Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FLZA 3.66%
2 EZA 3.58%
3 PSCD 2.60%
4 SDEM 1.98%
5 PEZ 1.69%
6 AMID 1.55%
7 CARD 1.29%
8 CARU 1.28%
9 XSVM 1.27%
10 RWJ 1.21%
11 GURU 1.19%
12 XRT 1.19%
13 GRPZ 1.12%
14 RZV 1.10%
15 MEMX 1.10%
16 HAPS 1.01%
17 AFK 0.97%
18 XSMO 0.97%
19 SMCP 0.92%
20 RETL 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.02M (18.85%) -50.67K
Decreased by -1.68%
Mar 31, 25
2 Vanguard Group Inc 2.18M (13.61%) -30.38K
Decreased by -1.39%
Mar 31, 25
3 Pamet Capital Management, LP 2.11M (13.16%) 0.00
Increased by 0.00%
Mar 31, 25
4 Impactive Capital LP 1.40M (8.72%) -360.16K
Decreased by -25.79%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 1.09M (6.80%) -19.00K
Decreased by -1.74%
Mar 31, 25
6 Neuberger Berman Group LLC 1.00M (6.27%) -25.06K
Decreased by -2.50%
Mar 31, 25
7 State Street Corporation 830.62K (5.18%) 22.27K
Increased by +2.68%
Mar 31, 24
8 State Street Corp 784.49K (4.90%) -39.87K
Decreased by -5.08%
Mar 31, 25
9 Eminence Capital LLC 736.62K (4.60%) -51.15K
Decreased by -6.94%
Mar 31, 25
10 Timucuan Asset Management Inc/FL 713.16K (4.45%) 5.28K
Increased by +0.74%
Mar 31, 25
11 Congress Asset Management Company, LLP 517.70K (3.23%) -4.11K
Decreased by -0.79%
Sep 30, 23
12 Geode Capital Management, LLC 469.04K (2.93%) 14.48K
Increased by +3.09%
Mar 31, 25
13 Capital Research Global Investors 438.81K (2.74%) 0.00
Increased by 0.00%
Mar 31, 24
14 Madison Asset Management, LLC 373.32K (2.33%) 34.16K
Increased by +9.15%
Mar 31, 25
15 Simcoe Capital Management, LLC 349.30K (2.18%) -133.43K
Decreased by -38.20%
Mar 31, 25
16 Madison Investment Advisors, LLC 339.16K (2.12%) 339.16K
Increased by +100.00%
Dec 31, 24
17 NORGES BANK 337.73K (2.11%) 75.19K
Increased by +22.26%
Dec 31, 24
18 UBS Group AG 322.36K (2.01%) 312.30K
Increased by +96.88%
Dec 31, 24
19 JPMorgan Chase & Co 313.45K (1.96%) -325.95K
Decreased by -103.99%
Sep 30, 24
20 Goldman Sachs Group Inc 278.76K (1.74%) 91.77K
Increased by +32.92%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.19M (7.42%) -1.02K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 632.17K (3.95%) 573.00
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 629.38K (3.93%) 15.10K
Increased by +2.40%
Apr 30, 25
4 Neuberger Berman Genesis Inv 515.47K (3.22%) -5.14K
Decreased by -1.00%
Mar 31, 25
5 Vanguard Small Cap Index 493.22K (3.08%) 2.91K
Increased by +0.59%
Apr 30, 25
6 iShares Russell 2000 ETF 486.53K (3.04%) 82.00
Increased by +0.02%
Apr 30, 25
7 American Funds SMALLCAP World A 361.69K (2.26%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Small Cap Value Index Inv 318.82K (1.99%) 997.00
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 302.78K (1.89%) 2.97K
Increased by +0.98%
Apr 30, 25
10 DFA US Small Cap Value I 270.30K (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity® Small Cap Index 199.75K (1.25%) 5.53K
Increased by +2.77%
Oct 31, 23
12 Madison Mid Cap Y 195.43K (1.22%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Small Cap Index 194.78K (1.22%) 983.00
Increased by +0.50%
Feb 28, 25
14 iShares S&P Small-Cap 600 Value ETF 193.23K (1.21%) 159.00
Increased by +0.08%
Apr 30, 25
15 iShares Russell 2000 Value ETF 184.66K (1.15%) -625.00
Decreased by -0.34%
Apr 30, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 182.35K (1.14%) 0.00
Increased by 0.00%
Apr 30, 24
17 Neuberger Berman Long Short Instl 171.58K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 169.75K (1.06%) 0.00
Increased by 0.00%
Apr 30, 25
19 T. Rowe Price Small-Cap Value 149.13K (0.93%) 0.00
Increased by 0.00%
Feb 28, 25
20 Congress Mid Cap Growth Institutional 140.00K (0.87%) 0.00
Increased by 0.00%
Nov 30, 23