Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 2.89%
2 PJP 2.75%
3 XPH 1.94%
4 BBP 1.76%
5 CAFG 1.50%
6 PILL 1.49%
7 PSCH 1.42%
8 PTH 1.04%
9 IHE 0.96%
10 MMSC 0.78%
11 SQLV 0.62%
12 QQQS 0.55%
13 FYC 0.54%
14 PINK 0.49%
15 OASC 0.49%
16 FYT 0.44%
17 XSMO 0.43%
18 AFSM 0.42%
19 BTEC 0.39%
20 SSLY 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.95M (15.63%) -53.55K
Decreased by -1.82%
Dec 31, 24
2 Vanguard Group Inc 2.09M (11.07%) 115.00K
Increased by +5.51%
Dec 31, 24
3 HHG PLC 1.02M (5.39%) 5.93K
Increased by +0.58%
Dec 31, 24
4 Macquarie Group Ltd 884.38K (4.69%) -2.90K
Decreased by -0.33%
Dec 31, 24
5 State Street Corp 743.63K (3.95%) 36.22K
Increased by +4.87%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 723.02K (3.84%) 16.00K
Increased by +2.21%
Dec 31, 24
7 State Street Corporation 671.28K (3.56%) 3.00K
Increased by +0.45%
Mar 31, 24
8 Congress Asset Management Company, LLP 621.48K (3.30%) 17.44K
Increased by +2.81%
Dec 31, 24
9 Stephens Inv Mgmt Group LLC 612.78K (3.25%) -5.91K
Decreased by -0.97%
Dec 31, 24
10 Cardinal Capital Management Llc 559.24K (2.97%) 337.31K
Increased by +60.32%
Mar 31, 24
11 Chicago Capital LLC 551.59K (2.93%) 5.77K
Increased by +1.05%
Dec 31, 24
12 Chicago Capital, LLC 551.59K (2.93%) 5.77K
Increased by +1.05%
Dec 31, 24
13 Geode Capital Management, LLC 438.44K (2.33%) 10.17K
Increased by +2.32%
Dec 31, 24
14 Loomis, Sayles & Company LP 397.70K (2.11%) 24.92K
Increased by +6.27%
Dec 31, 24
15 Pacer Advisors, INC. 325.73K (1.73%) 121.05K
Increased by +37.16%
Dec 31, 23
16 Ashford Capital Management Inc 310.66K (1.65%) 257.00
Increased by +0.08%
Dec 31, 24
17 Rice Hall James & Associates, LLC 304.93K (1.62%) -7.95K
Decreased by -2.61%
Dec 31, 24
18 Deutsche Bank AG 289.05K (1.53%) 15.16K
Increased by +5.24%
Dec 31, 24
19 Villere St Denis J & Co Llc 287.04K (1.52%) -187.81K
Decreased by -65.43%
Dec 31, 24
20 Northern Trust Corp 282.96K (1.50%) 20.21K
Increased by +7.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.17M (6.20%) 736.00
Increased by +0.06%
Mar 31, 25
2 Delaware US Small Cap Core Equity (SMA) 732.34K (3.89%) -8.57K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 732.34K (3.89%) -8.57K
Decreased by -1.17%
Mar 31, 24
4 Delaware Small Cap Core I 655.86K (3.48%) -57.44K
Decreased by -8.76%
Sep 30, 24
5 Macquarie Small Cap Core I 655.86K (3.48%) 0.00
Increased by 0.00%
Feb 28, 25
6 Janus Henderson US SMID Cap Growth 613.48K (3.26%) -12.60K
Decreased by -2.05%
Dec 31, 24
7 Janus Henderson US SMID Cap Growth MA 613.48K (3.26%) 613.44K
Increased by +99.99%
Dec 31, 24
8 Janus Henderson Triton D 610.15K (3.24%) -3.33K
Decreased by -0.55%
Jan 31, 25
9 Vanguard Total Stock Mkt Idx Inv 577.20K (3.06%) 513.00
Increased by +0.09%
Feb 28, 25
10 iShares Russell 2000 ETF 473.81K (2.51%) -4.13K
Decreased by -0.87%
Mar 31, 25
11 Vanguard Small Cap Index 458.31K (2.43%) 378.00
Increased by +0.08%
Feb 28, 25
12 Stephens SMID Select Growth 413.62K (2.20%) -11.77K
Decreased by -2.85%
Dec 31, 24
13 Pacer US Small Cap Cash Cows 100 ETF 380.55K (2.02%) 5.22K
Increased by +1.37%
Jan 31, 24
14 Cardinal Capital SMID Cap Value Equity 354.19K (1.88%) 354.19K
Increased by +100.00%
Mar 31, 24
15 Congress Asset Mgt Small Cap Growth 350.00K (1.86%) 350.00K
Increased by +100.00%
Jun 30, 24
16 Congress Small Cap Growth Institutional 350.00K (1.86%) 0.00
Increased by 0.00%
Feb 28, 25
17 Vanguard Explorer Inv 317.85K (1.69%) -12.86K
Decreased by -4.05%
Dec 31, 24
18 Vanguard Small Cap Value Index Inv 301.73K (1.60%) -1.17K
Decreased by -0.39%
Feb 28, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 290.83K (1.54%) 416.00
Increased by +0.14%
Feb 28, 25
20 Janus Henderson US Small Cap Growth 285.85K (1.52%) -566.00
Decreased by -0.20%
Dec 31, 24