Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.27%
2 SAWS 2.09%
3 PSCT 1.82%
4 SIXS 1.21%
5 RNSC 1.08%
6 FSGS 1.08%
7 SMCP 1.03%
8 RNMC 0.99%
9 FSCS 0.99%
10 SURE 0.99%
11 JSML 0.96%
12 XSW 0.81%
13 CAFG 0.79%
14 XSLV 0.79%
15 OASC 0.78%
16 XSMO 0.70%
17 SQLV 0.57%
18 QOWZ 0.56%
19 SFLO 0.55%
20 HAPS 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.24M (17.02%) 99.18K
Increased by +1.37%
Dec 31, 24
2 Vanguard Group Inc 5.86M (13.77%) 45.25K
Increased by +0.77%
Dec 31, 24
3 State Street Corp 1.84M (4.32%) 69.27K
Increased by +3.77%
Dec 31, 24
4 BTIM Corp 1.78M (4.19%) -181.77K
Decreased by -10.20%
Dec 31, 24
5 State Street Corporation 1.72M (4.05%) 47.58K
Increased by +2.76%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 1.30M (3.06%) -45.92K
Decreased by -3.52%
Dec 31, 24
7 Fuller & Thaler Asset Management Inc 1.20M (2.82%) -13.82K
Decreased by -1.15%
Dec 31, 24
8 Pacer Advisors, INC. 1.14M (2.69%) 1.14M
Increased by +99.78%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 1.11M (2.60%) 10.00K
Increased by +0.90%
Dec 31, 24
10 FMR Inc 1.03M (2.42%) 129.12K
Increased by +12.54%
Dec 31, 24
11 Geode Capital Management, LLC 1.01M (2.38%) 4.93K
Increased by +0.49%
Dec 31, 24
12 Principal Financial Group Inc 990.40K (2.33%) -54.84K
Decreased by -5.54%
Dec 31, 24
13 Nomura Holdings Inc 967.54K (2.27%) 259.24K
Increased by +26.79%
Sep 30, 24
14 Macquarie Group Ltd 966.16K (2.27%) -3.33K
Decreased by -0.34%
Dec 31, 24
15 Renaissance Technologies Corp 920.64K (2.16%) -124.99K
Decreased by -13.58%
Dec 31, 24
16 Wellington Management Company LLP 878.25K (2.06%) -130.15K
Decreased by -14.82%
Dec 31, 24
17 Allspring Global Investments Holdings, LLC 838.38K (1.97%) -126.21K
Decreased by -15.05%
Dec 31, 24
18 Amvescap Plc. 802.52K (1.89%) 5.47K
Increased by +0.68%
Dec 31, 24
19 Deutsche Bank AG 789.11K (1.86%) 132.16K
Increased by +16.75%
Dec 31, 24
20 Bank of New York Mellon Corp 774.62K (1.82%) 41.99K
Increased by +5.42%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.68M (6.31%) 1.66K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.36M (3.20%) 938.00
Increased by +0.07%
Feb 28, 25
3 FullerThaler Behavioral Sm-Cp Eq R6 1.14M (2.67%) -12.60K
Decreased by -1.11%
Dec 31, 24
4 FullerThaler Behavioral Small-Cap Equity 1.14M (2.67%) -12.60K
Decreased by -1.11%
Dec 31, 24
5 iShares Russell 2000 ETF 1.12M (2.64%) -9.73K
Decreased by -0.87%
Mar 31, 25
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 1.10M (2.58%) 926.00
Increased by +0.08%
Feb 28, 25
9 Vanguard Information Technology ETF 1.01M (2.37%) 2.92K
Increased by +0.29%
Feb 28, 25
10 Pacer US Small Cap Cash Cows 100 ETF 983.51K (2.31%) -7.15K
Decreased by -0.73%
Feb 28, 25
11 Macquarie Small Cap Core I 859.25K (2.02%) 84.70K
Increased by +9.86%
Feb 28, 25
12 Delaware US Small Cap Core Equity (SMA) 800.15K (1.88%) 138.78K
Increased by +17.34%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 800.15K (1.88%) 138.78K
Increased by +17.34%
Mar 31, 24
14 Delaware Small Cap Core I 774.55K (1.82%) 0.00
Increased by 0.00%
Oct 31, 24
15 Vanguard Small Cap Value Index Inv 721.29K (1.70%) -2.67K
Decreased by -0.37%
Feb 28, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 650.26K (1.53%) 4.45K
Increased by +0.68%
Feb 28, 25
17 JHancock Small Cap Core NAV 545.22K (1.28%) 85.85K
Increased by +15.75%
Jan 31, 25
18 Allspring Special Small Cap Value A 469.13K (1.10%) 0.00
Increased by 0.00%
Feb 28, 25
19 Fidelity Small Cap Index 420.38K (0.99%) -7.87K
Decreased by -1.87%
Jan 31, 25
20 Fidelity® Small Cap Index 419.26K (0.99%) 11.61K
Increased by +2.77%
Oct 31, 23