Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 1.66%
2 NSCS 1.52%
3 CAFG 1.13%
4 SMCP 1.07%
5 JPSV 0.87%
6 XSMO 0.68%
7 ESIX 0.47%
8 DGRS 0.44%
9 DWAS 0.40%
10 FYC 0.39%
11 IJT 0.35%
12 QVMS 0.32%
13 VIOG 0.32%
14 FSGS 0.31%
15 RNSC 0.31%
16 JPSE 0.30%
17 SLYV 0.30%
18 SPSM 0.29%
19 HWAY 0.29%
20 IJR 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.27M (15.70%) 35.93K
Increased by +1.10%
Sep 30, 24
2 Vanguard Group Inc 2.33M (11.20%) 929.00
Increased by +0.04%
Dec 31, 24
3 FMR Inc 1.24M (5.96%) 11.64K
Increased by +0.94%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 1.14M (5.45%) -53.16K
Decreased by -4.68%
Dec 31, 24
5 Capital Research & Mgmt Co - Division 3 964.47K (4.63%) 61.00K
Increased by +6.32%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 914.19K (4.39%) 11.46K
Increased by +1.25%
Sep 30, 24
7 State Street Corp 807.57K (3.87%) 9.13K
Increased by +1.13%
Sep 30, 24
8 State Street Corporation 801.95K (3.85%) 10.63K
Increased by +1.33%
Mar 31, 24
9 Brown Advisory Holdings Inc 752.33K (3.61%) 2.79K
Increased by +0.37%
Sep 30, 24
10 Amvescap Plc. 709.54K (3.40%) -5.71K
Decreased by -0.80%
Sep 30, 24
11 Capital World Investors 631.05K (3.03%) 631.05K
Increased by +100.00%
Dec 31, 24
12 Geode Capital Management, LLC 484.22K (2.32%) 5.50K
Increased by +1.14%
Sep 30, 24
13 Goldman Sachs Group Inc 445.70K (2.14%) 240.46K
Increased by +53.95%
Dec 31, 23
14 Gamco Investors, Inc. Et Al 438.71K (2.11%) -82.95K
Decreased by -18.91%
Dec 31, 24
15 Neuberger Berman Group LLC 436.40K (2.09%) 59.53K
Increased by +13.64%
Sep 30, 24
16 Royce & Associates, LP 337.14K (1.62%) -26.10K
Decreased by -7.74%
Dec 31, 24
17 Wellington Management Company LLP 314.88K (1.51%) 32.00
Increased by +0.01%
Dec 31, 24
18 Congress Asset Management Company, LLP 313.76K (1.51%) 4.72K
Increased by +1.50%
Dec 31, 24
19 Trigran Investments Inc 283.91K (1.36%) -4.86K
Decreased by -1.71%
Dec 31, 24
20 Nuveen Asset Management, LLC 269.20K (1.29%) -29.06K
Decreased by -10.80%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.60M (7.66%) 692.05K
Increased by +43.37%
Dec 31, 24
2 iShares Core S&P Small-Cap ETF 1.35M (6.47%) 3.08K
Increased by +0.23%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 654.29K (3.14%) 795.00
Increased by +0.12%
Dec 31, 24
4 iShares Russell 2000 ETF 569.10K (2.73%) -4.35K
Decreased by -0.76%
Jan 31, 25
5 Vanguard Small Cap Index 534.59K (2.57%) 5.62K
Increased by +1.05%
Dec 31, 24
6 Fidelity Low-Priced Stock 431.26K (2.07%) -490.00
Decreased by -0.11%
Nov 30, 24
7 Fidelity Small Cap Value Fund 379.97K (1.82%) 0.00
Increased by 0.00%
Nov 30, 24
8 Fidelity® Low-Priced Stock 373.51K (1.79%) -389.00
Decreased by -0.10%
Oct 31, 23
9 Vanguard Small Cap Value Index Inv 354.89K (1.70%) -3.10K
Decreased by -0.87%
Dec 31, 24
10 Neuberger Berman Genesis Inv 349.63K (1.68%) 61.01K
Increased by +17.45%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 317.82K (1.52%) 4.38K
Increased by +1.38%
Dec 31, 24
12 T. Rowe Price Small-Cap Stock 293.06K (1.41%) -16.10K
Decreased by -5.49%
Dec 31, 24
13 T. Rowe Price US Small-Cap Core Equity 293.06K (1.41%) 12.28K
Increased by +4.19%
Dec 31, 24
14 Fidelity® Small Cap Value 267.00K (1.28%) 0.00
Increased by 0.00%
Oct 31, 23
15 1290 VT GAMCO Small Company Value IB 237.40K (1.14%) -11.60K
Decreased by -4.89%
Dec 31, 24
16 DFA US Small Cap Value I 215.85K (1.04%) -11.83K
Decreased by -5.48%
Dec 31, 24
17 Jennison SMid Cap Core Equity 213.62K (1.02%) 1.50K
Increased by +0.70%
Mar 31, 24
18 PGIM Jennison Small Company A 213.62K (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
19 Fidelity Small Cap Index 212.86K (1.02%) -2.16K
Decreased by -1.02%
Nov 30, 24
20 Fidelity® Small Cap Index 202.15K (0.97%) 5.49K
Increased by +2.72%
Oct 31, 23