Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 4.75%
2 WBIL 3.82%
3 PRN 3.57%
4 PKB 3.29%
5 XMHQ 2.92%
6 AMID 2.72%
7 SMRI 2.62%
8 BCUS 2.52%
9 AIRR 2.45%
10 FRTY 2.32%
11 AZTD 2.29%
12 RFG 2.18%
13 BUL 2.05%
14 XMMO 2.03%
15 FFTY 2.03%
16 CCSO 2.00%
17 WBIF 1.96%
18 GRPM 1.59%
19 VFLO 1.57%
20 NSCS 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.95M (11.40%) -958.80K
Decreased by -24.26%
Mar 31, 25
2 Vanguard Group Inc 3.80M (10.97%) 21.85K
Increased by +0.57%
Mar 31, 25
3 Capital World Investors 2.32M (6.68%) 170.35K
Increased by +7.35%
Mar 31, 25
4 FMR Inc 1.42M (4.11%) -272.79K
Decreased by -19.15%
Mar 31, 25
5 Amvescap Plc. 1.40M (4.05%) -31.13K
Decreased by -2.22%
Dec 31, 24
6 State Street Corporation 1.26M (3.63%) 41.93K
Increased by +3.33%
Mar 31, 24
7 State Street Corp 1.11M (3.20%) 7.01K
Increased by +0.63%
Mar 31, 25
8 Westfield Capital Management Company, L.P. 889.64K (2.57%) 4.51K
Increased by +0.51%
Mar 31, 25
9 JONES FINANCIAL COMPANIES LLLP 833.03K (2.40%) 833.00K
Increased by +100.00%
Mar 31, 25
10 Geode Capital Management, LLC 818.87K (2.36%) 49.33K
Increased by +6.02%
Mar 31, 25
11 Westfield Capital Management Company, LP 708.18K (2.04%) -156.69K
Decreased by -22.13%
Sep 30, 24
12 Fuller & Thaler Asset Management Inc 645.43K (1.86%) -3.03K
Decreased by -0.47%
Mar 31, 25
13 AQR Capital Management LLC 530.43K (1.53%) 273.45K
Increased by +51.55%
Mar 31, 25
14 JPMorgan Chase & Co 519.44K (1.50%) 138.54K
Increased by +26.67%
Mar 31, 25
15 Nuveen Asset Management, LLC 487.72K (1.41%) -46.02K
Decreased by -9.44%
Mar 31, 24
16 First Trust Advisors L.P. 463.79K (1.34%) 105.76K
Increased by +22.80%
Dec 31, 24
17 NORGES BANK 462.56K (1.33%) 27.06K
Increased by +5.85%
Dec 31, 24
18 Baillie Gifford & Co Limited. 445.92K (1.29%) -159.44K
Decreased by -35.76%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 417.23K (1.20%) -58.60K
Decreased by -14.04%
Mar 31, 24
20 GW&K Investment Management, LLC 404.19K (1.17%) -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 1.61M (4.64%) -58.39K
Decreased by -3.63%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 1.15M (3.31%) -3.71K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.14M (3.29%) 13.84K
Increased by +1.21%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.13M (3.26%) 870.00
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 892.55K (2.57%) 5.34K
Increased by +0.60%
Apr 30, 25
6 iShares Russell 2000 ETF 826.58K (2.38%) -6.58K
Decreased by -0.80%
Apr 30, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 613.42K (1.77%) -119.00K
Decreased by -19.40%
Dec 31, 24
8 FullerThaler Behavioral Small-Cap Equity 613.42K (1.77%) -119.00K
Decreased by -19.40%
Dec 31, 24
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 608.63K (1.76%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 608.63K (1.76%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 548.74K (1.58%) 2.98K
Increased by +0.54%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 496.91K (1.43%) -517.00
Decreased by -0.10%
Apr 30, 25
13 T. Rowe Price Integrated US SmCapGrEq 382.40K (1.10%) 382.40K
Increased by +100.00%
Mar 31, 24
14 American Funds Fundamental Invs A 368.36K (1.06%) -39.67K
Decreased by -10.77%
Mar 31, 25
15 Capital Group Fundamental Invtrs Comp 368.36K (1.06%) -39.67K
Decreased by -10.77%
Mar 31, 25
16 BlackRock Mid-Cap Growth Equity Instl 356.01K (1.03%) -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 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 (0.93%) -19.88K
Decreased by -6.18%
Sep 30, 23
20 Vanguard Small Cap Value Index Inv 312.07K (0.90%) -1.30K
Decreased by -0.42%
Jan 31, 24