Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 3.45%
2 NEWZ 3.30%
3 PSCD 2.88%
4 CAFG 2.76%
5 PSL 2.65%
6 XSMO 1.93%
7 SEIS 1.85%
8 RZG 1.79%
9 SIXS 1.52%
10 JSML 1.31%
11 SAEF 1.28%
12 JSMD 1.11%
13 RNSC 1.09%
14 FSGS 1.09%
15 SMCP 1.02%
16 HAPS 0.95%
17 FNY 0.92%
18 FYC 0.80%
19 OASC 0.76%
20 SLYG 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.74M (16.24%) -254.46K
Decreased by -4.44%
Mar 31, 25
2 Vanguard Group Inc 4.59M (13.00%) -2.72K
Decreased by -0.06%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.55M (7.22%) -215.81K
Decreased by -8.47%
Mar 31, 25
4 Ariel Investments, LLC 1.86M (5.26%) -236.33K
Decreased by -12.73%
Mar 31, 25
5 State Street Corporation 1.52M (4.32%) -672.00
Decreased by -0.04%
Mar 31, 24
6 State Street Corp 1.49M (4.21%) -42.56K
Decreased by -2.86%
Mar 31, 25
7 Capital World Investors 1.30M (3.69%) 287.75K
Increased by +22.06%
Mar 31, 25
8 Pacer Advisors, INC. 1.20M (3.39%) -132.77K
Decreased by -11.09%
Sep 30, 24
9 AllianceBernstein L.P. 1.01M (2.87%) -175.77K
Decreased by -17.34%
Sep 30, 23
10 FMR Inc 939.21K (2.66%) 558.97K
Increased by +59.51%
Mar 31, 25
11 Geode Capital Management, LLC 893.25K (2.53%) 27.73K
Increased by +3.10%
Mar 31, 25
12 Fuller & Thaler Asset Management Inc 817.81K (2.32%) -393.00
Decreased by -0.05%
Jun 30, 24
13 JPMorgan Chase & Co 775.47K (2.20%) -6.19K
Decreased by -0.80%
Sep 30, 24
14 LSV Asset Management 770.80K (2.18%) -35.60K
Decreased by -4.62%
Mar 31, 25
15 Wellington Management Company LLP 736.69K (2.09%) -108.38K
Decreased by -14.71%
Mar 31, 25
16 Goldman Sachs Group Inc 699.03K (1.98%) 387.33K
Increased by +55.41%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 643.77K (1.82%) -35.52K
Decreased by -5.52%
Mar 31, 25
18 Alyeska Investment Group, L.P. 609.43K (1.73%) 99.49K
Increased by +16.33%
Dec 31, 24
19 Frontier Capital Management CO Inc 553.71K (1.57%) -105.10K
Decreased by -18.98%
Mar 31, 25
20 Charles Schwab Investment Management Inc 545.90K (1.55%) -27.74K
Decreased by -5.08%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.26M (6.40%) -1.97K
Decreased by -0.09%
Apr 30, 25
2 American Funds SMALLCAP World A 1.30M (3.69%) 287.75K
Increased by +22.06%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.16M (3.29%) 1.06K
Increased by +0.09%
Sep 30, 24
4 Pacer US Small Cap Cash Cows 100 ETF 1.16M (3.29%) -606.00
Decreased by -0.05%
Nov 27, 24
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.15M (3.25%) 248.38K
Increased by +21.65%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.15M (3.25%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Total Stock Mkt Idx Inv 1.14M (3.24%) 3.49K
Increased by +0.30%
Apr 30, 25
8 Ariel Fund Investor 1.09M (3.08%) -191.42K
Decreased by -17.58%
Mar 31, 25
9 iShares Russell 2000 ETF 925.18K (2.62%) 156.00
Increased by +0.02%
Apr 30, 25
10 Vanguard Small Cap Index 888.69K (2.52%) 4.83K
Increased by +0.54%
Apr 30, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 773.20K (2.19%) 0.00
Increased by 0.00%
Jun 30, 24
12 FullerThaler Behavioral Small-Cap Equity 773.20K (2.19%) 0.00
Increased by 0.00%
Aug 31, 24
13 Vanguard Small Cap Value Index Inv 574.54K (1.63%) 1.82K
Increased by +0.32%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 573.86K (1.63%) 2.64K
Increased by +0.46%
Apr 30, 25
15 Fidelity® International Small Cap 554.10K (1.57%) 0.00
Increased by 0.00%
Oct 31, 23
16 Fidelity® Small Cap Index 419.80K (1.19%) 11.47K
Increased by +2.73%
Oct 31, 23
17 Hotchkis & Wiley Small Cap Value I 383.10K (1.08%) -48.00K
Decreased by -12.53%
Nov 30, 23
18 DFA US Targeted Value I 379.83K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
19 DFA US Small Cap Value I 379.64K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
20 American Beacon Small Cp Val R5 373.24K (1.06%) -78.20K
Decreased by -20.95%
Dec 31, 23