Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 9.95%
2 TPMN 4.68%
3 AZTD 4.56%
4 ZIG 4.53%
5 CROP 3.55%
6 PBJ 2.85%
7 VLLU 2.80%
8 SIXS 2.52%
9 WBIG 2.24%
10 ECML 2.11%
11 CAFG 1.91%
12 BRNY 1.76%
13 PSL 1.74%
14 KEAT 1.71%
15 WBIY 1.65%
16 XSMO 1.62%
17 KVLE 1.48%
18 GRPZ 1.41%
19 SHRT 1.36%
20 ROSC 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.53M (14.22%) 206.67K
Increased by +3.17%
Dec 31, 24
2 Vanguard Group Inc 4.91M (10.69%) 118.16K
Increased by +2.41%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.31M (5.04%) -325.53K
Decreased by -14.07%
Dec 31, 24
4 Renaissance Technologies Corp 2.13M (4.65%) -56.05K
Decreased by -2.63%
Dec 31, 24
5 State Street Corp 1.66M (3.61%) 46.79K
Increased by +2.83%
Dec 31, 24
6 State Street Corporation 1.55M (3.38%) 36.06K
Increased by +2.32%
Mar 31, 24
7 Mariner Value Strategies, LLC 1.38M (3.01%) -390.36K
Decreased by -28.27%
Mar 31, 24
8 First Trust Advisors L.P. 1.37M (2.98%) -302.20K
Decreased by -22.07%
Dec 31, 24
9 American Century Companies Inc 1.27M (2.76%) 143.19K
Increased by +11.30%
Dec 31, 24
10 Pacer Advisors, INC. 1.22M (2.65%) -345.12K
Decreased by -28.37%
Dec 31, 24
11 Arrowstreet Capital Limited Partnership 998.84K (2.18%) 104.51K
Increased by +10.46%
Dec 31, 24
12 Geode Capital Management, LLC 986.00K (2.15%) -2.60K
Decreased by -0.26%
Dec 31, 24
13 Goldman Sachs Group Inc 835.60K (1.82%) 125.12K
Increased by +14.97%
Dec 31, 24
14 Wasatch Advisors Inc. 832.39K (1.81%) 832.39K
Increased by +100.00%
Dec 31, 23
15 CI Private Wealth LLC 830.20K (1.81%) -10.68K
Decreased by -1.29%
Dec 31, 24
16 Wasatch Advisors LP 767.75K (1.67%) -64.64K
Decreased by -8.42%
Mar 31, 24
17 Northern Trust Corp 674.34K (1.47%) 253.31K
Increased by +37.56%
Dec 31, 24
18 William Blair Investment Management, LLC 671.69K (1.46%) -1.27K
Decreased by -0.19%
Jun 30, 24
19 Charles Schwab Investment Management Inc 644.13K (1.40%) 22.94K
Increased by +3.56%
Dec 31, 24
20 Man Group PLC 582.71K (1.27%) 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 2.62M (5.70%) -2.28K
Decreased by -0.09%
Apr 30, 25
2 Avantis US Small Cap Value ETF 1.30M (2.84%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.26M (2.75%) 4.26K
Increased by +0.34%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.26M (2.75%) 1.01K
Increased by +0.08%
Sep 30, 24
5 iShares Russell 2000 ETF 1.09M (2.37%) -8.83K
Decreased by -0.81%
Apr 29, 25
6 Vanguard Small Cap Index 994.23K (2.17%) -22.20K
Decreased by -2.23%
Mar 31, 25
7 First Trust SMID Cp Rising Div Achv ETF 848.61K (1.85%) 732.00
Increased by +0.09%
Apr 30, 25
8 Diamond Hill Small-Mid Cap I 633.45K (1.38%) -144.68K
Decreased by -22.84%
Feb 29, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 624.27K (1.36%) 7.03K
Increased by +1.13%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 557.56K (1.21%) -13.50K
Decreased by -2.42%
Mar 31, 25
11 First Trust Value Line® Dividend ETF 433.99K (0.95%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Small Cap Index 407.20K (0.89%) 2.36K
Increased by +0.58%
Feb 28, 25
13 Nuance Mid Cap Value Institutional 404.54K (0.88%) -419.15K
Decreased by -103.61%
Apr 30, 24
14 Wasatch Small Cap Value 397.20K (0.87%) -42.30K
Decreased by -10.65%
Mar 31, 24
15 iShares Russell 2000 Value ETF 386.13K (0.84%) -1.31K
Decreased by -0.34%
Apr 30, 25
16 iShares S&P Small-Cap 600 Growth ETF 385.37K (0.84%) 0.00
Increased by 0.00%
Apr 30, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 374.22K (0.82%) 0.00
Increased by 0.00%
Apr 29, 25
18 Fidelity® Small Cap Index 370.07K (0.81%) 9.51K
Increased by +2.57%
Oct 31, 23
19 Pacer US Small Cap Cash Cows 100 ETF 364.79K (0.79%) -612.00
Decreased by -0.17%
Apr 29, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 359.79K (0.78%) 370.00
Increased by +0.10%
Mar 28, 24