Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COWS 1.88%
2 PSCD 1.63%
3 TXSS 1.56%
4 XSMO 1.39%
5 XRT 1.18%
6 SURE 0.89%
7 SMCP 0.80%
8 TXS 0.79%
9 RETL 0.72%
10 LIVR 0.72%
11 XSVM 0.64%
12 DSMC 0.64%
13 EES 0.63%
14 AIEQ 0.58%
15 MMSC 0.56%
16 SQLV 0.55%
17 PSC 0.52%
18 FNK 0.51%
19 DGRS 0.49%
20 SFLO 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 10.34M (15.67%) -172.43K
Decreased by -1.67%
Mar 31, 25
2 BlackRock Inc 10.33M (15.65%) -482.11K
Decreased by -4.67%
Mar 31, 25
3 Vanguard Group Inc 7.73M (11.72%) -210.95K
Decreased by -2.73%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 3.85M (5.83%) 147.40K
Increased by +3.83%
Mar 31, 25
5 State Street Corporation 2.97M (4.50%) 35.53K
Increased by +1.20%
Mar 31, 24
6 State Street Corp 2.76M (4.18%) -142.77K
Decreased by -5.18%
Mar 31, 25
7 Pacer Advisors, INC. 2.65M (4.01%) 197.38K
Increased by +7.45%
Dec 31, 24
8 LSV Asset Management 2.18M (3.31%) 242.30K
Increased by +11.10%
Mar 31, 25
9 Geode Capital Management, LLC 2.08M (3.15%) 56.87K
Increased by +2.73%
Mar 31, 25
10 Westwood Holdings Group Inc 1.99M (3.02%) 528.37K
Increased by +26.51%
Mar 31, 25
11 American Century Companies Inc 1.68M (2.54%) 422.73K
Increased by +25.23%
Mar 31, 25
12 King Luther Capital Management Corp 1.54M (2.34%) -50.88K
Decreased by -3.30%
Mar 31, 25
13 Royce & Associates, LP 1.27M (1.93%) 98.58K
Increased by +7.74%
Mar 31, 25
14 Samlyn Capital, LLC 1.15M (1.75%) -497.24K
Decreased by -43.17%
Sep 30, 23
15 Scopus Asset Management, LLC 1.05M (1.59%) 449.50K
Increased by +42.81%
Dec 31, 24
16 William Blair Investment Management, LLC 991.45K (1.50%) 80.58K
Increased by +8.13%
Mar 31, 25
17 Stephens Inv Mgmt Group LLC 950.10K (1.44%) -9.58K
Decreased by -1.01%
Mar 31, 25
18 Millennium Management LLC 945.04K (1.43%) 929.28K
Increased by +98.33%
Jun 30, 24
19 Nuveen Asset Management, LLC 941.12K (1.43%) 79.56K
Increased by +8.45%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 860.82K (1.30%) -102.78K
Decreased by -11.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.21M (6.38%) -3.79K
Decreased by -0.09%
Apr 30, 25
2 Fidelity® Contrafund® 2.56M (3.88%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 2.27M (3.44%) -82.06K
Decreased by -3.61%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.22M (3.36%) 6.88K
Increased by +0.31%
Apr 30, 25
5 Vanguard Small Cap Index 1.74M (2.64%) 9.39K
Increased by +0.54%
Apr 30, 25
6 iShares Russell 2000 ETF 1.69M (2.56%) 285.00
Increased by +0.02%
Apr 30, 25
7 Avantis US Small Cap Value ETF 1.56M (2.37%) 0.00
Increased by 0.00%
Apr 30, 25
8 Fidelity Low-Priced Stock 1.49M (2.26%) -2.43K
Decreased by -0.16%
Feb 28, 25
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.44M (2.18%) -775.63K
Decreased by -53.96%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 1.44M (2.18%) -775.63K
Decreased by -53.96%
Sep 30, 23
11 Fidelity® Series Small Cap Opps 1.36M (2.06%) 0.00
Increased by 0.00%
Oct 31, 23
12 Vanguard Small Cap Value Index Inv 1.13M (1.71%) 3.50K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.62%) 4.17K
Increased by +0.39%
Apr 30, 25
14 Fidelity Small Cap Value Fund 1.05M (1.59%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity Series Small Cap Opps 1.03M (1.57%) 0.00
Increased by 0.00%
Feb 28, 25
16 Strategic Advisers Fidelity US TtlStk 1.01M (1.53%) 14.02K
Increased by +1.39%
Mar 31, 25
17 Fidelity Contrafund Commingled Pl O 975.14K (1.48%) -85.84K
Decreased by -8.80%
Nov 30, 23
18 DFA US Small Cap Value I 859.37K (1.30%) 32.74K
Increased by +3.81%
Mar 31, 25
19 Fidelity® Small Cap Index 720.97K (1.09%) 20.40K
Increased by +2.83%
Oct 31, 23
20 Fidelity Stock Selector Small Cap 692.10K (1.05%) -16.70K
Decreased by -2.41%
Feb 28, 25