Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 PJP 2.91%
2 XPH 2.14%
3 JSML 1.88%
4 PILL 1.78%
5 PSCH 1.35%
6 PTH 1.23%
7 SIXS 0.81%
8 IHE 0.65%
9 RZG 0.61%
10 AFSM 0.6%
11 ROSC 0.54%
12 XSMO 0.52%
13 JSMD 0.49%
14 VIOG 0.4%
15 FTXH 0.4%
16 SQLV 0.37%
17 SSLY 0.3%
18 SIXL 0.3%
19 IJT 0.27%
20 SLYG 0.26%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.09M (16.25%) 2.03K
Increased by +0.03%
Sep 30, 23
2 Federated Hermes Inc 3.27M (8.73%) -169.47K
Decreased by -5.18%
Dec 31, 23
3 Vanguard Group Inc 2.77M (7.39%) -6.22K
Decreased by -0.22%
Sep 30, 23
4 Neuberger Berman Group LLC 1.49M (3.97%) -2.31K
Decreased by -0.15%
Sep 30, 23
5 State Street Corporation 1.46M (3.89%) 64.99K
Increased by +4.45%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 1.34M (3.57%) -548.6K
Decreased by -40.97%
Dec 31, 23
7 Fuller & Thaler Asset Management Inc 1.27M (3.4%) -2.2K
Decreased by -0.17%
Dec 31, 23
8 Geode Capital Management, LLC 809.63K (2.16%) 29.37K
Increased by +3.63%
Sep 30, 23
9 TD Asset Management Inc 793.56K (2.12%) 649K
Increased by +81.78%
Dec 31, 23
10 Renaissance Technologies Corp 641.9K (1.71%) 38.8K
Increased by +6.04%
Dec 31, 23
11 T. Rowe Price Associates, Inc. 586.96K (1.57%) 17.25K
Increased by +2.94%
Dec 31, 23
12 Northern Trust Corp 559.42K (1.49%) -76.02K
Decreased by -13.59%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 558.21K (1.49%) -8.61K
Decreased by -1.54%
Sep 30, 23
14 Jacobs Levy Equity Management, Inc. 554.85K (1.48%) 171.64K
Increased by +30.93%
Sep 30, 23
15 Amvescap Plc. 410.63K (1.1%) -150.04K
Decreased by -36.54%
Sep 30, 23
16 VOLORIDGE INVESTMENT MANAGEMENT, LLC 371.31K (0.99%) 183.37K
Increased by +49.38%
Sep 30, 23
17 Nuveen Asset Management, LLC 353.96K (0.94%) -20.56K
Decreased by -5.81%
Sep 30, 23
18 Charles Schwab Investment Management Inc 352.38K (0.94%) 24.12K
Increased by +6.84%
Sep 30, 23
19 American Century Companies Inc 337.69K (0.9%) 137.41K
Increased by +40.69%
Dec 31, 23
20 Nordea Investment Mgmt Bank Demark A/s 331.81K (0.89%) -6.64K
Decreased by -2%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.54M (6.78%) 2.12K
Increased by +0.08%
Jan 31, 24
2 Federated Hermes Kaufmann Small Cap A 1.94M (5.18%) -60K
Decreased by -3.09%
Dec 31, 23
3 Federated Hermes Kaufmann Small Cap Grow 1.94M (5.18%) -60K
Decreased by -3.09%
Dec 31, 23
4 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.21M (3.22%) 0
Increased by 0%
Sep 30, 23
5 Fuller & Thaler Behavioral Small-Cap Eq 1.21M (3.22%) 0
Increased by 0%
Sep 30, 23
6 FullerThaler Behavioral Sm-Cp Eq R6 1.21M (3.22%) 0
Increased by 0%
Sep 30, 23
7 FullerThaler Behavioral Small-Cap Equity 1.21M (3.22%) 0
Increased by 0%
Nov 30, 23
8 Vanguard Total Stock Mkt Idx Inv 1.15M (3.07%) -11.21K
Decreased by -0.97%
Jan 31, 24
9 Federated Hermes Kaufmann Growth 1.15M (3.07%) 0
Increased by 0%
Dec 31, 23
10 Federated Hermes Kaufmann R 1.15M (3.07%) 0
Increased by 0%
Dec 31, 23
11 Neuberger Berman Genesis Inv 1.13M (3.03%) 85.06K
Increased by +7.49%
Dec 31, 23
12 iShares Russell 2000 ETF 948.44K (2.53%) -17.33K
Decreased by -1.83%
Jan 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 559.7K (1.49%) 204
Increased by +0.04%
Jan 31, 24
14 T. Rowe Price Integrated US Sm Gr Eq 432K (1.15%) 17.8K
Increased by +4.12%
Dec 31, 23
15 Fidelity Small Cap Index 373.74K (1%) 7.13K
Increased by +1.91%
Nov 30, 23
16 DFA US Micro Cap I 363.85K (0.97%) 0
Increased by 0%
Dec 31, 23
17 iShares S&P Small-Cap 600 Growth ETF 362.64K (0.97%) 0
Increased by 0%
Jan 31, 24
18 Fidelity® Small Cap Index 356.62K (0.95%) 8K
Increased by +2.24%
Sep 30, 23
19 Avantis US Small Cap Value ETF 353.5K (0.94%) 6.65K
Increased by +1.88%
Jan 31, 24
20 iShares Russell 2000 Growth ETF 334.4K (0.89%) 392
Increased by +0.12%
Jan 31, 24