Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 3.45%
2 NEWZ 2.90%
3 PSL 2.57%
4 CAFG 2.49%
5 SYLD 2.43%
6 PSCD 2.38%
7 XSMO 1.70%
8 SEIS 1.58%
9 RZG 1.56%
10 SIXS 1.52%
11 GRPZ 1.40%
12 XSHQ 1.39%
13 SAEF 1.28%
14 JSML 1.17%
15 MYLD 1.17%
16 SMCP 1.02%
17 RNSC 1.00%
18 FSGS 1.00%
19 JSMD 0.98%
20 VAMO 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.74M (16.25%) -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 2.24M (6.34%) 0.00
Increased by 0.00%
May 31, 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%) 881.00
Increased by +0.08%
May 31, 25
8 Ariel Fund Investor 1.09M (3.08%) -191.42K
Decreased by -17.58%
Mar 31, 25
9 iShares Russell 2000 ETF 940.94K (2.66%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Small Cap Index 893.32K (2.53%) 4.64K
Increased by +0.52%
May 31, 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 Institutional Extnd Mkt Idx Tr 578.55K (1.64%) 4.69K
Increased by +0.81%
May 31, 25
14 Vanguard Small Cap Value Index Inv 574.02K (1.63%) -523.00
Decreased by -0.09%
May 31, 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 (1.09%) -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%
Apr 30, 25
19 DFA US Small Cap Value I 379.64K (1.08%) 0.00
Increased by 0.00%
Apr 30, 25
20 Fidelity Small Cap Index 374.14K (1.06%) 2.66K
Increased by +0.71%
Mar 31, 25