Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACT_old 4.00%
2 EATZ 3.03%
3 FDM 1.58%
4 XSVM 0.78%
5 PSCD 0.51%
6 SMIZ 0.49%
7 IWC 0.18%
8 IJS 0.13%
9 AVUV 0.13%
10 VIOV 0.12%
11 SLYV 0.11%
12 SSLY 0.11%
13 RWJ 0.11%
14 AVSC 0.10%
15 ESIX 0.10%
16 SLY 0.08%
17 QVMS 0.07%
18 VIOO 0.06%
19 IJR 0.06%
20 SPSM 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.45M (17.90%) -45.98K
Decreased by -1.33%
Dec 31, 24
2 Vanguard Group Inc 2.51M (13.03%) -750.00
Decreased by -0.03%
Dec 31, 24
3 Fund 1 Investments LLC 2.25M (11.68%) -67.15K
Decreased by -2.98%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.24M (6.45%) 78.85K
Increased by +6.35%
Dec 31, 24
5 State Street Corporation 883.07K (4.58%) 5.58K
Increased by +0.63%
Mar 31, 24
6 State Street Corp 880.60K (4.57%) 29.82K
Increased by +3.39%
Dec 31, 24
7 Nomura Holdings Inc 837.03K (4.35%) 161.50K
Increased by +19.29%
Dec 31, 24
8 Goldman Sachs Group Inc 759.76K (3.94%) 252.41K
Increased by +33.22%
Dec 31, 24
9 American Century Companies Inc 699.43K (3.63%) 79.51K
Increased by +11.37%
Dec 31, 24
10 Emerald Advisers, LLC 583.83K (3.03%) 14.61K
Increased by +2.50%
Dec 31, 24
11 Neuberger Berman Group LLC 515.27K (2.67%) -86.90K
Decreased by -16.86%
Dec 31, 24
12 BNP Paribas Investment Partners SA 492.16K (2.55%) 149.72K
Increased by +30.42%
Dec 31, 24
13 Geode Capital Management, LLC 490.98K (2.55%) -2.03K
Decreased by -0.41%
Dec 31, 24
14 Cramer Rosenthal McGlynn LLC 416.71K (2.16%) 92.28K
Increased by +22.15%
Dec 31, 24
15 Woodline Partners LP 361.83K (1.88%) -19.79K
Decreased by -5.47%
Dec 31, 24
16 Millennium Management LLC 354.96K (1.84%) 339.35K
Increased by +95.60%
Sep 30, 24
17 Arrowstreet Capital Limited Partnership 352.67K (1.83%) 68.76K
Increased by +19.50%
Sep 30, 23
18 Armistice Capital, LLC 350.00K (1.82%) 200.00K
Increased by +57.14%
Dec 31, 24
19 Emerald Mutual Fund Advisers Trust 318.79K (1.65%) -45.24K
Decreased by -14.19%
Dec 31, 24
20 UBS Group AG 302.72K (1.57%) 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 1.41M (7.32%) 976.00
Increased by +0.07%
Mar 31, 25
2 T. Rowe Price Small-Cap Stock 741.43K (3.85%) -217.25K
Decreased by -29.30%
Jun 30, 24
3 T. Rowe Price US Small-Cap Core Equity 741.43K (3.85%) -217.25K
Decreased by -29.30%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 693.53K (3.60%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 692.50K (3.59%) 0.00
Increased by 0.00%
Sep 30, 24
6 Avantis US Small Cap Value ETF 647.33K (3.36%) 590.00
Increased by +0.09%
Mar 29, 25
7 Vanguard Small Cap Index 537.98K (2.79%) -15.41K
Decreased by -2.86%
Mar 31, 25
8 iShares Russell 2000 ETF 485.56K (2.52%) -4.18K
Decreased by -0.86%
Mar 31, 25
9 T. Rowe Price Small-Cap Value 434.46K (2.26%) -60.07K
Decreased by -13.83%
Jun 30, 24
10 T. Rowe Price U.S. SC Core Eq Tr-Z 387.45K (2.01%) -92.55K
Decreased by -23.89%
Jun 30, 24
11 T. Rowe Price Instl Small-Cap Stock 372.82K (1.94%) -76.93K
Decreased by -20.64%
Jun 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 353.23K (1.83%) 13.24K
Increased by +3.75%
Mar 31, 25
13 BNP Paribas US Small Cap Classic R 300.99K (1.56%) -105.07K
Decreased by -34.91%
Feb 28, 25
14 T. Rowe Price U.S. SC Value Eq Tr-Z 265.76K (1.38%) -18.03K
Decreased by -6.78%
Jun 30, 24
15 iShares S&P Small-Cap 600 Value ETF 232.01K (1.20%) -229.00
Decreased by -0.10%
Mar 31, 25
16 Fidelity® Small Cap Index 219.05K (1.14%) 6.55K
Increased by +2.99%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 207.46K (1.08%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 203.09K (1.05%) 296.00
Increased by +0.15%
Mar 31, 25
19 DFA US Small Cap Value I 195.23K (1.01%) -23.90K
Decreased by -12.24%
Feb 28, 25
20 Emerald Growth A 192.04K (1.00%) 0.00
Increased by 0.00%
Feb 28, 25