Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.85%
2 XTN 2.55%
3 VETS 1.84%
4 PXMV 1.37%
5 AIRR 1.01%
6 XMLV 0.96%
7 ROGS 0.85%
8 XMVM 0.77%
9 SUPL 0.76%
10 XSLV 0.76%
11 PSCI 0.67%
12 HSMV 0.50%
13 BSVO 0.48%
14 RFV 0.48%
15 ERNZ 0.47%
16 FVD 0.43%
17 DGRS 0.42%
18 SVAL 0.40%
19 FYT 0.36%
20 SMMV 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.38M (15.92%) -592.36K
Decreased by -6.31%
Mar 31, 25
2 Vanguard Group Inc 6.81M (11.56%) 82.58K
Increased by +1.21%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 3.80M (6.44%) -108.70K
Decreased by -2.86%
Mar 31, 25
4 Victory Capital Management Inc. 3.64M (6.18%) 173.57K
Increased by +4.77%
Mar 31, 25
5 Macquarie Group Ltd 3.28M (5.57%) -63.37K
Decreased by -1.93%
Mar 31, 25
6 Mariner Value Strategies, LLC 2.83M (4.81%) -778.94K
Decreased by -27.49%
Mar 31, 25
7 State Street Corp 2.56M (4.35%) -86.73K
Decreased by -3.38%
Mar 31, 25
8 First Trust Advisors L.P. 2.47M (4.19%) 1.20M
Increased by +48.68%
Mar 31, 25
9 State Street Corporation 2.40M (4.07%) 32.67K
Increased by +1.36%
Mar 31, 24
10 American Century Companies Inc 2.17M (3.68%) 183.34K
Increased by +8.45%
Mar 31, 25
11 DePrince Race & Zollo Inc 2.17M (3.68%) 47.62K
Increased by +2.20%
Mar 31, 25
12 Allspring Global Investments Holdings, LLC 1.84M (3.11%) 174.34K
Increased by +9.50%
Mar 31, 25
13 Geode Capital Management, LLC 1.51M (2.56%) 50.52K
Increased by +3.35%
Mar 31, 25
14 LSV Asset Management 1.06M (1.80%) -1.07M
Decreased by -100.73%
Sep 30, 23
15 Maple Rock Capital Partners, Inc. 981.54K (1.66%) 981.54K
Increased by +100.00%
Dec 31, 24
16 Wellington Management Company LLP 880.68K (1.49%) 880.68K
Increased by +100.00%
Dec 31, 24
17 AQR Capital Management LLC 879.37K (1.49%) 348.15K
Increased by +39.59%
Jun 30, 24
18 Charles Schwab Investment Management Inc 853.26K (1.45%) 149.09K
Increased by +17.47%
Mar 31, 25
19 Balyasny Asset Management LLC 791.50K (1.34%) 791.50K
Increased by +100.00%
Dec 31, 23
20 DekaBank Deutsche Girozentrale 775.76K (1.32%) -46.34K
Decreased by -5.97%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.71M (6.30%) 0.00
Increased by 0.00%
May 31, 25
2 Victory Sycamore Small Company Opp R 2.69M (4.57%) 105.00K
Increased by +3.90%
Mar 31, 25
3 Victory Small Cap Value CIT (Net 75) 2.59M (4.39%) 6.00K
Increased by +0.23%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 1.97M (3.34%) -350.00
Decreased by -0.02%
Apr 30, 24
5 Nuance Mid Cap Value Separate Account 1.93M (3.27%) -645.60K
Decreased by -33.44%
Mar 31, 25
6 Avantis US Small Cap Value ETF 1.89M (3.21%) 2.14K
Increased by +0.11%
May 31, 25
7 Vanguard Total Stock Mkt Idx Inv 1.89M (3.20%) 9.30K
Increased by +0.49%
May 31, 25
8 Vanguard US Total Market Shares ETF 1.87M (3.16%) 1.73K
Increased by +0.09%
Sep 30, 24
9 Delaware US Small Cap Core Equity (SMA) 1.77M (3.00%) -20.73K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.77M (3.00%) -20.73K
Decreased by -1.17%
Mar 31, 24
11 Nuance Mid Cap Value Institutional 1.56M (2.64%) -89.16K
Decreased by -5.73%
Jan 31, 25
12 iShares Russell 2000 ETF 1.54M (2.62%) 0.00
Increased by 0.00%
May 31, 25
13 First Trust Value Line® Dividend ETF 1.54M (2.61%) 125.42K
Increased by +8.16%
May 29, 25
14 Vanguard Small Cap Index 1.49M (2.52%) 11.17K
Increased by +0.75%
May 31, 25
15 Allspring Special Small Cap Value A 1.45M (2.46%) 0.00
Increased by 0.00%
May 31, 25
16 Delaware Small Cap Value A 1.41M (2.39%) 0.00
Increased by 0.00%
Oct 31, 24
17 First Trust RBA Amer Indl RenaisTM ETF 1.39M (2.36%) 5.94K
Increased by +0.43%
May 29, 25
18 Macquarie Small Cap Value A 1.35M (2.30%) 0.00
Increased by 0.00%
Apr 30, 25
19 Macquarie Small Cap Core I 968.63K (1.64%) 13.45K
Increased by +1.39%
Apr 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 967.51K (1.64%) 6.31K
Increased by +0.65%
May 31, 25