Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.66%
2 PBJ 2.36%
3 PSL 2.22%
4 RZG 1.52%
5 SCDS 1.04%
6 XSVM 1.01%
7 RZV 1.00%
8 ACTV 0.77%
9 FYC 0.66%
10 XSMO 0.59%
11 EHLS 0.48%
12 MMSC 0.42%
13 DWAS 0.41%
14 FYX 0.34%
15 SSLY 0.34%
16 RWJ 0.32%
17 TPSC 0.31%
18 IJT 0.31%
19 JPSE 0.31%
20 AVSC 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.32M (16.04%) -7.40K
Decreased by -0.14%
Dec 31, 24
2 Vanguard Group Inc 2.69M (8.10%) -12.17K
Decreased by -0.45%
Dec 31, 24
3 Greenhouse Funds LLLP 2.45M (7.39%) 77.89K
Increased by +3.18%
Dec 31, 24
4 Wellington Management Company LLP 2.45M (7.37%) 1.61M
Increased by +65.88%
Dec 31, 24
5 AllianceBernstein L.P. 2.01M (6.06%) -254.53K
Decreased by -12.66%
Dec 31, 24
6 JPMorgan Chase & Co 1.77M (5.34%) -1.91M
Decreased by -107.57%
Dec 31, 24
7 State Street Corp 1.43M (4.30%) 47.35K
Increased by +3.32%
Dec 31, 24
8 State Street Corporation 1.40M (4.21%) 31.01K
Increased by +2.22%
Mar 31, 24
9 Nomura Holdings Inc 1.22M (3.69%) 1.22M
Increased by +100.00%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 1.21M (3.64%) -38.51K
Decreased by -3.18%
Dec 31, 24
11 Legion Partners Asset Management, LLC 1.05M (3.17%) -51.10K
Decreased by -4.85%
Sep 30, 24
12 Amvescap Plc. 942.40K (2.84%) 15.66K
Increased by +1.66%
Dec 31, 24
13 Stephens Inv Mgmt Group LLC 899.22K (2.71%) -147.72K
Decreased by -16.43%
Mar 31, 24
14 Geode Capital Management, LLC 817.53K (2.46%) -8.54K
Decreased by -1.04%
Dec 31, 24
15 Federated Hermes Inc 801.27K (2.41%) -25.00
Decreased by -0.00%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 789.91K (2.38%) 15.02K
Increased by +1.90%
Dec 31, 24
17 Kennedy Capital Management Inc 754.64K (2.27%) 151.16K
Increased by +20.03%
Dec 31, 24
18 Jennison Associates LLC 711.06K (2.14%) -18.58K
Decreased by -2.61%
Dec 31, 24
19 Granahan Investment Management Inc.. 683.96K (2.06%) -22.37K
Decreased by -3.27%
Jun 30, 24
20 Millennium Management LLC 663.05K (2.00%) -50.99K
Decreased by -7.69%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.18M (6.56%) 1.38K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.13M (3.41%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 934.26K (2.81%) -8.09K
Decreased by -0.87%
Mar 31, 25
4 AB Small Cap Growth A 932.12K (2.81%) -108.85K
Decreased by -11.68%
Feb 28, 25
5 Federated Hermes Kaufmann Small Cap A 801.20K (2.41%) 0.00
Increased by 0.00%
Dec 31, 24
6 Federated Hermes Kaufmann Small Cap Grow 801.20K (2.41%) 0.00
Increased by 0.00%
Dec 31, 24
7 JPMorgan Small Cap Growth A 778.70K (2.35%) -68.03K
Decreased by -8.74%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 528.14K (1.59%) -3.19K
Decreased by -0.60%
Feb 28, 25
9 CT (Lux) American Smaller Com 9U USD 493.26K (1.49%) 94.00K
Increased by +19.06%
Feb 28, 25
10 JHancock Small Cap Core NAV 404.63K (1.22%) -30.50K
Decreased by -7.54%
Jan 31, 25
11 iShares S&P Small-Cap 600 Value ETF 353.98K (1.07%) 0.00
Increased by 0.00%
Nov 30, 24
12 Fidelity Small Cap Index 344.27K (1.04%) -6.45K
Decreased by -1.87%
Jan 31, 25
13 First Eagle US Small Cap Strategy 341.39K (1.03%) 4.23K
Increased by +1.24%
Dec 31, 24
14 Fidelity® Small Cap Index 340.34K (1.03%) 9.52K
Increased by +2.80%
Oct 31, 23
15 Calvert Small-Cap A 331.02K (1.00%) 0.00
Increased by 0.00%
Jan 31, 25
16 Calvert US Small-Cap Strategy 331.02K (1.00%) 7.26K
Increased by +2.19%
Dec 31, 24
17 Stephens Small Cap Growth 328.60K (0.99%) -541.26K
Decreased by -164.71%
Jun 30, 24
18 AZ Fd1 AZ Equity - America A-AZ Fd Acc 321.22K (0.97%) -6.74K
Decreased by -2.10%
Dec 31, 23
19 iShares S&P Small-Cap 600 Growth ETF 319.81K (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 315.80K (0.95%) 320.00
Increased by +0.10%
Mar 28, 24