Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.27%
2 SAWS 2.22%
3 PSCT 1.80%
4 SIXS 1.27%
5 RNSC 1.08%
6 FSGS 1.08%
7 SMCP 1.03%
8 RNMC 1.03%
9 FSCS 1.03%
10 SURE 0.99%
11 CAFG 0.94%
12 XSLV 0.79%
13 OASC 0.76%
14 XSMO 0.70%
15 HLGE 0.68%
16 XSW 0.66%
17 HSMV 0.61%
18 SFLO 0.55%
19 QOWZ 0.54%
20 SQLV 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.10M (16.71%) -282.37K
Decreased by -3.98%
Jun 30, 24
2 Vanguard Group Inc 5.81M (13.67%) 59.75K
Increased by +1.03%
Sep 30, 24
3 BTIM Corp 1.96M (4.62%) -3.51K
Decreased by -0.18%
Sep 30, 24
4 State Street Corp 1.77M (4.16%) 57.12K
Increased by +3.23%
Sep 30, 24
5 State Street Corporation 1.72M (4.05%) 47.58K
Increased by +2.76%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 1.35M (3.17%) -59.62K
Decreased by -4.42%
Sep 30, 24
7 Fuller & Thaler Asset Management Inc 1.21M (2.86%) 32.88K
Increased by +2.71%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 1.10M (2.58%) -1.41M
Decreased by -128.44%
Sep 30, 24
9 Renaissance Technologies Corp 1.05M (2.46%) -78.90K
Decreased by -7.55%
Sep 30, 24
10 Principal Financial Group Inc 1.05M (2.46%) 43.94K
Increased by +4.20%
Sep 30, 24
11 Geode Capital Management, LLC 1.01M (2.37%) -1.80K
Decreased by -0.18%
Sep 30, 24
12 Wellington Management Company LLP 1.01M (2.37%) -178.17K
Decreased by -17.67%
Sep 30, 24
13 Macquarie Group Ltd 969.50K (2.28%) -24.47K
Decreased by -2.52%
Sep 30, 24
14 Nomura Holdings Inc 967.54K (2.28%) 259.24K
Increased by +26.79%
Sep 30, 24
15 Allspring Global Investments Holdings, LLC 964.60K (2.27%) 99.48K
Increased by +10.31%
Sep 30, 24
16 FMR Inc 900.16K (2.12%) 120.30K
Increased by +13.36%
Sep 30, 24
17 Amvescap Plc. 797.05K (1.88%) -99.86K
Decreased by -12.53%
Sep 30, 24
18 Bank of New York Mellon Corp 774.62K (1.82%) 41.99K
Increased by +5.42%
Dec 31, 23
19 Bank of America Corp 670.66K (1.58%) 29.05K
Increased by +4.33%
Sep 30, 24
20 MIZUHO MARKETS AMERICAS LLC 659.89K (1.55%) 208.00K
Increased by +31.52%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.77M (6.51%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.37M (3.22%) -6.79K
Decreased by -0.50%
Oct 31, 24
3 iShares Russell 2000 ETF 1.19M (2.80%) 0.00
Increased by 0.00%
Nov 30, 24
4 FullerThaler Behavioral Sm-Cp Eq R6 1.15M (2.70%) 34.60K
Increased by +3.01%
Sep 30, 24
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.12M (2.63%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.12M (2.63%) 0.00
Increased by 0.00%
Nov 30, 23
7 FullerThaler Behavioral Small-Cap Equity 1.11M (2.62%) 0.00
Increased by 0.00%
Aug 31, 24
8 Vanguard Small Cap Index 1.07M (2.52%) 2.10K
Increased by +0.20%
Oct 31, 24
9 Vanguard Information Technology ETF 960.26K (2.26%) 4.42K
Increased by +0.46%
Oct 31, 24
10 Delaware US Small Cap Core Equity (SMA) 800.15K (1.88%) 138.78K
Increased by +17.34%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 800.15K (1.88%) 138.78K
Increased by +17.34%
Mar 31, 24
12 Delaware Small Cap Core I 774.55K (1.82%) 0.00
Increased by 0.00%
Oct 31, 24
13 Vanguard Small Cap Value Index Inv 724.80K (1.71%) -258.00
Decreased by -0.04%
Oct 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 641.94K (1.51%) -3.78K
Decreased by -0.59%
Oct 31, 24
15 JHancock Small Cap Core NAV 447.72K (1.05%) 8.54K
Increased by +1.91%
Oct 31, 24
16 Fidelity Small Cap Index 430.63K (1.01%) -8.95K
Decreased by -2.08%
Sep 30, 24
17 Boston Trust Walden Small Cap 423.36K (1.00%) -82.59K
Decreased by -19.51%
Oct 31, 24
18 iShares S&P Small-Cap 600 Growth ETF 419.83K (0.99%) 0.00
Increased by 0.00%
Nov 30, 24
19 Fidelity® Small Cap Index 419.26K (0.99%) 11.61K
Increased by +2.77%
Oct 31, 23
20 Fidelity Series Small Cap Opps 417.50K (0.98%) -3.90K
Decreased by -0.93%
Sep 30, 24