Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 3.85%
2 GRPZ 1.01%
3 SMCP 0.98%
4 FSGS 0.90%
5 RNSC 0.90%
6 JPSV 0.88%
7 PXSG 0.83%
8 PYZ 0.78%
9 XSLV 0.70%
10 SCDS 0.67%
11 OASC 0.59%
12 QQQS 0.54%
13 DGRS 0.54%
14 SDVY 0.50%
15 FVD 0.46%
16 SQLV 0.42%
17 QSML 0.39%
18 HSMV 0.35%
19 SDD 0.33%
20 SBB 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.91M (15.85%) 11.51K
Increased by +0.29%
Dec 31, 24
2 Vanguard Group Inc 3.18M (12.90%) 7.10K
Increased by +0.22%
Dec 31, 24
3 Allspring Global Investments Holdings, LLC 2.39M (9.68%) -19.96K
Decreased by -0.84%
Dec 31, 24
4 Wasatch Advisors Inc. 1.98M (8.01%) 75.09K
Increased by +3.80%
Sep 30, 23
5 Wasatch Advisors LP 1.58M (6.41%) -225.43K
Decreased by -14.27%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 1.16M (4.70%) -18.88K
Decreased by -1.63%
Dec 31, 24
7 State Street Corp 1.04M (4.20%) 39.27K
Increased by +3.79%
Dec 31, 24
8 State Street Corporation 975.26K (3.96%) 15.36K
Increased by +1.57%
Mar 31, 24
9 Victory Capital Management Inc. 922.22K (3.74%) 14.19K
Increased by +1.54%
Dec 31, 24
10 Royce & Associates, LP 777.71K (3.15%) -57.62K
Decreased by -7.41%
Dec 31, 24
11 Geode Capital Management, LLC 692.07K (2.81%) 14.79K
Increased by +2.14%
Dec 31, 24
12 Pacer Advisors, INC. 485.71K (1.97%) 485.71K
Increased by +100.00%
Dec 31, 24
13 Nuveen Asset Management, LLC 471.10K (1.91%) -9.95K
Decreased by -2.11%
Dec 31, 24
14 HHG PLC 467.94K (1.90%) 4.53K
Increased by +0.97%
Dec 31, 24
15 Amvescap Plc. 452.16K (1.83%) -36.83K
Decreased by -8.15%
Dec 31, 24
16 First Trust Advisors L.P. 429.92K (1.74%) -35.38K
Decreased by -8.23%
Dec 31, 24
17 Charles Schwab Investment Management Inc 352.58K (1.43%) 16.05K
Increased by +4.55%
Dec 31, 24
18 Northern Trust Corp 327.48K (1.33%) 15.91K
Increased by +4.86%
Dec 31, 24
19 JPMorgan Chase & Co 312.88K (1.27%) -220.50K
Decreased by -70.47%
Dec 31, 24
20 Westwood Holdings Group Inc 298.10K (1.21%) 3.35K
Increased by +1.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 1.60M (6.48%) -12.50K
Decreased by -0.78%
Feb 28, 25
2 iShares Core S&P Small-Cap ETF 1.55M (6.28%) 952.00
Increased by +0.06%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 785.42K (3.19%) 602.00
Increased by +0.08%
Feb 28, 25
4 Victory Sycamore Small Company Opp R 685.00K (2.78%) 19.00K
Increased by +2.77%
Dec 31, 24
5 Victory Small Cap Value CIT (Net 75) 666.00K (2.70%) 20.00K
Increased by +3.00%
Sep 30, 24
6 iShares Russell 2000 ETF 653.77K (2.65%) -5.67K
Decreased by -0.87%
Mar 31, 25
7 Wasatch Core Growth 639.99K (2.60%) -78.52K
Decreased by -12.27%
Dec 31, 24
8 Vanguard Small Cap Index 636.82K (2.58%) 525.00
Increased by +0.08%
Feb 28, 25
9 Pacer US Small Cap Cash Cows 100 ETF 419.83K (1.70%) -3.04K
Decreased by -0.72%
Feb 28, 25
10 Vanguard Small Cap Value Index Inv 419.39K (1.70%) -1.48K
Decreased by -0.35%
Feb 28, 25
11 First Trust SMID Cp Rising Div Achv ETF 415.62K (1.69%) 89.00
Increased by +0.02%
Mar 31, 25
12 First Trust Value Line® Dividend ETF 415.30K (1.68%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 379.95K (1.54%) 499.00
Increased by +0.13%
Feb 28, 25
14 Champlain Small Company Fund, LLC 369.36K (1.50%) -97.97K
Decreased by -26.53%
Mar 31, 24
15 Royce Premier Invmt 335.94K (1.36%) -19.57K
Decreased by -5.82%
Dec 31, 24
16 Royce Small-Cap Premier Quality 335.94K (1.36%) -19.57K
Decreased by -5.82%
Dec 31, 24
17 Janus Henderson Small Cap Value L 258.55K (1.05%) 0.00
Increased by 0.00%
Jun 30, 24
18 Wasatch Small Cap Value 253.23K (1.03%) -58.34K
Decreased by -23.04%
Dec 31, 24
19 Fidelity Small Cap Index 245.97K (1.00%) -4.61K
Decreased by -1.87%
Jan 31, 25
20 Fidelity® Small Cap Index 240.69K (0.98%) 6.59K
Increased by +2.74%
Oct 31, 23