Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 2.07%
2 PYZ 1.35%
3 FIW 1.29%
4 RZG 1.03%
5 JSML 0.74%
6 XSMO 0.58%
7 FYC 0.51%
8 SQLV 0.41%
9 DWAS 0.41%
10 CGW 0.40%
11 IWC 0.36%
12 BFOR 0.29%
13 JSMD 0.28%
14 AFSM 0.28%
15 FYX 0.26%
16 SLYG 0.24%
17 IJT 0.24%
18 VIOG 0.24%
19 ESIX 0.22%
20 RNSC 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.24M (16.90%) 77.30K
Increased by +2.39%
Dec 31, 23
2 Vanguard Group Inc 1.52M (7.92%) 62.22K
Increased by +4.10%
Dec 31, 23
3 Dimensional Fund Advisors, Inc. 1.13M (5.92%) -12.74K
Decreased by -1.12%
Dec 31, 23
4 State Street Corporation 716.26K (3.74%) 19.50K
Increased by +2.72%
Dec 31, 23
5 Morgan Stanley - Brokerage Accounts 540.95K (2.82%) 107.96K
Increased by +19.96%
Dec 31, 23
6 Geode Capital Management, LLC 451.70K (2.36%) 52.18K
Increased by +11.55%
Dec 31, 23
7 Pacer Advisors, INC. 384.81K (2.01%) 384.81K
Increased by +100.00%
Dec 31, 23
8 T. Rowe Price Investment Management,Inc. 315.79K (1.65%) -292.58K
Decreased by -92.65%
Dec 31, 23
9 GW&K Investment Management, LLC 312.20K (1.63%) -76.19K
Decreased by -24.41%
Dec 31, 23
10 Northern Trust Corp 249.04K (1.30%) -5.92K
Decreased by -2.38%
Dec 31, 23
11 American Century Companies Inc 233.03K (1.22%) 113.29K
Increased by +48.62%
Dec 31, 23
12 Charles Schwab Investment Management Inc 231.77K (1.21%) -1.42K
Decreased by -0.61%
Dec 31, 23
13 Bank of New York Mellon Corp 193.57K (1.01%) -37.48K
Decreased by -19.36%
Dec 31, 23
14 Amvescap Plc. 152.92K (0.80%) -50.23K
Decreased by -32.85%
Dec 31, 23
15 Kennedy Capital Management Inc 141.31K (0.74%) -63.08K
Decreased by -44.64%
Dec 31, 23
16 JPMorgan Chase & Co 121.44K (0.63%) -18.04K
Decreased by -14.85%
Dec 31, 23
17 Assenagon Asset Management SA 111.24K (0.58%) -27.25K
Decreased by -24.50%
Dec 31, 23
18 Renaissance Technologies Corp 105.80K (0.55%) 9.60K
Increased by +9.07%
Dec 31, 23
19 Ameriprise Financial Inc 103.03K (0.54%) -8.93K
Decreased by -8.66%
Sep 30, 23
20 Allspring Global Investments Holdings, LLC 101.78K (0.53%) -38.25K
Decreased by -37.58%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.28M (6.70%) 550.00
Increased by +0.04%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 589.43K (3.08%) 912.00
Increased by +0.15%
Mar 31, 24
3 Pacer US Small Cap Cash Cows 100 ETF 448.93K (2.34%) 6.17K
Increased by +1.37%
Jan 31, 24
4 iShares Russell 2000 ETF 447.47K (2.34%) -3.57K
Decreased by -0.80%
Apr 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 291.41K (1.52%) 3.92K
Increased by +1.34%
Mar 31, 24
6 First Trust Water ETF 281.38K (1.47%) 0.00
Increased by 0.00%
Apr 30, 24
7 Avantis US Small Cap Value ETF 265.42K (1.39%) 1.60K
Increased by +0.60%
Apr 30, 24
8 Fidelity Small Cap Index 198.08K (1.03%) 1.75K
Increased by +0.88%
Feb 29, 24
9 DFA US Micro Cap I 197.82K (1.03%) 0.00
Increased by 0.00%
Mar 31, 24
10 DFA US Targeted Value I 188.11K (0.98%) -2.66K
Decreased by -1.41%
Mar 31, 24
11 Fidelity® Small Cap Index 187.10K (0.98%) 5.13K
Increased by +2.74%
Oct 31, 23
12 iShares S&P Small-Cap 600 Growth ETF 185.49K (0.97%) 0.00
Increased by 0.00%
Apr 30, 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 T. Rowe Price Small-Cap Value 181.79K (0.95%) -15.80K
Decreased by -8.69%
Mar 31, 24
15 DFA US Small Cap I 180.90K (0.94%) 0.00
Increased by 0.00%
Mar 31, 24
16 iShares US Infrastructure ETF 172.17K (0.90%) 157.00
Increased by +0.09%
Apr 30, 24
17 SPDR® Portfolio S&P 600 Sm Cap ETF 169.50K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares Russell 2000 Growth ETF 163.30K (0.85%) -390.00
Decreased by -0.24%
Apr 30, 24
19 Westwood Mgt SmallCap Value 156.69K (0.82%) 156.69K
Increased by +100.00%
Mar 31, 24
20 Westwood Quality SmallCap Fund Inst 156.69K (0.82%) 156.69K
Increased by +100.00%
Mar 31, 24