Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 2.58%
2 PSCT 2.43%
3 JSML 1.88%
4 ROGS 1.09%
5 MPAY 0.99%
6 SMCP 0.93%
7 XSLV 0.89%
8 SMIZ 0.79%
9 XSMO 0.78%
10 SSLY 0.70%
11 JPSV 0.65%
12 JSMD 0.64%
13 AVUV 0.55%
14 FESM 0.46%
15 SCDS 0.45%
16 ESIX 0.45%
17 VIOG 0.42%
18 USVM 0.39%
19 GVLU 0.38%
20 SLYG 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.59M (17.28%) 193.73K
Increased by +4.22%
Dec 31, 24
2 Vanguard Group Inc 3.65M (13.73%) -21.95K
Decreased by -0.60%
Dec 31, 24
3 Disciplined Growth Investors Inc 1.68M (6.31%) -491.40K
Decreased by -29.30%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.55M (5.82%) -89.79K
Decreased by -5.81%
Dec 31, 24
5 State Street Corp 1.08M (4.07%) 29.36K
Increased by +2.72%
Dec 31, 24
6 State Street Corporation 1.07M (4.02%) 16.59K
Increased by +1.55%
Mar 31, 24
7 BNP Paribas Investment Partners SA 969.36K (3.65%) -83.01K
Decreased by -8.56%
Dec 31, 24
8 Fiduciary Management, Inc. of Milwaukee 944.76K (3.56%) -297.58K
Decreased by -31.50%
Dec 31, 24
9 Earnest Partners LLC 758.53K (2.86%) -5.42K
Decreased by -0.71%
Dec 31, 24
10 Pacer Advisors, INC. 686.92K (2.59%) 686.92K
Increased by +100.00%
Dec 31, 24
11 Geode Capital Management, LLC 647.21K (2.44%) -6.55K
Decreased by -1.01%
Dec 31, 24
12 Silvercrest Asset Management Group LLC 579.46K (2.18%) -32.22K
Decreased by -5.56%
Dec 31, 24
13 Victory Capital Management Inc. 546.25K (2.06%) -20.54K
Decreased by -3.76%
Sep 30, 23
14 American Century Companies Inc 544.02K (2.05%) 228.03K
Increased by +41.92%
Dec 31, 24
15 Charles Schwab Investment Management Inc 421.05K (1.59%) -858.00
Decreased by -0.20%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 413.12K (1.56%) -11.07K
Decreased by -2.68%
Dec 31, 24
17 BTIM Corp 384.28K (1.45%) -6.95K
Decreased by -1.81%
Dec 31, 24
18 Westfield Capital Management Company, LP 384.25K (1.45%) 85.99K
Increased by +22.38%
Mar 31, 24
19 Nuveen Asset Management, LLC 351.56K (1.32%) 21.91K
Increased by +6.23%
Dec 31, 24
20 Bank of New York Mellon Corp 332.68K (1.25%) -46.60K
Decreased by -14.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.67M (6.29%) 984.00
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 864.27K (3.25%) 619.00
Increased by +0.07%
Feb 28, 25
3 iShares Russell 2000 ETF 709.77K (2.67%) -6.16K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 691.73K (2.60%) 567.00
Increased by +0.08%
Feb 28, 25
5 Vanguard Information Technology ETF 608.12K (2.29%) 1.61K
Increased by +0.26%
Feb 28, 25
6 Avantis US Small Cap Value ETF 585.40K (2.20%) 1.21K
Increased by +0.21%
Mar 29, 25
7 BNP Paribas Disrpt Tech Cl D 557.93K (2.10%) -252.00
Decreased by -0.05%
Feb 28, 25
8 FMI Common Stock Investor 495.00K (1.86%) -135.00K
Decreased by -27.27%
Dec 31, 24
9 Disciplined Growth - Mid Cap Growth 493.88K (1.86%) -187.40K
Decreased by -37.94%
Dec 31, 24
10 Vanguard Small Cap Value Index Inv 455.72K (1.72%) -1.45K
Decreased by -0.32%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 412.83K (1.55%) 568.00
Increased by +0.14%
Feb 28, 25
12 EARNEST Small Cap Value 386.46K (1.45%) 385.87K
Increased by +99.85%
Dec 31, 23
13 Harbor Small Cap Value Instl 310.09K (1.17%) -4.75K
Decreased by -1.53%
Dec 31, 24
14 Victory Small Cap Value CIT (Net 75) 265.00K (1.00%) -5.00K
Decreased by -1.89%
Sep 30, 23
15 Victory Sycamore Small Company Opp R 265.00K (1.00%) -5.00K
Decreased by -1.89%
Sep 30, 23
16 Fidelity Small Cap Index 264.79K (1.00%) -4.96K
Decreased by -1.87%
Jan 31, 25
17 Fidelity® Small Cap Index 264.33K (1.00%) 7.41K
Increased by +2.80%
Oct 31, 23
18 DFA US Targeted Value I 245.77K (0.93%) 0.00
Increased by 0.00%
Feb 28, 25
19 Thrivent Small Cap Stock A 245.45K (0.92%) -110.91K
Decreased by -45.19%
Sep 30, 24
20 SPDR® Portfolio S&P 600 Sm Cap ETF 244.45K (0.92%) 250.00
Increased by +0.10%
Mar 28, 24