Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FLZA 3.66%
2 EZA 3.41%
3 PSCD 2.93%
4 SDEM 2.57%
5 AMID 1.86%
6 HAPS 1.84%
7 GURU 1.78%
8 XRT 1.66%
9 RWJ 1.51%
10 XSVM 1.47%
11 GRPZ 1.35%
12 CARD 1.31%
13 RZV 1.25%
14 RETL 1.23%
15 AFK 1.10%
16 XSMO 0.97%
17 SMCP 0.92%
18 SLYV 0.89%
19 IJS 0.88%
20 OASC 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.09M (19.43%) -15.02K
Decreased by -0.49%
Sep 30, 24
2 Vanguard Group Inc 2.24M (14.12%) -1.32K
Decreased by -0.06%
Sep 30, 24
3 Pamet Capital Management, LP 2.11M (13.28%) 0.00
Increased by 0.00%
Sep 30, 24
4 Impactive Capital LP 1.93M (12.13%) -90.19K
Decreased by -4.68%
Sep 30, 24
5 Neuberger Berman Group LLC 1.28M (8.07%) -37.51K
Decreased by -2.93%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 1.10M (6.92%) 41.66K
Increased by +3.79%
Sep 30, 24
7 State Street Corporation 830.62K (5.23%) 22.27K
Increased by +2.68%
Mar 31, 24
8 State Street Corp 801.39K (5.05%) 3.67K
Increased by +0.46%
Sep 30, 24
9 Timucuan Asset Management Inc/FL 704.38K (4.44%) 158.07K
Increased by +22.44%
Sep 30, 24
10 Eminence Capital LLC 680.46K (4.28%) 181.92K
Increased by +26.73%
Sep 30, 24
11 Congress Asset Management Company, LLP 517.70K (3.26%) -4.11K
Decreased by -0.79%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 500.86K (3.15%) -198.47K
Decreased by -39.63%
Sep 30, 24
13 Simcoe Capital Management, LLC 483.11K (3.04%) -124.03K
Decreased by -25.67%
Sep 30, 24
14 Geode Capital Management, LLC 466.61K (2.94%) -6.13K
Decreased by -1.31%
Sep 30, 24
15 Capital Research Global Investors 438.81K (2.76%) 0.00
Increased by 0.00%
Mar 31, 24
16 JPMorgan Chase & Co 313.45K (1.97%) -325.95K
Decreased by -103.99%
Sep 30, 24
17 Madison Asset Management, LLC 306.58K (1.93%) 306.58K
Increased by +100.00%
Sep 30, 24
18 T. Rowe Price Investment Management,Inc. 277.17K (1.75%) -4.13K
Decreased by -1.49%
Sep 30, 24
19 Channing Capital Management, LLC 275.56K (1.74%) 3.23K
Increased by +1.17%
Sep 30, 24
20 Brave Warrior Advisors LLC 275.27K (1.73%) -1.30K
Decreased by -0.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.26M (7.90%) 0.00
Increased by 0.00%
Jan 29, 25
2 Vanguard Total Stock Mkt Idx Inv 607.82K (3.83%) -18.91K
Decreased by -3.11%
Dec 31, 24
3 iShares Russell 2000 ETF 537.19K (3.38%) -81.00
Decreased by -0.02%
Jan 29, 25
4 Neuberger Berman Genesis Inv 520.61K (3.28%) -164.76K
Decreased by -31.65%
Dec 31, 24
5 Vanguard Small Cap Index 498.80K (3.14%) -5.28K
Decreased by -1.06%
Dec 31, 24
6 American Funds SMALLCAP World A 361.69K (2.28%) 0.00
Increased by 0.00%
Mar 31, 24
7 Vanguard Small Cap Value Index Inv 331.15K (2.09%) -9.74K
Decreased by -2.94%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 296.33K (1.87%) -1.60K
Decreased by -0.54%
Dec 31, 24
9 DFA US Small Cap Value I 272.40K (1.72%) 1.96K
Increased by +0.72%
Nov 30, 24
10 iShares S&P Small-Cap 600 Value ETF 221.95K (1.40%) 0.00
Increased by 0.00%
Jan 29, 25
11 Fidelity Small Cap Index 205.31K (1.29%) -1.51K
Decreased by -0.73%
Nov 30, 24
12 Fidelity® Small Cap Index 199.75K (1.26%) 5.53K
Increased by +2.77%
Oct 31, 23
13 Neuberger Berman Long Short Instl 191.38K (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
14 SPDR® Portfolio S&P 600 Sm Cap ETF 182.35K (1.15%) 0.00
Increased by 0.00%
Apr 30, 24
15 iShares Russell 2000 Value ETF 180.63K (1.14%) 0.00
Increased by 0.00%
Jan 29, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 179.88K (1.13%) 0.00
Increased by 0.00%
Jan 30, 25
17 Madison Mid Cap Y 178.50K (1.12%) 3.42K
Increased by +1.92%
Dec 31, 24
18 T. Rowe Price Small-Cap Value 149.24K (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
19 DFA US Targeted Value I 147.11K (0.93%) 0.00
Increased by 0.00%
Nov 30, 24
20 Vanguard Tax-Managed Small Cap Adm 146.67K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24