Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.23%
2 DAT 4.36%
3 PSCT 2.82%
4 FFTY 2.78%
5 PSWD 2.31%
6 XKII 2.12%
7 CAFG 1.95%
8 SNSR 1.89%
9 SIXG 1.87%
10 DSMC 1.59%
11 PTF 1.49%
12 FIVG 1.48%
13 RZG 1.35%
14 SAWS 1.18%
15 GRPZ 1.14%
16 FSGS 1.14%
17 AFSM 1.13%
18 RNSC 1.08%
19 FSCS 1.07%
20 RNMC 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.19M (16.88%) 29.33K
Increased by +0.70%
Sep 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 1.64M (6.59%) 708.00
Increased by +0.04%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 793.72K (3.20%) 742.00
Increased by +0.09%
Dec 31, 24
3 JHancock Disciplined Value Mid Cap I 775.95K (3.13%) 13.13K
Increased by +1.69%
Nov 30, 24
4 iShares Russell 2000 ETF 680.57K (2.74%) -2.63K
Decreased by -0.39%
Dec 31, 24
5 Vanguard Small Cap Index 645.37K (2.60%) 11.50K
Increased by +1.78%
Dec 31, 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%
Sep 30, 24
9 Vanguard Information Technology ETF 516.53K (2.08%) 7.38K
Increased by +1.43%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 382.56K (1.54%) 5.13K
Increased by +1.34%
Dec 31, 24
11 Avantis US Small Cap Value ETF 376.91K (1.52%) 0.00
Increased by 0.00%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 365.93K (1.47%) 17.23K
Increased by +4.71%
Dec 31, 24
13 Disciplined Growth - Mid Cap Growth 327.02K (1.32%) 8.29K
Increased by +2.54%
Dec 31, 24
14 Disciplined Growth - Small Cap Growth 271.32K (1.09%) 146.25K
Increased by +53.90%
Jun 30, 24
15 Fidelity Small Cap Index 258.19K (1.04%) 752.00
Increased by +0.29%
Oct 31, 24
16 Fidelity® Small Cap Index 257.66K (1.04%) 6.81K
Increased by +2.64%
Oct 31, 23
17 CMC All-Cap Growth 237.65K (0.96%) 211.45K
Increased by +88.97%
Dec 31, 23
18 iShares S&P Small-Cap 600 Growth ETF 236.63K (0.95%) -529.00
Decreased by -0.22%
Dec 31, 24
19 iShares Russell 2000 Growth ETF 232.37K (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 231.14K (0.93%) 0.00
Increased by 0.00%
Dec 31, 24