Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.42%
2 AZTD 3.75%
3 PEZ 1.26%
4 PMOM 1.11%
5 PSCD 0.99%
6 DEEP 0.83%
7 NIXT 0.78%
8 OVLC 0.70%
9 TERM 0.60%
10 RZV 0.58%
11 SLYV 0.41%
12 XSMO 0.36%
13 OPTZ 0.35%
14 ESIX 0.34%
15 ABCS 0.32%
16 RNSC 0.32%
17 EBIT 0.31%
18 OASC 0.31%
19 EZY 0.30%
20 RWJ 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 53.07M (15.12%) -1.75M
Decreased by -3.31%
Mar 31, 25
2 Vanguard Group Inc 41.04M (11.69%) 1.01M
Increased by +2.45%
Mar 31, 25
3 Loews Corp 23.31M (6.64%) 6.68M
Increased by +28.64%
Mar 31, 25
4 Pacer Advisors, INC. 16.54M (4.71%) -9.25M
Decreased by -55.95%
Dec 31, 24
5 Cooke & Bieler LP 15.40M (4.39%) -87.00K
Decreased by -0.56%
Mar 31, 25
6 State Street Corporation 13.85M (3.95%) 101.42K
Increased by +0.73%
Mar 31, 24
7 State Street Corp 13.47M (3.84%) -503.04K
Decreased by -3.73%
Mar 31, 25
8 Fuller & Thaler Asset Management Inc 12.45M (3.55%) -87.16K
Decreased by -0.70%
Mar 31, 25
9 Lyrical Asset Management LP 10.06M (2.87%) 1.14M
Increased by +11.32%
Sep 30, 23
10 Brandes Investment Partners & Co 8.22M (2.34%) 3.07M
Increased by +37.37%
Mar 31, 25
11 Geode Capital Management, LLC 8.13M (2.32%) 228.06K
Increased by +2.81%
Mar 31, 25
12 Citadel Advisors Llc 7.99M (2.28%) 2.65M
Increased by +33.21%
Dec 31, 24
13 American Century Companies Inc 7.55M (2.15%) 2.19M
Increased by +28.95%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 7.17M (2.04%) 264.47K
Increased by +3.69%
Mar 31, 25
15 Ameriprise Financial Inc 6.96M (1.98%) -2.99M
Decreased by -42.91%
Mar 31, 25
16 Hennessy Advisors, Inc. 6.96M (1.98%) -680.50K
Decreased by -9.78%
Mar 31, 25
17 Newsouth Capital Management Inc 6.63M (1.89%) -507.72K
Decreased by -7.66%
Mar 31, 25
18 Millennium Management LLC 6.46M (1.84%) 5.39M
Increased by +83.33%
Dec 31, 23
19 Allianz Asset Management AG 5.57M (1.59%) 287.75K
Increased by +5.16%
Mar 31, 25
20 Arrowstreet Capital Limited Partnership 5.49M (1.57%) 2.07M
Increased by +37.67%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 21.41M (6.10%) -20.23K
Decreased by -0.09%
Apr 30, 25
2 Pacer US Small Cap Cash Cows 100 ETF 14.29M (4.07%) -103.91K
Decreased by -0.73%
Feb 28, 25
3 Fuller & Thaler Behavrl Small-Cap Value 11.24M (3.20%) -103.15K
Decreased by -0.92%
Nov 30, 23
4 FullerThaler Behavioral Small-Cap Value 11.16M (3.18%) -291.88K
Decreased by -2.62%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 10.77M (3.07%) 195.77K
Increased by +1.82%
Apr 30, 25
6 Undiscovered Managers Behavioral Val L 10.60M (3.02%) -254.05K
Decreased by -2.40%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 10.43M (2.97%) 11.03K
Increased by +0.11%
Sep 30, 24
8 iShares Russell 2000 ETF 8.76M (2.50%) 1.48K
Increased by +0.02%
Apr 30, 25
9 Vanguard Small Cap Index 8.42M (2.40%) 58.21K
Increased by +0.69%
Apr 30, 25
10 Hennessy Cornerstone Mid Cap 30 Inv 6.96M (1.98%) -680.50K
Decreased by -9.78%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 5.49M (1.57%) 6.69K
Increased by +0.12%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 5.44M (1.55%) 16.98K
Increased by +0.31%
Apr 30, 25
13 American Century Small Cap Growth Inv 4.19M (1.19%) 2.14M
Increased by +51.20%
Mar 31, 25
14 American Century U.S. Small Cap Growth 4.19M (1.19%) 2.14M
Increased by +51.20%
Mar 31, 25
15 PIMCO RAE US Small 3.81M (1.09%) 31.80K
Increased by +0.83%
Dec 31, 24
16 PIMCO RAE US Small Instl 3.81M (1.09%) 31.80K
Increased by +0.83%
Dec 31, 24
17 CT (Lux) American Smaller Com 9U USD 3.80M (1.08%) 103.27K
Increased by +2.72%
Mar 31, 25
18 Vanguard Selected Value Inv 3.63M (1.03%) -83.10K
Decreased by -2.29%
Mar 31, 25
19 iShares S&P Small-Cap 600 Value ETF 3.60M (1.02%) -12.27K
Decreased by -0.34%
Nov 27, 24
20 Fidelity Small Cap Index 3.49M (1.00%) 15.50K
Increased by +0.44%
Feb 28, 25