Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJP 2.45%
2 XPH 1.94%
3 PILL 1.38%
4 PTH 1.23%
5 GRPZ 0.97%
6 DEEP 0.92%
7 DVP 0.92%
8 SIXS 0.81%
9 FSGS 0.75%
10 RNSC 0.75%
11 PSCH 0.61%
12 XSMO 0.59%
13 RZG 0.53%
14 SFLO 0.45%
15 FYT 0.44%
16 IHE 0.43%
17 FTXH 0.40%
18 JSML 0.39%
19 SQLV 0.35%
20 ROSC 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.15M (17.08%) 29.84K
Increased by +0.49%
Mar 31, 25
2 Vanguard Group Inc 2.42M (6.73%) -291.72K
Decreased by -12.04%
Mar 31, 25
3 TD Asset Management Inc 2.21M (6.15%) 371.86K
Increased by +16.81%
Mar 31, 25
4 State Street Corp 1.60M (4.46%) 8.50K
Increased by +0.53%
Mar 31, 25
5 State Street Corporation 1.51M (4.21%) 43.11K
Increased by +2.85%
Mar 31, 24
6 Neuberger Berman Group LLC 1.37M (3.82%) -240.96K
Decreased by -17.54%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.36M (3.77%) 157.77K
Increased by +11.63%
Mar 31, 25
8 Fuller & Thaler Asset Management Inc 1.26M (3.51%) 130.67K
Increased by +10.34%
Mar 31, 25
9 TD Global Investment Solutions – TD Epoch 1.26M (3.50%) 160.03K
Increased by +12.69%
Mar 31, 25
10 BTIM Corp 1.22M (3.38%) 236.70K
Increased by +19.47%
Mar 31, 25
11 Marshall Wace Asset Management Ltd 1.03M (2.87%) 423.02K
Increased by +41.00%
Mar 31, 25
12 Geode Capital Management, LLC 955.08K (2.65%) 38.99K
Increased by +4.08%
Mar 31, 25
13 Millennium Management LLC 868.55K (2.41%) 612.00K
Increased by +70.46%
Mar 31, 25
14 Northern Trust Corp 594.44K (1.65%) -18.73K
Decreased by -3.15%
Mar 31, 25
15 Federated Hermes Inc 585.12K (1.63%) -238.37K
Decreased by -40.74%
Mar 31, 25
16 Jacobs Levy Equity Management, Inc. 554.85K (1.54%) 171.64K
Increased by +30.93%
Sep 30, 23
17 T. Rowe Price Associates, Inc. 541.22K (1.50%) -25.43K
Decreased by -4.70%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 522.11K (1.45%) -109.96K
Decreased by -21.06%
Mar 31, 25
19 BOONE CAPITAL MANAGEMENT LLC 495.09K (1.38%) -111.60K
Decreased by -22.54%
Jun 30, 24
20 Renaissance Technologies Corp 495.00K (1.38%) -30.50K
Decreased by -6.16%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.25M (6.26%) 0.00
Increased by 0.00%
May 31, 25
2 FullerThaler Behavioral Sm-Cp Eq R6 1.21M (3.35%) 126.06K
Increased by +10.44%
Mar 31, 25
3 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.21M (3.35%) 0.00
Increased by 0.00%
Sep 30, 23
4 Fuller & Thaler Behavioral Small-Cap Eq 1.21M (3.35%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard US Total Market Shares ETF 1.14M (3.18%) 1.24K
Increased by +0.11%
Sep 30, 24
6 FullerThaler Behavioral Small-Cap Equity 1.08M (3.00%) -113.40K
Decreased by -10.49%
Dec 31, 24
7 iShares Russell 2000 ETF 952.76K (2.65%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Total Stock Mkt Idx Inv 925.96K (2.57%) 12.50K
Increased by +1.35%
May 31, 25
9 TD U.S. Capital Reinvestment I 920.14K (2.56%) -27.55K
Decreased by -2.99%
Dec 31, 24
10 Neuberger Berman Genesis Inv 794.66K (2.21%) -271.05K
Decreased by -34.11%
Dec 31, 24
11 Federated Hermes Kaufmann R 615.00K (1.71%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 599.30K (1.67%) 4.33K
Increased by +0.72%
May 31, 25
13 Federated Hermes Kaufmann Small Cap A 522.39K (1.45%) -31.39K
Decreased by -6.01%
Mar 31, 25
14 Federated Hermes Kaufmann Small Cap Grow 522.39K (1.45%) -31.39K
Decreased by -6.01%
Mar 31, 25
15 Boston Trust Walden Small Cap 497.20K (1.38%) -4.84K
Decreased by -0.97%
May 31, 25
16 T. Rowe Price Integrated US Sm Gr Eq 400.06K (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
17 T. Rowe Price Integrated US SmCapGrEq 400.06K (1.11%) -450.06K
Decreased by -112.50%
Mar 31, 25
18 Pacer US Small Cap Cash Cows 100 ETF 386.88K (1.07%) -1.56K
Decreased by -0.40%
May 30, 25
19 Fidelity Small Cap Index 379.18K (1.05%) -3.15K
Decreased by -0.83%
Mar 31, 25
20 iShares S&P Small-Cap 600 Growth ETF 373.14K (1.04%) 0.00
Increased by 0.00%
Nov 27, 24