Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 10.05%
2 AZTD 4.56%
3 ZIG 4.53%
4 CROP 3.55%
5 VLLU 3.09%
6 TPMN 2.96%
7 PBJ 2.90%
8 SIXS 2.63%
9 ECML 2.24%
10 WBIG 2.24%
11 CAFG 2.00%
12 PSL 1.79%
13 KEAT 1.72%
14 XSMO 1.69%
15 WBIY 1.65%
16 KVLE 1.53%
17 GRPZ 1.49%
18 SHRT 1.42%
19 SMCF 1.40%
20 RZG 1.35%

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 American Century Companies Inc 1.44M (3.13%) 170.32K
Increased by +11.85%
Mar 31, 25
8 Mariner Value Strategies, LLC 1.38M (3.01%) -390.36K
Decreased by -28.27%
Mar 31, 24
9 First Trust Advisors L.P. 1.37M (2.98%) -302.20K
Decreased by -22.07%
Dec 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 Wasatch Advisors Inc. 832.39K (1.81%) 832.39K
Increased by +100.00%
Dec 31, 23
15 Man Group PLC 792.21K (1.73%) 209.50K
Increased by +26.45%
Mar 31, 25
16 Wasatch Advisors LP 767.75K (1.67%) -64.64K
Decreased by -8.42%
Mar 31, 24
17 Goldman Sachs Group Inc 720.62K (1.57%) -114.98K
Decreased by -15.96%
Mar 31, 25
18 Northern Trust Corp 674.34K (1.47%) 253.31K
Increased by +37.56%
Dec 31, 24
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 2.62M (5.70%) -2.28K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.32M (2.88%) 58.47K
Increased by +4.43%
Apr 30, 25
3 Avantis US Small Cap Value ETF 1.30M (2.84%) 0.00
Increased by 0.00%
Apr 30, 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%) 184.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 1.03M (2.26%) 40.60K
Increased by +3.92%
Apr 30, 25
7 First Trust SMID Cp Rising Div Achv ETF 848.61K (1.85%) 732.00
Increased by +0.09%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 667.68K (1.45%) 43.41K
Increased by +6.50%
Apr 30, 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 576.25K (1.26%) 18.69K
Increased by +3.24%
Apr 30, 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 30, 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 363.41K (0.79%) -1.38K
Decreased by -0.38%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 359.79K (0.78%) 370.00
Increased by +0.10%
Mar 28, 24