr 30, 25
9 DFA US Targeted Value I 131.08K (1.33%) 0.00
Increased by 0.00%
Apr 30, 25
10 Vanguard Consumer Staples ETF 129.58K (1.32%) 576.00
Increased by +0.44%
Apr 30, 25
11 Schwab Fundamental US Small Company ETF 117.11K (1.19%) 0.00
Increased by 0.00%
Apr 30, 24
12 Fidelity Small Cap Index 114.17K (1.16%) 2.61K
Increased by +2.29%
Mar 31, 25
13 iShares S&P Small-Cap 600 Value ETF 108.30K (1.10%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity® Small Cap Index 108.02K (1.10%) 2.90K
Increased by +2.68%
Oct 31, 23
15 Dimensional US Targeted Value ETF 106.16K (1.08%) 0.00
Increased by 0.00%
May 30, 25
16 Pacer US Small Cap Cash Cows 100 ETF 103.48K (1.05%) -414.00
Decreased by -0.40%
May 30, 25
17 iShares Russell 2000 Value ETF 100.77K (1.02%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 97.73K (0.99%) 0.00
Increased by 0.00%
May 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 97.53K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares Russell 2000 Growth ETF 95.50K (0.97%) -228.00
Decreased by -0.24%
Apr 30, 24