Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 5.10%
2 OIH 4.74%
3 XES 4.51%
4 IEZ 4.27%
5 PXI 2.62%
6 FTIF 2.56%
7 FXN 2.38%
8 OFOS 2.36%
9 BASV 1.75%
10 EWMC 1.71%
11 MPAY 1.65%
12 SMCF 1.53%
13 GRPM 1.45%
14 RNIN 1.26%
15 RFG 1.14%
16 PAMC 1.09%
17 GHTA 1.08%
18 PEXL 1.00%
19 GDMA 0.97%
20 SDVY 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.84M (11.16%) -211.59K
Decreased by -2.70%
Jun 30, 25
2 BlackRock Inc 7.22M (10.29%) -322.80K
Decreased by -4.47%
Jun 30, 25
3 Capital Research Global Investors 5.57M (7.94%) 1.10M
Increased by +19.65%
Jun 30, 25
4 T. Rowe Price Associates, Inc. 3.79M (5.40%) -670.05K
Decreased by -17.66%
Jun 30, 25
5 FMR Inc 3.64M (5.18%) 1.46M
Increased by +40.16%
Jun 30, 25
6 State Street Corporation 2.62M (3.73%) 59.65K
Increased by +2.28%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 2.43M (3.46%) 246.92K
Increased by +10.16%
Jun 30, 25
8 State Street Corp 2.39M (3.40%) -33.18K
Decreased by -1.39%
Jun 30, 25
9 Boston Partners Global Investors, Inc 2.24M (3.19%) -534.05K
Decreased by -23.81%
Mar 31, 25
10 Pacer Advisors, INC. 1.98M (2.83%) 543.73K
Increased by +27.40%
Dec 31, 24
11 Fuller & Thaler Asset Management Inc 1.77M (2.52%) 295.77K
Increased by +16.71%
Jun 30, 25
12 D. E. Shaw & Co LP 1.65M (2.35%) 657.29K
Increased by +39.87%
Jun 30, 25
13 Holocene Advisors, LP 1.65M (2.34%) 1.44M
Increased by +87.70%
Jun 30, 25
14 Yacktman Asset Management Co 1.38M (1.97%) -842.50K
Decreased by -60.85%
Dec 31, 23
15 Geode Capital Management, LLC 1.36M (1.94%) -21.41K
Decreased by -1.57%
Jun 30, 25
16 Jennison Associates LLC 1.32M (1.89%) 310.26K
Increased by +23.43%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.24M (1.77%) -65.87K
Decreased by -5.29%
Jun 30, 25
18 American Century Companies Inc 1.24M (1.77%) -100.31K
Decreased by -8.09%
Dec 31, 23
19 Bank of New York Mellon Corp 1.20M (1.71%) 482.35K
Increased by +40.14%
Mar 31, 25
20 Victory Capital Management Inc. 1.20M (1.70%) 149.91K
Increased by +12.53%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.27M (6.08%) 344.03K
Increased by +8.06%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 2.36M (3.36%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 2.33M (3.32%) 1.87K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.29M (3.27%) -48.21K
Decreased by -2.10%
Jul 31, 25
5 Pacer US Cash Cows 100 ETF 1.97M (2.80%) 2.90K
Increased by +0.15%
Feb 28, 25
6 Vanguard Small Cap Index 1.76M (2.51%) -12.13K
Decreased by -0.69%
Jul 31, 25
7 iShares Russell 2000 ETF 1.74M (2.48%) 3.65K
Increased by +0.21%
Mar 28, 24
8 FullerThaler Behavioral Sm-Cp Eq R6 1.69M (2.40%) 276.30K
Increased by +16.39%
Jun 30, 25
9 FullerThaler Behavioral Small-Cap Equity 1.69M (2.40%) 276.30K
Increased by +16.39%
Jun 30, 25
10 JHancock Disciplined Value Mid Cap I 1.61M (2.30%) -53.40K
Decreased by -3.31%
Mar 31, 25
11 T. Rowe Price Mid-Cap Growth 1.39M (1.99%) 0.00
Increased by 0.00%
Dec 31, 24
12 T. Rowe Price US Mid-Cap Growth Equity 1.39M (1.99%) -6.00K
Decreased by -0.43%
Dec 31, 24
13 US Small-Cap Growth II Equity Comp 1.15M (1.64%) -928.12K
Decreased by -80.39%
Jun 30, 25
14 Vanguard Small Cap Value Index Inv 1.13M (1.62%) 3.63K
Increased by +0.32%
Jul 31, 25
15 T. Rowe Price New Horizons 1.13M (1.61%) -25.14K
Decreased by -2.23%
Jul 31, 25
16 Vanguard Small Cap Growth Index Inv 1.04M (1.48%) -5.45K
Decreased by -0.52%
Feb 28, 25
17 AMG Yacktman I 1.00M (1.42%) -500.00K
Decreased by -50.00%
Dec 31, 23
18 First Trust SMID Cp Rising Div Achv ETF 914.90K (1.30%) 975.00
Increased by +0.11%
Aug 28, 25
19 T. Rowe Price Integrated US SmCapGrEq 897.22K (1.28%) 154.67K
Increased by +17.24%
Dec 31, 24
20 Victory Sycamore Small Company Opp R 791.00K (1.13%) 46.00K
Increased by +5.82%
Jun 30, 25