Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.23%
2 DAT 4.58%
3 PSCT 2.90%
4 FFTY 2.78%
5 PSWD 2.52%
6 XKII 2.12%
7 SNSR 2.01%
8 CAFG 1.95%
9 SIXG 1.92%
10 PTF 1.86%
11 DSMC 1.59%
12 FIVG 1.48%
13 RZG 1.44%
14 FSCS 1.25%
15 RNMC 1.25%
16 SAWS 1.25%
17 RNSC 1.21%
18 FSGS 1.21%
19 GRPZ 1.21%
20 AFSM 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.16M (16.77%) -140.71K
Decreased by -3.38%
Jun 30, 24
2 Vanguard Group Inc 3.31M (13.34%) 34.92K
Increased by +1.05%
Sep 30, 24
3 Boston Partners Global Investors, Inc 1.54M (6.19%) -34.80K
Decreased by -2.27%
Sep 30, 24
4 Disciplined Growth Investors Inc 1.13M (4.56%) 39.89K
Increased by +3.52%
Sep 30, 24
5 State Street Corporation 1.06M (4.25%) 18.64K
Increased by +1.77%
Mar 31, 24
6 State Street Corp 1.02M (4.12%) 6.29K
Increased by +0.62%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 833.58K (3.36%) -4.59K
Decreased by -0.55%
Sep 30, 24
8 Barclays PLC 676.19K (2.72%) 8.77K
Increased by +1.30%
Sep 30, 24
9 American Century Companies Inc 663.21K (2.67%) 70.25K
Increased by +10.59%
Sep 30, 24
10 Pacer Advisors, INC. 631.46K (2.54%) -111.81K
Decreased by -17.71%
Sep 30, 24
11 D. E. Shaw & Co LP 609.62K (2.46%) 16.21K
Increased by +2.66%
Sep 30, 23
12 Geode Capital Management, LLC 592.75K (2.39%) 3.98K
Increased by +0.67%
Sep 30, 24
13 Fuller & Thaler Asset Management Inc 591.53K (2.38%) -45.00
Decreased by -0.01%
Sep 30, 24
14 BTIM Corp 499.72K (2.01%) -134.21K
Decreased by -26.86%
Sep 30, 24
15 Shannon River Fund Management LLC 472.15K (1.90%) 28.69K
Increased by +6.08%
Sep 30, 24
16 Renaissance Technologies Corp 419.17K (1.69%) -126.60K
Decreased by -30.20%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 405.12K (1.63%) -407.69K
Decreased by -100.63%
Sep 30, 24
18 Goldman Sachs Group Inc 340.37K (1.37%) 36.82K
Increased by +10.82%
Sep 30, 24
19 Wells Fargo & Co 333.27K (1.34%) 51.32K
Increased by +15.40%
Sep 30, 23
20 BMO Capital Markets Corp. 314.28K (1.27%) 233.88K
Increased by +74.42%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.63M (6.58%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 792.98K (3.19%) -6.72K
Decreased by -0.85%
Nov 30, 24
3 JHancock Disciplined Value Mid Cap I 762.82K (3.07%) 42.16K
Increased by +5.53%
Oct 31, 24
4 iShares Russell 2000 ETF 712.30K (2.87%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Small Cap Index 633.87K (2.55%) 3.75K
Increased by +0.59%
Nov 30, 24
6 Pacer US Small Cap Cash Cows 100 ETF 609.99K (2.46%) -2.08K
Decreased by -0.34%
Nov 29, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 562.37K (2.27%) 0.00
Increased by 0.00%
Sep 30, 24
8 FullerThaler Behavioral Small-Cap Equity 562.37K (2.27%) 0.00
Increased by 0.00%
Aug 31, 24
9 Avantis US Small Cap Value ETF 513.89K (2.07%) 0.00
Increased by 0.00%
Nov 30, 24
10 Vanguard Information Technology ETF 509.15K (2.05%) -57.27K
Decreased by -11.25%
Nov 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 377.43K (1.52%) 3.58K
Increased by +0.95%
Nov 30, 24
12 Vanguard Small Cap Growth Index Inv 348.70K (1.40%) 2.22K
Increased by +0.64%
Nov 30, 24
13 Disciplined Growth - Mid Cap Growth 318.73K (1.28%) 13.87K
Increased by +4.35%
Sep 30, 24
14 FPA Queens Road Small Cap Value Inv 275.84K (1.11%) -8.79K
Decreased by -3.19%
Sep 30, 24
15 Disciplined Growth - Small Cap Growth 271.32K (1.09%) 146.25K
Increased by +53.90%
Jun 30, 24
16 Fidelity® Small Cap Index 257.66K (1.04%) 6.81K
Increased by +2.64%
Oct 31, 23
17 Fidelity Small Cap Index 257.44K (1.04%) -1.96K
Decreased by -0.76%
Sep 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 247.42K (1.00%) 0.00
Increased by 0.00%
Nov 30, 24
19 Neumeier Poma Small Cap Value 239.74K (0.97%) -25.77K
Decreased by -10.75%
Sep 30, 24
20 CMC All-Cap Growth 237.65K (0.96%) 211.45K
Increased by +88.97%
Dec 31, 23