Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.35%
2 OSCV 2.41%
3 CAFG 2.38%
4 CSMD 2.21%
5 PYZ 1.97%
6 FIW 1.75%
7 TSME 1.29%
8 RZG 1.02%
9 GRPZ 0.99%
10 EHLS 0.98%
11 JSML 0.98%
12 DWAS 0.77%
13 XSHQ 0.74%
14 FYC 0.71%
15 SCDS 0.70%
16 AFSM 0.69%
17 SAWS 0.66%
18 PHO 0.66%
19 IFRA 0.63%
20 XSMO 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.12M (16.36%) -96.01K
Decreased by -3.08%
Mar 31, 25
2 Vanguard Group Inc 1.46M (7.65%) -9.75K
Decreased by -0.67%
Mar 31, 25
3 State Street Corp 1.00M (5.26%) 221.40K
Increased by +22.08%
Mar 31, 25
4 State Street Corporation 729.35K (3.83%) 13.09K
Increased by +1.79%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 660.54K (3.47%) -117.73K
Decreased by -17.82%
Mar 31, 25
6 Westwood Holdings Group Inc 599.01K (3.14%) 143.43K
Increased by +23.94%
Mar 31, 25
7 Geode Capital Management, LLC 473.24K (2.48%) 16.28K
Increased by +3.44%
Mar 31, 25
8 Wasatch Advisors LP 399.07K (2.10%) 52.89K
Increased by +13.25%
Mar 31, 25
9 Pacer Advisors, INC. 384.81K (2.02%) 384.81K
Increased by +100.00%
Dec 31, 23
10 Vaughan Nelson Scarbrgh & Mccullough LP 350.72K (1.84%) 95.89K
Increased by +27.34%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 315.09K (1.65%) 665.00
Increased by +0.21%
Mar 31, 25
12 Bowen, Hanes & CO Inc 307.17K (1.61%) -30.00
Decreased by -0.01%
Mar 31, 25
13 T. Rowe Price Investment Management,Inc. 279.50K (1.47%) -17.96K
Decreased by -6.42%
Jun 30, 24
14 FMR Inc 260.06K (1.37%) -16.41K
Decreased by -6.31%
Mar 31, 25
15 First Trust Advisors L.P. 244.22K (1.28%) 14.20K
Increased by +5.81%
Mar 31, 25
16 Charles Schwab Investment Management Inc 232.75K (1.22%) -5.75K
Decreased by -2.47%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 226.15K (1.19%) -33.04K
Decreased by -14.61%
Mar 31, 25
18 Northern Trust Corp 225.78K (1.19%) -9.31K
Decreased by -4.12%
Mar 31, 25
19 GW&K Investment Management, LLC 220.33K (1.16%) 6.83K
Increased by +3.10%
Mar 31, 25
20 American Century Companies Inc 220.22K (1.16%) -73.80K
Decreased by -33.51%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.12M (5.90%) -7.48K
Decreased by -0.67%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 603.67K (3.17%) 532.00
Increased by +0.09%
May 31, 25
3 Vanguard US Total Market Shares ETF 589.23K (3.09%) 660.00
Increased by +0.11%
Sep 30, 24
4 iShares Russell 2000 ETF 487.21K (2.56%) 3.40K
Increased by +0.70%
Jun 30, 25
5 Pacer US Small Cap Cash Cows 100 ETF 448.93K (2.36%) 6.17K
Increased by +1.37%
Jan 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 298.83K (1.57%) 2.16K
Increased by +0.72%
May 31, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 298.47K (1.57%) 0.00
Increased by 0.00%
Mar 31, 25
8 FullerThaler Behavioral Small-Cap Equity 298.47K (1.57%) 0.00
Increased by 0.00%
Mar 31, 25
9 First Trust Water ETF 213.12K (1.12%) 0.00
Increased by 0.00%
Jun 30, 25
10 Wasatch Small Cap Value 213.09K (1.12%) 29.11K
Increased by +13.66%
Mar 31, 25
11 Fidelity Small Cap Index 195.47K (1.03%) 2.14K
Increased by +1.10%
Apr 30, 25
12 Fidelity® Small Cap Index 187.10K (0.98%) 5.13K
Increased by +2.74%
Oct 31, 23
13 T. Rowe Price U.S. SC Value Eq Tr-Z 182.64K (0.96%) -67.80K
Decreased by -37.12%
Sep 30, 23
14 SPDR® S&P Dividend ETF 181.63K (0.95%) 0.00
Increased by 0.00%
Jun 30, 25
15 Westwood Mgt SmallCap Value 178.36K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
16 Westwood Quality SmallCap Fund Inst 178.36K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
17 iShares Russell 2000 Growth ETF 171.52K (0.90%) 422.00
Increased by +0.25%
Jun 30, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 169.50K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
19 T. Rowe Price Small-Cap Value 167.65K (0.88%) -14.13K
Decreased by -8.43%
Jun 30, 24
20 iShares S&P Small-Cap 600 Growth ETF 166.68K (0.88%) 0.00
Increased by 0.00%
Jun 30, 25