Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 7.69%
2 CTEF 5.69%
3 BOUT 5.23%
4 SCOW 4.83%
5 PSCT 4.27%
6 GLRY 4.01%
7 XSMO 3.78%
8 PXSG 3.73%
9 XSHQ 3.33%
10 FFTY 2.80%
11 FCUS 2.67%
12 WBIF 2.63%
13 SAWS 2.61%
14 GRPZ 2.50%
15 MVFD 2.42%
16 WBIG 2.35%
17 RZG 2.35%
18 XKII 2.12%
19 PTF 2.10%
20 QMOM 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.25M (16.82%) -42.36K
Decreased by -1.00%
Jun 30, 25
2 Vanguard Group Inc 3.37M (13.36%) 77.10K
Increased by +2.29%
Jun 30, 25
3 Boston Partners Global Investors, Inc 1.20M (4.75%) -16.91K
Decreased by -1.41%
Jun 30, 25
4 State Street Corporation 1.06M (4.18%) 18.64K
Increased by +1.77%
Mar 31, 24
5 State Street Corp 1.02M (4.05%) 9.20K
Increased by +0.90%
Jun 30, 25
6 Disciplined Growth Investors Inc 960.63K (3.81%) -123.72K
Decreased by -12.88%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 725.88K (2.88%) -9.37K
Decreased by -1.29%
Jun 30, 25
8 Barclays PLC 676.19K (2.68%) 8.77K
Increased by +1.30%
Sep 30, 24
9 Geode Capital Management, LLC 658.88K (2.61%) 12.22K
Increased by +1.86%
Jun 30, 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 (2.42%) 16.21K
Increased by +2.66%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 593.60K (2.35%) 234.75K
Increased by +39.55%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 525.12K (2.08%) 5.46K
Increased by +1.04%
Jun 30, 25
14 First Trust Advisors L.P. 477.85K (1.89%) -58.13K
Decreased by -12.17%
Jun 30, 25
15 Renaissance Technologies Corp 419.17K (1.66%) -126.60K
Decreased by -30.20%
Sep 30, 23
16 JPMorgan Chase & Co 415.20K (1.65%) 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 Fuller & Thaler Asset Management Inc 364.22K (1.44%) -119.13K
Decreased by -32.71%
Jun 30, 25
19 Congress Asset Management Company, LLP 343.75K (1.36%) 4.65K
Increased by +1.35%
Jun 30, 25
20 Goldman Sachs Group Inc 340.37K (1.35%) 36.82K
Increased by +10.82%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.54M (6.11%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 809.45K (3.21%) -17.09K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 802.15K (3.18%) 484.00
Increased by +0.06%
Sep 30, 24
4 Vanguard Small Cap Index 629.61K (2.50%) -3.98K
Decreased by -0.63%
Jul 31, 25
5 iShares Russell 2000 ETF 625.92K (2.48%) 0.00
Increased by 0.00%
Aug 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 JHancock Disciplined Value Mid Cap I 599.20K (2.37%) 0.00
Increased by 0.00%
Jul 31, 25
8 Vanguard Information Technology ETF 516.00K (2.04%) 5.26K
Increased by +1.02%
Jul 31, 25
9 First Trust SMID Cp Rising Div Achv ETF 377.06K (1.49%) 400.00
Increased by +0.11%
Aug 28, 25
10 Vanguard Small Cap Growth Index Inv 354.58K (1.41%) -737.00
Decreased by -0.21%
Jul 31, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 345.12K (1.37%) -113.21K
Decreased by -32.80%
Jun 30, 25
12 FullerThaler Behavioral Small-Cap Equity 345.12K (1.37%) -113.21K
Decreased by -32.80%
Jun 30, 25
13 Disciplined Growth - Mid Cap Growth 327.02K (1.30%) 8.29K
Increased by +2.54%
Dec 31, 24
14 T. Rowe Price Integrated US Sm Gr Eq 304.02K (1.20%) 0.00
Increased by 0.00%
Jul 31, 25
15 T. Rowe Price Integrated US SmCapGrEq 304.02K (1.20%) 52.23K
Increased by +17.18%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 278.45K (1.10%) -121.08K
Decreased by -43.48%
Jul 31, 25
17 Disciplined Growth - Small Cap Growth 271.32K (1.08%) 146.25K
Increased by +53.90%
Jun 30, 24
18 Fidelity Small Cap Index 260.06K (1.03%) 3.61K
Increased by +1.39%
Jun 30, 25
19 Fidelity® Small Cap Index 257.66K (1.02%) 6.81K
Increased by +2.64%
Oct 31, 23
20 CMC All-Cap Growth 237.65K (0.94%) 211.45K
Increased by +88.97%
Dec 31, 23