Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 8.96%
2 TPMN 5.56%
3 AZTD 4.56%
4 ZIG 4.53%
5 CROP 3.55%
6 FFTY 3.23%
7 PBJ 2.86%
8 VLLU 2.79%
9 PSL 2.74%
10 ECML 2.45%
11 SIXS 2.43%
12 WBIG 2.24%
13 CAFG 1.86%
14 XSMO 1.66%
15 WBIY 1.65%
16 KEAT 1.63%
17 KVLE 1.63%
18 GRPZ 1.43%
19 BRNY 1.42%
20 RZG 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.53M (15.81%) 206.67K
Increased by +3.17%
Dec 31, 24
2 Vanguard Group Inc 4.91M (11.88%) 118.16K
Increased by +2.41%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.31M (5.60%) -325.53K
Decreased by -14.07%
Dec 31, 24
4 Renaissance Technologies Corp 2.13M (5.17%) -56.05K
Decreased by -2.63%
Dec 31, 24
5 State Street Corp 1.66M (4.01%) 46.79K
Increased by +2.83%
Dec 31, 24
6 State Street Corporation 1.55M (3.76%) 36.06K
Increased by +2.32%
Mar 31, 24
7 Mariner Value Strategies, LLC 1.38M (3.34%) -390.36K
Decreased by -28.27%
Mar 31, 24
8 First Trust Advisors L.P. 1.37M (3.32%) -302.20K
Decreased by -22.07%
Dec 31, 24
9 American Century Companies Inc 1.27M (3.07%) 143.19K
Increased by +11.30%
Dec 31, 24
10 Pacer Advisors, INC. 1.22M (2.95%) -345.12K
Decreased by -28.37%
Dec 31, 24
11 Arrowstreet Capital Limited Partnership 998.84K (2.42%) 104.51K
Increased by +10.46%
Dec 31, 24
12 Geode Capital Management, LLC 986.00K (2.39%) -2.60K
Decreased by -0.26%
Dec 31, 24
13 Goldman Sachs Group Inc 835.60K (2.02%) 125.12K
Increased by +14.97%
Dec 31, 24
14 Wasatch Advisors Inc. 832.39K (2.02%) 832.39K
Increased by +100.00%
Dec 31, 23
15 CI Private Wealth LLC 830.20K (2.01%) -10.68K
Decreased by -1.29%
Dec 31, 24
16 Wasatch Advisors LP 767.75K (1.86%) -64.64K
Decreased by -8.42%
Mar 31, 24
17 Northern Trust Corp 674.34K (1.63%) 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 (1.56%) 22.94K
Increased by +3.56%
Dec 31, 24
20 Man Group PLC 582.71K (1.41%) 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 2.59M (6.28%) -576.00
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.26M (3.05%) 825.00
Increased by +0.07%
Feb 28, 25
3 Avantis US Small Cap Value ETF 1.25M (3.04%) 3.34K
Increased by +0.27%
Feb 28, 25
4 iShares Russell 2000 ETF 1.06M (2.57%) -12.48K
Decreased by -1.18%
Feb 28, 25
5 Pacer US Small Cap Cash Cows 100 ETF 1.05M (2.54%) -7.61K
Decreased by -0.73%
Feb 28, 25
6 Vanguard Small Cap Index 1.02M (2.46%) 819.00
Increased by +0.08%
Feb 28, 25
7 First Trust SMID Cp Rising Div Achv ETF 855.34K (2.07%) 1.83K
Increased by +0.21%
Feb 27, 25
8 Diamond Hill Small-Mid Cap I 633.45K (1.53%) -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 (1.38%) -3.08K
Decreased by -0.54%
Feb 28, 25
11 First Trust Value Line® Dividend ETF 467.21K (1.13%) -1.13K
Decreased by -0.24%
Feb 27, 25
12 Fidelity Small Cap Index 412.42K (1.00%) -2.73K
Decreased by -0.66%
Dec 31, 24
13 Nuance Mid Cap Value Institutional 404.54K (0.98%) -419.15K
Decreased by -103.61%
Apr 30, 24
14 DFA US Small Cap Value I 401.77K (0.97%) 0.00
Increased by 0.00%
Jan 31, 25
15 Wasatch Small Cap Value 397.20K (0.96%) -42.30K
Decreased by -10.65%
Mar 31, 24
16 iShares S&P Small-Cap 600 Growth ETF 375.78K (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
17 Fidelity® Small Cap Index 370.07K (0.90%) 9.51K
Increased by +2.57%
Oct 31, 23
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 362.25K (0.88%) -402.00
Decreased by -0.11%
Feb 28, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 359.79K (0.87%) 370.00
Increased by +0.10%
Mar 28, 24
20 iShares Russell 2000 Value ETF 356.97K (0.86%) -2.71K
Decreased by -0.76%
Feb 28, 25