Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 2.86%
2 SAWS 2.32%
3 XHE 1.75%
4 PXSG 1.14%
5 SMCP 1.02%
6 LFSC 1.00%
7 XSMO 0.85%
8 CNTR 0.73%
9 XSLV 0.69%
10 VIOG 0.62%
11 TXSS 0.62%
12 SLYG 0.60%
13 IJT 0.60%
14 FNY 0.59%
15 RZG 0.54%
16 SQLV 0.50%
17 MMSC 0.48%
18 IHI 0.47%
19 USVM 0.47%
20 SIXL 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.36M (15.51%) 65.32K
Increased by +1.22%
Dec 31, 24
2 Vanguard Group Inc 3.84M (11.11%) 8.47K
Increased by +0.22%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 1.70M (4.93%) -70.78K
Decreased by -4.16%
Dec 31, 24
4 Capital Research Global Investors 1.41M (4.09%) 194.90K
Increased by +13.81%
Dec 31, 24
5 Amvescap Plc. 1.39M (4.03%) 65.96K
Increased by +4.74%
Dec 31, 24
6 Ameriprise Financial Inc 1.37M (3.97%) 279.23K
Increased by +20.39%
Dec 31, 24
7 State Street Corp 1.35M (3.92%) 33.09K
Increased by +2.44%
Dec 31, 24
8 State Street Corporation 1.30M (3.75%) 10.79K
Increased by +0.83%
Mar 31, 24
9 Earnest Partners LLC 1.16M (3.37%) -8.20K
Decreased by -0.70%
Dec 31, 24
10 Viking Global Investors LP 1.16M (3.35%) 45.19K
Increased by +3.91%
Dec 31, 24
11 Fuller & Thaler Asset Management Inc 977.17K (2.83%) -4.01K
Decreased by -0.41%
Dec 31, 24
12 FMR Inc 932.64K (2.70%) 278.61K
Increased by +29.87%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 897.18K (2.60%) 8.87K
Increased by +0.99%
Dec 31, 24
14 Macquarie Group Ltd 834.38K (2.42%) -185.58K
Decreased by -22.24%
Dec 31, 24
15 Silvercrest Asset Management Group LLC 771.12K (2.23%) -43.61K
Decreased by -5.66%
Dec 31, 24
16 Geode Capital Management, LLC 762.83K (2.21%) -1.70K
Decreased by -0.22%
Dec 31, 24
17 Channing Capital Management, LLC 633.88K (1.84%) -12.94K
Decreased by -2.04%
Dec 31, 24
18 Victory Capital Management Inc. 627.89K (1.82%) -148.00K
Decreased by -23.57%
Sep 30, 24
19 GW&K Investment Management, LLC 619.95K (1.80%) 7.79K
Increased by +1.26%
Jun 30, 24
20 Goldman Sachs Group Inc 609.30K (1.76%) -20.98K
Decreased by -3.44%
Dec 31, 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 1.05M (3.05%) 6.07K
Increased by +0.58%
Mar 31, 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 839.25K (2.43%) -17.08K
Decreased by -2.04%
Mar 31, 25
8 iShares Russell 2000 ETF 823.32K (2.38%) -6.67K
Decreased by -0.81%
Apr 29, 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 543.86K (1.58%) -20.42K
Decreased by -3.75%
Mar 31, 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 512.39K (1.48%) 3.74K
Increased by +0.73%
Mar 31, 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