Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DEEP 1.10%
2 DVP 1.09%
3 EQWM 0.89%
4 SMCP 0.76%
5 PXMG 0.69%
6 XMVM 0.66%
7 FSCC 0.55%
8 PSCD 0.54%
9 QQQS 0.52%
10 FYT 0.51%
11 NIXT 0.47%
12 RZV 0.43%
13 FYX 0.29%
14 AFSM 0.25%
15 ISMD 0.22%
16 SLYV 0.21%
17 EES 0.20%
18 ETHO 0.19%
19 VIOV 0.19%
20 XMHQ 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.64M (16.17%) 129.68K
Increased by +3.57%
Dec 31, 24
2 FMR Inc 2.68M (11.92%) -200.59K
Decreased by -7.48%
Dec 31, 24
3 Vanguard Group Inc 2.63M (11.68%) -14.51K
Decreased by -0.55%
Dec 31, 24
4 Cooke & Bieler LP 1.88M (8.35%) -121.25K
Decreased by -6.46%
Mar 31, 24
5 Capital Research Global Investors 1.09M (4.83%) -674.88K
Decreased by -62.13%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 1.08M (4.82%) -6.50K
Decreased by -0.60%
Dec 31, 24
7 State Street Corp 931.54K (4.14%) 36.85K
Increased by +3.96%
Dec 31, 24
8 Allspring Global Investments Holdings, LLC 920.10K (4.09%) 13.21K
Increased by +1.44%
Mar 31, 24
9 Pacer Advisors, INC. 919.51K (4.09%) -150.43K
Decreased by -16.36%
Dec 31, 24
10 State Street Corporation 844.08K (3.75%) 9.37K
Increased by +1.11%
Mar 31, 24
11 JPMorgan Chase & Co 785.47K (3.49%) 8.56K
Increased by +1.09%
Mar 31, 24
12 Earnest Partners LLC 757.34K (3.37%) 118.98K
Increased by +15.71%
Dec 31, 24
13 Pzena Investment Management, LLC 705.71K (3.14%) 124.27K
Increased by +17.61%
Dec 31, 24
14 Cooper Creek Partners Management LLC 689.42K (3.07%) 689.42K
Increased by +100.00%
Dec 31, 24
15 Snyder Capital Management LP 677.81K (3.01%) 191.64K
Increased by +28.27%
Mar 31, 24
16 Arrowstreet Capital Limited Partnership 646.75K (2.88%) 528.30K
Increased by +81.69%
Dec 31, 24
17 Capital World Investors 600.00K (2.67%) -85.00K
Decreased by -14.17%
Mar 31, 24
18 Geode Capital Management, LLC 534.57K (2.38%) -1.32K
Decreased by -0.25%
Dec 31, 24
19 Macquarie Group Ltd 506.77K (2.25%) -11.65K
Decreased by -2.30%
Sep 30, 24
20 Charles Schwab Investment Management Inc 482.15K (2.14%) 72.08K
Increased by +14.95%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.41M (6.28%) 976.00
Increased by +0.07%
Mar 31, 25
2 Fidelity® Low-Priced Stock 1.24M (5.53%) 142.40K
Increased by +11.45%
Oct 31, 23
3 Fidelity Low-Priced Stock 1.14M (5.07%) -113.30K
Decreased by -9.95%
Jan 31, 25
4 American Funds SMALLCAP World A 853.84K (3.80%) -76.91K
Decreased by -9.01%
Mar 31, 24
5 Pacer US Small Cap Cash Cows 100 ETF 794.56K (3.53%) -5.77K
Decreased by -0.73%
Feb 28, 25
6 Capital Group AMCAP Composite 776.65K (3.45%) -622.81K
Decreased by -80.19%
Mar 31, 24
7 VA CollegeAmerica Amcap 529A 776.65K (3.45%) -622.81K
Decreased by -80.19%
Mar 31, 24
8 iShares Core S&P Mid-Cap ETF 741.82K (3.30%) 1.22K
Increased by +0.16%
Jun 28, 24
9 Vanguard Total Stock Mkt Idx Inv 718.18K (3.19%) 0.00
Increased by 0.00%
Feb 28, 25
10 Vanguard Selected Value Inv 642.85K (2.86%) 7.20K
Increased by +1.12%
Mar 31, 24
11 iShares Russell 2000 ETF 603.97K (2.69%) -5.22K
Decreased by -0.87%
Mar 31, 25
12 Vanguard Small Cap Index 583.46K (2.59%) 483.00
Increased by +0.08%
Feb 28, 25
13 Allspring Special Small Cap Value A 576.19K (2.56%) 0.00
Increased by 0.00%
May 31, 24
14 JPM US Mid Cap Growth-MA 414.76K (1.84%) 256.86K
Increased by +61.93%
Sep 30, 23
15 Delaware US Small Cap Core Equity (SMA) 391.67K (1.74%) 44.72K
Increased by +11.42%
Mar 31, 24
16 Macquarie US Small Cap Core Equity 391.67K (1.74%) 44.72K
Increased by +11.42%
Mar 31, 24
17 Vanguard Small Cap Value Index Inv 383.63K (1.71%) -1.98K
Decreased by -0.52%
Feb 28, 25
18 Delaware Small Cap Core I 379.13K (1.69%) -2.35K
Decreased by -0.62%
Sep 30, 24
19 Fidelity Global Value Growth Eq MF 354.52K (1.58%) 20.52K
Increased by +5.79%
Feb 20, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 347.63K (1.55%) 512.00
Increased by +0.15%
Feb 28, 25