Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 2.08%
2 LIVR 1.45%
3 RZG 0.98%
4 GRPZ 0.96%
5 XSMO 0.87%
6 FNY 0.57%
7 AFSM 0.56%
8 QSML 0.54%
9 FYC 0.54%
10 SLYG 0.52%
11 VIOG 0.51%
12 FTXR 0.51%
13 IJT 0.50%
14 JSML 0.49%
15 ESIX 0.45%
16 USVM 0.43%
17 JPSV 0.35%
18 GVLU 0.34%
19 QVMS 0.30%
20 FYT 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.07M (17.56%) 27.76K
Increased by +0.68%
Dec 31, 24
2 Vanguard Group Inc 3.03M (13.05%) 91.36K
Increased by +3.02%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 1.68M (7.24%) -259.56K
Decreased by -15.46%
Dec 31, 24
4 State Street Corp 1.12M (4.84%) 14.64K
Increased by +1.30%
Dec 31, 24
5 State Street Corporation 1.04M (4.50%) 12.23K
Increased by +1.17%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 1.00M (4.33%) -1.85K
Decreased by -0.18%
Dec 31, 24
7 Geode Capital Management, LLC 631.24K (2.72%) -4.34K
Decreased by -0.69%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 625.90K (2.70%) -223.01K
Decreased by -35.63%
Dec 31, 24
9 Amvescap Plc. 622.86K (2.68%) -42.24K
Decreased by -6.78%
Dec 31, 24
10 GW&K Investment Management, LLC 597.00K (2.57%) 8.83K
Increased by +1.48%
Dec 31, 24
11 Royce & Associates, LP 509.95K (2.20%) -13.93K
Decreased by -2.73%
Dec 31, 24
12 Ameriprise Financial Inc 476.58K (2.05%) -72.61K
Decreased by -15.23%
Dec 31, 24
13 Northern Trust Corp 472.72K (2.04%) 43.81K
Increased by +9.27%
Dec 31, 24
14 Jennison Associates LLC 453.25K (1.95%) -1.60K
Decreased by -0.35%
Dec 31, 24
15 Geneva Capital Management 430.77K (1.86%) -5.33K
Decreased by -1.24%
Dec 31, 24
16 Charles Schwab Investment Management Inc 354.72K (1.53%) 4.10K
Increased by +1.16%
Dec 31, 24
17 Bank of America Corp 347.63K (1.50%) -65.96K
Decreased by -18.98%
Dec 31, 24
18 abrdn PLC 341.14K (1.47%) -69.43K
Decreased by -20.35%
Sep 30, 23
19 Fuller & Thaler Asset Management Inc 328.02K (1.41%) 328.02K
Increased by +100.00%
Dec 31, 24
20 Cooper Creek Partners Management LLC 325.91K (1.40%) -36.14K
Decreased by -11.09%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.68M (7.24%) 992.00
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 808.15K (3.48%) 615.00
Increased by +0.08%
Feb 28, 25
3 iShares Russell 2000 ETF 678.58K (2.92%) -5.88K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 662.31K (2.85%) 546.00
Increased by +0.08%
Feb 28, 25
5 Calvert US Small-Cap Strategy 556.71K (2.40%) -153.04K
Decreased by -27.49%
Dec 31, 24
6 Calvert Small-Cap A 480.22K (2.07%) -76.49K
Decreased by -15.93%
Jan 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 412.91K (1.78%) 576.00
Increased by +0.14%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 372.36K (1.60%) -1.92K
Decreased by -0.51%
Feb 28, 25
9 Columbia Acorn Inst 327.24K (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
10 T. Rowe Price Small-Cap Value 322.04K (1.39%) 0.00
Increased by 0.00%
Feb 28, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 313.66K (1.35%) 313.66K
Increased by +100.00%
Dec 31, 24
12 FullerThaler Behavioral Small-Cap Equity 313.66K (1.35%) 313.66K
Increased by +100.00%
Dec 31, 24
13 Fidelity Small Cap Index 255.44K (1.10%) -4.78K
Decreased by -1.87%
Jan 31, 25
14 Fidelity® Small Cap Index 253.57K (1.09%) 6.79K
Increased by +2.68%
Oct 31, 23
15 SPDR® Portfolio S&P 600 Sm Cap ETF 251.23K (1.08%) 0.00
Increased by 0.00%
Apr 30, 24
16 iShares S&P Small-Cap 600 Growth ETF 247.55K (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
17 SouthernSun Small Cap 237.60K (1.02%) -53.03K
Decreased by -22.32%
Dec 31, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 234.65K (1.01%) 352.00
Increased by +0.15%
Mar 31, 25
19 Invesco Main Street Small Cap R6 234.41K (1.01%) 8.73K
Increased by +3.73%
Feb 28, 25
20 iShares Russell 2000 Growth ETF 228.54K (0.98%) -1.09K
Decreased by -0.48%
Mar 31, 25