Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 1.67%
2 GRPZ 0.83%
3 PSCT 0.75%
4 SSLY 0.69%
5 RYJ 0.62%
6 SIXL 0.47%
7 PXSG 0.38%
8 FYC 0.31%
9 JPSE 0.29%
10 AFSM 0.26%
11 OASC 0.25%
12 SLY 0.21%
13 ESIX 0.18%
14 ISMD 0.17%
15 CSML 0.15%
16 SMLV 0.14%
17 TPSC 0.13%
18 FSMD 0.13%
19 QVMS 0.12%
20 SLYG 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.96M (15.66%) 239.94K
Increased by +1.34%
Dec 31, 24
2 Vanguard Group Inc 11.06M (9.65%) 235.19K
Increased by +2.13%
Dec 31, 24
3 Amvescap Plc. 7.79M (6.79%) 1.30M
Increased by +16.69%
Dec 31, 24
4 Scopia Management Inc 5.82M (5.07%) 3.62M
Increased by +62.22%
Dec 31, 24
5 Trigran Investments Inc 4.98M (4.34%) -696.65K
Decreased by -13.99%
Dec 31, 24
6 Millennium Management LLC 4.72M (4.12%) 4.67M
Increased by +98.90%
Dec 31, 24
7 State Street Corp 4.62M (4.03%) 248.83K
Increased by +5.38%
Dec 31, 24
8 State Street Corporation 4.39M (3.83%) 91.81K
Increased by +2.09%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 3.24M (2.83%) -159.46K
Decreased by -4.92%
Dec 31, 24
10 Geode Capital Management, LLC 2.67M (2.33%) -7.01K
Decreased by -0.26%
Dec 31, 24
11 Ancora Advisors LLC 2.64M (2.31%) 300.00
Increased by +0.01%
Dec 31, 24
12 AllianceBernstein L.P. 2.15M (1.87%) 175.13K
Increased by +8.16%
Dec 31, 24
13 Alyeska Investment Group, L.P. 1.96M (1.71%) -155.91K
Decreased by -7.96%
Sep 30, 24
14 Wellington Management Company LLP 1.92M (1.68%) -154.96K
Decreased by -8.06%
Dec 31, 24
15 Fuller & Thaler Asset Management Inc 1.80M (1.57%) 1.15M
Increased by +64.04%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 1.78M (1.55%) -448.37K
Decreased by -25.23%
Dec 31, 24
17 Ameriprise Financial Inc 1.78M (1.55%) -609.68K
Decreased by -34.33%
Mar 31, 24
18 Columbia Mgmt Investment Advisers, LLC 1.78M (1.55%) -609.68K
Decreased by -34.33%
Mar 31, 24
19 Wasatch Advisors LP 1.66M (1.45%) 219.69K
Increased by +13.24%
Sep 30, 24
20 Kennedy Capital Management Inc 1.64M (1.43%) 907.11K
Increased by +55.33%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.46M (6.51%) -1.92K
Decreased by -0.03%
Feb 28, 25
2 Invesco Small Cap Value A 5.48M (4.78%) 0.00
Increased by 0.00%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.71M (3.24%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 2.84M (2.47%) -33.36K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Information Technology ETF 2.60M (2.26%) 12.02K
Increased by +0.46%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.78M (1.55%) -7.01K
Decreased by -0.39%
Feb 28, 25
7 Columbia Small Cap Growth 1.15M (1.01%) 11.29K
Increased by +0.98%
Jun 30, 24
8 Columbia Small Cap Growth Inst 1.15M (1.01%) 0.00
Increased by 0.00%
Jun 30, 24
9 Wellington CIF II SMID Cap Research S3 1.12M (0.98%) 256.88K
Increased by +22.86%
Mar 31, 24
10 Wellington SMID Cap Research Equity 1.12M (0.98%) 256.88K
Increased by +22.86%
Mar 31, 24
11 Fidelity Small Cap Index 1.11M (0.97%) -11.49K
Decreased by -1.03%
Dec 31, 24
12 Mediolanum Ch Technology Eq Evolt L A 1.09M (0.95%) 166.81K
Increased by +15.37%
Mar 31, 24
13 Fidelity® Small Cap Index 1.06M (0.93%) 27.95K
Increased by +2.63%
Oct 31, 23
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.04M (0.91%) -1.15K
Decreased by -0.11%
Feb 28, 25
15 Delaware Ivy Small Cap Growth C 1.03M (0.90%) 0.00
Increased by 0.00%
Oct 31, 24
16 Macquarie Small Cap Growth C 1.03M (0.90%) 0.00
Increased by 0.00%
Nov 30, 24
17 FullerThaler Behavioral Small-Cap Growth 1.02M (0.89%) 223.00K
Increased by +21.95%
Mar 31, 24
18 FullerThaler Behavioral Sm-Cp Gr R6 990.80K (0.86%) 268.40K
Increased by +27.09%
Mar 31, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 988.91K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares Russell 2000 Growth ETF 987.52K (0.86%) -1.17K
Decreased by -0.12%
Feb 28, 25