Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKST 2.70%
2 HAIL 0.97%
3 XSVM 0.97%
4 SIXS 0.81%
5 DRIV 0.68%
6 RZV 0.67%
7 RWJ 0.35%
8 FYT 0.32%
9 OASC 0.25%
10 PSCD 0.25%
11 BSVO 0.23%
12 SEIS 0.23%
13 USVM 0.21%
14 ISMD 0.21%
15 FESM 0.19%
16 SSLY 0.16%
17 FYX 0.16%
18 AVUV 0.14%
19 EBIT 0.12%
20 SLYV 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.04M (16.69%) 206.43K
Increased by +1.08%
Dec 31, 24
2 Vanguard Group Inc 15.71M (13.77%) 462.85K
Increased by +2.95%
Dec 31, 24
3 Pacer Advisors, INC. 8.87M (7.77%) 8.87M
Increased by +100.00%
Dec 31, 23
4 Dimensional Fund Advisors, Inc. 7.58M (6.64%) -111.27K
Decreased by -1.47%
Dec 31, 24
5 Barrow Hanley Mewhinney & Strauss LLC 5.58M (4.89%) -262.45K
Decreased by -4.70%
Dec 31, 24
6 State Street Corporation 4.81M (4.21%) 39.83K
Increased by +0.83%
Mar 31, 24
7 State Street Corp 4.80M (4.21%) 95.06K
Increased by +1.98%
Dec 31, 24
8 FMR Inc 4.05M (3.55%) -54.27K
Decreased by -1.34%
Dec 31, 23
9 American Century Companies Inc 3.86M (3.38%) 426.93K
Increased by +11.07%
Dec 31, 24
10 Fuller & Thaler Asset Management Inc 3.24M (2.84%) -8.70K
Decreased by -0.27%
Dec 31, 24
11 Geode Capital Management, LLC 2.62M (2.30%) -32.93K
Decreased by -1.26%
Dec 31, 24
12 Jacobs Levy Equity Management, Inc. 2.35M (2.06%) 72.34K
Increased by +3.08%
Dec 31, 24
13 Medina Singh Partners, LLC 2.27M (1.99%) 77.85K
Increased by +3.43%
Sep 30, 24
14 Towle & Co 2.25M (1.98%) -380.01K
Decreased by -16.86%
Dec 31, 24
15 Charles Schwab Investment Management Inc 2.21M (1.93%) -357.29K
Decreased by -16.20%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 2.10M (1.84%) 582.57K
Increased by +27.68%
Dec 31, 24
17 Sequoia Financial Advisors LLC 1.91M (1.68%) -3.16K
Decreased by -0.17%
Dec 31, 24
18 Amvescap Plc. 1.91M (1.67%) 108.41K
Increased by +5.67%
Dec 31, 24
19 Whitebox Advisors, LLC 1.89M (1.66%) 477.55K
Increased by +25.23%
Dec 31, 24
20 S&T Bank 1.65M (1.45%) 665.57K
Increased by +40.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Small Cap Cash Cows 100 ETF 10.38M (9.10%) 143.24K
Increased by +1.38%
Jan 31, 24
2 iShares Core S&P Small-Cap ETF 7.41M (6.50%) 5.13K
Increased by +0.07%
Mar 31, 25
3 Avantis US Small Cap Value ETF 3.64M (3.19%) 4.06K
Increased by +0.11%
Mar 29, 25
4 Vanguard Total Stock Mkt Idx Inv 3.52M (3.08%) 0.00
Increased by 0.00%
Feb 28, 25
5 Fidelity® Mid-Cap Stock 3.35M (2.94%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Russell 2000 ETF 3.06M (2.69%) -26.57K
Decreased by -0.87%
Mar 31, 25
7 FullerThaler Behavioral Small-Cap Value 2.96M (2.59%) 15.85K
Increased by +0.54%
Dec 31, 24
8 Fuller & Thaler Behavrl Small-Cap Value 2.90M (2.54%) -26.43K
Decreased by -0.91%
Nov 30, 23
9 Vanguard Small Cap Index 2.85M (2.50%) 2.36K
Increased by +0.08%
Feb 28, 25
10 Undiscovered Managers Behavioral Val L 2.81M (2.46%) 0.00
Increased by 0.00%
Feb 28, 25
11 Fidelity Mid-Cap Stock 2.69M (2.36%) -644.78K
Decreased by -23.95%
Feb 29, 24
12 American Beacon Small Cp Val R5 2.15M (1.89%) 0.00
Increased by 0.00%
Jan 31, 25
13 Vanguard Small Cap Value Index Inv 1.88M (1.65%) -2.42K
Decreased by -0.13%
Feb 28, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.53%) 2.92K
Increased by +0.17%
Feb 28, 25
15 DFA US Small Cap Value I 1.66M (1.46%) 0.00
Increased by 0.00%
Feb 28, 25
16 Invesco S&P SmallCap 600 Revenue ETF 1.59M (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
17 Schwab Fundamental US Small Company ETF 1.58M (1.38%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares S&P Small-Cap 600 Value ETF 1.20M (1.05%) -1.18K
Decreased by -0.10%
Mar 31, 25
19 Fidelity Small Cap Index 1.11M (0.97%) -20.83K
Decreased by -1.87%
Jan 31, 25
20 Fidelity® Small Cap Index 1.09M (0.96%) 28.38K
Increased by +2.59%
Oct 31, 23