Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 5.28%
2 PTH 2.98%
3 OLD 2.96%
4 RISN 2.87%
5 PXSG 2.46%
6 XSMO 2.37%
7 KSCD 2.10%
8 XHS 1.93%
9 JSMD 1.78%
10 SAWS 1.44%
11 SLYG 1.20%
12 XMLV 1.20%
13 IJT 1.20%
14 DVOL 1.19%
15 IHF 1.16%
16 VIOG 1.15%
17 JPSV 1.05%
18 RNMC 1.02%
19 FSCS 1.02%
20 SIXS 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.10M (12.92%) -2.13K
Decreased by -0.03%
Dec 31, 24
2 Vanguard Group Inc 6.17M (11.22%) -316.26K
Decreased by -5.12%
Dec 31, 24
3 Wasatch Advisors Inc. 4.53M (8.24%) -475.31K
Decreased by -10.49%
Dec 31, 23
4 Wasatch Advisors LP 3.50M (6.36%) 159.69K
Increased by +4.57%
Dec 31, 24
5 Capital Research Global Investors 2.24M (4.08%) -210.49K
Decreased by -9.38%
Dec 31, 24
6 State Street Corp 2.10M (3.82%) 94.02K
Increased by +4.47%
Dec 31, 24
7 State Street Corporation 2.10M (3.82%) 25.23K
Increased by +1.20%
Mar 31, 24
8 FMR Inc 2.08M (3.79%) 86.68K
Increased by +4.16%
Dec 31, 24
9 Geode Capital Management, LLC 1.37M (2.48%) 1.88K
Increased by +0.14%
Dec 31, 24
10 Fuller & Thaler Asset Management Inc 1.35M (2.46%) -7.25K
Decreased by -0.54%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.18M (2.16%) -4.78K
Decreased by -0.40%
Dec 31, 24
12 Riverbridge Partners LLC 1.13M (2.05%) -75.39K
Decreased by -6.68%
Dec 31, 24
13 Crewe Advisors LLC 1.11M (2.02%) 10.22K
Increased by +0.92%
Sep 30, 24
14 Baillie Gifford & Co Limited. 984.61K (1.79%) -71.07K
Decreased by -7.22%
Dec 31, 24
15 Copeland Capital Management, LLC 944.08K (1.72%) 7.54K
Increased by +0.80%
Dec 31, 24
16 Northern Trust Corp 937.93K (1.71%) 197.87K
Increased by +21.10%
Dec 31, 24
17 Charles Schwab Investment Management Inc 787.09K (1.43%) -13.51K
Decreased by -1.72%
Dec 31, 24
18 JPMorgan Chase & Co 759.22K (1.38%) 157.14K
Increased by +20.70%
Sep 30, 24
19 Goldman Sachs Group Inc 723.81K (1.32%) 105.12K
Increased by +14.52%
Dec 31, 24
20 Van Berkom and Associates Inc 700.96K (1.28%) -77.84K
Decreased by -11.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.66M (6.65%) 6.12K
Increased by +0.17%
Jun 28, 24
2 Fuller & Thaler Behavrl Small-Cap Value 2.22M (4.04%) -19.86K
Decreased by -0.89%
Nov 30, 23
3 American Funds SMALLCAP World A 2.08M (3.78%) -156.27K
Decreased by -7.51%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 1.85M (3.37%) 1.38K
Increased by +0.07%
Feb 28, 25
5 Vanguard Total Stock Mkt Idx Inv 1.80M (3.28%) 1.09K
Increased by +0.06%
Feb 28, 25
6 Vanguard Small Cap Index 1.46M (2.66%) 1.20K
Increased by +0.08%
Feb 28, 25
7 iShares Russell 2000 ETF 1.43M (2.61%) -16.86K
Decreased by -1.18%
Feb 28, 25
8 FullerThaler Behavioral Small-Cap Value 1.23M (2.24%) 5.85K
Increased by +0.48%
Dec 31, 24
9 Undiscovered Managers Behavioral Val L 1.17M (2.13%) 0.00
Increased by 0.00%
Jan 31, 25
10 T. Rowe Price Integrated US SmCapGrEq 1.03M (1.87%) 439.10K
Increased by +42.71%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 865.35K (1.57%) 1.17K
Increased by +0.14%
Feb 28, 25
12 Van Berkom Sm-Cap Eq 852.19K (1.55%) 852.19K
Increased by +100.00%
Jun 30, 24
13 Wasatch Core Growth 822.52K (1.50%) 20.45K
Increased by +2.49%
Dec 31, 24
14 Vanguard Small Cap Growth Index Inv 821.66K (1.49%) -4.70K
Decreased by -0.57%
Feb 28, 25
15 Wasatch Small Cap Growth Investor 559.02K (1.02%) 28.81K
Increased by +5.15%
Dec 31, 24
16 Fidelity Small Cap Index 557.97K (1.01%) -4.20K
Decreased by -0.75%
Dec 31, 24
17 iShares S&P Small-Cap 600 Growth ETF 544.00K (0.99%) -600.00
Decreased by -0.11%
Jun 28, 24
18 Baillie Gifford US Equity Growth 540.63K (0.98%) -29.93K
Decreased by -5.54%
Dec 31, 24
19 Vanguard US Growth Investor 540.63K (0.98%) -56.77K
Decreased by -10.50%
Dec 31, 24
20 Fidelity® Small Cap Index 525.08K (0.96%) 14.40K
Increased by +2.74%
Oct 31, 23