Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 3.91%
2 PRN 3.83%
3 WBIL 3.82%
4 WBIF 3.27%
5 FFTY 2.88%
6 TIME 2.62%
7 AIRR 2.61%
8 BCUS 2.52%
9 PKB 2.47%
10 XMHQ 2.22%
11 CCSO 2.00%
12 XMMO 1.97%
13 FRTY 1.93%
14 RFG 1.76%
15 AZTD 1.74%
16 CGGO 1.56%
17 NSCS 1.54%
18 BUL 1.54%
19 JMID 1.52%
20 QMID 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.97M (14.22%) 353.80K
Increased by +7.11%
Sep 30, 24
2 Vanguard Group Inc 3.78M (10.81%) 67.24K
Increased by +1.78%
Dec 31, 24
3 Capital World Investors 2.15M (6.14%) -130.73K
Decreased by -6.09%
Dec 31, 24
4 FMR Inc 1.55M (4.43%) -156.45K
Decreased by -10.10%
Sep 30, 24
5 Amvescap Plc. 1.43M (4.10%) -84.10K
Decreased by -5.86%
Sep 30, 24
6 State Street Corporation 1.26M (3.60%) 41.93K
Increased by +3.33%
Mar 31, 24
7 State Street Corp 1.06M (3.02%) 6.50K
Increased by +0.62%
Sep 30, 24
8 Westfield Capital Management Company, L.P. 885.13K (2.53%) 176.95K
Increased by +19.99%
Dec 31, 24
9 Fuller & Thaler Asset Management Inc 772.87K (2.21%) 176.03K
Increased by +22.78%
Sep 30, 24
10 Geode Capital Management, LLC 748.13K (2.14%) 47.93K
Increased by +6.41%
Sep 30, 24
11 Westfield Capital Management Company, LP 708.18K (2.03%) -156.69K
Decreased by -22.13%
Sep 30, 24
12 Baillie Gifford & Co Limited. 605.36K (1.73%) -401.77K
Decreased by -66.37%
Dec 31, 24
13 Goldman Sachs Group Inc 578.35K (1.65%) 309.67K
Increased by +53.54%
Sep 30, 24
14 AllianceBernstein L.P. 544.78K (1.56%) -54.71K
Decreased by -10.04%
Sep 30, 24
15 Nuveen Asset Management, LLC 487.72K (1.39%) -46.02K
Decreased by -9.44%
Mar 31, 24
16 NORGES BANK 462.56K (1.32%) 27.06K
Increased by +5.85%
Dec 31, 24
17 Northern Trust Corp 432.21K (1.24%) -9.74K
Decreased by -2.25%
Jun 30, 24
18 T. Rowe Price Associates, Inc. 417.23K (1.19%) -58.60K
Decreased by -14.04%
Mar 31, 24
19 Federated Hermes Inc 416.07K (1.19%) 242.00
Increased by +0.06%
Sep 30, 24
20 GW&K Investment Management, LLC 404.19K (1.16%) -82.48K
Decreased by -20.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.67M (4.77%) -137.90K
Decreased by -8.27%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 1.16M (3.31%) -304.00
Decreased by -0.03%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.11M (3.18%) -8.88K
Decreased by -0.80%
Dec 31, 24
4 Vanguard Small Cap Index 906.36K (2.59%) 6.28K
Increased by +0.69%
Dec 31, 24
5 iShares Russell 2000 ETF 826.58K (2.36%) -6.58K
Decreased by -0.80%
Apr 30, 24
6 FullerThaler Behavioral Sm-Cp Eq R6 732.42K (2.09%) 168.31K
Increased by +22.98%
Sep 30, 24
7 FullerThaler Behavioral Small-Cap Equity 732.42K (2.09%) 168.31K
Increased by +22.98%
Sep 30, 24
8 BlackRock Mid-Cap Growth Equity Instl 621.54K (1.78%) -2.75K
Decreased by -0.44%
Dec 31, 24
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 608.63K (1.74%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 608.63K (1.74%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 536.02K (1.53%) 3.61K
Increased by +0.67%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 513.18K (1.47%) 17.90K
Increased by +3.49%
Dec 31, 24
13 American Funds Fundamental Invs A 408.03K (1.17%) -45.06K
Decreased by -11.04%
Dec 31, 24
14 Capital Group Fundamental Invtrs Comp 408.03K (1.17%) -45.06K
Decreased by -11.04%
Dec 31, 24
15 T. Rowe Price Integrated US SmCapGrEq 382.40K (1.09%) 382.40K
Increased by +100.00%
Mar 31, 24
16 Fidelity Small Cap Index 351.45K (1.01%) -1.94K
Decreased by -0.55%
Apr 30, 24
17 Invesco S&P MidCap Quality ETF 348.30K (1.00%) 1.37K
Increased by +0.39%
Jan 31, 25
18 Fidelity® Small Cap Index 341.18K (0.98%) 9.25K
Increased by +2.71%
Oct 31, 23
19 Neumeier Poma Small Cap Value 321.68K (0.92%) -19.88K
Decreased by -6.18%
Sep 30, 23
20 Vanguard Small Cap Value Index Inv 312.07K (0.89%) -1.30K
Decreased by -0.42%
Jan 31, 24