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 1.05%
6 DEEP 0.83%
7 NIXT 0.79%
8 OVLC 0.70%
9 TERM 0.60%
10 RZV 0.58%
11 SLYV 0.41%
12 OPTZ 0.39%
13 XSMO 0.37%
14 ESIX 0.34%
15 RNSC 0.32%
16 ABCS 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 54.82M (15.64%) 830.05K
Increased by +1.51%
Dec 31, 24
2 Vanguard Group Inc 40.03M (11.42%) 421.92K
Increased by +1.05%
Dec 31, 24
3 Loews Corp 16.64M (4.75%) -13.37M
Decreased by -80.34%
Dec 31, 24
4 Pacer Advisors, INC. 16.54M (4.72%) -9.25M
Decreased by -55.95%
Dec 31, 24
5 Cooke & Bieler LP 15.49M (4.42%) -446.28K
Decreased by -2.88%
Dec 31, 24
6 State Street Corp 13.98M (3.99%) 382.52K
Increased by +2.74%
Dec 31, 24
7 State Street Corporation 13.85M (3.95%) 101.42K
Increased by +0.73%
Mar 31, 24
8 Fuller & Thaler Asset Management Inc 12.54M (3.58%) -73.86K
Decreased by -0.59%
Dec 31, 24
9 Lyrical Asset Management LP 10.06M (2.87%) 1.14M
Increased by +11.32%
Sep 30, 23
10 Ameriprise Financial Inc 9.95M (2.84%) 2.19M
Increased by +22.00%
Dec 31, 24
11 Citadel Advisors Llc 7.99M (2.28%) 2.65M
Increased by +33.21%
Dec 31, 24
12 Geode Capital Management, LLC 7.90M (2.25%) -12.87K
Decreased by -0.16%
Dec 31, 24
13 Hennessy Advisors, Inc. 7.64M (2.18%) 7.64M
Increased by +100.00%
Dec 31, 24
14 Newsouth Capital Management Inc 7.13M (2.04%) -289.21K
Decreased by -4.05%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 6.91M (1.97%) 171.92K
Increased by +2.49%
Dec 31, 24
16 Millennium Management LLC 6.46M (1.84%) 5.39M
Increased by +83.33%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 5.59M (1.60%) 481.10K
Increased by +8.61%
Dec 31, 24
18 Goldman Sachs Group Inc 5.55M (1.58%) 495.79K
Increased by +8.93%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 5.49M (1.57%) 2.07M
Increased by +37.67%
Dec 31, 24
20 American Century Companies Inc 5.36M (1.53%) 3.20M
Increased by +59.63%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 21.83M (6.23%) 13.76K
Increased by +0.06%
Mar 31, 25
2 Pacer US Small Cap Cash Cows 100 ETF 14.29M (4.08%) -103.91K
Decreased by -0.73%
Feb 28, 25
3 FullerThaler Behavioral Small-Cap Value 11.45M (3.27%) 47.97K
Increased by +0.42%
Dec 31, 24
4 Fuller & Thaler Behavrl Small-Cap Value 11.24M (3.21%) -103.15K
Decreased by -0.92%
Nov 30, 23
5 Undiscovered Managers Behavioral Val L 10.85M (3.10%) -44.65K
Decreased by -0.41%
Feb 28, 25
6 Vanguard Total Stock Mkt Idx Inv 10.53M (3.01%) 7.45K
Increased by +0.07%
Feb 28, 25
7 iShares Russell 2000 ETF 9.31M (2.66%) -80.69K
Decreased by -0.87%
Mar 31, 25
8 Vanguard Small Cap Index 8.55M (2.44%) 7.00K
Increased by +0.08%
Feb 28, 25
9 Hennessy Cornerstone Mid Cap 30 Inv 7.64M (2.18%) 7.64M
Increased by +100.00%
Dec 31, 24
10 Vanguard Small Cap Value Index Inv 5.63M (1.61%) -22.61K
Decreased by -0.40%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 5.36M (1.53%) 7.54K
Increased by +0.14%
Feb 28, 25
12 PIMCO RAE US Small 3.81M (1.09%) 31.80K
Increased by +0.83%
Dec 31, 24
13 PIMCO RAE US Small Instl 3.81M (1.09%) 31.80K
Increased by +0.83%
Dec 31, 24
14 Vanguard Selected Value Inv 3.71M (1.06%) -127.60K
Decreased by -3.43%
Dec 31, 24
15 CT (Lux) American Smaller Com 9U USD 3.70M (1.06%) -2.02M
Decreased by -54.50%
Feb 28, 25
16 iShares S&P Small-Cap 600 Value ETF 3.60M (1.03%) -12.27K
Decreased by -0.34%
Nov 27, 24
17 Fidelity Small Cap Index 3.48M (0.99%) -65.15K
Decreased by -1.87%
Jan 31, 25
18 Fidelity® Small Cap Index 3.38M (0.97%) 95.93K
Increased by +2.84%
Oct 31, 23
19 iShares Russell 2000 Growth ETF 3.13M (0.89%) -14.88K
Decreased by -0.48%
Mar 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 3.10M (0.88%) 0.00
Increased by 0.00%
Apr 30, 24