Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 3.44%
2 PSL 3.37%
3 FFTY 3.29%
4 NEWZ 3.23%
5 PSCD 3.02%
6 CAFG 2.24%
7 SIXS 1.91%
8 RNMC 1.75%
9 XSMO 1.74%
10 FSCS 1.72%
11 SEIS 1.55%
12 XSHQ 1.55%
13 FDLS 1.10%
14 SMCP 1.07%
15 SQLV 0.99%
16 RNSC 0.92%
17 SMIZ 0.90%
18 ROSC 0.90%
19 FYC 0.88%
20 ESIX 0.85%

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 State Street Corp 1.63M (3.91%) -83.79K
Decreased by -5.15%
Mar 31, 25
5 Amvescap Plc. 1.62M (3.88%) -70.43K
Decreased by -4.36%
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 1.01M (2.42%) 0.00
Increased by 0.00%
Jun 30, 25
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 UBS Group AG 766.29K (1.84%) 602.24K
Increased by +78.59%
Mar 31, 25
19 Rice Hall James & Associates, LLC 669.44K (1.61%) -162.41K
Decreased by -24.26%
Dec 31, 24
20 Victory Capital Management Inc. 666.64K (1.60%) -160.87K
Decreased by -24.13%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.55M (6.12%) -7.22K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.33M (3.18%) 825.00
Increased by +0.06%
May 31, 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 1.07M (2.56%) 7.42K
Increased by +0.70%
Jun 30, 25
5 Vanguard Small Cap Index 1.04M (2.51%) 4.74K
Increased by +0.45%
May 31, 25
6 Janus Henderson US Small Cap Growth MA 793.05K (1.90%) 792.97K
Increased by +99.99%
Dec 31, 24
7 Fuller & Thaler Behavioral Sm-Cp Eq R6 724.56K (1.74%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fuller & Thaler Behavioral Small-Cap Eq 724.56K (1.74%) 0.00
Increased by 0.00%
Nov 30, 23
9 Janus Henderson US Small Cap Growth 677.96K (1.63%) -115.09K
Decreased by -16.98%
Mar 31, 25
10 Janus Henderson Venture D 677.96K (1.63%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 666.70K (1.60%) 5.66K
Increased by +0.85%
May 31, 25
12 Avantis US Small Cap Value ETF 621.69K (1.49%) 0.00
Increased by 0.00%
Jun 28, 25
13 Vanguard Small Cap Growth Index Inv 575.16K (1.38%) -2.94K
Decreased by -0.51%
May 31, 25
14 DFA US Small Cap Value I 505.22K (1.21%) -76.33K
Decreased by -15.11%
Mar 31, 24
15 FullerThaler Behavioral Sm-Cp Eq R6 501.78K (1.20%) -177.47K
Decreased by -35.37%
Mar 31, 25
16 FullerThaler Behavioral Small-Cap Equity 501.78K (1.20%) -177.47K
Decreased by -35.37%
Mar 31, 25
17 Swedbank Robur Transfer 70 498.20K (1.20%) 0.00
Increased by 0.00%
Jun 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