Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 19.00%
2 PSCC 9.81%
3 AZTD 4.56%
4 ZIG 4.53%
5 WBIG 3.97%
6 CROP 3.55%
7 FFTY 3.23%
8 SIXS 2.92%
9 PBJ 2.64%
10 PSL 2.63%
11 ECML 2.41%
12 VLLU 2.11%
13 CCNR 1.81%
14 KEAT 1.76%
15 CAFG 1.69%
16 WBIY 1.65%
17 CSB 1.40%
18 GRPZ 1.29%
19 KVLE 1.25%
20 ROSC 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.32M (14.90%) -435.88K
Decreased by -6.90%
Sep 30, 24
2 Vanguard Group Inc 4.79M (11.29%) 81.05K
Increased by +1.69%
Sep 30, 24
3 Dimensional Fund Advisors, Inc. 2.64M (6.22%) 22.99K
Increased by +0.87%
Sep 30, 24
4 Renaissance Technologies Corp 2.19M (5.17%) 75.40K
Increased by +3.44%
Sep 30, 24
5 First Trust Advisors L.P. 1.67M (3.94%) -60.41K
Decreased by -3.61%
Sep 30, 24
6 State Street Corp 1.61M (3.79%) 46.19K
Increased by +2.87%
Sep 30, 24
7 Pacer Advisors, INC. 1.56M (3.68%) 64.49K
Increased by +4.13%
Sep 30, 24
8 State Street Corporation 1.55M (3.66%) 36.06K
Increased by +2.32%
Mar 31, 24
9 Mariner Value Strategies, LLC 1.38M (3.26%) -390.36K
Decreased by -28.27%
Mar 31, 24
10 American Century Companies Inc 1.12M (2.65%) 109.72K
Increased by +9.77%
Sep 30, 24
11 Geode Capital Management, LLC 988.60K (2.33%) 10.98K
Increased by +1.11%
Sep 30, 24
12 Arrowstreet Capital Limited Partnership 894.33K (2.11%) 751.96K
Increased by +84.08%
Sep 30, 24
13 CI Private Wealth LLC 840.88K (1.98%) 25.23K
Increased by +3.00%
Sep 30, 24
14 Wasatch Advisors Inc. 832.39K (1.96%) 832.39K
Increased by +100.00%
Dec 31, 23
15 Wasatch Advisors LP 767.75K (1.81%) -64.64K
Decreased by -8.42%
Mar 31, 24
16 Goldman Sachs Group Inc 710.48K (1.68%) 159.92K
Increased by +22.51%
Sep 30, 24
17 William Blair Investment Management, LLC 671.69K (1.58%) -1.27K
Decreased by -0.19%
Jun 30, 24
18 Charles Schwab Investment Management Inc 621.19K (1.46%) 20.53K
Increased by +3.30%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 612.85K (1.45%) -240.18K
Decreased by -39.19%
Sep 30, 24
20 Citadel Advisors Llc 607.58K (1.43%) 354.04K
Increased by +58.27%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.62M (6.18%) -11.05K
Decreased by -0.42%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.25M (2.95%) -4.11K
Decreased by -0.33%
Nov 30, 24
3 Pacer US Small Cap Cash Cows 100 ETF 1.21M (2.86%) -3.95K
Decreased by -0.33%
Dec 31, 24
4 Avantis US Small Cap Value ETF 1.13M (2.67%) 580.00
Increased by +0.05%
Dec 31, 24
5 iShares Russell 2000 ETF 1.10M (2.60%) -4.22K
Decreased by -0.38%
Dec 31, 24
6 Vanguard Small Cap Index 1.00M (2.37%) 5.85K
Increased by +0.58%
Nov 30, 24
7 First Trust SMID Cp Rising Div Achv ETF 770.62K (1.82%) 1.63K
Increased by +0.21%
Dec 30, 24
8 Diamond Hill Small-Mid Cap I 633.45K (1.49%) -144.68K
Decreased by -22.84%
Feb 29, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 608.79K (1.44%) 5.08K
Increased by +0.83%
Nov 30, 24
10 Vanguard Small Cap Growth Index Inv 552.36K (1.30%) 3.62K
Increased by +0.66%
Nov 30, 24
11 DFA US Small Cap Value I 442.75K (1.04%) -37.14K
Decreased by -8.39%
Nov 30, 24
12 Fidelity Small Cap Index 418.43K (0.99%) 1.26K
Increased by +0.30%
Oct 31, 24
13 First Trust Value Line® Dividend ETF 418.12K (0.99%) -196.00
Decreased by -0.05%
Dec 30, 24
14 DFA US Targeted Value I 408.48K (0.96%) 0.00
Increased by 0.00%
Nov 30, 24
15 Nuance Mid Cap Value Institutional 404.54K (0.95%) -419.15K
Decreased by -103.61%
Apr 30, 24
16 Wasatch Small Cap Value 397.20K (0.94%) -42.30K
Decreased by -10.65%
Mar 31, 24
17 iShares S&P Small-Cap 600 Growth ETF 379.99K (0.90%) -850.00
Decreased by -0.22%
Dec 31, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 370.98K (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
19 Fidelity® Small Cap Index 370.07K (0.87%) 9.51K
Increased by +2.57%
Oct 31, 23
20 iShares Russell 2000 Value ETF 363.74K (0.86%) -10.16K
Decreased by -2.79%
Dec 31, 24