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 0.40%
12 BSVO 0.32%
13 SQLV 0.31%
14 FSGS 0.28%
15 RNSC 0.28%
16 ROSC 0.27%
17 IWC 0.25%
18 TXSS 0.24%
19 FYX 0.24%
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 1.96M (4.67%) 1.73M
Increased by +88.63%
Dec 31, 24
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 3.01M (7.19%) -774.00
Decreased by -0.03%
Feb 28, 25
2 Allspring Special Small Cap Value A 2.08M (4.96%) -15.70K
Decreased by -0.76%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.48M (3.54%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard Small Cap Index 1.21M (2.88%) 987.00
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 1.15M (2.74%) -13.51K
Decreased by -1.18%
Feb 28, 25
6 CT (Lux) American Smaller Com 9U USD 1.09M (2.59%) 65.85K
Increased by +6.07%
Jan 31, 25
7 Pacer US Small Cap Cash Cows 100 ETF 915.66K (2.19%) -6.65K
Decreased by -0.73%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 795.93K (1.90%) -1.42K
Decreased by -0.18%
Feb 28, 25
9 CT American Smaller Coms(US) InstAccGBP 748.57K (1.79%) 3.98K
Increased by +0.53%
Jan 31, 25
10 Avantis US Small Cap Value ETF 729.45K (1.74%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 711.05K (1.70%) 1.19K
Increased by +0.17%
Feb 28, 25
12 DFA US Small Cap Value I 695.58K (1.66%) -34.82K
Decreased by -5.01%
Jan 31, 25
13 Principal U.S. Small Cap Equity 673.30K (1.61%) 673.30K
Increased by +100.00%
Dec 31, 24
14 Principal SmallCap R5 660.00K (1.58%) -8.70K
Decreased by -1.32%
Feb 28, 25
15 iShares S&P Small-Cap 600 Value ETF 529.06K (1.26%) 0.00
Increased by 0.00%
Feb 28, 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 Fidelity Small Cap Index 452.22K (1.08%) 2.79K
Increased by +0.62%
Dec 31, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 419.32K (1.00%) -468.00
Decreased by -0.11%
Feb 28, 25
20 iShares Russell 2000 Value ETF 415.71K (0.99%) -3.15K
Decreased by -0.76%
Feb 28, 25