Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 1.09%
2 DEEP 1.09%
3 ROGS 0.87%
4 PSCC 0.81%
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 Pacer Advisors, INC. 592.00K (6.01%) 47.74K
Increased by +8.07%
Dec 31, 24
7 State Street Corp 451.37K (4.58%) 173.00
Increased by +0.04%
Mar 31, 25
8 State Street Corporation 441.81K (4.48%) 4.10K
Increased by +0.93%
Mar 31, 24
9 Geode Capital Management, LLC 320.25K (3.25%) 18.30K
Increased by +5.72%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 298.92K (3.03%) 91.18K
Increased by +30.50%
Mar 31, 25
11 American Century Companies Inc 255.24K (2.59%) 21.45K
Increased by +8.40%
Mar 31, 25
12 D. E. Shaw & Co LP 207.78K (2.11%) -2.00
Decreased by -0.00%
Dec 31, 24
13 Jacobs Levy Equity Management, Inc. 188.51K (1.91%) 59.53K
Increased by +31.58%
Mar 31, 25
14 Charles Schwab Investment Management Inc 174.00K (1.77%) 33.14K
Increased by +19.05%
Mar 31, 25
15 Northern Trust Corp 135.94K (1.38%) 19.27K
Increased by +14.17%
Dec 31, 24
16 Citadel Advisors Llc 131.43K (1.33%) 23.64K
Increased by +17.99%
Dec 31, 24
17 Hotchkis & Wiley Capital Management LLC 117.62K (1.19%) 26.45K
Increased by +22.49%
Dec 31, 23
18 Amvescap Plc. 116.39K (1.18%) 20.88K
Increased by +17.94%
Dec 31, 24
19 Assenagon Asset Management SA 104.41K (1.06%) -3.85K
Decreased by -3.69%
Mar 31, 25
20 Royal Bank of Canada 101.45K (1.03%) 97.73K
Increased by +96.33%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 667.36K (6.77%) -696.00
Decreased by -0.10%
Apr 30, 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 275.25K (2.79%) 46.00
Increased by +0.02%
Apr 30, 25
5 Avantis US Small Cap Value ETF 206.99K (2.10%) 0.00
Increased by 0.00%
Apr 30, 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 Targeted Value I 131.08K (1.33%) 40.67K
Increased by +31.03%
Mar 31, 25
9 Vanguard Consumer Staples ETF 129.58K (1.31%) 576.00
Increased by +0.44%
Apr 30, 25
10 DFA US Small Cap Value I 129.47K (1.31%) 10.93K
Increased by +8.44%
Mar 31, 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 111.56K (1.13%) 0.00
Increased by 0.00%
Feb 28, 25
13 Pacer US Small Cap Cash Cows 100 ETF 109.69K (1.11%) -414.00
Decreased by -0.38%
Apr 30, 25
14 iShares S&P Small-Cap 600 Value ETF 109.63K (1.11%) 111.00
Increased by +0.10%
Apr 30, 25
15 Fidelity® Small Cap Index 108.02K (1.10%) 2.90K
Increased by +2.68%
Oct 31, 23
16 iShares Russell 2000 Value ETF 104.47K (1.06%) -355.00
Decreased by -0.34%
Apr 30, 25
17 Dimensional US Targeted Value ETF 102.90K (1.04%) 0.00
Increased by 0.00%
Apr 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 99.52K (1.01%) 0.00
Increased by 0.00%
Apr 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