Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 2.51%
2 PJP 2.27%
3 PILL 1.57%
4 PTH 1.23%
5 GRPZ 1.01%
6 DEEP 0.93%
7 DVP 0.91%
8 SIXS 0.81%
9 JSML 0.80%
10 RNSC 0.75%
11 FSGS 0.75%
12 PSCH 0.65%
13 XSMO 0.59%
14 RZG 0.53%
15 FYT 0.48%
16 SFLO 0.48%
17 IHE 0.41%
18 FTXH 0.40%
19 SQLV 0.35%
20 ROSC 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.12M (16.67%) 85.10K
Increased by +1.39%
Dec 31, 24
2 Vanguard Group Inc 2.71M (7.40%) 3.15K
Increased by +0.12%
Dec 31, 24
3 TD Asset Management Inc 1.84M (5.01%) -294.75K
Decreased by -16.02%
Dec 31, 24
4 State Street Corp 1.60M (4.35%) 65.65K
Increased by +4.11%
Dec 31, 24
5 State Street Corporation 1.51M (4.13%) 43.11K
Increased by +2.85%
Mar 31, 24
6 Neuberger Berman Group LLC 1.37M (3.74%) -240.96K
Decreased by -17.54%
Dec 31, 24
7 Pacer Advisors, INC. 1.35M (3.68%) 1.35M
Increased by +99.81%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 1.20M (3.27%) 105.29K
Increased by +8.78%
Dec 31, 24
9 Fuller & Thaler Asset Management Inc 1.13M (3.09%) -127.84K
Decreased by -11.28%
Dec 31, 24
10 TD Global Investment Solutions – TD Epoch 1.10M (3.00%) -89.84K
Decreased by -8.16%
Dec 31, 24
11 BTIM Corp 978.92K (2.67%) 439.28K
Increased by +44.87%
Dec 31, 24
12 Geode Capital Management, LLC 916.08K (2.50%) -4.28K
Decreased by -0.47%
Dec 31, 24
13 Federated Hermes Inc 823.49K (2.24%) -1.12M
Decreased by -136.45%
Dec 31, 24
14 Millennium Management LLC 738.75K (2.01%) 338.65K
Increased by +45.84%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 632.07K (1.72%) -45.55K
Decreased by -7.21%
Dec 31, 24
16 Northern Trust Corp 613.17K (1.67%) 29.81K
Increased by +4.86%
Dec 31, 24
17 Marshall Wace Asset Management Ltd 608.71K (1.66%) 40.21K
Increased by +6.61%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 566.66K (1.54%) -2.24K
Decreased by -0.39%
Dec 31, 24
19 Jacobs Levy Equity Management, Inc. 554.85K (1.51%) 171.64K
Increased by +30.93%
Sep 30, 23
20 Renaissance Technologies Corp 525.50K (1.43%) 36.10K
Increased by +6.87%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.32M (6.32%) 1.61K
Increased by +0.07%
Mar 31, 25
2 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.21M (3.29%) 0.00
Increased by 0.00%
Sep 30, 23
3 Fuller & Thaler Behavioral Small-Cap Eq 1.21M (3.29%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard US Total Market Shares ETF 1.14M (3.12%) 1.24K
Increased by +0.11%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.14M (3.10%) 1.31K
Increased by +0.12%
Feb 28, 25
6 FullerThaler Behavioral Sm-Cp Eq R6 1.08M (2.95%) -113.40K
Decreased by -10.49%
Dec 31, 24
7 FullerThaler Behavioral Small-Cap Equity 1.08M (2.95%) -113.40K
Decreased by -10.49%
Dec 31, 24
8 iShares Russell 2000 ETF 997.11K (2.72%) -8.63K
Decreased by -0.87%
Mar 31, 25
9 TD U.S. Capital Reinvestment I 920.14K (2.51%) -27.55K
Decreased by -2.99%
Dec 31, 24
10 T. Rowe Price Integrated US SmCapGrEq 850.11K (2.32%) 425.06K
Increased by +50.00%
Dec 31, 24
11 Neuberger Berman Genesis Inv 794.66K (2.17%) -271.05K
Decreased by -34.11%
Dec 31, 24
12 Federated Hermes Kaufmann Growth 615.00K (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
13 Federated Hermes Kaufmann R 615.00K (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 579.85K (1.58%) 859.00
Increased by +0.15%
Feb 28, 25
15 Federated Hermes Kaufmann Small Cap A 553.78K (1.51%) -756.22K
Decreased by -136.55%
Dec 31, 24
16 Federated Hermes Kaufmann Small Cap Grow 553.78K (1.51%) -756.22K
Decreased by -136.55%
Dec 31, 24
17 Boston Trust Walden Small Cap 512.11K (1.40%) -2.20K
Decreased by -0.43%
Feb 28, 25
18 Pacer US Small Cap Cash Cows 100 ETF 477.19K (1.30%) 2.42K
Increased by +0.51%
Mar 31, 25
19 T. Rowe Price Integrated US Sm Gr Eq 400.06K (1.09%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity Small Cap Index 378.78K (1.03%) -7.09K
Decreased by -1.87%
Jan 31, 25