Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FLZA 3.66%
2 EZA 3.58%
3 PSCD 2.72%
4 SDEM 2.25%
5 PEZ 1.74%
6 AMID 1.55%
7 CARD 1.27%
8 CARU 1.27%
9 XRT 1.22%
10 XSVM 1.22%
11 RWJ 1.21%
12 GRPZ 1.12%
13 RZV 1.11%
14 MEMX 1.10%
15 AFK 1.00%
16 GURU 0.99%
17 XSMO 0.97%
18 SMCP 0.92%
19 HAPS 0.78%
20 SFLO 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.07M (19.28%) -16.14K
Decreased by -0.53%
Dec 31, 24
2 Vanguard Group Inc 2.21M (13.88%) -31.47K
Decreased by -1.42%
Dec 31, 24
3 Pamet Capital Management, LP 2.11M (13.24%) 0.00
Increased by 0.00%
Dec 31, 24
4 Impactive Capital LP 1.76M (11.03%) -170.00K
Decreased by -9.68%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.11M (6.96%) 9.69K
Increased by +0.87%
Dec 31, 24
6 Neuberger Berman Group LLC 1.03M (6.46%) -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 (4.44%) 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 (2.85%) -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 (2.02%) 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 1.19M (7.46%) -1.02K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 632.17K (3.97%) 573.00
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 614.28K (3.86%) 2.06K
Increased by +0.34%
Mar 31, 25
4 Neuberger Berman Genesis Inv 515.47K (3.24%) -5.14K
Decreased by -1.00%
Mar 31, 25
5 Vanguard Small Cap Index 490.31K (3.08%) -9.76K
Decreased by -1.99%
Mar 31, 25
6 iShares Russell 2000 ETF 486.53K (3.06%) 82.00
Increased by +0.02%
Apr 30, 25
7 American Funds SMALLCAP World A 361.69K (2.27%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Small Cap Value Index Inv 317.83K (2.00%) -11.44K
Decreased by -3.60%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 299.81K (1.88%) 2.68K
Increased by +0.89%
Mar 31, 25
10 DFA US Small Cap Value I 270.30K (1.70%) 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 (1.23%) 3.26K
Increased by +1.67%
Mar 31, 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 (1.16%) -625.00
Decreased by -0.34%
Apr 30, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 182.35K (1.15%) 0.00
Increased by 0.00%
Apr 30, 24
17 Neuberger Berman Long Short Instl 171.58K (1.08%) -14.72K
Decreased by -8.58%
Mar 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 169.75K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
19 T. Rowe Price Small-Cap Value 149.13K (0.94%) 0.00
Increased by 0.00%
Feb 28, 25
20 Congress Mid Cap Growth Institutional 140.00K (0.88%) 0.00
Increased by 0.00%
Nov 30, 23