Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 5.47%
2 BOUT 5.23%
3 CTEF 5.19%
4 PSCT 3.87%
5 GLRY 3.14%
6 FFTY 2.80%
7 FCUS 2.67%
8 XSHQ 2.38%
9 MVFD 2.32%
10 PTF 2.27%
11 QMOM 2.23%
12 XKII 2.12%
13 BRNY 2.11%
14 PXSG 2.07%
15 XSMO 2.07%
16 GRPZ 1.89%
17 RZG 1.87%
18 CAFG 1.73%
19 SAWS 1.67%
20 SIXG 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.29M (16.96%) 23.55K
Increased by +0.55%
Mar 31, 25
2 Vanguard Group Inc 3.29M (13.03%) -5.37K
Decreased by -0.16%
Mar 31, 25
3 Boston Partners Global Investors, Inc 1.21M (4.80%) -405.07K
Decreased by -33.35%
Mar 31, 25
4 Disciplined Growth Investors Inc 1.08M (4.29%) -30.63K
Decreased by -2.82%
Mar 31, 25
5 State Street Corporation 1.06M (4.17%) 18.64K
Increased by +1.77%
Mar 31, 24
6 State Street Corp 1.01M (4.01%) -32.96K
Decreased by -3.25%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 735.25K (2.91%) -65.26K
Decreased by -8.88%
Mar 31, 25
8 Barclays PLC 676.19K (2.67%) 8.77K
Increased by +1.30%
Sep 30, 24
9 Geode Capital Management, LLC 646.65K (2.56%) 51.91K
Increased by +8.03%
Mar 31, 25
10 Pacer Advisors, INC. 631.46K (2.50%) -111.81K
Decreased by -17.71%
Sep 30, 24
11 D. E. Shaw & Co LP 609.62K (2.41%) 16.21K
Increased by +2.66%
Sep 30, 23
12 First Trust Advisors L.P. 535.99K (2.12%) 432.69K
Increased by +80.73%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 519.66K (2.06%) 54.27K
Increased by +10.44%
Mar 31, 25
14 Fuller & Thaler Asset Management Inc 483.35K (1.91%) -129.50K
Decreased by -26.79%
Mar 31, 25
15 Renaissance Technologies Corp 419.17K (1.66%) -126.60K
Decreased by -30.20%
Sep 30, 23
16 JPMorgan Chase & Co 415.20K (1.64%) 46.92K
Increased by +11.30%
Sep 30, 24
17 Reinhart Mahoney Capital Management Inc 409.32K (1.62%) -1.13K
Decreased by -0.28%
Jun 30, 25
18 T. Rowe Price Associates, Inc. 358.84K (1.42%) 59.52K
Increased by +16.59%
Mar 31, 25
19 Amvescap Plc. 355.70K (1.41%) 27.85K
Increased by +7.83%
Mar 31, 25
20 Congress Asset Management Company, LLP 343.75K (1.36%) 4.65K
Increased by +1.35%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.55M (6.12%) 220.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 826.53K (3.27%) 2.69K
Increased by +0.33%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 802.15K (3.17%) 484.00
Increased by +0.06%
Sep 30, 24
4 Vanguard Small Cap Index 633.59K (2.51%) -14.30K
Decreased by -2.26%
Jun 30, 25
5 iShares Russell 2000 ETF 610.96K (2.42%) -11.65K
Decreased by -1.91%
Jul 31, 25
6 Pacer US Small Cap Cash Cows 100 ETF 609.99K (2.41%) -2.08K
Decreased by -0.34%
Nov 29, 24
7 JHancock Disciplined Value Mid Cap I 599.20K (2.37%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Information Technology ETF 510.75K (2.02%) 2.50K
Increased by +0.49%
Jun 30, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 458.32K (1.81%) -123.94K
Decreased by -27.04%
Mar 31, 25
10 FullerThaler Behavioral Small-Cap Equity 458.32K (1.81%) -123.94K
Decreased by -27.04%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 399.53K (1.58%) -864.00
Decreased by -0.22%
Jun 30, 25
12 First Trust SMID Cp Rising Div Achv ETF 371.14K (1.47%) -720.00
Decreased by -0.19%
Jul 31, 25
13 Vanguard Small Cap Growth Index Inv 355.31K (1.41%) -1.54K
Decreased by -0.43%
Jun 30, 25
14 Disciplined Growth - Mid Cap Growth 327.02K (1.29%) 8.29K
Increased by +2.54%
Dec 31, 24
15 T. Rowe Price Integrated US Sm Gr Eq 304.02K (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
16 T. Rowe Price Integrated US SmCapGrEq 304.02K (1.20%) 52.23K
Increased by +17.18%
Jun 30, 25
17 Disciplined Growth - Small Cap Growth 271.32K (1.07%) 146.25K
Increased by +53.90%
Jun 30, 24
18 Fidelity® Small Cap Index 257.66K (1.02%) 6.81K
Increased by +2.64%
Oct 31, 23
19 Fidelity Small Cap Index 256.45K (1.01%) 786.00
Increased by +0.31%
May 31, 25
20 CMC All-Cap Growth 237.65K (0.94%) 211.45K
Increased by +88.97%
Dec 31, 23