Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 3.45%
2 NEWZ 3.44%
3 PSL 2.69%
4 CAFG 2.59%
5 SYLD 2.54%
6 PSCD 2.41%
7 PXSG 1.74%
8 XSMO 1.74%
9 SEIS 1.65%
10 RZG 1.60%
11 SAEF 1.54%
12 SIXS 1.52%
13 GRPZ 1.47%
14 XSHQ 1.42%
15 JSML 1.22%
16 MYLD 1.21%
17 RNSC 1.07%
18 FSGS 1.07%
19 JSMD 1.03%
20 SMCP 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.74M (16.23%) -254.46K
Decreased by -4.44%
Mar 31, 25
2 Vanguard Group Inc 4.59M (12.99%) -2.72K
Decreased by -0.06%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.55M (7.21%) -215.81K
Decreased by -8.47%
Mar 31, 25
4 Ariel Investments, LLC 1.86M (5.25%) -236.33K
Decreased by -12.73%
Mar 31, 25
5 State Street Corporation 1.52M (4.31%) -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 (2.31%) -393.00
Decreased by -0.05%
Jun 30, 24
13 JPMorgan Chase & Co 775.47K (2.19%) -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 (2.08%) -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 (1.72%) 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 (1.54%) -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 2.15M (6.07%) 310.00
Increased by +0.01%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.16M (3.29%) 1.06K
Increased by +0.09%
Sep 30, 24
3 Pacer US Small Cap Cash Cows 100 ETF 1.16M (3.29%) -606.00
Decreased by -0.05%
Nov 27, 24
4 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.15M (3.25%) 248.38K
Increased by +21.65%
Sep 30, 23
5 Fuller & Thaler Behavioral Small-Cap Eq 1.15M (3.25%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 1.10M (3.11%) -43.94K
Decreased by -3.99%
Jun 30, 25
7 iShares Russell 2000 ETF 867.75K (2.46%) -16.48K
Decreased by -1.90%
Jul 31, 25
8 Vanguard Small Cap Index 834.29K (2.36%) -59.03K
Decreased by -7.08%
Jun 30, 25
9 American Funds SMALLCAP World A 810.19K (2.29%) -494.00K
Decreased by -60.97%
Jun 30, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 773.20K (2.19%) 0.00
Increased by 0.00%
Jun 30, 24
11 FullerThaler Behavioral Small-Cap Equity 773.20K (2.19%) 0.00
Increased by 0.00%
Aug 31, 24
12 Ariel Fund Investor 721.25K (2.04%) -367.86K
Decreased by -51.00%
Jun 30, 25
13 Fidelity® International Small Cap 554.10K (1.57%) 0.00
Increased by 0.00%
Oct 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 554.06K (1.57%) -24.50K
Decreased by -4.42%
Jun 30, 25
15 Vanguard Small Cap Value Index Inv 532.15K (1.51%) -41.87K
Decreased by -7.87%
Jun 30, 25
16 Fidelity® Small Cap Index 419.80K (1.19%) 11.47K
Increased by +2.73%
Oct 31, 23
17 Fidelity Small Cap Growth 397.96K (1.13%) 2.86K
Increased by +0.72%
May 31, 25
18 Hotchkis & Wiley Small Cap Value I 383.10K (1.08%) -48.00K
Decreased by -12.53%
Nov 30, 23
19 Fidelity Small Cap Index 379.87K (1.07%) 1.26K
Increased by +0.33%
May 31, 25
20 American Beacon Small Cp Val R5 373.24K (1.06%) -78.20K
Decreased by -20.95%
Dec 31, 23