Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 EZA 3.18%
2 PSCD 2.69%
3 HAPS 1.84%
4 GURU 1.65%
5 XRT 1.55%
6 RWJ 1.23%
7 AFK 1.14%
8 XSVM 1.08%
9 RETL 1.07%
10 XSMO 0.97%
11 SMCP 0.95%
12 FNK 0.72%
13 AUSF 0.53%
14 EMFM 0.5%
15 NVQ 0.45%
16 QVMS 0.45%
17 USVT 0.43%
18 VIOV 0.42%
19 IJS 0.41%
20 SLYV 0.41%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.29M (20.42%) 106.21K
Increased by +3.23%
Dec 31, 23
2 Vanguard Group Inc 2.32M (14.4%) 10.66K
Increased by +0.46%
Dec 31, 23
3 Pamet Capital Management, LP 2.11M (13.09%) 0
Increased by 0%
Dec 31, 23
4 Impactive Capital LP 1.99M (12.34%) -56.5K
Decreased by -2.84%
Sep 30, 23
5 Neuberger Berman Group LLC 1.43M (8.9%) -8K
Decreased by -0.56%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 894.6K (5.55%) 65.87K
Increased by +7.36%
Dec 31, 23
7 State Street Corporation 808.35K (5.02%) 19.54K
Increased by +2.42%
Dec 31, 23
8 Simcoe Capital Management, LLC 646.19K (4.01%) 13.29K
Increased by +2.06%
Dec 31, 23
9 Congress Asset Management Company, LLP 517.7K (3.21%) -4.11K
Decreased by -0.79%
Sep 30, 23
10 Geode Capital Management, LLC 445.86K (2.77%) 20.97K
Increased by +4.7%
Dec 31, 23
11 Goldman Sachs Group Inc 442.93K (2.75%) 146.19K
Increased by +33%
Dec 31, 23
12 Capital Research Global Investors 438.81K (2.72%) 0
Increased by 0%
Dec 31, 23
13 Eminence Capital LLC 328.09K (2.04%) 70.09K
Increased by +21.36%
Dec 31, 23
14 NORGES BANK 299.67K (1.86%) -643
Decreased by -0.21%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 297.44K (1.85%) 8.85K
Increased by +2.98%
Dec 31, 23
16 T. Rowe Price Investment Management,Inc. 284.64K (1.77%) 2.97K
Increased by +1.04%
Dec 31, 23
17 Brave Warrior Advisors LLC 275.27K (1.71%) -1.3K
Decreased by -0.47%
Sep 30, 23
18 Northern Trust Corp 240.71K (1.49%) 503
Increased by +0.21%
Dec 31, 23
19 Channing Capital Management, LLC 231.41K (1.44%) 76
Increased by +0.03%
Dec 31, 23
20 Silvercrest Asset Management Group LLC 205.29K (1.27%) -40.16K
Decreased by -19.56%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.39M (8.63%) -1.82K
Decreased by -0.13%
Mar 28, 24
2 Neuberger Berman Genesis Inv 758.51K (4.71%) -18.26K
Decreased by -2.41%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 645.83K (4.01%) -1.5K
Decreased by -0.23%
Feb 29, 24
4 Vanguard Small Cap Index 524.93K (3.26%) -5.48K
Decreased by -1.04%
Mar 31, 24
5 iShares Russell 2000 ETF 507.63K (3.15%) 1.83K
Increased by +0.36%
Mar 28, 24
6 American Funds SMALLCAP World A 361.69K (2.25%) 0
Increased by 0%
Mar 31, 24
7 Vanguard Small Cap Value Index Inv 353.73K (2.2%) -7.7K
Decreased by -2.18%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 307.6K (1.91%) 3.63K
Increased by +1.18%
Mar 31, 24
9 Neuberger Berman Long Short Instl 212.03K (1.32%) 0
Increased by 0%
Mar 31, 24
10 Fidelity Small Cap Index 209.44K (1.3%) 3.26K
Increased by +1.55%
Jan 31, 24
11 Fidelity® Small Cap Index 199.75K (1.24%) 5.53K
Increased by +2.77%
Oct 31, 23
12 iShares Russell 2000 Value ETF 194.62K (1.21%) 661
Increased by +0.34%
Mar 28, 24
13 DFA US Small Cap Value I 185.17K (1.15%) 21.28K
Increased by +11.49%
Feb 29, 24
14 SPDR® Portfolio S&P 600 Sm Cap ETF 182.33K (1.13%) 185
Increased by +0.1%
Mar 28, 24
15 T. Rowe Price Small-Cap Value 165.3K (1.03%) -200
Decreased by -0.12%
Mar 31, 24
16 Vanguard Tax-Managed Small Cap Adm 157.88K (0.98%) -2.88K
Decreased by -1.82%
Mar 31, 24
17 Congress Mid Cap Growth Institutional 140K (0.87%) 0
Increased by 0%
Nov 30, 23
18 DFA US Small Cap I 132.46K (0.82%) 0
Increased by 0%
Feb 29, 24
19 DFA US Targeted Value I 129.54K (0.8%) 16.54K
Increased by +12.76%
Feb 29, 24
20 iShares S&P Small-Cap 600 Value ETF 129.29K (0.8%) -906
Decreased by -0.7%
Mar 28, 24