Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIL 3.82%
2 PRN 3.57%
3 CSMD 3.50%
4 FFTY 2.88%
5 WBIF 2.75%
6 PKB 2.56%
7 BCUS 2.52%
8 AIRR 2.44%
9 XMHQ 2.13%
10 CCSO 2.00%
11 AMID 1.92%
12 SMRI 1.80%
13 RFG 1.65%
14 NSCS 1.54%
15 AZTD 1.53%
16 BUL 1.53%
17 XMMO 1.50%
18 QMID 1.48%
19 CGGO 1.31%
20 JSMD 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.91M (14.05%) -61.44K
Decreased by -1.25%
Dec 31, 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 1.70M (4.85%) 148.49K
Increased by +8.75%
Dec 31, 24
5 Amvescap Plc. 1.40M (4.01%) -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 (1.85%) -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 1.67M (4.77%) -137.90K
Decreased by -8.27%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 1.15M (3.30%) 874.00
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.12M (3.21%) 5.37K
Increased by +0.48%
Feb 28, 25
4 Vanguard Small Cap Index 908.71K (2.60%) 735.00
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 826.58K (2.36%) -6.58K
Decreased by -0.80%
Apr 30, 24
6 FullerThaler Behavioral Small-Cap Equity 732.42K (2.10%) 168.31K
Increased by +22.98%
Sep 30, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 613.42K (1.75%) -119.00K
Decreased by -19.40%
Dec 31, 24
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 608.63K (1.74%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 608.63K (1.74%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 538.77K (1.54%) 1.49K
Increased by +0.28%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 510.48K (1.46%) -2.33K
Decreased by -0.46%
Feb 28, 25
12 American Funds Fundamental Invs A 408.03K (1.17%) -45.06K
Decreased by -11.04%
Dec 31, 24
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 BlackRock Mid-Cap Growth Equity Instl 356.01K (1.02%) -167.04K
Decreased by -46.92%
Feb 28, 25
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 345.34K (0.99%) -57.00
Decreased by -0.02%
Feb 28, 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