Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.50%
2 PUW 3.13%
3 SOIL 2.70%
4 PBJ 2.54%
5 ACES 2.53%
6 PSL 2.12%
7 ECML 1.50%
8 RZV 1.27%
9 SIXS 1.16%
10 XSVM 1.15%
11 FDLS 1.01%
12 RWJ 0.87%
13 SDVY 0.77%
14 FYT 0.75%
15 SFLO 0.72%
16 SQLV 0.60%
17 BSVO 0.57%
18 DSMC 0.50%
19 XSMO 0.43%
20 SMCF 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.51M (17.25%) 230.46K
Increased by +4.19%
Dec 31, 24
2 Vanguard Group Inc 4.00M (12.53%) -9.63K
Decreased by -0.24%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.61M (8.17%) -113.78K
Decreased by -4.37%
Dec 31, 24
4 State Street Corp 1.41M (4.43%) 76.90K
Increased by +5.44%
Dec 31, 24
5 State Street Corporation 1.33M (4.17%) 30.05K
Increased by +2.26%
Mar 31, 24
6 Pacer Advisors, INC. 1.33M (4.16%) -2.37M
Decreased by -178.62%
Dec 31, 24
7 American Century Companies Inc 1.17M (3.66%) 84.13K
Increased by +7.21%
Dec 31, 24
8 Geode Capital Management, LLC 782.72K (2.45%) -2.42K
Decreased by -0.31%
Dec 31, 24
9 Charles Schwab Investment Management Inc 751.62K (2.36%) 99.05K
Increased by +13.18%
Dec 31, 24
10 Private Management Group Inc 648.07K (2.03%) -72.31K
Decreased by -11.16%
Sep 30, 23
11 Northern Trust Corp 615.90K (1.93%) 61.25K
Increased by +9.94%
Dec 31, 24
12 Mariner Wealth Advisors, LLC 603.18K (1.89%) 6.43K
Increased by +1.07%
Jun 30, 24
13 Mariner Wealth Advisors LLC 569.57K (1.78%) 253.00
Increased by +0.04%
Dec 31, 24
14 Wasatch Advisors Inc. 554.54K (1.74%) 554.54K
Increased by +100.00%
Jun 30, 23
15 Amvescap Plc. 547.30K (1.72%) -199.63K
Decreased by -36.48%
Dec 31, 24
16 Ameriprise Financial Inc 463.55K (1.45%) 81.78K
Increased by +17.64%
Dec 31, 24
17 Victory Capital Management Inc. 458.61K (1.44%) -29.89K
Decreased by -6.52%
Dec 31, 24
18 JPMorgan Chase & Co 397.69K (1.25%) -321.65K
Decreased by -80.88%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 386.99K (1.21%) 1.80K
Increased by +0.47%
Dec 31, 24
20 Goldman Sachs Group Inc 353.39K (1.11%) -120.59K
Decreased by -34.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.05M (6.42%) -525.00
Decreased by -0.03%
Feb 28, 25
2 Pacer US Small Cap Cash Cows 100 ETF 1.15M (3.59%) -8.33K
Decreased by -0.73%
Feb 28, 25
3 Avantis US Small Cap Value ETF 1.02M (3.19%) 1.08K
Increased by +0.11%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 1.01M (3.16%) 1.07K
Increased by +0.11%
Feb 28, 25
5 Greencoat UK Wind 931.86K (2.92%) 931.86K
Increased by +100.00%
Nov 30, 24
6 iShares Russell 2000 ETF 872.54K (2.73%) -10.29K
Decreased by -1.18%
Feb 28, 25
7 Vanguard Small Cap Index 826.29K (2.59%) 672.00
Increased by +0.08%
Feb 28, 25
8 DFA US Small Cap Value I 658.76K (2.06%) -27.23K
Decreased by -4.13%
Jan 31, 25
9 Vanguard Small Cap Value Index Inv 544.87K (1.71%) -1.32K
Decreased by -0.24%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 481.33K (1.51%) 726.00
Increased by +0.15%
Feb 28, 25
11 Schwab Fundamental U.S. Small CompanyETF 384.46K (1.20%) 0.00
Increased by 0.00%
Feb 28, 25
12 iShares S&P Small-Cap 600 Value ETF 358.44K (1.12%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Consumer Staples ETF 358.22K (1.12%) 123.71K
Increased by +34.54%
Feb 28, 25
14 Invesco S&P SmallCap 600 Revenue ETF 346.93K (1.09%) 1.60K
Increased by +0.46%
Feb 28, 25
15 Fidelity Small Cap Index 328.62K (1.03%) 0.00
Increased by 0.00%
Dec 31, 24
16 DFA US Targeted Value I 304.55K (0.95%) 0.00
Increased by 0.00%
Jan 31, 25
17 Fidelity® Small Cap Index 302.68K (0.95%) 6.80K
Increased by +2.25%
Sep 30, 23
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 286.68K (0.90%) -318.00
Decreased by -0.11%
Feb 28, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 278.80K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
20 Schwab Fundamental US Small Company ETF 275.93K (0.86%) 291.00
Increased by +0.11%
Jan 31, 24