Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.17%
2 CAFG 2.38%
3 PYZ 2.03%
4 JSML 1.65%
5 FIW 1.57%
6 GRPZ 0.92%
7 RZG 0.89%
8 AFSM 0.75%
9 EHLS 0.60%
10 DWAS 0.57%
11 FYC 0.56%
12 XSMO 0.55%
13 JPSV 0.51%
14 SCDS 0.48%
15 CGW 0.48%
16 JSMD 0.47%
17 OASC 0.45%
18 IWC 0.44%
19 SLYG 0.39%
20 IJT 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.21M (16.69%) 70.80K
Increased by +2.20%
Dec 31, 24
2 Vanguard Group Inc 1.47M (7.62%) -8.11K
Decreased by -0.55%
Dec 31, 24
3 State Street Corp 781.39K (4.06%) 25.39K
Increased by +3.25%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 778.27K (4.05%) -69.05K
Decreased by -8.87%
Dec 31, 24
5 State Street Corporation 729.35K (3.79%) 13.09K
Increased by +1.79%
Mar 31, 24
6 Geode Capital Management, LLC 456.95K (2.38%) -66.56K
Decreased by -14.57%
Dec 31, 24
7 Westwood Holdings Group Inc 455.59K (2.37%) -597.00
Decreased by -0.13%
Dec 31, 24
8 Pacer Advisors, INC. 384.81K (2.00%) 384.81K
Increased by +100.00%
Dec 31, 23
9 Wasatch Advisors LP 346.18K (1.80%) 346.18K
Increased by +100.00%
Dec 31, 24
10 Fuller & Thaler Asset Management Inc 314.42K (1.63%) 155.00
Increased by +0.05%
Dec 31, 24
11 Bowen, Hanes & CO Inc 307.20K (1.60%) -740.00
Decreased by -0.24%
Dec 31, 24
12 American Century Companies Inc 294.02K (1.53%) -42.33K
Decreased by -14.40%
Dec 31, 24
13 T. Rowe Price Investment Management,Inc. 279.50K (1.45%) -17.96K
Decreased by -6.42%
Jun 30, 24
14 FMR Inc 276.47K (1.44%) 20.22K
Increased by +7.32%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 259.19K (1.35%) -20.45K
Decreased by -7.89%
Dec 31, 24
16 Vaughan Nelson Scarbrgh & Mccullough LP 254.84K (1.32%) 211.47K
Increased by +82.98%
Dec 31, 24
17 Amvescap Plc. 251.21K (1.31%) -22.24K
Decreased by -8.85%
Dec 31, 24
18 Charles Schwab Investment Management Inc 238.50K (1.24%) 370.00
Increased by +0.16%
Dec 31, 24
19 Northern Trust Corp 235.10K (1.22%) 32.67K
Increased by +13.90%
Dec 31, 24
20 First Trust Advisors L.P. 230.03K (1.20%) -6.23K
Decreased by -2.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.18M (6.12%) 744.00
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 591.61K (3.08%) 487.00
Increased by +0.08%
Feb 28, 25
3 iShares Russell 2000 ETF 508.43K (2.64%) -4.40K
Decreased by -0.87%
Mar 31, 25
4 Pacer US Small Cap Cash Cows 100 ETF 448.93K (2.33%) 6.17K
Increased by +1.37%
Jan 31, 24
5 FullerThaler Behavioral Sm-Cp Eq R6 298.47K (1.55%) 0.00
Increased by 0.00%
Dec 31, 24
6 FullerThaler Behavioral Small-Cap Equity 298.47K (1.55%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 288.29K (1.50%) 416.00
Increased by +0.14%
Feb 28, 25
8 SPDR® S&P Dividend ETF 221.38K (1.15%) -600.00
Decreased by -0.27%
Mar 31, 25
9 First Trust Water ETF 211.91K (1.10%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity Small Cap Index 190.95K (0.99%) -3.58K
Decreased by -1.87%
Jan 31, 25
11 Fidelity® Small Cap Index 187.10K (0.97%) 5.13K
Increased by +2.74%
Oct 31, 23
12 Wasatch Small Cap Value 183.98K (0.96%) 183.98K
Increased by +100.00%
Dec 31, 24
13 T. Rowe Price U.S. SC Value Eq Tr-Z 182.64K (0.95%) -67.80K
Decreased by -37.12%
Sep 30, 23
14 Westwood Mgt SmallCap Value 178.36K (0.93%) -4.36K
Decreased by -2.45%
Dec 31, 24
15 Westwood Quality SmallCap Fund Inst 178.36K (0.93%) -4.36K
Decreased by -2.45%
Dec 31, 24
16 DFA US Micro Cap I 175.84K (0.91%) -10.70K
Decreased by -6.08%
Feb 28, 25
17 iShares S&P Small-Cap 600 Growth ETF 173.70K (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
18 iShares Russell 2000 Growth ETF 171.08K (0.89%) -812.00
Decreased by -0.47%
Mar 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 169.50K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
20 T. Rowe Price Small-Cap Value 167.65K (0.87%) -14.13K
Decreased by -8.43%
Jun 30, 24