Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XBUY 2.71%
2 EMFQ 2.47%
3 JSML 1.64%
4 PXSG 0.92%
5 SMCP 0.90%
6 IPAY 0.78%
7 SMLV 0.77%
8 XSLV 0.75%
9 HAPS 0.68%
10 PSCF 0.67%
11 SLYG 0.33%
12 QSML 0.33%
13 AVSC 0.31%
14 EES 0.30%
15 HSMV 0.28%
16 TRFM 0.28%
17 RNSC 0.28%
18 FSGS 0.28%
19 SLY 0.26%
20 SMIZ 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 9.53M (15.10%) -11.31K
Decreased by -0.12%
Mar 31, 25
2 BlackRock Inc 9.50M (15.04%) -141.83K
Decreased by -1.49%
Mar 31, 25
3 Vanguard Group Inc 7.13M (11.30%) -142.54K
Decreased by -2.00%
Mar 31, 25
4 American Century Companies Inc 4.51M (7.15%) -47.67K
Decreased by -1.06%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 3.47M (5.50%) 65.79K
Increased by +1.89%
Mar 31, 25
6 State Street Corporation 2.47M (3.92%) 64.33K
Increased by +2.60%
Mar 31, 24
7 State Street Corp 2.45M (3.88%) -162.95K
Decreased by -6.65%
Mar 31, 25
8 Victory Capital Management Inc. 1.97M (3.12%) -31.89K
Decreased by -1.62%
Mar 31, 25
9 River Road Asset Management, LLC 1.87M (2.97%) -36.03K
Decreased by -1.92%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.55M (2.46%) -74.02K
Decreased by -4.76%
Mar 31, 25
11 Geode Capital Management, LLC 1.47M (2.32%) 26.55K
Increased by +1.81%
Mar 31, 25
12 Capital Research & Mgmt Co - Division 3 1.40M (2.22%) -1.74M
Decreased by -123.64%
Jun 30, 24
13 Loomis, Sayles & Company LP 1.22M (1.93%) -25.76K
Decreased by -2.11%
Mar 31, 25
14 Fuller & Thaler Asset Management Inc 1.16M (1.83%) 33.83K
Increased by +2.93%
Mar 31, 25
15 Amvescap Plc. 894.49K (1.42%) 859.00
Increased by +0.10%
Dec 31, 24
16 Sunriver Management LLC 879.62K (1.39%) 52.16K
Increased by +5.93%
Mar 31, 24
17 Ameriprise Financial Inc 871.05K (1.38%) 302.25K
Increased by +34.70%
Mar 31, 25
18 Bank of America Corp 851.32K (1.35%) 315.53K
Increased by +37.06%
Jun 30, 24
19 Northern Trust Corp 847.18K (1.34%) 7.07K
Increased by +0.83%
Dec 31, 24
20 NorthStar Asset Management, Inc. 815.82K (1.29%) 21.64K
Increased by +2.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.86M (6.12%) -3.53K
Decreased by -0.09%
Apr 30, 25
2 American Century Small Cap Value Inv 3.32M (5.26%) -65.00K
Decreased by -1.96%
Mar 31, 25
3 American Century U.S. Small Cap Value 3.32M (5.26%) -65.00K
Decreased by -1.96%
Mar 31, 25
4 Fidelity Low-Priced Stock 2.57M (4.07%) -4.18K
Decreased by -0.16%
Feb 28, 25
5 Vanguard US Total Market Shares ETF 2.08M (3.30%) 2.26K
Increased by +0.11%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.05M (3.25%) 8.63K
Increased by +0.42%
Apr 30, 25
7 Vanguard Small Cap Index 1.60M (2.53%) 7.09K
Increased by +0.44%
Apr 30, 25
8 iShares Russell 2000 ETF 1.58M (2.50%) 266.00
Increased by +0.02%
Apr 30, 25
9 Victory Small Cap Value CIT (Net 75) 1.42M (2.25%) -140.00K
Decreased by -9.86%
Sep 30, 24
10 Victory Sycamore Small Company Opp R 1.31M (2.08%) -30.00K
Decreased by -2.28%
Mar 31, 25
11 Strategic Advisers Fidelity US TtlStk 1.30M (2.06%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.17M (1.85%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 1.17M (1.85%) 0.00
Increased by 0.00%
Nov 30, 23
14 American Funds SMALLCAP World A 1.13M (1.78%) -1.07M
Decreased by -95.43%
Jun 30, 24
15 FullerThaler Behavioral Sm-Cp Eq R6 1.07M (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
16 FullerThaler Behavioral Small-Cap Equity 1.07M (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Small Cap Value Index Inv 1.03M (1.64%) 3.24K
Increased by +0.31%
Apr 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 974.52K (1.54%) 10.43K
Increased by +1.07%
Apr 30, 25
19 Fidelity Small Cap Discovery 936.11K (1.48%) 0.00
Increased by 0.00%
Feb 28, 25
20 T. Rowe Price Integrated US SmCapGrEq 908.16K (1.44%) 454.08K
Increased by +50.00%
Dec 31, 24