Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 4.23%
2 PSCI 3.95%
3 CWS 3.85%
4 XSMO 3.63%
5 AIRR 3.33%
6 PHO 3.30%
7 ZIG 3.28%
8 FIW 2.95%
9 GDIV 2.91%
10 BCUS 2.86%
11 SMCF 2.72%
12 PRN 2.67%
13 ECML 2.22%
14 RDVY 2.15%
15 FCUS 2.10%
16 CAFG 1.98%
17 MBOX 1.92%
18 SAWS 1.82%
19 XMHQ 1.55%
20 SIXS 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.55M (13.17%) -3.36M
Decreased by -23.09%
Dec 31, 24
2 Vanguard Group Inc 11.70M (10.60%) -1.04M
Decreased by -8.90%
Dec 31, 24
3 First Trust Advisors L.P. 6.21M (5.63%) 327.48K
Increased by +5.27%
Dec 31, 24
4 State Street Corp 4.37M (3.96%) -81.01K
Decreased by -1.85%
Dec 31, 24
5 State Street Corporation 4.35M (3.94%) 54.53K
Increased by +1.25%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 3.45M (3.13%) -434.31K
Decreased by -12.57%
Dec 31, 24
7 Amvescap Plc. 2.79M (2.52%) 933.50K
Increased by +33.48%
Dec 31, 24
8 Geode Capital Management, LLC 2.71M (2.45%) 117.33K
Increased by +4.34%
Dec 31, 24
9 Gamco Investors, Inc. Et Al 2.70M (2.45%) -341.20K
Decreased by -12.62%
Dec 31, 24
10 Allspring Global Investments Holdings, LLC 2.61M (2.37%) -420.59K
Decreased by -16.09%
Dec 31, 24
11 William Blair Investment Management, LLC 2.54M (2.30%) 2.54M
Increased by +100.00%
Dec 31, 24
12 Pacer Advisors, INC. 2.52M (2.28%) -766.32K
Decreased by -30.37%
Sep 30, 24
13 LSV Asset Management 2.43M (2.20%) -555.21K
Decreased by -22.87%
Dec 31, 24
14 JPMorgan Chase & Co 2.20M (1.99%) -147.40K
Decreased by -6.70%
Sep 30, 24
15 FMR Inc 1.91M (1.73%) 845.03K
Increased by +44.20%
Dec 31, 24
16 Gates Capital Management Inc 1.90M (1.72%) -497.28K
Decreased by -26.23%
Dec 31, 23
17 American Century Companies Inc 1.90M (1.72%) -3.23K
Decreased by -0.17%
Dec 31, 24
18 Fuller & Thaler Asset Management Inc 1.71M (1.55%) -627.63K
Decreased by -36.74%
Dec 31, 24
19 Gabelli Funds LLC 1.66M (1.51%) -85.70K
Decreased by -5.15%
Dec 31, 24
20 Northern Trust Corp 1.54M (1.39%) 338.90K
Increased by +22.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.22M (6.53%) 6.08K
Increased by +0.08%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 3.70M (3.35%) 2.78K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 3.58M (3.24%) 15.40K
Increased by +0.43%
Feb 28, 25
4 First Trust Rising Dividend Achiev ETF 3.39M (3.07%) 6.04K
Increased by +0.18%
Feb 27, 25
5 Vanguard Small Cap Index 2.90M (2.63%) 2.40K
Increased by +0.08%
Feb 28, 25
6 iShares Russell 2000 ETF 2.88M (2.61%) -33.87K
Decreased by -1.18%
Feb 28, 25
7 Pacer US Small Cap Cash Cows 100 ETF 2.45M (2.21%) -8.33K
Decreased by -0.34%
Nov 29, 24
8 FullerThaler Behavioral Small-Cap Equity 2.21M (2.00%) -159.72K
Decreased by -7.21%
Sep 30, 24
9 Vanguard Small Cap Value Index Inv 1.91M (1.73%) -6.59K
Decreased by -0.34%
Feb 28, 25
10 Allspring Special Small Cap Value A 1.78M (1.61%) -21.00K
Decreased by -1.18%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.73M (1.57%) 7.40K
Increased by +0.43%
Feb 28, 25
12 1290 VT GAMCO Small Company Value IB 1.71M (1.55%) -1.80K
Decreased by -0.11%
Jan 31, 25
13 FullerThaler Behavioral Sm-Cp Eq R6 1.62M (1.47%) -590.87K
Decreased by -36.39%
Dec 31, 24
14 Avantis US Small Cap Value ETF 1.52M (1.37%) 0.00
Increased by 0.00%
Feb 28, 25
15 First Trust RBA Amer Indl RenaisTM ETF 1.39M (1.26%) 2.98K
Increased by +0.21%
Feb 27, 25
16 Victory Small Cap Value CIT (Net 75) 1.16M (1.05%) -25.00K
Decreased by -2.16%
Dec 31, 23
17 Invesco Water Resources ETF 1.15M (1.04%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity Small Cap Index 1.12M (1.02%) -8.31K
Decreased by -0.74%
Dec 31, 24
19 iShares S&P Small-Cap 600 Growth ETF 1.10M (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
20 First Trust SMID Cp Rising Div Achv ETF 1.10M (0.99%) 2.35K
Increased by +0.21%
Feb 27, 25