Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 5.75%
2 BOUT 5.23%
3 PSCT 3.54%
4 GLRY 2.90%
5 FFTY 2.85%
6 PTF 2.61%
7 CAFG 2.48%
8 XKII 2.12%
9 JSML 2.03%
10 XSMO 1.78%
11 RZG 1.68%
12 PSWD 1.64%
13 SIXG 1.60%
14 DSMC 1.59%
15 VERS 1.51%
16 FIVG 1.48%
17 GRPZ 1.45%
18 SAWS 1.42%
19 ROSC 1.39%
20 FSCS 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.26M (16.94%) 73.69K
Increased by +1.73%
Dec 31, 24
2 Vanguard Group Inc 3.30M (13.11%) -11.60K
Decreased by -0.35%
Dec 31, 24
3 Boston Partners Global Investors, Inc 1.62M (6.43%) 83.79K
Increased by +5.17%
Dec 31, 24
4 Disciplined Growth Investors Inc 1.11M (4.43%) -17.84K
Decreased by -1.60%
Dec 31, 24
5 State Street Corporation 1.06M (4.19%) 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 (2.43%) 21.32K
Increased by +3.48%
Dec 31, 24
11 D. E. Shaw & Co LP 609.62K (2.42%) 16.21K
Increased by +2.66%
Sep 30, 23
12 Geode Capital Management, LLC 594.75K (2.36%) 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 Shannon River Fund Management LLC 381.64K (1.52%) -90.51K
Decreased by -23.71%
Dec 31, 24
18 Reinhart Mahoney Capital Management Inc 360.24K (1.43%) 164.22K
Increased by +45.59%
Dec 31, 24
19 Goldman Sachs Group Inc 340.37K (1.35%) 36.82K
Increased by +10.82%
Sep 30, 24
20 Wells Fargo & Co 333.27K (1.32%) 51.32K
Increased by +15.40%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.62M (6.42%) -345.00
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 795.92K (3.16%) 495.00
Increased by +0.06%
Feb 28, 25
3 iShares Russell 2000 ETF 652.56K (2.59%) -7.67K
Decreased by -1.17%
Feb 28, 25
4 Vanguard Small Cap Index 647.05K (2.57%) 525.00
Increased by +0.08%
Feb 28, 25
5 JHancock Disciplined Value Mid Cap I 630.60K (2.51%) -127.52K
Decreased by -20.22%
Jan 31, 25
6 Pacer US Small Cap Cash Cows 100 ETF 609.99K (2.42%) -2.08K
Decreased by -0.34%
Nov 29, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 582.27K (2.31%) 19.90K
Increased by +3.42%
Dec 31, 24
8 FullerThaler Behavioral Small-Cap Equity 562.37K (2.23%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Information Technology ETF 500.86K (1.99%) -24.21K
Decreased by -4.83%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 384.79K (1.53%) 2.13K
Increased by +0.55%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 363.47K (1.44%) -2.08K
Decreased by -0.57%
Feb 28, 25
12 Disciplined Growth - Mid Cap Growth 327.02K (1.30%) 8.29K
Increased by +2.54%
Dec 31, 24
13 Disciplined Growth - Small Cap Growth 271.32K (1.08%) 146.25K
Increased by +53.90%
Jun 30, 24
14 Fidelity® Small Cap Index 257.66K (1.02%) 6.81K
Increased by +2.64%
Oct 31, 23
15 Fidelity Small Cap Index 254.84K (1.01%) -1.74K
Decreased by -0.68%
Dec 31, 24
16 CMC All-Cap Growth 237.65K (0.94%) 211.45K
Increased by +88.97%
Dec 31, 23
17 iShares S&P Small-Cap 600 Growth ETF 234.01K (0.93%) 0.00
Increased by 0.00%
Feb 28, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 227.91K (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
19 Avantis US Small Cap Value ETF 226.24K (0.90%) 0.00
Increased by 0.00%
Feb 28, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 225.82K (0.90%) -252.00
Decreased by -0.11%
Feb 28, 25