Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 3.91%
2 WBIL 3.82%
3 PRN 3.57%
4 TIME 3.25%
5 FFTY 2.88%
6 PKB 2.76%
7 BCUS 2.52%
8 XMHQ 2.35%
9 AMID 2.08%
10 SMRI 2.08%
11 AIRR 2.03%
12 CCSO 2.00%
13 RFG 1.83%
14 WBIF 1.73%
15 BUL 1.69%
16 XMMO 1.68%
17 AZTD 1.66%
18 NSCS 1.54%
19 QMID 1.48%
20 FRTY 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.91M (14.06%) -61.44K
Decreased by -1.25%
Dec 31, 24
2 Vanguard Group Inc 3.78M (10.82%) 67.24K
Increased by +1.78%
Dec 31, 24
3 Capital World Investors 2.15M (6.15%) -130.73K
Decreased by -6.09%
Dec 31, 24
4 FMR Inc 1.70M (4.86%) 148.49K
Increased by +8.75%
Dec 31, 24
5 Amvescap Plc. 1.40M (4.02%) -31.13K
Decreased by -2.22%
Dec 31, 24
6 State Street Corporation 1.26M (3.60%) 41.93K
Increased by +3.33%
Mar 31, 24
7 State Street Corp 1.10M (3.16%) 48.62K
Increased by +4.40%
Dec 31, 24
8 Westfield Capital Management Company, L.P. 885.13K (2.53%) 176.95K
Increased by +19.99%
Dec 31, 24
9 Geode Capital Management, LLC 769.53K (2.20%) 21.41K
Increased by +2.78%
Dec 31, 24
10 Westfield Capital Management Company, LP 708.18K (2.03%) -156.69K
Decreased by -22.13%
Sep 30, 24
11 Fuller & Thaler Asset Management Inc 648.47K (1.86%) -124.41K
Decreased by -19.18%
Dec 31, 24
12 Goldman Sachs Group Inc 635.01K (1.82%) 56.66K
Increased by +8.92%
Dec 31, 24
13 Baillie Gifford & Co Limited. 605.36K (1.73%) -401.77K
Decreased by -66.37%
Dec 31, 24
14 Nuveen Asset Management, LLC 487.72K (1.40%) -46.02K
Decreased by -9.44%
Mar 31, 24
15 Federated Hermes Inc 467.84K (1.34%) 51.77K
Increased by +11.07%
Dec 31, 24
16 First Trust Advisors L.P. 463.79K (1.33%) 105.76K
Increased by +22.80%
Dec 31, 24
17 NORGES BANK 462.56K (1.32%) 27.06K
Increased by +5.85%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 417.23K (1.19%) -58.60K
Decreased by -14.04%
Mar 31, 24
19 GW&K Investment Management, LLC 404.19K (1.16%) -82.48K
Decreased by -20.41%
Sep 30, 23
20 Hood River Capital Management LLC 388.84K (1.11%) 32.95K
Increased by +8.47%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.61M (4.60%) -58.39K
Decreased by -3.63%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 1.16M (3.32%) 2.01K
Increased by +0.17%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.13M (3.23%) 870.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.13M (3.23%) 4.95K
Increased by +0.44%
Mar 31, 25
5 Vanguard Small Cap Index 887.22K (2.54%) -21.49K
Decreased by -2.42%
Mar 31, 25
6 iShares Russell 2000 ETF 826.58K (2.37%) -6.58K
Decreased by -0.80%
Apr 30, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 613.42K (1.76%) -119.00K
Decreased by -19.40%
Dec 31, 24
8 FullerThaler Behavioral Small-Cap Equity 613.42K (1.76%) -119.00K
Decreased by -19.40%
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 545.77K (1.56%) 7.00K
Increased by +1.28%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 497.43K (1.42%) -13.05K
Decreased by -2.62%
Mar 31, 25
13 Capital Group Fundamental Invtrs Comp 408.03K (1.17%) -45.06K
Decreased by -11.04%
Dec 31, 24
14 T. Rowe Price Integrated US SmCapGrEq 382.40K (1.09%) 382.40K
Increased by +100.00%
Mar 31, 24
15 American Funds Fundamental Invs A 368.36K (1.05%) -39.67K
Decreased by -10.77%
Mar 31, 25
16 BlackRock Mid-Cap Growth Equity Instl 356.01K (1.02%) -167.04K
Decreased by -46.92%
Feb 28, 25
17 Fidelity Small Cap Index 351.45K (1.01%) -1.94K
Decreased by -0.55%
Apr 30, 24
18 Invesco S&P MidCap Quality ETF 349.92K (1.00%) -480.00
Decreased by -0.14%
Mar 31, 25
19 Fidelity® Small Cap Index 341.18K (0.98%) 9.25K
Increased by +2.71%
Oct 31, 23
20 Neumeier Poma Small Cap Value 321.68K (0.92%) -19.88K
Decreased by -6.18%
Sep 30, 23