Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 4.07%
2 PSL 3.87%
3 NEWZ 3.82%
4 FFTY 3.75%
5 AFSC 2.80%
6 XSMO 2.20%
7 SIXS 1.91%
8 RNMC 1.75%
9 FSCS 1.72%
10 GRPZ 1.63%
11 SEIS 1.61%
12 FDLS 1.28%
13 SMIZ 1.18%
14 SMCP 1.07%
15 RNSC 1.06%
16 FSGS 1.06%
17 IJT 1.03%
18 SLYG 1.03%
19 RZG 1.01%
20 FLRG 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.88M (16.53%) 255.42K
Increased by +3.71%
Dec 31, 24
2 Vanguard Group Inc 4.67M (11.22%) 69.89K
Increased by +1.50%
Dec 31, 24
3 William Blair Investment Management, LLC 2.47M (5.92%) 375.69K
Increased by +15.23%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.98M (4.76%) -464.35K
Decreased by -23.44%
Dec 31, 24
5 State Street Corp 1.71M (4.11%) 42.89K
Increased by +2.51%
Dec 31, 24
6 Amvescap Plc. 1.69M (4.05%) -372.56K
Decreased by -22.09%
Dec 31, 24
7 State Street Corporation 1.55M (3.73%) 13.30K
Increased by +0.86%
Mar 31, 24
8 HHG PLC 1.49M (3.59%) 323.27K
Increased by +21.64%
Dec 31, 24
9 Fuller & Thaler Asset Management Inc 1.29M (3.09%) -487.13K
Decreased by -37.87%
Dec 31, 24
10 Congress Asset Management Company, LLP 1.17M (2.81%) 591.21K
Increased by +50.54%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.17M (2.81%) -175.39K
Decreased by -15.00%
Dec 31, 24
12 American Century Companies Inc 1.09M (2.61%) 305.09K
Increased by +28.11%
Dec 31, 24
13 Geode Capital Management, LLC 970.39K (2.33%) 5.69K
Increased by +0.59%
Dec 31, 24
14 Swedbank AB 957.73K (2.30%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vaughan Nelson Scarbrgh & Mccullough LP 929.86K (2.23%) 314.44K
Increased by +33.82%
Sep 30, 24
16 Principal Financial Group Inc 834.31K (2.00%) -31.87K
Decreased by -3.82%
Mar 31, 25
17 Boston Partners Global Investors, Inc 818.67K (1.97%) -28.41K
Decreased by -3.47%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 764.07K (1.83%) 65.51K
Increased by +8.57%
Dec 31, 24
19 Driehaus Capital Management LLC 749.22K (1.80%) 342.71K
Increased by +45.74%
Sep 30, 24
20 Rice Hall James & Associates, LLC 669.44K (1.61%) -162.41K
Decreased by -24.26%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.59M (6.23%) -2.21K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.30M (3.12%) 1.14K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.30M (3.12%) 3.96K
Increased by +0.30%
Mar 31, 25
4 iShares Russell 2000 ETF 1.05M (2.52%) -8.50K
Decreased by -0.81%
Apr 29, 25
5 Vanguard Small Cap Index 1.03M (2.48%) -24.97K
Decreased by -2.42%
Mar 31, 25
6 Janus Henderson US Small Cap Growth 793.05K (1.90%) -104.53K
Decreased by -13.18%
Dec 31, 24
7 Janus Henderson US Small Cap Growth MA 793.05K (1.90%) 792.97K
Increased by +99.99%
Dec 31, 24
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 724.56K (1.74%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 724.56K (1.74%) 0.00
Increased by 0.00%
Nov 30, 23
10 FullerThaler Behavioral Sm-Cp Eq R6 679.25K (1.63%) -506.94K
Decreased by -74.63%
Dec 31, 24
11 FullerThaler Behavioral Small-Cap Equity 679.25K (1.63%) -506.94K
Decreased by -74.63%
Dec 31, 24
12 Janus Henderson Venture D 677.62K (1.63%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 657.96K (1.58%) 7.35K
Increased by +1.12%
Mar 31, 25
14 Avantis US Small Cap Value ETF 626.18K (1.50%) 0.00
Increased by 0.00%
Apr 30, 25
15 Vanguard Small Cap Growth Index Inv 578.36K (1.39%) 281.32K
Increased by +48.64%
Mar 31, 25
16 DFA US Small Cap Value I 505.22K (1.21%) -76.33K
Decreased by -15.11%
Mar 31, 24
17 Swedbank Robur Transfer 70 498.20K (1.20%) 0.00
Increased by 0.00%
Feb 28, 25
18 Invesco Glbl Consmr Trnds A USD Acc 495.00K (1.19%) 0.00
Increased by 0.00%
Sep 30, 24
19 Victory Small Cap Value CIT (Net 75) 490.00K (1.18%) -101.00K
Decreased by -20.61%
Dec 31, 24
20 Victory Sycamore Small Company Opp R 490.00K (1.18%) -101.00K
Decreased by -20.61%
Dec 31, 24