Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 2.14%
2 ECML 1.67%
3 DVP 0.97%
4 DEEP 0.93%
5 CLAW 0.65%
6 XSVM 0.57%
7 DSMC 0.49%
8 JSML 0.46%
9 FYT 0.44%
10 SFLO 0.43%
11 PSCI 0.34%
12 BSVO 0.32%
13 SQLV 0.31%
14 FSGS 0.28%
15 RNSC 0.28%
16 ROSC 0.27%
17 TXSS 0.24%
18 FYX 0.24%
19 IWC 0.23%
20 DGRS 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.56M (18.05%) 202.81K
Increased by +2.68%
Dec 31, 24
2 Vanguard Group Inc 5.27M (12.59%) 51.14K
Increased by +0.97%
Dec 31, 24
3 Allspring Global Investments Holdings, LLC 3.25M (7.76%) -99.19K
Decreased by -3.05%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.63M (6.28%) -55.51K
Decreased by -2.11%
Dec 31, 24
5 Ameriprise Financial Inc 1.99M (4.75%) 449.65K
Increased by +22.62%
Dec 31, 24
6 Principal Financial Group Inc 1.87M (4.47%) -83.65K
Decreased by -4.47%
Mar 31, 25
7 State Street Corp 1.74M (4.16%) 134.72K
Increased by +7.75%
Dec 31, 24
8 State Street Corporation 1.27M (3.04%) 27.68K
Increased by +2.17%
Mar 31, 24
9 Renaissance Technologies Corp 1.23M (2.94%) -25.47K
Decreased by -2.07%
Dec 31, 24
10 DePrince Race & Zollo Inc 1.11M (2.66%) 975.32K
Increased by +87.75%
Dec 31, 24
11 Geode Capital Management, LLC 1.05M (2.52%) 12.13K
Increased by +1.15%
Dec 31, 24
12 Systematic Financial Management LP 1.05M (2.51%) 28.23K
Increased by +2.69%
Dec 31, 24
13 Pacer Advisors, INC. 1.05M (2.50%) 1.05M
Increased by +100.00%
Dec 31, 24
14 Segall Bryant & Hamill 1.04M (2.49%) -159.05K
Decreased by -15.25%
Dec 31, 24
15 American Century Companies Inc 904.99K (2.16%) 23.61K
Increased by +2.61%
Dec 31, 24
16 Balyasny Asset Management LLC 891.46K (2.13%) 727.13K
Increased by +81.57%
Dec 31, 24
17 Charles Schwab Investment Management Inc 700.62K (1.67%) 31.35K
Increased by +4.47%
Dec 31, 24
18 Arrowstreet Capital Limited Partnership 582.71K (1.39%) 362.76K
Increased by +62.25%
Sep 30, 24
19 Amvescap Plc. 563.18K (1.35%) 373.03K
Increased by +66.24%
Jun 30, 24
20 Royce & Associates, LP 563.02K (1.35%) 34.53K
Increased by +6.13%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.85M (6.82%) -3.02K
Decreased by -0.11%
Apr 30, 25
2 Allspring Special Small Cap Value A 2.01M (4.79%) -68.60K
Decreased by -3.42%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.48M (3.54%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.48M (3.54%) 429.30K
Increased by +28.99%
Sep 30, 24
5 Vanguard Small Cap Index 1.18M (2.81%) -29.59K
Decreased by -2.51%
Mar 31, 25
6 iShares Russell 2000 ETF 1.16M (2.78%) 196.00
Increased by +0.02%
Apr 30, 25
7 CT (Lux) American Smaller Com 9U USD 1.13M (2.70%) 30.69K
Increased by +2.72%
Mar 31, 25
8 Pacer US Small Cap Cash Cows 100 ETF 915.66K (2.19%) -6.65K
Decreased by -0.73%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 763.80K (1.82%) -32.13K
Decreased by -4.21%
Mar 31, 25
10 CT American Smaller Coms(US) InstAccGBP 756.37K (1.81%) 7.80K
Increased by +1.03%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 730.85K (1.75%) 19.80K
Increased by +2.71%
Mar 31, 25
12 Principal SmallCap R5 657.40K (1.57%) -2.60K
Decreased by -0.40%
Mar 31, 25
13 Principal U.S. Small Cap Equity 657.40K (1.57%) -15.90K
Decreased by -2.42%
Mar 31, 25
14 Avantis US Small Cap Value ETF 614.55K (1.47%) 0.00
Increased by 0.00%
Apr 30, 25
15 DFA US Small Cap Value I 594.79K (1.42%) -82.36K
Decreased by -13.85%
Mar 31, 25
16 Artemis UK Select R Acc 525.95K (1.26%) 10.98K
Increased by +2.09%
Nov 30, 24
17 Jupiter UK Dynamic Equity L Inc 498.63K (1.19%) -10.00K
Decreased by -2.01%
Aug 31, 24
18 iShares S&P Small-Cap 600 Value ETF 465.39K (1.11%) 463.00
Increased by +0.10%
Apr 30, 25
19 Fidelity Small Cap Index 451.20K (1.08%) 7.29K
Increased by +1.62%
Feb 28, 25
20 iShares Russell 2000 Value ETF 439.86K (1.05%) -1.49K
Decreased by -0.34%
Apr 30, 25