Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACT_old 4.00%
2 EATZ 3.03%
3 FDM 1.90%
4 BOUT 1.37%
5 XSVM 0.99%
6 SMIZ 0.57%
7 PSCD 0.56%
8 IWC 0.21%
9 IJS 0.16%
10 VIOV 0.13%
11 AVUV 0.13%
12 SLYV 0.11%
13 SSLY 0.11%
14 RWJ 0.11%
15 AVSC 0.10%
16 ESIX 0.10%
17 IJR 0.08%
18 SLY 0.08%
19 QVMS 0.07%
20 VIOO 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.32M (16.84%) -127.50K
Decreased by -3.84%
Mar 31, 25
2 Vanguard Group Inc 2.47M (12.51%) -43.63K
Decreased by -1.77%
Mar 31, 25
3 Fund 1 Investments LLC 2.26M (11.47%) 10.41K
Increased by +0.46%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.21M (6.14%) -31.53K
Decreased by -2.60%
Mar 31, 25
5 State Street Corporation 883.07K (4.48%) 5.58K
Increased by +0.63%
Mar 31, 24
6 Nomura Holdings Inc 837.03K (4.25%) 161.50K
Increased by +19.29%
Dec 31, 24
7 State Street Corp 814.16K (4.13%) -66.43K
Decreased by -8.16%
Mar 31, 25
8 American Century Companies Inc 773.53K (3.92%) 74.10K
Increased by +9.58%
Mar 31, 25
9 Neuberger Berman Group LLC 710.11K (3.60%) 194.84K
Increased by +27.44%
Mar 31, 25
10 Emerald Advisers, LLC 578.33K (2.93%) -5.50K
Decreased by -0.95%
Mar 31, 25
11 Goldman Sachs Group Inc 546.15K (2.77%) -213.62K
Decreased by -39.11%
Mar 31, 25
12 Geode Capital Management, LLC 497.80K (2.52%) 6.82K
Increased by +1.37%
Mar 31, 25
13 BNP Paribas Investment Partners SA 492.16K (2.50%) 149.72K
Increased by +30.42%
Dec 31, 24
14 Woodline Partners LP 410.29K (2.08%) 48.45K
Increased by +11.81%
Mar 31, 25
15 Millennium Management LLC 354.96K (1.80%) 339.35K
Increased by +95.60%
Sep 30, 24
16 Cramer Rosenthal McGlynn LLC 353.98K (1.80%) -62.73K
Decreased by -17.72%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 352.67K (1.79%) 68.76K
Increased by +19.50%
Sep 30, 23
18 Armistice Capital, LLC 350.00K (1.78%) 200.00K
Increased by +57.14%
Dec 31, 24
19 Emerald Mutual Fund Advisers Trust 316.07K (1.60%) -2.72K
Decreased by -0.86%
Mar 31, 25
20 UBS Group AG 302.72K (1.54%) 288.37K
Increased by +95.26%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.38M (7.00%) -1.46K
Decreased by -0.11%
Apr 30, 25
2 T. Rowe Price Small-Cap Stock 741.43K (3.76%) -217.25K
Decreased by -29.30%
Jun 30, 24
3 T. Rowe Price US Small-Cap Core Equity 741.43K (3.76%) -217.25K
Decreased by -29.30%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 693.53K (3.52%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 692.50K (3.51%) 0.00
Increased by 0.00%
Sep 30, 24
6 Avantis US Small Cap Value ETF 660.55K (3.35%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Small Cap Index 543.08K (2.75%) 5.11K
Increased by +0.94%
Apr 30, 25
8 iShares Russell 2000 ETF 460.24K (2.33%) 78.00
Increased by +0.02%
Apr 30, 25
9 T. Rowe Price Small-Cap Value 434.46K (2.20%) -60.07K
Decreased by -13.83%
Jun 30, 24
10 T. Rowe Price U.S. SC Core Eq Tr-Z 387.45K (1.97%) -92.55K
Decreased by -23.89%
Jun 30, 24
11 T. Rowe Price Instl Small-Cap Stock 372.82K (1.89%) -76.93K
Decreased by -20.64%
Jun 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 353.78K (1.79%) 551.00
Increased by +0.16%
Apr 30, 25
13 BNP Paribas US Small Cap Classic R 300.99K (1.53%) -105.07K
Decreased by -34.91%
Feb 28, 25
14 T. Rowe Price U.S. SC Value Eq Tr-Z 265.76K (1.35%) -18.03K
Decreased by -6.78%
Jun 30, 24
15 iShares S&P Small-Cap 600 Value ETF 225.00K (1.14%) 225.00
Increased by +0.10%
Apr 30, 25
16 Fidelity® Small Cap Index 219.05K (1.11%) 6.55K
Increased by +2.99%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 207.46K (1.05%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 196.00K (0.99%) 0.00
Increased by 0.00%
Apr 30, 25
19 Emerald Growth A 192.04K (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity Small Cap Index 189.57K (0.96%) 0.00
Increased by 0.00%
Feb 28, 25