Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 3.93%
2 NEWZ 3.72%
3 FFTY 3.61%
4 PSL 3.45%
5 AFSC 2.80%
6 XSMO 2.16%
7 SEIS 2.11%
8 SIXS 1.91%
9 RNMC 1.75%
10 FSCS 1.72%
11 GRPZ 1.63%
12 FDLS 1.09%
13 SMCP 1.07%
14 SMIZ 1.04%
15 SLYG 1.02%
16 FSGS 1.01%
17 SQLV 0.99%
18 RNSC 0.99%
19 RZG 0.94%
20 EHLS 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.67M (16.02%) -208.94K
Decreased by -3.13%
Mar 31, 25
2 Vanguard Group Inc 4.59M (11.02%) -85.92K
Decreased by -1.87%
Mar 31, 25
3 William Blair Investment Management, LLC 2.32M (5.57%) -147.43K
Decreased by -6.36%
Mar 31, 25
4 Amvescap Plc. 1.69M (4.05%) -372.56K
Decreased by -22.09%
Dec 31, 24
5 State Street Corp 1.63M (3.91%) -83.79K
Decreased by -5.15%
Mar 31, 25
6 State Street Corporation 1.55M (3.73%) 13.30K
Increased by +0.86%
Mar 31, 24
7 HHG PLC 1.42M (3.41%) -73.27K
Decreased by -5.16%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 1.39M (3.35%) -586.74K
Decreased by -42.08%
Mar 31, 25
9 American Century Companies Inc 1.33M (3.18%) 240.43K
Increased by +18.13%
Mar 31, 25
10 Congress Asset Management Company, LLP 1.17M (2.81%) 591.21K
Increased by +50.54%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 1.15M (2.76%) -137.42K
Decreased by -11.96%
Mar 31, 25
12 Geode Capital Management, LLC 1.02M (2.45%) 50.62K
Increased by +4.96%
Mar 31, 25
13 Swedbank AB 957.73K (2.30%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vaughan Nelson Scarbrgh & Mccullough LP 929.86K (2.23%) 314.44K
Increased by +33.82%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 927.17K (2.23%) -242.12K
Decreased by -26.11%
Mar 31, 25
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 Rice Hall James & Associates, LLC 669.44K (1.61%) -162.41K
Decreased by -24.26%
Dec 31, 24
19 Victory Capital Management Inc. 666.64K (1.60%) -160.87K
Decreased by -24.13%
Dec 31, 24
20 T. Rowe Price Associates, Inc. 659.92K (1.58%) -104.14K
Decreased by -15.78%
Mar 31, 25

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 Total Stock Mkt Idx Inv 1.32M (3.18%) 24.33K
Increased by +1.84%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.30M (3.12%) 1.14K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 1.05M (2.52%) 177.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 1.04M (2.49%) 6.21K
Increased by +0.60%
Apr 30, 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 677.96K (1.63%) 334.00
Increased by +0.05%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 661.04K (1.59%) 3.08K
Increased by +0.47%
Apr 30, 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 578.10K (1.39%) -261.00
Decreased by -0.05%
Apr 30, 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%) 498.20K
Increased by +100.00%
Apr 30, 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