Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 3.21%
2 IMOM 2.03%
3 NATO 1.63%
4 CGXU 1.38%
5 FGM 1.27%
6 PYZ 1.02%
7 EWG 0.97%
8 FLGR 0.97%
9 DAX 0.97%
10 DBGR 0.90%
11 CGIE 0.89%
12 XSLV 0.72%
13 XSVM 0.64%
14 FYT 0.51%
15 HAPS 0.51%
16 AVIV 0.49%
17 UIVM 0.49%
18 FEUZ 0.47%
19 FESM 0.42%
20 DXGE 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.71M (18.15%) -2.10K
Decreased by -0.04%
Dec 31, 24
2 Vanguard Group Inc 3.72M (11.83%) -690.00
Decreased by -0.02%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.23M (7.08%) -35.13K
Decreased by -1.58%
Dec 31, 24
4 FMR Inc 1.76M (5.60%) 527.21K
Increased by +29.92%
Dec 31, 24
5 Macquarie Group Ltd 1.74M (5.52%) -6.14K
Decreased by -0.35%
Dec 31, 24
6 State Street Corp 1.31M (4.17%) 42.87K
Increased by +3.27%
Dec 31, 24
7 State Street Corporation 1.25M (3.98%) 17.25K
Increased by +1.38%
Mar 31, 24
8 Geode Capital Management, LLC 873.12K (2.77%) 7.78K
Increased by +0.89%
Dec 31, 24
9 Victory Capital Management Inc. 863.24K (2.74%) -160.30K
Decreased by -18.57%
Dec 31, 24
10 American Century Companies Inc 861.17K (2.74%) 204.37K
Increased by +23.73%
Dec 31, 24
11 Snyder Capital Management LP 630.38K (2.00%) 49.38K
Increased by +7.83%
Dec 31, 24
12 BTIM Corp 614.52K (1.95%) -11.90K
Decreased by -1.94%
Dec 31, 24
13 Charles Schwab Investment Management Inc 555.16K (1.76%) 2.65K
Increased by +0.48%
Dec 31, 24
14 William Blair Investment Management, LLC 554.83K (1.76%) -10.54K
Decreased by -1.90%
Dec 31, 23
15 Nuveen Asset Management, LLC 528.77K (1.68%) -119.76K
Decreased by -22.65%
Dec 31, 24
16 Allspring Global Investments Holdings, LLC 511.20K (1.62%) 7.49K
Increased by +1.46%
Dec 31, 24
17 Northern Trust Corp 498.93K (1.59%) 43.55K
Increased by +8.73%
Dec 31, 24
18 Ameriprise Financial Inc 436.23K (1.39%) -28.51K
Decreased by -6.54%
Dec 31, 24
19 Bank of America Corp 434.79K (1.38%) 16.68K
Increased by +3.84%
Dec 31, 24
20 GW&K Investment Management, LLC 419.61K (1.33%) -10.49K
Decreased by -2.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.97M (6.27%) 1.24K
Increased by +0.06%
Mar 31, 25
2 Delaware US Small Cap Core Equity (SMA) 1.36M (4.32%) -89.25K
Decreased by -6.56%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 1.36M (4.32%) -89.25K
Decreased by -6.56%
Mar 31, 24
4 Delaware Small Cap Core I 1.26M (4.01%) 0.00
Increased by 0.00%
Oct 31, 24
5 Macquarie Small Cap Core I 1.26M (4.01%) 0.00
Increased by 0.00%
Feb 28, 25
6 Vanguard Total Stock Mkt Idx Inv 1.02M (3.24%) 864.00
Increased by +0.08%
Feb 28, 25
7 iShares Russell 2000 ETF 834.86K (2.65%) -7.26K
Decreased by -0.87%
Mar 31, 25
8 Vanguard Small Cap Index 814.15K (2.59%) 672.00
Increased by +0.08%
Feb 28, 25
9 American Century Small Cap Value Inv 605.00K (1.92%) 150.00K
Increased by +24.79%
Dec 31, 24
10 American Century U.S. Small Cap Value 605.00K (1.92%) 150.00K
Increased by +24.79%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 536.08K (1.70%) -2.04K
Decreased by -0.38%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 485.70K (1.54%) 679.00
Increased by +0.14%
Feb 28, 25
13 DFA US Small Cap Value I 477.02K (1.52%) -9.29K
Decreased by -1.95%
Feb 28, 25
14 First Trust SMID Cp Rising Div Achv ETF 473.19K (1.50%) 101.00
Increased by +0.02%
Mar 31, 25
15 Victory Small Cap Value CIT (Net 75) 430.00K (1.37%) -105.00K
Decreased by -24.42%
Dec 31, 24
16 Victory Sycamore Small Company Opp R 430.00K (1.37%) -105.00K
Decreased by -24.42%
Dec 31, 24
17 Allspring Special Small Cap Value A 367.56K (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
18 Global X US Infrastructure Dev ETF 352.72K (1.12%) -187.00
Decreased by -0.05%
Mar 31, 25
19 iShares S&P Small-Cap 600 Value ETF 323.88K (1.03%) -1.98K
Decreased by -0.61%
Mar 31, 25
20 Fidelity Value 320.80K (1.02%) -20.90K
Decreased by -6.51%
Feb 28, 25