Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COWS 1.88%
2 PSCD 1.75%
3 TXSS 1.45%
4 XSMO 1.39%
5 XRT 1.18%
6 SURE 0.89%
7 SMCP 0.80%
8 TXS 0.77%
9 LIVR 0.72%
10 RETL 0.72%
11 XSVM 0.64%
12 EES 0.60%
13 AIEQ 0.58%
14 PSC 0.52%
15 SFLO 0.52%
16 DSMC 0.52%
17 FNK 0.51%
18 SQLV 0.51%
19 VIOV 0.50%
20 FYT 0.47%

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 (15.93%) -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 (4.01%) 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 4.29M (6.50%) 2.55K
Increased by +0.06%
Mar 31, 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 2.20M (3.34%) 10.86K
Increased by +0.49%
Feb 28, 25
5 iShares Russell 2000 ETF 1.83M (2.77%) -15.84K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 1.80M (2.72%) 1.47K
Increased by +0.08%
Feb 28, 25
7 Fidelity Low-Priced Stock 1.49M (2.26%) -12.80K
Decreased by -0.86%
Jan 31, 25
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 Avantis US Small Cap Value ETF 1.38M (2.09%) 1.57K
Increased by +0.11%
Mar 29, 25
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 1.18M (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%) 3.76K
Increased by +0.36%
Jan 31, 25
15 Fidelity Series Small Cap Opps 1.03M (1.57%) -8.90K
Decreased by -0.86%
Jan 31, 25
16 Strategic Advisers Fidelity US TtlStk 993.74K (1.51%) 0.00
Increased by 0.00%
Feb 28, 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 826.63K (1.25%) 41.07K
Increased by +4.97%
Feb 28, 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 708.80K (1.07%) -6.10K
Decreased by -0.86%
Jan 31, 25