Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 3.91%
2 FFTY 3.53%
3 NEWZ 3.50%
4 PSL 3.43%
5 AFSC 2.80%
6 XSMO 2.07%
7 SIXS 1.91%
8 RNMC 1.75%
9 FSCS 1.72%
10 GRPZ 1.63%
11 BRNY 1.55%
12 SEIS 1.52%
13 FDLS 1.23%
14 SMIZ 1.12%
15 SMCP 1.07%
16 BOUT 1.00%
17 FSGS 1.00%
18 RNSC 1.00%
19 SQLV 0.99%
20 IJT 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.88M (16.59%) 255.42K
Increased by +3.71%
Dec 31, 24
2 Vanguard Group Inc 4.67M (11.26%) 69.89K
Increased by +1.50%
Dec 31, 24
3 William Blair Investment Management, LLC 2.47M (5.95%) 375.69K
Increased by +15.23%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.98M (4.77%) -464.35K
Decreased by -23.44%
Dec 31, 24
5 State Street Corp 1.71M (4.13%) 42.89K
Increased by +2.51%
Dec 31, 24
6 Amvescap Plc. 1.69M (4.07%) -372.56K
Decreased by -22.09%
Dec 31, 24
7 State Street Corporation 1.55M (3.74%) 13.30K
Increased by +0.86%
Mar 31, 24
8 HHG PLC 1.49M (3.60%) 323.27K
Increased by +21.64%
Dec 31, 24
9 Fuller & Thaler Asset Management Inc 1.29M (3.10%) -487.13K
Decreased by -37.87%
Dec 31, 24
10 Congress Asset Management Company, LLP 1.17M (2.82%) 591.21K
Increased by +50.54%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.17M (2.82%) -175.39K
Decreased by -15.00%
Dec 31, 24
12 American Century Companies Inc 1.09M (2.62%) 305.09K
Increased by +28.11%
Dec 31, 24
13 Geode Capital Management, LLC 970.39K (2.34%) 5.69K
Increased by +0.59%
Dec 31, 24
14 Swedbank AB 957.73K (2.31%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vaughan Nelson Scarbrgh & Mccullough LP 929.86K (2.24%) 314.44K
Increased by +33.82%
Sep 30, 24
16 Principal Financial Group Inc 866.18K (2.09%) 645.84K
Increased by +74.56%
Dec 31, 24
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 (1.84%) 65.51K
Increased by +8.57%
Dec 31, 24
19 Rockefeller Capital Management L.P. 753.73K (1.82%) 5.28K
Increased by +0.70%
Sep 30, 24
20 Driehaus Capital Management LLC 749.22K (1.81%) 342.71K
Increased by +45.74%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.64M (6.37%) 1.50K
Increased by +0.06%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.30M (3.14%) 1.14K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.30M (3.13%) 3.96K
Increased by +0.30%
Mar 31, 25
4 iShares Russell 2000 ETF 1.12M (2.70%) -9.73K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 1.03M (2.49%) -24.97K
Decreased by -2.42%
Mar 31, 25
6 Janus Henderson US Small Cap Growth 793.05K (1.91%) -104.53K
Decreased by -13.18%
Dec 31, 24
7 Janus Henderson US Small Cap Growth MA 793.05K (1.91%) 792.97K
Increased by +99.99%
Dec 31, 24
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 724.56K (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 724.56K (1.75%) 0.00
Increased by 0.00%
Nov 30, 23
10 FullerThaler Behavioral Sm-Cp Eq R6 679.25K (1.64%) -506.94K
Decreased by -74.63%
Dec 31, 24
11 FullerThaler Behavioral Small-Cap Equity 679.25K (1.64%) -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 (1.59%) 7.35K
Increased by +1.12%
Mar 31, 25
14 Avantis US Small Cap Value ETF 631.93K (1.52%) -1.22K
Decreased by -0.19%
Mar 29, 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 (1.22%) -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