Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 1.30%
2 GRPZ 0.74%
3 SSLY 0.69%
4 PSCT 0.63%
5 RYJ 0.62%
6 SIXL 0.47%
7 AFSM 0.44%
8 PXSG 0.38%
9 FYC 0.31%
10 JPSE 0.29%
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 17.55M (15.73%) -405.18K
Decreased by -2.31%
Mar 31, 25
2 Vanguard Group Inc 11.47M (10.28%) 411.44K
Increased by +3.59%
Mar 31, 25
3 Amvescap Plc. 8.08M (7.24%) 292.58K
Increased by +3.62%
Mar 31, 25
4 State Street Corp 4.51M (4.05%) -107.70K
Decreased by -2.39%
Mar 31, 25
5 State Street Corporation 4.39M (3.93%) 91.81K
Increased by +2.09%
Mar 31, 24
6 Trigran Investments Inc 4.09M (3.67%) -887.63K
Decreased by -21.69%
Mar 31, 25
7 Scopia Management Inc 3.43M (3.08%) -2.38M
Decreased by -69.47%
Mar 31, 25
8 Millennium Management LLC 3.33M (2.99%) -1.39M
Decreased by -41.69%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 3.19M (2.86%) -52.54K
Decreased by -1.65%
Mar 31, 25
10 Alyeska Investment Group, L.P. 3.08M (2.76%) 2.33M
Increased by +75.62%
Mar 31, 25
11 Geode Capital Management, LLC 2.76M (2.47%) 90.05K
Increased by +3.26%
Mar 31, 25
12 Ancora Advisors LLC 2.64M (2.37%) 300.00
Increased by +0.01%
Dec 31, 24
13 AllianceBernstein L.P. 2.15M (1.92%) 175.13K
Increased by +8.16%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.96M (1.76%) 183.61K
Increased by +9.36%
Mar 31, 25
15 Fuller & Thaler Asset Management Inc 1.80M (1.61%) 1.15M
Increased by +64.04%
Mar 31, 24
16 Ameriprise Financial Inc 1.78M (1.59%) -609.68K
Decreased by -34.33%
Mar 31, 24
17 Columbia Mgmt Investment Advisers, LLC 1.78M (1.59%) -609.68K
Decreased by -34.33%
Mar 31, 24
18 Wasatch Advisors LP 1.66M (1.49%) 219.69K
Increased by +13.24%
Sep 30, 24
19 Kennedy Capital Management Inc 1.64M (1.47%) 907.11K
Increased by +55.33%
Sep 30, 23
20 Clearline Capital LP 1.57M (1.41%) 1.39M
Increased by +88.60%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.02M (6.29%) 0.00
Increased by 0.00%
May 31, 25
2 Invesco Small Cap Value A 3.94M (3.53%) -1.74M
Decreased by -44.20%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.82M (3.42%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.71M (3.33%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 2.77M (2.48%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Information Technology ETF 2.63M (2.35%) 19.37K
Increased by +0.74%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.82M (1.63%) 2.24K
Increased by +0.12%
Apr 30, 25
8 Columbia Small Cap Growth 1.15M (1.03%) 11.29K
Increased by +0.98%
Jun 30, 24
9 Columbia Small Cap Growth Inst 1.15M (1.03%) 0.00
Increased by 0.00%
Jun 30, 24
10 Wellington CIF II SMID Cap Research S3 1.12M (1.01%) 256.88K
Increased by +22.86%
Mar 31, 24
11 Wellington SMID Cap Research Equity 1.12M (1.01%) 256.88K
Increased by +22.86%
Mar 31, 24
12 Fidelity Small Cap Index 1.11M (0.99%) 7.87K
Increased by +0.71%
Mar 31, 25
13 Mediolanum Ch Technology Eq Evolt L A 1.09M (0.97%) 166.81K
Increased by +15.37%
Mar 31, 24
14 Fidelity® Small Cap Index 1.06M (0.95%) 27.95K
Increased by +2.63%
Oct 31, 23
15 Delaware Ivy Small Cap Growth C 1.03M (0.92%) 0.00
Increased by 0.00%
Oct 31, 24
16 Macquarie Small Cap Growth C 1.03M (0.92%) 0.00
Increased by 0.00%
Nov 30, 24
17 FullerThaler Behavioral Small-Cap Growth 1.02M (0.91%) 223.00K
Increased by +21.95%
Mar 31, 24
18 FullerThaler Behavioral Sm-Cp Gr R6 990.80K (0.89%) 268.40K
Increased by +27.09%
Mar 31, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 990.24K (0.89%) 0.00
Increased by 0.00%
May 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 988.91K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24