Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 10.78%
2 AZTD 4.56%
3 ZIG 4.53%
4 CROP 3.55%
5 TPMN 3.28%
6 VLLU 3.08%
7 PBJ 2.86%
8 SIXS 2.63%
9 ECML 2.26%
10 QVAL 2.02%
11 QMOM 1.96%
12 PSL 1.84%
13 KEAT 1.74%
14 XSMO 1.67%
15 XSHQ 1.66%
16 WBIY 1.65%
17 KVLE 1.58%
18 GRPZ 1.50%
19 SFLO 1.44%
20 SMCF 1.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.76M (14.72%) 230.97K
Increased by +3.42%
Mar 31, 25
2 Vanguard Group Inc 4.95M (10.78%) 40.08K
Increased by +0.81%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.11M (4.59%) -207.90K
Decreased by -9.87%
Mar 31, 25
4 Renaissance Technologies Corp 2.05M (4.46%) -88.80K
Decreased by -4.34%
Mar 31, 25
5 State Street Corp 1.61M (3.50%) -48.03K
Decreased by -2.99%
Mar 31, 25
6 State Street Corporation 1.55M (3.38%) 36.06K
Increased by +2.32%
Mar 31, 24
7 First Trust Advisors L.P. 1.50M (3.28%) 135.24K
Increased by +8.99%
Mar 31, 25
8 American Century Companies Inc 1.44M (3.13%) 170.32K
Increased by +11.85%
Mar 31, 25
9 Mariner Value Strategies, LLC 1.38M (3.01%) -390.36K
Decreased by -28.27%
Mar 31, 24
10 Pacer Advisors, INC. 1.22M (2.65%) -345.12K
Decreased by -28.37%
Dec 31, 24
11 Geode Capital Management, LLC 1.02M (2.22%) 33.14K
Increased by +3.25%
Mar 31, 25
12 Arrowstreet Capital Limited Partnership 866.06K (1.89%) -132.78K
Decreased by -15.33%
Mar 31, 25
13 CI Private Wealth LLC 858.45K (1.87%) 28.25K
Increased by +3.29%
Mar 31, 25
14 Northern Trust Corp 833.05K (1.82%) 158.72K
Increased by +19.05%
Mar 31, 25
15 Wasatch Advisors Inc. 832.39K (1.81%) 832.39K
Increased by +100.00%
Dec 31, 23
16 Man Group PLC 792.21K (1.73%) 209.50K
Increased by +26.45%
Mar 31, 25
17 Wasatch Advisors LP 767.75K (1.67%) -64.64K
Decreased by -8.42%
Mar 31, 24
18 Goldman Sachs Group Inc 720.62K (1.57%) -114.98K
Decreased by -15.96%
Mar 31, 25
19 William Blair Investment Management, LLC 671.69K (1.46%) -1.27K
Decreased by -0.19%
Jun 30, 24
20 Charles Schwab Investment Management Inc 664.30K (1.45%) 20.17K
Increased by +3.04%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.59M (5.65%) 0.00
Increased by 0.00%
May 31, 25
2 Avantis US Small Cap Value ETF 1.34M (2.92%) 2.58K
Increased by +0.19%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.32M (2.88%) 896.00
Increased by +0.07%
May 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 1.11M (2.41%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 1.04M (2.27%) 5.41K
Increased by +0.52%
May 31, 25
7 First Trust SMID Cp Rising Div Achv ETF 847.43K (1.85%) 1.28K
Increased by +0.15%
May 29, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 672.24K (1.46%) 4.56K
Increased by +0.68%
May 31, 25
9 Diamond Hill Small-Mid Cap I 633.45K (1.38%) -144.68K
Decreased by -22.84%
Feb 29, 24
10 Vanguard Small Cap Growth Index Inv 571.76K (1.25%) -4.49K
Decreased by -0.78%
May 31, 25
11 First Trust Value Line® Dividend ETF 424.21K (0.92%) -8.22K
Decreased by -1.94%
May 29, 25
12 Fidelity Small Cap Index 410.33K (0.89%) 3.13K
Increased by +0.76%
Mar 31, 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 S&P Small-Cap 600 Growth ETF 385.58K (0.84%) 0.00
Increased by 0.00%
May 31, 25
16 iShares Russell 2000 Value ETF 375.28K (0.82%) 0.00
Increased by 0.00%
May 31, 25
17 Fidelity® Small Cap Index 370.07K (0.81%) 9.51K
Increased by +2.57%
Oct 31, 23
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 367.29K (0.80%) 0.00
Increased by 0.00%
May 30, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 359.79K (0.78%) 370.00
Increased by +0.10%
Mar 28, 24
20 DFA US Targeted Value I 346.24K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25