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 1.09%
6 DEEP 0.83%
7 NIXT 0.83%
8 OVLC 0.70%
9 TERM 0.60%
10 RZV 0.58%
11 SLYV 0.41%
12 XSMO 0.40%
13 OPTZ 0.39%
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 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 54.82M (15.62%) 830.05K
Increased by +1.51%
Dec 31, 24
2 Vanguard Group Inc 40.03M (11.41%) 421.92K
Increased by +1.05%
Dec 31, 24
3 Loews Corp 16.64M (4.74%) -13.37M
Decreased by -80.34%
Dec 31, 24
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 Corp 13.98M (3.98%) 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 (3.57%) -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. 6.96M (1.98%) -680.50K
Decreased by -9.78%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 6.91M (1.97%) 171.92K
Increased by +2.49%
Dec 31, 24
15 Newsouth Capital Management Inc 6.63M (1.89%) -507.72K
Decreased by -7.66%
Mar 31, 25
16 Millennium Management LLC 6.46M (1.84%) 5.39M
Increased by +83.33%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 5.59M (1.59%) 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 21.41M (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 Undiscovered Managers Behavioral Val L 10.60M (3.02%) -254.05K
Decreased by -2.40%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 10.57M (3.01%) 39.15K
Increased by +0.37%
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 8.36M (2.38%) -187.95K
Decreased by -2.25%
Mar 31, 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 (1.56%) 128.35K
Increased by +2.34%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 5.43M (1.55%) -201.12K
Decreased by -3.71%
Mar 31, 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