Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 2.36%
2 KSCD 2.08%
3 AZTD 1.85%
4 PRN 1.81%
5 CAFG 1.14%
6 PSCI 1.11%
7 DBLV 1.00%
8 XSMO 0.98%
9 FDLS 0.90%
10 XKFS 0.88%
11 JSMD 0.74%
12 JSML 0.68%
13 RYJ 0.63%
14 SCDS 0.58%
15 RZG 0.57%
16 DGRS 0.53%
17 FESM 0.49%
18 ERNZ 0.47%
19 FYC 0.45%
20 EES 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.87M (15.82%) 451.64K
Increased by +6.58%
Mar 31, 25
2 Vanguard Group Inc 6.28M (14.47%) -94.07K
Decreased by -1.50%
Mar 31, 25
3 Pacer Advisors, INC. 1.60M (3.68%) 289.21K
Increased by +18.09%
Dec 31, 23
4 State Street Corp 1.57M (3.63%) -24.71K
Decreased by -1.57%
Mar 31, 25
5 State Street Corporation 1.53M (3.52%) -54.44K
Decreased by -3.56%
Mar 31, 24
6 Voss Capital LLC 1.33M (3.07%) 127.05K
Increased by +9.54%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.25M (2.88%) -99.21K
Decreased by -7.94%
Mar 31, 25
8 Fuller & Thaler Asset Management Inc 951.12K (2.19%) 326.66K
Increased by +34.35%
Mar 31, 25
9 Geode Capital Management, LLC 907.87K (2.09%) 40.80K
Increased by +4.49%
Mar 31, 25
10 Amvescap Plc. 892.12K (2.05%) 236.18K
Increased by +26.47%
Dec 31, 24
11 Macquarie Group Ltd 835.99K (1.93%) -43.57K
Decreased by -5.21%
Mar 31, 25
12 LSV Asset Management 828.01K (1.91%) 38.82K
Increased by +4.69%
Mar 31, 25
13 Point72 Asset Management, L.P. 683.49K (1.57%) 411.43K
Increased by +60.19%
Mar 31, 25
14 Millennium Management LLC 674.52K (1.55%) 159.56K
Increased by +23.65%
Dec 31, 24
15 Allspring Global Investments Holdings, LLC 563.92K (1.30%) -355.96K
Decreased by -63.12%
Sep 30, 24
16 Boston Partners Global Investors, Inc 550.34K (1.27%) -7.78K
Decreased by -1.41%
Mar 31, 25
17 Charles Schwab Investment Management Inc 538.54K (1.24%) 338.00
Increased by +0.06%
Mar 31, 25
18 Gamco Investors, Inc. Et Al 535.61K (1.23%) -7.30K
Decreased by -1.36%
Mar 31, 25
19 JPMorgan Chase & Co 500.98K (1.15%) -124.73K
Decreased by -24.90%
Mar 31, 25
20 Renaissance Technologies Corp 481.00K (1.11%) -219.35K
Decreased by -45.60%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.39M (5.51%) -2.15K
Decreased by -0.09%
Apr 30, 25
2 Pacer US Small Cap Cash Cows 100 ETF 2.32M (5.34%) 13.02K
Increased by +0.56%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.46M (3.36%) 4.70K
Increased by +0.32%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.39M (3.21%) 1.44K
Increased by +0.10%
Sep 30, 24
5 Vanguard Small Cap Index 1.13M (2.61%) 6.00K
Increased by +0.53%
Apr 30, 25
6 iShares Russell 2000 ETF 973.64K (2.24%) 164.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 732.79K (1.69%) 2.29K
Increased by +0.31%
Apr 30, 25
8 Vanguard Strategic Equity Inv 664.25K (1.53%) 41.15K
Increased by +6.19%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 605.61K (1.39%) 3.48K
Increased by +0.58%
Apr 30, 25
10 Delaware Small Cap Value A 597.00K (1.37%) 0.00
Increased by 0.00%
Oct 31, 24
11 Macquarie Small Cap Value A 577.00K (1.33%) 0.00
Increased by 0.00%
Mar 31, 25
12 FullerThaler Behavioral Small-Cap Growth 546.57K (1.26%) 110.37K
Increased by +20.19%
Mar 31, 25
13 FullerThaler Behavioral Sm-Cp Gr R6 542.90K (1.25%) 50.70K
Increased by +9.34%
Mar 31, 25
14 Fidelity® Small Cap Index 410.12K (0.94%) 8.88K
Increased by +2.17%
Sep 30, 23
15 Fidelity Small Cap Index 372.12K (0.86%) 1.83K
Increased by +0.49%
Feb 28, 25
16 1290 VT GAMCO Small Company Value IB 370.00K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25
17 iShares S&P Small-Cap 600 Growth ETF 352.35K (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
18 iShares Russell 2000 Growth ETF 349.68K (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 340.67K (0.78%) 0.00
Increased by 0.00%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 338.70K (0.78%) 0.00
Increased by 0.00%
Apr 30, 24