Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 4.08%
2 SHFT 2.77%
3 GAST 2.59%
4 SIMS 2.54%
5 SAEF 2.04%
6 XKII 2.03%
7 LOPP 1.79%
8 PSCI 1.25%
9 SMCP 1.01%
10 XSVM 0.78%
11 FSCC 0.72%
12 RWJ 0.60%
13 CLMA 0.58%
14 HAPS 0.58%
15 SEIS 0.52%
16 SLYV 0.50%
17 IJS 0.49%
18 ABCS 0.49%
19 RZV 0.47%
20 FYT 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.86M (15.63%) -543.12K
Decreased by -2.38%
Mar 31, 25
2 Vanguard Group Inc 16.00M (10.94%) -133.19K
Decreased by -0.83%
Mar 31, 25
3 Boston Partners Global Investors, Inc 9.95M (6.81%) 156.54K
Increased by +1.57%
Mar 31, 25
4 Ariel Investments, LLC 9.66M (6.61%) 465.57K
Increased by +4.82%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 8.21M (5.61%) 223.06K
Increased by +2.72%
Mar 31, 25
6 Fuller & Thaler Asset Management Inc 8.20M (5.60%) 683.71K
Increased by +8.34%
Mar 31, 25
7 State Street Corporation 7.87M (5.38%) -284.63K
Decreased by -3.62%
Mar 31, 24
8 State Street Corp 7.70M (5.26%) -120.40K
Decreased by -1.56%
Mar 31, 25
9 Pacer Advisors, INC. 5.30M (3.62%) 5.30M
Increased by +100.00%
Dec 31, 24
10 Neuberger Berman Group LLC 4.18M (2.86%) -93.44K
Decreased by -2.24%
Mar 31, 25
11 Geode Capital Management, LLC 3.45M (2.36%) 96.44K
Increased by +2.80%
Mar 31, 25
12 Praesidium Capital Mgmt 3.08M (2.10%) -1.13M
Decreased by -36.75%
Sep 30, 23
13 Pzena Investment Management, LLC 2.65M (1.81%) -26.87K
Decreased by -1.02%
Mar 31, 25
14 Prudential Financial Inc 2.54M (1.73%) 618.10K
Increased by +24.38%
Mar 31, 25
15 Nuveen Asset Management, LLC 2.32M (1.59%) 567.80K
Increased by +24.47%
Dec 31, 24
16 JPMorgan Chase & Co 2.02M (1.38%) 286.90K
Increased by +14.23%
Sep 30, 24
17 Northern Trust Corp 1.92M (1.31%) 239.97K
Increased by +12.52%
Dec 31, 24
18 NORGES BANK 1.76M (1.20%) 64.82K
Increased by +3.68%
Dec 31, 24
19 Charles Schwab Investment Management Inc 1.65M (1.13%) 8.30K
Increased by +0.50%
Mar 31, 25
20 ClearBridge Advisors, LLC 1.60M (1.09%) 349.00
Increased by +0.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.91M (6.09%) -8.09K
Decreased by -0.09%
Apr 30, 25
2 FullerThaler Behavioral Small-Cap Value 7.36M (5.03%) 517.94K
Increased by +7.04%
Mar 31, 25
3 Fuller & Thaler Behavrl Small-Cap Value 7.10M (4.86%) -63.47K
Decreased by -0.89%
Nov 30, 23
4 Undiscovered Managers Behavioral Val L 7.02M (4.80%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 4.52M (3.09%) 133.59K
Increased by +2.96%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 4.38M (3.00%) 3.97K
Increased by +0.09%
Sep 30, 24
7 JHancock Disciplined Value Mid Cap I 4.32M (2.96%) -143.38K
Decreased by -3.32%
Mar 31, 25
8 iShares Russell 2000 ETF 3.62M (2.48%) 612.00
Increased by +0.02%
Apr 30, 25
9 Vanguard Small Cap Index 3.53M (2.41%) 16.88K
Increased by +0.48%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.28M (1.56%) 2.61K
Increased by +0.11%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 2.28M (1.56%) 7.09K
Increased by +0.31%
Apr 30, 25
12 Ariel Fund Investor 2.23M (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
13 DFA US Small Cap Value I 2.01M (1.37%) -31.36K
Decreased by -1.56%
Mar 31, 25
14 iShares S&P Small-Cap 600 Value ETF 1.45M (0.99%) 1.24K
Increased by +0.09%
Apr 30, 25
15 Fidelity Small Cap Index 1.44M (0.99%) 4.75K
Increased by +0.33%
Feb 28, 25
16 Fidelity® Small Cap Index 1.41M (0.96%) 38.16K
Increased by +2.71%
Oct 31, 23
17 iShares Russell 2000 Value ETF 1.37M (0.94%) -4.66K
Decreased by -0.34%
Apr 30, 25
18 Pacer US Small Cap Cash Cows 100 ETF 1.33M (0.91%) -5.05K
Decreased by -0.38%
Apr 30, 25
19 ClearBridge Mid Cap 1.31M (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
20 ClearBridge Mid Cap A 1.31M (0.90%) 0.00
Increased by 0.00%
Mar 31, 25