Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 9.77%
2 AZTD 4.56%
3 ZIG 4.53%
4 CROP 3.55%
5 TPMN 3.09%
6 VLLU 3.00%
7 FFTY 2.92%
8 PBJ 2.86%
9 ECML 2.67%
10 SIXS 2.62%
11 WBIG 2.24%
12 CAFG 2.06%
13 BRNY 1.96%
14 BOUT 1.85%
15 XSMO 1.80%
16 PSL 1.76%
17 KEAT 1.65%
18 WBIY 1.65%
19 GRPZ 1.55%
20 RZG 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.53M (15.88%) 206.67K
Increased by +3.17%
Dec 31, 24
2 Vanguard Group Inc 4.91M (11.94%) 118.16K
Increased by +2.41%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.31M (5.63%) -325.53K
Decreased by -14.07%
Dec 31, 24
4 Renaissance Technologies Corp 2.13M (5.20%) -56.05K
Decreased by -2.63%
Dec 31, 24
5 State Street Corp 1.66M (4.03%) 46.79K
Increased by +2.83%
Dec 31, 24
6 State Street Corporation 1.55M (3.78%) 36.06K
Increased by +2.32%
Mar 31, 24
7 Mariner Value Strategies, LLC 1.38M (3.36%) -390.36K
Decreased by -28.27%
Mar 31, 24
8 First Trust Advisors L.P. 1.37M (3.33%) -302.20K
Decreased by -22.07%
Dec 31, 24
9 American Century Companies Inc 1.27M (3.08%) 143.19K
Increased by +11.30%
Dec 31, 24
10 Pacer Advisors, INC. 1.22M (2.96%) -345.12K
Decreased by -28.37%
Dec 31, 24
11 Arrowstreet Capital Limited Partnership 998.84K (2.43%) 104.51K
Increased by +10.46%
Dec 31, 24
12 Geode Capital Management, LLC 986.00K (2.40%) -2.60K
Decreased by -0.26%
Dec 31, 24
13 Goldman Sachs Group Inc 835.60K (2.03%) 125.12K
Increased by +14.97%
Dec 31, 24
14 Wasatch Advisors Inc. 832.39K (2.03%) 832.39K
Increased by +100.00%
Dec 31, 23
15 CI Private Wealth LLC 830.20K (2.02%) -10.68K
Decreased by -1.29%
Dec 31, 24
16 Wasatch Advisors LP 767.75K (1.87%) -64.64K
Decreased by -8.42%
Mar 31, 24
17 Northern Trust Corp 674.34K (1.64%) 253.31K
Increased by +37.56%
Dec 31, 24
18 William Blair Investment Management, LLC 671.69K (1.63%) -1.27K
Decreased by -0.19%
Jun 30, 24
19 Charles Schwab Investment Management Inc 644.13K (1.57%) 22.94K
Increased by +3.56%
Dec 31, 24
20 Man Group PLC 582.71K (1.42%) 420.25K
Increased by +72.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.52M (6.12%) 1.47K
Increased by +0.06%
Mar 31, 25
2 Avantis US Small Cap Value ETF 1.29M (3.13%) 1.22K
Increased by +0.09%
Mar 29, 25
3 Vanguard US Total Market Shares ETF 1.26M (3.07%) 1.01K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.26M (3.06%) 825.00
Increased by +0.07%
Feb 28, 25
5 iShares Russell 2000 ETF 1.08M (2.64%) -9.40K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 1.02M (2.47%) 819.00
Increased by +0.08%
Feb 28, 25
7 First Trust SMID Cp Rising Div Achv ETF 853.74K (2.08%) 183.00
Increased by +0.02%
Mar 31, 25
8 Diamond Hill Small-Mid Cap I 633.45K (1.54%) -144.68K
Decreased by -22.84%
Feb 29, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 617.24K (1.50%) 845.00
Increased by +0.14%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 571.05K (1.39%) -3.08K
Decreased by -0.54%
Feb 28, 25
11 First Trust Value Line® Dividend ETF 437.93K (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
12 Pacer US Small Cap Cash Cows 100 ETF 422.47K (1.03%) -2.75K
Decreased by -0.65%
Mar 31, 25
13 Fidelity Small Cap Index 404.84K (0.99%) -7.58K
Decreased by -1.87%
Jan 31, 25
14 Nuance Mid Cap Value Institutional 404.54K (0.98%) -419.15K
Decreased by -103.61%
Apr 30, 24
15 Wasatch Small Cap Value 397.20K (0.97%) -42.30K
Decreased by -10.65%
Mar 31, 24
16 DFA US Small Cap Value I 383.64K (0.93%) -18.12K
Decreased by -4.72%
Feb 28, 25
17 iShares S&P Small-Cap 600 Growth ETF 370.88K (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity® Small Cap Index 370.07K (0.90%) 9.51K
Increased by +2.57%
Oct 31, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 359.79K (0.88%) 370.00
Increased by +0.10%
Mar 28, 24
20 iShares Russell 2000 Value ETF 355.40K (0.86%) 0.00
Increased by 0.00%
Mar 31, 25