Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FLZA 3.66%
2 EZA 3.58%
3 PSCD 3.03%
4 SDEM 2.17%
5 PEZ 1.92%
6 AMID 1.59%
7 XSVM 1.37%
8 RWJ 1.34%
9 XRT 1.32%
10 GRPZ 1.23%
11 RZV 1.21%
12 CARD 1.17%
13 CARU 1.15%
14 MEMX 1.11%
15 GURU 1.10%
16 XSMO 0.97%
17 AFK 0.96%
18 SMCP 0.92%
19 RETL 0.85%
20 HAPS 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.07M (19.30%) -16.14K
Decreased by -0.53%
Dec 31, 24
2 Vanguard Group Inc 2.21M (13.90%) -31.47K
Decreased by -1.42%
Dec 31, 24
3 Pamet Capital Management, LP 2.11M (13.25%) 0.00
Increased by 0.00%
Dec 31, 24
4 Impactive Capital LP 1.76M (11.04%) -170.00K
Decreased by -9.68%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.11M (6.97%) 9.69K
Increased by +0.87%
Dec 31, 24
6 Neuberger Berman Group LLC 1.03M (6.47%) -251.60K
Decreased by -24.44%
Dec 31, 24
7 State Street Corporation 830.62K (5.22%) 22.27K
Increased by +2.68%
Mar 31, 24
8 State Street Corp 824.36K (5.18%) 22.97K
Increased by +2.79%
Dec 31, 24
9 Eminence Capital LLC 787.77K (4.95%) 107.32K
Increased by +13.62%
Dec 31, 24
10 Timucuan Asset Management Inc/FL 707.87K (4.45%) 3.49K
Increased by +0.49%
Dec 31, 24
11 Congress Asset Management Company, LLP 517.70K (3.25%) -4.11K
Decreased by -0.79%
Sep 30, 23
12 Simcoe Capital Management, LLC 482.72K (3.03%) -385.00
Decreased by -0.08%
Dec 31, 24
13 Geode Capital Management, LLC 454.56K (2.86%) -12.05K
Decreased by -2.65%
Dec 31, 24
14 Capital Research Global Investors 438.81K (2.76%) 0.00
Increased by 0.00%
Mar 31, 24
15 Madison Asset Management, LLC 339.16K (2.13%) 32.58K
Increased by +9.61%
Dec 31, 24
16 Madison Investment Advisors, LLC 339.16K (2.13%) 339.16K
Increased by +100.00%
Dec 31, 24
17 NORGES BANK 337.73K (2.12%) 75.19K
Increased by +22.26%
Dec 31, 24
18 UBS Group AG 322.36K (2.03%) 312.30K
Increased by +96.88%
Dec 31, 24
19 JPMorgan Chase & Co 313.45K (1.97%) -325.95K
Decreased by -103.99%
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 1.21M (7.61%) 696.00
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 612.22K (3.85%) 2.90K
Increased by +0.47%
Feb 28, 25
3 Neuberger Berman Genesis Inv 520.61K (3.27%) -164.76K
Decreased by -31.65%
Dec 31, 24
4 iShares Russell 2000 ETF 518.18K (3.26%) -4.51K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 500.07K (3.14%) 399.00
Increased by +0.08%
Feb 28, 25
6 American Funds SMALLCAP World A 361.69K (2.27%) 0.00
Increased by 0.00%
Mar 31, 24
7 Vanguard Small Cap Value Index Inv 329.27K (2.07%) -1.27K
Decreased by -0.39%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 297.14K (1.87%) 732.00
Increased by +0.25%
Feb 28, 25
9 DFA US Small Cap Value I 270.30K (1.70%) -2.10K
Decreased by -0.78%
Feb 28, 25
10 Fidelity® Small Cap Index 199.75K (1.26%) 5.53K
Increased by +2.77%
Oct 31, 23
11 iShares S&P Small-Cap 600 Value ETF 198.95K (1.25%) -690.00
Decreased by -0.35%
Mar 31, 25
12 Fidelity Small Cap Index 193.80K (1.22%) -3.63K
Decreased by -1.87%
Jan 31, 25
13 Madison Mid Cap Y 192.17K (1.21%) 11.26K
Increased by +5.86%
Feb 28, 25
14 Neuberger Berman Long Short Instl 186.30K (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 182.35K (1.15%) 0.00
Increased by 0.00%
Apr 30, 24
16 iShares Russell 2000 Value ETF 180.21K (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 169.75K (1.07%) 256.00
Increased by +0.15%
Mar 31, 25
18 T. Rowe Price Small-Cap Value 149.13K (0.94%) 0.00
Increased by 0.00%
Feb 28, 25
19 Vanguard Tax-Managed Small Cap Adm 143.07K (0.90%) -3.30K
Decreased by -2.31%
Feb 28, 25
20 Congress Mid Cap Growth Institutional 140.00K (0.88%) 0.00
Increased by 0.00%
Nov 30, 23