Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 5.52%
2 BOUT 5.23%
3 PSCT 3.60%
4 GLRY 2.87%
5 FFTY 2.80%
6 PTF 2.61%
7 CAFG 2.61%
8 XKII 2.12%
9 JSML 1.94%
10 BRNY 1.91%
11 XSMO 1.79%
12 RZG 1.69%
13 FIVG 1.61%
14 SIXG 1.61%
15 DSMC 1.59%
16 VERS 1.56%
17 GRPZ 1.49%
18 SAWS 1.44%
19 ROSC 1.39%
20 RNMC 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.26M (16.78%) 73.69K
Increased by +1.73%
Dec 31, 24
2 Vanguard Group Inc 3.30M (12.98%) -11.60K
Decreased by -0.35%
Dec 31, 24
3 Boston Partners Global Investors, Inc 1.62M (6.37%) 83.79K
Increased by +5.17%
Dec 31, 24
4 Disciplined Growth Investors Inc 1.11M (4.39%) -17.84K
Decreased by -1.60%
Dec 31, 24
5 State Street Corporation 1.06M (4.15%) 18.64K
Increased by +1.77%
Mar 31, 24
6 State Street Corp 1.05M (4.12%) 24.00K
Increased by +2.29%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 800.51K (3.15%) -33.07K
Decreased by -4.13%
Dec 31, 24
8 Barclays PLC 676.19K (2.66%) 8.77K
Increased by +1.30%
Sep 30, 24
9 Pacer Advisors, INC. 631.46K (2.48%) -111.81K
Decreased by -17.71%
Sep 30, 24
10 Fuller & Thaler Asset Management Inc 612.85K (2.41%) 21.32K
Increased by +3.48%
Dec 31, 24
11 D. E. Shaw & Co LP 609.62K (2.40%) 16.21K
Increased by +2.66%
Sep 30, 23
12 Geode Capital Management, LLC 594.75K (2.34%) 1.99K
Increased by +0.33%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 465.40K (1.83%) 60.28K
Increased by +12.95%
Dec 31, 24
14 American Century Companies Inc 424.27K (1.67%) -238.94K
Decreased by -56.32%
Dec 31, 24
15 Renaissance Technologies Corp 419.17K (1.65%) -126.60K
Decreased by -30.20%
Sep 30, 23
16 JPMorgan Chase & Co 415.20K (1.63%) 46.92K
Increased by +11.30%
Sep 30, 24
17 Reinhart Mahoney Capital Management Inc 410.44K (1.61%) 50.20K
Increased by +12.23%
Mar 31, 25
18 Shannon River Fund Management LLC 381.64K (1.50%) -90.51K
Decreased by -23.71%
Dec 31, 24
19 Goldman Sachs Group Inc 340.37K (1.34%) 36.82K
Increased by +10.82%
Sep 30, 24
20 Congress Asset Management Company, LLP 339.10K (1.33%) 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 1.56M (6.13%) -1.33K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 821.17K (3.23%) 25.25K
Increased by +3.07%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 802.15K (3.16%) 484.00
Increased by +0.06%
Sep 30, 24
4 Vanguard Small Cap Index 640.89K (2.52%) -6.16K
Decreased by -0.96%
Mar 31, 25
5 JHancock Disciplined Value Mid Cap I 632.35K (2.49%) 1.75K
Increased by +0.28%
Feb 28, 25
6 iShares Russell 2000 ETF 625.35K (2.46%) 106.00
Increased by +0.02%
Apr 30, 25
7 Pacer US Small Cap Cash Cows 100 ETF 609.99K (2.40%) -2.08K
Decreased by -0.34%
Nov 29, 24
8 FullerThaler Behavioral Sm-Cp Eq R6 582.27K (2.29%) 19.90K
Increased by +3.42%
Dec 31, 24
9 FullerThaler Behavioral Small-Cap Equity 582.27K (2.29%) 19.90K
Increased by +3.42%
Dec 31, 24
10 Vanguard Information Technology ETF 502.11K (1.98%) 1.25K
Increased by +0.25%
Mar 31, 25
11 First Trust SMID Cp Rising Div Achv ETF 424.41K (1.67%) 368.00
Increased by +0.09%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 394.73K (1.55%) 9.94K
Increased by +2.52%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 359.21K (1.41%) -4.26K
Decreased by -1.19%
Mar 31, 25
14 Disciplined Growth - Mid Cap Growth 327.02K (1.29%) 8.29K
Increased by +2.54%
Dec 31, 24
15 Disciplined Growth - Small Cap Growth 271.32K (1.07%) 146.25K
Increased by +53.90%
Jun 30, 24
16 Fidelity® Small Cap Index 257.66K (1.01%) 6.81K
Increased by +2.64%
Oct 31, 23
17 T. Rowe Price Integrated US Sm Gr Eq 251.78K (0.99%) 49.50K
Increased by +19.66%
Mar 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 251.78K (0.99%) 95.86K
Increased by +38.07%
Mar 31, 25
19 Fidelity Small Cap Index 251.27K (0.99%) 1.12K
Increased by +0.44%
Feb 28, 25
20 CMC All-Cap Growth 237.65K (0.93%) 211.45K
Increased by +88.97%
Dec 31, 23