Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 5.30%
2 BOUT 5.23%
3 PSCT 3.60%
4 GLRY 2.82%
5 FFTY 2.80%
6 CAFG 2.62%
7 PTF 2.54%
8 XKII 2.12%
9 BRNY 1.87%
10 XSMO 1.77%
11 RZG 1.69%
12 DSMC 1.59%
13 SIXG 1.55%
14 FIVG 1.55%
15 VERS 1.51%
16 GRPZ 1.49%
17 SAWS 1.44%
18 ROSC 1.39%
19 RNMC 1.27%
20 FSCS 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.29M (16.87%) 23.55K
Increased by +0.55%
Mar 31, 25
2 Vanguard Group Inc 3.29M (12.96%) -5.37K
Decreased by -0.16%
Mar 31, 25
3 Boston Partners Global Investors, Inc 1.21M (4.78%) -405.07K
Decreased by -33.35%
Mar 31, 25
4 Disciplined Growth Investors Inc 1.08M (4.27%) -30.63K
Decreased by -2.82%
Mar 31, 25
5 State Street Corporation 1.06M (4.15%) 18.64K
Increased by +1.77%
Mar 31, 24
6 State Street Corp 1.01M (3.99%) -32.96K
Decreased by -3.25%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 735.25K (2.89%) -65.26K
Decreased by -8.88%
Mar 31, 25
8 Barclays PLC 676.19K (2.66%) 8.77K
Increased by +1.30%
Sep 30, 24
9 Geode Capital Management, LLC 646.65K (2.54%) 51.91K
Increased by +8.03%
Mar 31, 25
10 Pacer Advisors, INC. 631.46K (2.48%) -111.81K
Decreased by -17.71%
Sep 30, 24
11 D. E. Shaw & Co LP 609.62K (2.40%) 16.21K
Increased by +2.66%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 519.66K (2.04%) 54.27K
Increased by +10.44%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 483.35K (1.90%) -129.50K
Decreased by -26.79%
Mar 31, 25
14 Renaissance Technologies Corp 419.17K (1.65%) -126.60K
Decreased by -30.20%
Sep 30, 23
15 JPMorgan Chase & Co 415.20K (1.63%) 46.92K
Increased by +11.30%
Sep 30, 24
16 Reinhart Mahoney Capital Management Inc 410.44K (1.61%) 50.20K
Increased by +12.23%
Mar 31, 25
17 T. Rowe Price Associates, Inc. 358.84K (1.41%) 59.52K
Increased by +16.59%
Mar 31, 25
18 Goldman Sachs Group Inc 340.37K (1.34%) 36.82K
Increased by +10.82%
Sep 30, 24
19 Congress Asset Management Company, LLP 339.10K (1.33%) 16.04K
Increased by +4.73%
Mar 31, 25
20 Wells Fargo & Co 333.27K (1.31%) 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 1.56M (6.13%) -1.33K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 823.31K (3.24%) 2.14K
Increased by +0.26%
Apr 30, 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 644.80K (2.54%) 3.91K
Increased by +0.61%
Apr 30, 25
5 iShares Russell 2000 ETF 625.35K (2.46%) 106.00
Increased by +0.02%
Apr 30, 25
6 JHancock Disciplined Value Mid Cap I 611.72K (2.41%) -20.63K
Decreased by -3.37%
Mar 31, 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 506.89K (1.99%) 4.78K
Increased by +0.94%
Apr 30, 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 397.06K (1.56%) 2.33K
Increased by +0.59%
Apr 30, 25
13 Vanguard Small Cap Growth Index Inv 358.94K (1.41%) -273.00
Decreased by -0.08%
Apr 30, 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 (0.94%) 211.45K
Increased by +88.97%
Dec 31, 23