Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 1.96%
2 COWS 1.88%
3 TXSS 1.68%
4 XRT 1.40%
5 XSMO 1.39%
6 TXS 0.93%
7 RETL 0.91%
8 SURE 0.89%
9 SMCP 0.80%
10 LIVR 0.72%
11 EES 0.69%
12 XSVM 0.64%
13 DSMC 0.59%
14 AIEQ 0.58%
15 SQLV 0.58%
16 SFLO 0.57%
17 MMSC 0.56%
18 AFSM 0.56%
19 VIOV 0.53%
20 PSC 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.81M (16.38%) -91.03K
Decreased by -0.84%
Dec 31, 24
2 FMR Inc 10.51M (15.94%) -224.98K
Decreased by -2.14%
Dec 31, 24
3 Vanguard Group Inc 7.94M (12.04%) -360.71K
Decreased by -4.54%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 3.70M (5.61%) 404.86K
Increased by +10.95%
Dec 31, 24
5 State Street Corporation 2.97M (4.50%) 35.53K
Increased by +1.20%
Mar 31, 24
6 State Street Corp 2.90M (4.40%) 45.78K
Increased by +1.58%
Dec 31, 24
7 Pacer Advisors, INC. 2.65M (4.02%) 197.38K
Increased by +7.45%
Dec 31, 24
8 Geode Capital Management, LLC 2.02M (3.07%) 354.00
Increased by +0.02%
Dec 31, 24
9 LSV Asset Management 1.94M (2.94%) 241.10K
Increased by +12.43%
Dec 31, 24
10 King Luther Capital Management Corp 1.59M (2.41%) -16.70K
Decreased by -1.05%
Dec 31, 24
11 Westwood Holdings Group Inc 1.46M (2.22%) 15.00K
Increased by +1.02%
Dec 31, 24
12 American Century Companies Inc 1.25M (1.90%) 545.78K
Increased by +43.57%
Dec 31, 24
13 Royce & Associates, LP 1.17M (1.78%) 223.32K
Increased by +19.01%
Dec 31, 24
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 Morgan Stanley - Brokerage Accounts 963.60K (1.46%) -65.63K
Decreased by -6.81%
Dec 31, 24
17 Stephens Inv Mgmt Group LLC 959.68K (1.45%) 737.21K
Increased by +76.82%
Dec 31, 24
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 Fuller & Thaler Asset Management Inc 928.79K (1.41%) -496.17K
Decreased by -53.42%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.48M (6.79%) -999.00
Decreased by -0.02%
Feb 28, 25
2 Fidelity® Contrafund® 2.56M (3.88%) 0.00
Increased by 0.00%
Nov 30, 23
3 Pacer US Small Cap Cash Cows 100 ETF 2.29M (3.47%) -16.63K
Decreased by -0.73%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 2.20M (3.34%) 10.86K
Increased by +0.49%
Feb 28, 25
5 Vanguard Small Cap Index 1.80M (2.72%) 1.47K
Increased by +0.08%
Feb 28, 25
6 iShares Russell 2000 ETF 1.78M (2.70%) -20.95K
Decreased by -1.18%
Feb 28, 25
7 Fidelity Low-Priced Stock 1.51M (2.28%) -1.68K
Decreased by -0.11%
Dec 31, 24
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.44M (2.18%) -775.63K
Decreased by -53.96%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 1.44M (2.18%) -775.63K
Decreased by -53.96%
Sep 30, 23
10 Fidelity® Series Small Cap Opps 1.36M (2.06%) 0.00
Increased by 0.00%
Oct 31, 23
11 Avantis US Small Cap Value ETF 1.30M (1.97%) 7.30K
Increased by +0.56%
Feb 28, 25
12 Vanguard Small Cap Value Index Inv 1.18M (1.79%) -3.74K
Decreased by -0.32%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.62%) 1.47K
Increased by +0.14%
Feb 28, 25
14 Fidelity Small Cap Value Fund 1.05M (1.59%) 0.00
Increased by 0.00%
Dec 31, 24
15 Fidelity Series Small Cap Opps 1.04M (1.58%) 0.00
Increased by 0.00%
Dec 31, 24
16 Strategic Advisers Fidelity US TtlStk 993.74K (1.51%) -200.00
Decreased by -0.02%
Jan 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 785.56K (1.19%) 32.10K
Increased by +4.09%
Jan 31, 25
19 iShares S&P Small-Cap 600 Value ETF 784.58K (1.19%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity® Small Cap Index 720.97K (1.09%) 20.40K
Increased by +2.83%
Oct 31, 23