Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 3.80%
2 FFTY 3.64%
3 PSCD 2.46%
4 XSMO 2.04%
5 RNMC 1.75%
6 FSCS 1.72%
7 RNSC 1.69%
8 GRPZ 1.63%
9 BOUT 1.58%
10 SIXS 1.50%
11 SMCP 1.07%
12 FSGS 1.00%
13 SMIZ 0.99%
14 SQLV 0.82%
15 ROSC 0.78%
16 SEIS 0.76%
17 JSML 0.69%
18 RZG 0.68%
19 FYC 0.68%
20 SLYG 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.63M (15.95%) 278.44K
Increased by +4.20%
Sep 30, 24
2 Vanguard Group Inc 4.60M (11.08%) 38.43K
Increased by +0.83%
Sep 30, 24
3 Dimensional Fund Advisors, Inc. 2.45M (5.89%) -253.79K
Decreased by -10.38%
Sep 30, 24
4 William Blair Investment Management, LLC 2.09M (5.03%) -30.77K
Decreased by -1.47%
Sep 30, 24
5 Amvescap Plc. 2.06M (4.96%) 574.03K
Increased by +27.88%
Sep 30, 24
6 Fuller & Thaler Asset Management Inc 1.77M (4.27%) 20.77K
Increased by +1.17%
Sep 30, 24
7 State Street Corp 1.67M (4.02%) 121.36K
Increased by +7.27%
Sep 30, 24
8 State Street Corporation 1.55M (3.74%) 13.30K
Increased by +0.86%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 1.34M (3.24%) -1.83M
Decreased by -136.25%
Sep 30, 24
10 HHG PLC 1.17M (2.82%) 13.05K
Increased by +1.11%
Sep 30, 24
11 Geode Capital Management, LLC 964.70K (2.32%) 35.35K
Increased by +3.66%
Sep 30, 24
12 Swedbank AB 957.73K (2.31%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vaughan Nelson Scarbrgh & Mccullough LP 929.86K (2.24%) 314.44K
Increased by +33.82%
Sep 30, 24
14 Rice Hall James & Associates, LLC 831.85K (2.00%) -32.07K
Decreased by -3.86%
Sep 30, 24
15 Victory Capital Management Inc. 827.50K (1.99%) 347.56K
Increased by +42.00%
Sep 30, 24
16 Boston Partners Global Investors, Inc 818.67K (1.97%) -28.41K
Decreased by -3.47%
Sep 30, 23
17 American Century Companies Inc 780.25K (1.88%) -1.48K
Decreased by -0.19%
Sep 30, 24
18 Rockefeller Capital Management L.P. 753.73K (1.81%) 5.28K
Increased by +0.70%
Sep 30, 24
19 Driehaus Capital Management LLC 749.22K (1.80%) 342.71K
Increased by +45.74%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 698.56K (1.68%) 50.98K
Increased by +7.30%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.77M (6.66%) 1.21K
Increased by +0.04%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.29M (3.11%) 1.32K
Increased by +0.10%
Dec 31, 24
3 FullerThaler Behavioral Sm-Cp Eq R6 1.19M (2.86%) -42.56K
Decreased by -3.59%
Sep 30, 24
4 FullerThaler Behavioral Small-Cap Equity 1.19M (2.86%) -42.56K
Decreased by -3.59%
Sep 30, 24
5 iShares Russell 2000 ETF 1.14M (2.75%) -4.38K
Decreased by -0.38%
Dec 31, 24
6 Vanguard Small Cap Index 1.05M (2.54%) 17.68K
Increased by +1.68%
Dec 31, 24
7 Janus Henderson US Small Cap Growth 897.58K (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
8 Janus Henderson Venture D 794.62K (1.91%) -102.96K
Decreased by -12.96%
Nov 30, 24
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 724.56K (1.74%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 724.56K (1.74%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 647.05K (1.56%) 12.38K
Increased by +1.91%
Dec 31, 24
12 Victory Small Cap Value CIT (Net 75) 591.00K (1.42%) 256.00K
Increased by +43.32%
Sep 30, 24
13 T. Rowe Price Integrated US Sm Gr Eq 530.50K (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
14 DFA US Small Cap Value I 505.22K (1.22%) -76.33K
Decreased by -15.11%
Mar 31, 24
15 Swedbank Robur Transfer 70 498.20K (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
16 Invesco Glbl Consmr Trnds A USD Acc 495.00K (1.19%) 0.00
Increased by 0.00%
Sep 30, 24
17 American Century Small Cap Growth Inv 494.36K (1.19%) -174.96K
Decreased by -35.39%
Dec 31, 24
18 American Century U.S. Small Cap Growth 494.36K (1.19%) -174.96K
Decreased by -35.39%
Dec 31, 24
19 Victory Sycamore Small Company Opp R 490.00K (1.18%) -101.00K
Decreased by -20.61%
Dec 31, 24
20 T. Rowe Price Integrated US SmCapGrEq 486.22K (1.17%) 38.71K
Increased by +7.96%
Sep 30, 24