Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 2.84%
2 SAWS 2.26%
3 XHE 1.77%
4 PXSG 1.14%
5 SMCP 1.02%
6 LFSC 0.97%
7 XSMO 0.82%
8 XSLV 0.75%
9 CNTR 0.73%
10 VIOG 0.62%
11 TXSS 0.60%
12 IJT 0.60%
13 SLYG 0.59%
14 FNY 0.59%
15 RZG 0.53%
16 SQLV 0.50%
17 MMSC 0.48%
18 IHI 0.46%
19 USVM 0.46%
20 SIXL 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.19M (15.03%) -166.66K
Decreased by -3.21%
Mar 31, 25
2 Vanguard Group Inc 3.78M (10.94%) -60.34K
Decreased by -1.60%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.54M (4.46%) -161.92K
Decreased by -10.52%
Mar 31, 25
4 Ameriprise Financial Inc 1.44M (4.18%) 72.91K
Increased by +5.06%
Mar 31, 25
5 Capital Research Global Investors 1.39M (4.03%) -18.24K
Decreased by -1.31%
Mar 31, 25
6 Amvescap Plc. 1.39M (4.03%) 65.96K
Increased by +4.74%
Dec 31, 24
7 State Street Corp 1.31M (3.80%) -41.54K
Decreased by -3.17%
Mar 31, 25
8 State Street Corporation 1.30M (3.75%) 10.79K
Increased by +0.83%
Mar 31, 24
9 Viking Global Investors LP 1.18M (3.41%) 21.56K
Increased by +1.83%
Mar 31, 25
10 Earnest Partners LLC 1.14M (3.31%) -21.57K
Decreased by -1.89%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 823.42K (2.39%) -73.77K
Decreased by -8.96%
Mar 31, 25
12 Franklin Resources Inc 813.94K (2.36%) 209.17K
Increased by +25.70%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 794.27K (2.30%) -182.90K
Decreased by -23.03%
Mar 31, 25
14 Geode Capital Management, LLC 788.06K (2.28%) 25.23K
Increased by +3.20%
Mar 31, 25
15 Macquarie Group Ltd 783.58K (2.27%) -50.80K
Decreased by -6.48%
Mar 31, 25
16 Silvercrest Asset Management Group LLC 760.11K (2.20%) -11.01K
Decreased by -1.45%
Mar 31, 25
17 Orbimed Advisors, LLC 662.50K (1.92%) 87.50K
Increased by +13.21%
Mar 31, 25
18 FMR Inc 639.42K (1.85%) -293.21K
Decreased by -45.86%
Mar 31, 25
19 Victory Capital Management Inc. 627.89K (1.82%) -148.00K
Decreased by -23.57%
Sep 30, 24
20 GW&K Investment Management, LLC 619.95K (1.80%) 7.79K
Increased by +1.26%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.03M (5.89%) -1.76K
Decreased by -0.09%
Apr 30, 25
2 American Funds SMALLCAP World A 1.25M (3.62%) -18.24K
Decreased by -1.46%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.08M (3.14%) 29.71K
Increased by +2.74%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.05M (3.05%) 964.00
Increased by +0.09%
Sep 30, 24
5 FullerThaler Behavioral Sm-Cp Eq R6 927.29K (2.69%) -3.30K
Decreased by -0.36%
Dec 31, 24
6 FullerThaler Behavioral Small-Cap Equity 927.29K (2.69%) -3.30K
Decreased by -0.36%
Dec 31, 24
7 Vanguard Small Cap Index 843.91K (2.44%) 4.66K
Increased by +0.55%
Apr 30, 25
8 iShares Russell 2000 ETF 823.45K (2.39%) 139.00
Increased by +0.02%
Apr 30, 25
9 EARNEST Small Cap Value 597.06K (1.73%) 596.15K
Increased by +99.85%
Dec 31, 23
10 Franklin Small Cap Value A 573.17K (1.66%) -55.50K
Decreased by -9.68%
Mar 31, 24
11 Franklin Small Cap Value SMA Composite 573.17K (1.66%) -55.50K
Decreased by -9.68%
Mar 31, 24
12 Franklin US Small Cap Value Equity 573.17K (1.66%) -55.50K
Decreased by -9.68%
Mar 31, 24
13 Vanguard Small Cap Value Index Inv 545.58K (1.58%) 1.73K
Increased by +0.32%
Apr 30, 25
14 Worldwide Healthcare Ord 532.80K (1.54%) 73.80K
Increased by +13.85%
Jan 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 517.27K (1.50%) 4.88K
Increased by +0.94%
Apr 30, 25
16 Fuller & Thaler Behavioral Sm-Cp Eq R6 507.78K (1.47%) 425.70K
Increased by +83.84%
Sep 30, 23
17 Fuller & Thaler Behavioral Small-Cap Eq 507.78K (1.47%) 0.00
Increased by 0.00%
Nov 30, 23
18 Harbor Small Cap Value Instl 471.73K (1.37%) -3.31K
Decreased by -0.70%
Mar 31, 25
19 Franklin Small Cap Growth SMA 434.90K (1.26%) 434.87K
Increased by +99.99%
Mar 31, 24
20 Delaware Small Cap Value A 394.80K (1.14%) -71.30K
Decreased by -18.06%
Oct 31, 24