Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 5.58%
2 BOUT 5.23%
3 PSCT 3.58%
4 FFTY 2.80%
5 GLRY 2.73%
6 PTF 2.63%
7 CAFG 2.46%
8 XKII 2.12%
9 JSML 1.89%
10 XSMO 1.72%
11 RZG 1.61%
12 SIXG 1.60%
13 FIVG 1.59%
14 DSMC 1.59%
15 PSWD 1.53%
16 VERS 1.49%
17 GRPZ 1.41%
18 ROSC 1.39%
19 SAWS 1.35%
20 FSCS 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.26M (16.97%) 73.69K
Increased by +1.73%
Dec 31, 24
2 Vanguard Group Inc 3.30M (13.13%) -11.60K
Decreased by -0.35%
Dec 31, 24
3 Boston Partners Global Investors, Inc 1.62M (6.44%) 83.79K
Increased by +5.17%
Dec 31, 24
4 Disciplined Growth Investors Inc 1.11M (4.44%) -17.84K
Decreased by -1.60%
Dec 31, 24
5 State Street Corporation 1.06M (4.20%) 18.64K
Increased by +1.77%
Mar 31, 24
6 State Street Corp 1.05M (4.16%) 24.00K
Increased by +2.29%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 800.51K (3.18%) -33.07K
Decreased by -4.13%
Dec 31, 24
8 Barclays PLC 676.19K (2.69%) 8.77K
Increased by +1.30%
Sep 30, 24
9 Pacer Advisors, INC. 631.46K (2.51%) -111.81K
Decreased by -17.71%
Sep 30, 24
10 Fuller & Thaler Asset Management Inc 612.85K (2.44%) 21.32K
Increased by +3.48%
Dec 31, 24
11 D. E. Shaw & Co LP 609.62K (2.43%) 16.21K
Increased by +2.66%
Sep 30, 23
12 Geode Capital Management, LLC 594.75K (2.37%) 1.99K
Increased by +0.33%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 465.40K (1.85%) 60.28K
Increased by +12.95%
Dec 31, 24
14 American Century Companies Inc 424.27K (1.69%) -238.94K
Decreased by -56.32%
Dec 31, 24
15 Renaissance Technologies Corp 419.17K (1.67%) -126.60K
Decreased by -30.20%
Sep 30, 23
16 JPMorgan Chase & Co 415.20K (1.65%) 46.92K
Increased by +11.30%
Sep 30, 24
17 Reinhart Mahoney Capital Management Inc 410.44K (1.63%) 50.20K
Increased by +12.23%
Mar 31, 25
18 Shannon River Fund Management LLC 381.64K (1.52%) -90.51K
Decreased by -23.71%
Dec 31, 24
19 Goldman Sachs Group Inc 340.37K (1.35%) 36.82K
Increased by +10.82%
Sep 30, 24
20 Congress Asset Management Company, LLP 339.10K (1.35%) 16.04K
Increased by +4.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.59M (6.32%) 904.00
Increased by +0.06%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 802.15K (3.19%) 484.00
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 795.92K (3.17%) 495.00
Increased by +0.06%
Feb 28, 25
4 iShares Russell 2000 ETF 666.22K (2.65%) -5.78K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 647.05K (2.57%) 525.00
Increased by +0.08%
Feb 28, 25
6 JHancock Disciplined Value Mid Cap I 632.35K (2.52%) 1.75K
Increased by +0.28%
Feb 28, 25
7 Pacer US Small Cap Cash Cows 100 ETF 609.99K (2.43%) -2.08K
Decreased by -0.34%
Nov 29, 24
8 FullerThaler Behavioral Sm-Cp Eq R6 582.27K (2.32%) 19.90K
Increased by +3.42%
Dec 31, 24
9 FullerThaler Behavioral Small-Cap Equity 582.27K (2.32%) 19.90K
Increased by +3.42%
Dec 31, 24
10 Vanguard Information Technology ETF 500.86K (1.99%) -24.21K
Decreased by -4.83%
Feb 28, 25
11 First Trust SMID Cp Rising Div Achv ETF 426.99K (1.70%) 92.00
Increased by +0.02%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 384.79K (1.53%) 2.13K
Increased by +0.55%
Feb 28, 25
13 Vanguard Small Cap Growth Index Inv 363.47K (1.45%) -2.08K
Decreased by -0.57%
Feb 28, 25
14 Disciplined Growth - Mid Cap Growth 327.02K (1.30%) 8.29K
Increased by +2.54%
Dec 31, 24
15 Disciplined Growth - Small Cap Growth 271.32K (1.08%) 146.25K
Increased by +53.90%
Jun 30, 24
16 Fidelity® Small Cap Index 257.66K (1.03%) 6.81K
Increased by +2.64%
Oct 31, 23
17 Fidelity Small Cap Index 250.16K (1.00%) -4.68K
Decreased by -1.87%
Jan 31, 25
18 CMC All-Cap Growth 237.65K (0.95%) 211.45K
Increased by +88.97%
Dec 31, 23
19 iShares S&P Small-Cap 600 Growth ETF 234.03K (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 227.91K (0.91%) 0.00
Increased by 0.00%
Apr 30, 24