Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 4.06%
2 NEWZ 3.30%
3 PSCD 2.33%
4 CAFG 2.07%
5 XSMO 1.53%
6 SIXS 1.52%
7 RZG 1.44%
8 SAEF 1.19%
9 RNSC 1.15%
10 FSGS 1.15%
11 SMCP 1.02%
12 FYC 0.80%
13 HAPS 0.69%
14 OASC 0.61%
15 FDWM 0.60%
16 SLYG 0.60%
17 IJT 0.59%
18 SEIS 0.58%
19 BOUT 0.54%
20 SFLO 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.99M (16.35%) 106.61K
Increased by +1.78%
Dec 31, 24
2 Vanguard Group Inc 4.59M (12.54%) 82.93K
Increased by +1.81%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.76M (7.55%) -209.89K
Decreased by -7.59%
Dec 31, 24
4 Ariel Investments, LLC 2.09M (5.71%) -159.16K
Decreased by -7.60%
Dec 31, 24
5 State Street Corp 1.53M (4.17%) 3.59K
Increased by +0.23%
Dec 31, 24
6 State Street Corporation 1.52M (4.16%) -672.00
Decreased by -0.04%
Mar 31, 24
7 Goldman Sachs Group Inc 1.51M (4.13%) 846.49K
Increased by +55.96%
Dec 31, 23
8 Pacer Advisors, INC. 1.20M (3.27%) -132.77K
Decreased by -11.09%
Sep 30, 24
9 Capital World Investors 1.02M (2.77%) 50.00K
Increased by +4.92%
Dec 31, 24
10 AllianceBernstein L.P. 1.01M (2.77%) -175.77K
Decreased by -17.34%
Sep 30, 23
11 Geode Capital Management, LLC 865.52K (2.36%) -4.35K
Decreased by -0.50%
Dec 31, 24
12 Wellington Management Company LLP 845.07K (2.31%) -149.22K
Decreased by -17.66%
Dec 31, 24
13 Fuller & Thaler Asset Management Inc 817.81K (2.23%) -393.00
Decreased by -0.05%
Jun 30, 24
14 LSV Asset Management 806.40K (2.20%) -63.10K
Decreased by -7.82%
Dec 31, 24
15 JPMorgan Chase & Co 775.47K (2.12%) -6.19K
Decreased by -0.80%
Sep 30, 24
16 SG Capital Management, LLC 724.07K (1.98%) -75.47K
Decreased by -10.42%
Dec 31, 24
17 Arrowstreet Capital Limited Partnership 679.29K (1.85%) 3.91K
Increased by +0.58%
Dec 31, 24
18 Frontier Capital Management CO Inc 658.81K (1.80%) -47.68K
Decreased by -7.24%
Dec 31, 24
19 Alyeska Investment Group, L.P. 609.43K (1.66%) 99.49K
Increased by +16.33%
Dec 31, 24
20 Charles Schwab Investment Management Inc 573.63K (1.57%) -16.39K
Decreased by -2.86%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.39M (6.52%) -528.00
Decreased by -0.02%
Feb 28, 25
2 Ariel Fund Investor 1.28M (3.50%) -85.61K
Decreased by -6.69%
Dec 31, 24
3 Pacer US Small Cap Cash Cows 100 ETF 1.16M (3.17%) -606.00
Decreased by -0.05%
Nov 27, 24
4 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.15M (3.13%) 248.38K
Increased by +21.65%
Sep 30, 23
5 Fuller & Thaler Behavioral Small-Cap Eq 1.15M (3.13%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 1.14M (3.10%) 789.00
Increased by +0.07%
Feb 28, 25
7 American Funds SMALLCAP World A 1.02M (2.77%) 50.00K
Increased by +4.92%
Dec 31, 24
8 iShares Russell 2000 ETF 966.86K (2.64%) -11.39K
Decreased by -1.18%
Feb 28, 25
9 Vanguard Small Cap Index 909.32K (2.48%) 735.00
Increased by +0.08%
Feb 28, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 773.20K (2.11%) 0.00
Increased by 0.00%
Jun 30, 24
11 FullerThaler Behavioral Small-Cap Equity 773.20K (2.11%) 0.00
Increased by 0.00%
Aug 31, 24
12 Vanguard Small Cap Value Index Inv 599.20K (1.64%) -1.81K
Decreased by -0.30%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 568.51K (1.55%) 776.00
Increased by +0.14%
Feb 28, 25
14 Fidelity® International Small Cap 554.10K (1.51%) 0.00
Increased by 0.00%
Oct 31, 23
15 DFA US Small Cap Value I 476.44K (1.30%) -64.51K
Decreased by -13.54%
Jan 31, 25
16 Fidelity® Small Cap Index 419.80K (1.15%) 11.47K
Increased by +2.73%
Oct 31, 23
17 Hotchkis & Wiley Small Cap Value I 383.10K (1.05%) -48.00K
Decreased by -12.53%
Nov 30, 23
18 DFA US Targeted Value I 379.83K (1.04%) 0.00
Increased by 0.00%
Jan 31, 25
19 Fidelity Small Cap Index 376.84K (1.03%) -3.86K
Decreased by -1.02%
Dec 31, 24
20 American Beacon Small Cp Val R5 373.24K (1.02%) -78.20K
Decreased by -20.95%
Dec 31, 23