Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 10.58%
2 AZTD 4.56%
3 ZIG 4.55%
4 TPMN 4.37%
5 KEAT 4.10%
6 CROP 3.55%
7 SIXS 3.32%
8 PSL 3.09%
9 PBJ 3.06%
10 GRPZ 3.01%
11 ECML 2.64%
12 CAFG 1.92%
13 CCNR 1.76%
14 KVLE 1.67%
15 WBIY 1.65%
16 CSB 1.62%
17 SFLO 1.51%
18 SDVY 1.45%
19 ROSC 1.39%
20 RZG 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.75M (15.98%) 331.31K
Increased by +4.91%
Jun 30, 24
2 Vanguard Group Inc 4.79M (11.33%) 81.05K
Increased by +1.69%
Sep 30, 24
3 Dimensional Fund Advisors, Inc. 2.64M (6.24%) 22.99K
Increased by +0.87%
Sep 30, 24
4 Renaissance Technologies Corp 2.19M (5.18%) 75.40K
Increased by +3.44%
Sep 30, 24
5 First Trust Advisors L.P. 1.67M (3.96%) -60.41K
Decreased by -3.61%
Sep 30, 24
6 State Street Corp 1.61M (3.81%) 46.19K
Increased by +2.87%
Sep 30, 24
7 Pacer Advisors, INC. 1.56M (3.70%) 64.49K
Increased by +4.13%
Sep 30, 24
8 State Street Corporation 1.55M (3.67%) 36.06K
Increased by +2.32%
Mar 31, 24
9 Mariner Value Strategies, LLC 1.38M (3.27%) -390.36K
Decreased by -28.27%
Mar 31, 24
10 American Century Companies Inc 1.12M (2.66%) 109.72K
Increased by +9.77%
Sep 30, 24
11 Geode Capital Management, LLC 988.60K (2.34%) 10.98K
Increased by +1.11%
Sep 30, 24
12 Arrowstreet Capital Limited Partnership 894.33K (2.12%) 751.96K
Increased by +84.08%
Sep 30, 24
13 CI Private Wealth LLC 840.88K (1.99%) 25.23K
Increased by +3.00%
Sep 30, 24
14 Wasatch Advisors Inc. 832.39K (1.97%) 832.39K
Increased by +100.00%
Dec 31, 23
15 Wasatch Advisors LP 767.75K (1.82%) -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 (1.59%) -1.27K
Decreased by -0.19%
Jun 30, 24
18 Charles Schwab Investment Management Inc 621.19K (1.47%) 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 (1.44%) 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 2.64M (6.24%) 0.00
Increased by 0.00%
Nov 30, 24
2 Pacer US Small Cap Cash Cows 100 ETF 1.51M (3.58%) -5.16K
Decreased by -0.34%
Nov 29, 24
3 Vanguard Total Stock Mkt Idx Inv 1.26M (2.97%) -5.02K
Decreased by -0.40%
Oct 31, 24
4 iShares Russell 2000 ETF 1.16M (2.74%) 0.00
Increased by 0.00%
Nov 30, 24
5 Avantis US Small Cap Value ETF 1.09M (2.58%) 5.88K
Increased by +0.54%
Nov 30, 24
6 First Trust SMID Cp Rising Div Achv ETF 1.01M (2.39%) 4.57K
Increased by +0.45%
Nov 28, 24
7 Vanguard Small Cap Index 997.96K (2.36%) 1.95K
Increased by +0.20%
Oct 31, 24
8 Diamond Hill Small-Mid Cap I 633.45K (1.50%) -144.68K
Decreased by -22.84%
Feb 29, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 603.71K (1.43%) -2.10K
Decreased by -0.35%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 548.74K (1.30%) -791.00
Decreased by -0.14%
Oct 31, 24
11 DFA US Small Cap Value I 479.90K (1.14%) -61.52K
Decreased by -12.82%
Oct 31, 24
12 First Trust Value Line® Dividend ETF 478.43K (1.13%) -46.04K
Decreased by -9.62%
Nov 28, 24
13 Fidelity Small Cap Index 417.17K (0.99%) -2.84K
Decreased by -0.68%
Sep 30, 24
14 DFA US Targeted Value I 408.48K (0.97%) 0.00
Increased by 0.00%
Oct 31, 24
15 Nuance Mid Cap Value Institutional 404.54K (0.96%) -419.15K
Decreased by -103.61%
Apr 30, 24
16 iShares S&P Small-Cap 600 Growth ETF 398.55K (0.94%) 0.00
Increased by 0.00%
Nov 30, 24
17 Wasatch Small Cap Value 397.20K (0.94%) -42.30K
Decreased by -10.65%
Mar 31, 24
18 iShares Russell 2000 Value ETF 378.70K (0.90%) 0.00
Increased by 0.00%
Nov 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 371.63K (0.88%) 340.00
Increased by +0.09%
Nov 29, 24
20 Fidelity® Small Cap Index 370.07K (0.88%) 9.51K
Increased by +2.57%
Oct 31, 23