Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.27%
2 SAWS 2.10%
3 PSCT 1.74%
4 SIXS 1.26%
5 RNSC 1.08%
6 FSGS 1.08%
7 SMCP 1.03%
8 SURE 0.99%
9 FSCS 0.99%
10 RNMC 0.99%
11 XSLV 0.81%
12 CAFG 0.80%
13 OASC 0.78%
14 XSW 0.76%
15 XSMO 0.70%
16 BOUT 0.67%
17 HAPS 0.58%
18 SQLV 0.56%
19 SFLO 0.55%
20 QOWZ 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.02M (16.49%) -219.16K
Decreased by -3.12%
Mar 31, 25
2 Vanguard Group Inc 5.84M (13.71%) -18.35K
Decreased by -0.31%
Mar 31, 25
3 BTIM Corp 1.76M (4.14%) -17.57K
Decreased by -1.00%
Mar 31, 25
4 State Street Corp 1.75M (4.11%) -87.57K
Decreased by -5.01%
Mar 31, 25
5 State Street Corporation 1.72M (4.04%) 47.58K
Increased by +2.76%
Mar 31, 24
6 Wellington Management Company LLP 1.36M (3.19%) 478.63K
Increased by +35.27%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.21M (2.83%) -97.71K
Decreased by -8.10%
Mar 31, 25
8 Pacer Advisors, INC. 1.14M (2.68%) 1.14M
Increased by +99.78%
Dec 31, 24
9 Macquarie Group Ltd 1.08M (2.53%) 111.24K
Increased by +10.32%
Mar 31, 25
10 Geode Capital Management, LLC 1.06M (2.49%) 48.86K
Increased by +4.60%
Mar 31, 25
11 Nomura Holdings Inc 967.54K (2.27%) 259.24K
Increased by +26.79%
Sep 30, 24
12 Allspring Global Investments Holdings, LLC 963.73K (2.26%) 125.34K
Increased by +13.01%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 959.48K (2.25%) -146.39K
Decreased by -15.26%
Mar 31, 25
14 Principal Financial Group Inc 957.87K (2.25%) -32.52K
Decreased by -3.40%
Mar 31, 25
15 Renaissance Technologies Corp 920.64K (2.16%) -124.99K
Decreased by -13.58%
Dec 31, 24
16 FMR Inc 898.36K (2.11%) -130.92K
Decreased by -14.57%
Mar 31, 25
17 Amvescap Plc. 802.52K (1.88%) 5.47K
Increased by +0.68%
Dec 31, 24
18 Bank of New York Mellon Corp 774.62K (1.82%) 41.99K
Increased by +5.42%
Dec 31, 23
19 Fuller & Thaler Asset Management Inc 764.98K (1.80%) -436.09K
Decreased by -57.01%
Mar 31, 25
20 Deutsche Bank AG 739.20K (1.74%) -49.91K
Decreased by -6.75%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.63M (6.18%) -2.36K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.38M (3.25%) 17.55K
Increased by +1.27%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.38M (3.23%) 934.00
Increased by +0.07%
Sep 30, 24
4 FullerThaler Behavioral Sm-Cp Eq R6 1.14M (2.67%) -12.60K
Decreased by -1.11%
Dec 31, 24
5 FullerThaler Behavioral Small-Cap Equity 1.14M (2.67%) -12.60K
Decreased by -1.11%
Dec 31, 24
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.12M (2.63%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 1.12M (2.63%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Small Cap Index 1.09M (2.56%) 5.04K
Increased by +0.46%
Apr 30, 25
9 iShares Russell 2000 ETF 1.06M (2.49%) 179.00
Increased by +0.02%
Apr 30, 25
10 Vanguard Information Technology ETF 1.02M (2.39%) 10.59K
Increased by +1.04%
Apr 30, 25
11 Pacer US Small Cap Cash Cows 100 ETF 983.51K (2.31%) -7.15K
Decreased by -0.73%
Feb 28, 25
12 Macquarie Small Cap Core I 884.38K (2.08%) 25.14K
Increased by +2.84%
Mar 31, 25
13 Delaware US Small Cap Core Equity (SMA) 800.15K (1.88%) 138.78K
Increased by +17.34%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 800.15K (1.88%) 138.78K
Increased by +17.34%
Mar 31, 24
15 Delaware Small Cap Core I 774.55K (1.82%) 0.00
Increased by 0.00%
Oct 31, 24
16 American Funds SMALLCAP World A 722.08K (1.70%) 722.08K
Increased by +100.00%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 703.84K (1.65%) 2.21K
Increased by +0.31%
Apr 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 669.43K (1.57%) 2.51K
Increased by +0.37%
Apr 30, 25
19 JHancock Small Cap Core NAV 610.74K (1.43%) 39.08K
Increased by +6.40%
Mar 31, 25
20 Allspring Special Small Cap Value A 489.83K (1.15%) 0.00
Increased by 0.00%
Apr 30, 25