Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACT_old 4.00%
2 EATZ 3.03%
3 FDM 1.36%
4 XSVM 0.70%
5 PSCD 0.41%
6 IWC 0.16%
7 AVUV 0.13%
8 VIOV 0.12%
9 IJS 0.12%
10 SLYV 0.11%
11 SSLY 0.11%
12 RWJ 0.11%
13 AVSC 0.10%
14 ESIX 0.10%
15 SLY 0.08%
16 QVMS 0.07%
17 VIOO 0.06%
18 IJR 0.06%
19 SPSM 0.06%
20 DFAT 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.49M (18.06%) -7.84K
Decreased by -0.22%
Sep 30, 24
2 Vanguard Group Inc 2.51M (12.97%) -750.00
Decreased by -0.03%
Dec 31, 24
3 Fund 1 Investments LLC 2.32M (11.98%) -17.57K
Decreased by -0.76%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 1.24M (6.42%) 78.85K
Increased by +6.35%
Dec 31, 24
5 State Street Corporation 883.07K (4.56%) 5.58K
Increased by +0.63%
Mar 31, 24
6 State Street Corp 850.78K (4.40%) -20.64K
Decreased by -2.43%
Sep 30, 24
7 American Century Companies Inc 699.43K (3.61%) 79.51K
Increased by +11.37%
Dec 31, 24
8 Nomura Holdings Inc 675.54K (3.49%) -30.43K
Decreased by -4.50%
Sep 30, 24
9 Neuberger Berman Group LLC 602.17K (3.11%) 99.41K
Increased by +16.51%
Sep 30, 24
10 Emerald Advisers, LLC 583.83K (3.02%) 14.61K
Increased by +2.50%
Dec 31, 24
11 Goldman Sachs Group Inc 507.35K (2.62%) 424.62K
Increased by +83.69%
Sep 30, 24
12 Geode Capital Management, LLC 493.01K (2.55%) 5.08K
Increased by +1.03%
Sep 30, 24
13 Cramer Rosenthal McGlynn LLC 416.71K (2.15%) 92.28K
Increased by +22.15%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 399.63K (2.06%) -293.11K
Decreased by -73.35%
Sep 30, 24
15 Woodline Partners LP 381.62K (1.97%) 381.62K
Increased by +100.00%
Sep 30, 24
16 Millennium Management LLC 354.96K (1.83%) 339.35K
Increased by +95.60%
Sep 30, 24
17 Arrowstreet Capital Limited Partnership 352.67K (1.82%) 68.76K
Increased by +19.50%
Sep 30, 23
18 BNP Paribas Investment Partners SA 342.44K (1.77%) 40.28K
Increased by +11.76%
Sep 30, 24
19 Emerald Mutual Fund Advisers Trust 318.79K (1.65%) -45.24K
Decreased by -14.19%
Dec 31, 24
20 PEAK6 INVESTMENTS LP 270.95K (1.40%) 265.16K
Increased by +97.86%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.47M (7.61%) 6.79K
Increased by +0.46%
Jan 31, 25
2 T. Rowe Price Small-Cap Stock 741.43K (3.83%) -217.25K
Decreased by -29.30%
Jun 30, 24
3 T. Rowe Price US Small-Cap Core Equity 741.43K (3.83%) -217.25K
Decreased by -29.30%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 693.53K (3.58%) 0.00
Increased by 0.00%
Dec 31, 24
5 Avantis US Small Cap Value ETF 615.67K (3.18%) 759.00
Increased by +0.12%
Jan 31, 25
6 Vanguard Small Cap Index 551.98K (2.85%) -3.83K
Decreased by -0.69%
Dec 31, 24
7 iShares Russell 2000 ETF 524.58K (2.71%) -4.00K
Decreased by -0.76%
Jan 31, 25
8 BNP Paribas US Small Cap Classic R 490.96K (2.54%) 56.75K
Increased by +11.56%
Dec 31, 24
9 T. Rowe Price Small-Cap Value 434.46K (2.24%) -60.07K
Decreased by -13.83%
Jun 30, 24
10 T. Rowe Price U.S. SC Core Eq Tr-Z 387.45K (2.00%) -92.55K
Decreased by -23.89%
Jun 30, 24
11 T. Rowe Price Instl Small-Cap Stock 372.82K (1.93%) -76.93K
Decreased by -20.64%
Jun 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 339.32K (1.75%) -14.24K
Decreased by -4.20%
Dec 31, 24
13 T. Rowe Price U.S. SC Value Eq Tr-Z 265.76K (1.37%) -18.03K
Decreased by -6.78%
Jun 30, 24
14 iShares S&P Small-Cap 600 Value ETF 259.72K (1.34%) 0.00
Increased by 0.00%
Jan 31, 25
15 Fidelity® Small Cap Index 219.05K (1.13%) 6.55K
Increased by +2.99%
Oct 31, 23
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 209.89K (1.08%) 76.00
Increased by +0.04%
Jan 31, 25
17 DFA US Small Cap Value I 208.28K (1.08%) 3.33K
Increased by +1.60%
Dec 31, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 207.46K (1.07%) 0.00
Increased by 0.00%
Apr 30, 24
19 Fidelity Small Cap Index 193.12K (1.00%) -1.21K
Decreased by -0.63%
Nov 30, 24
20 Emerald Growth A 192.04K (0.99%) 0.00
Increased by 0.00%
Dec 31, 24