Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 3.31%
2 GAST 3.17%
3 SHFT 2.77%
4 SAEF 2.42%
5 SIMS 2.27%
6 XKII 2.03%
7 LOPP 1.93%
8 FSCC 1.48%
9 PSCI 1.13%
10 SMCP 1.01%
11 XSVM 0.65%
12 FYT 0.58%
13 CLMA 0.58%
14 SEIS 0.52%
15 RWJ 0.51%
16 ABCS 0.49%
17 KOMP 0.45%
18 RZV 0.44%
19 HAPS 0.44%
20 VIOV 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.40M (16.17%) 372.67K
Increased by +1.59%
Dec 31, 24
2 Vanguard Group Inc 16.14M (11.15%) 75.94K
Increased by +0.47%
Dec 31, 24
3 Boston Partners Global Investors, Inc 9.80M (6.77%) 1.97M
Increased by +20.07%
Dec 31, 24
4 Ariel Investments, LLC 9.20M (6.36%) -142.03K
Decreased by -1.54%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 7.98M (5.52%) 88.27K
Increased by +1.11%
Dec 31, 24
6 State Street Corporation 7.87M (5.44%) -284.63K
Decreased by -3.62%
Mar 31, 24
7 State Street Corp 7.82M (5.40%) -244.87K
Decreased by -3.13%
Dec 31, 24
8 Fuller & Thaler Asset Management Inc 7.51M (5.19%) -80.51K
Decreased by -1.07%
Dec 31, 24
9 Pacer Advisors, INC. 5.30M (3.66%) 5.30M
Increased by +100.00%
Dec 31, 24
10 Neuberger Berman Group LLC 4.27M (2.95%) 37.85K
Increased by +0.89%
Dec 31, 24
11 Geode Capital Management, LLC 3.35M (2.32%) -13.93K
Decreased by -0.42%
Dec 31, 24
12 Praesidium Capital Mgmt 3.08M (2.13%) -1.13M
Decreased by -36.75%
Sep 30, 23
13 Pzena Investment Management, LLC 2.67M (1.85%) -350.18K
Decreased by -13.10%
Dec 31, 24
14 Nuveen Asset Management, LLC 2.32M (1.60%) 567.80K
Increased by +24.47%
Dec 31, 24
15 JPMorgan Chase & Co 2.02M (1.39%) 286.90K
Increased by +14.23%
Sep 30, 24
16 Prudential Financial Inc 1.92M (1.33%) 192.51K
Increased by +10.04%
Dec 31, 24
17 Northern Trust Corp 1.92M (1.32%) 239.97K
Increased by +12.52%
Dec 31, 24
18 NORGES BANK 1.76M (1.22%) 64.82K
Increased by +3.68%
Dec 31, 24
19 Charles Schwab Investment Management Inc 1.65M (1.14%) 99.53K
Increased by +6.05%
Dec 31, 24
20 ClearBridge Advisors, LLC 1.60M (1.10%) -9.61K
Decreased by -0.60%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.37M (6.47%) -2.15K
Decreased by -0.02%
Feb 28, 25
2 Fuller & Thaler Behavrl Small-Cap Value 7.10M (4.91%) -63.47K
Decreased by -0.89%
Nov 30, 23
3 FullerThaler Behavioral Small-Cap Value 6.84M (4.73%) 32.74K
Increased by +0.48%
Dec 31, 24
4 Undiscovered Managers Behavioral Val L 6.52M (4.50%) 0.00
Increased by 0.00%
Jan 31, 25
5 Pacer US Small Cap Cash Cows 100 ETF 4.58M (3.16%) -33.28K
Decreased by -0.73%
Feb 28, 25
6 JHancock Disciplined Value Mid Cap I 4.45M (3.08%) 0.00
Increased by 0.00%
Jan 31, 25
7 Vanguard Total Stock Mkt Idx Inv 4.36M (3.02%) 3.10K
Increased by +0.07%
Feb 28, 25
8 iShares Russell 2000 ETF 3.77M (2.60%) -44.31K
Decreased by -1.18%
Feb 28, 25
9 Vanguard Small Cap Index 3.56M (2.46%) 2.90K
Increased by +0.08%
Feb 28, 25
10 Vanguard Small Cap Value Index Inv 2.35M (1.62%) -8.19K
Decreased by -0.35%
Feb 28, 25
11 Ariel Fund Investor 2.23M (1.54%) 0.00
Increased by 0.00%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 2.23M (1.54%) 3.04K
Increased by +0.14%
Feb 28, 25
13 DFA US Small Cap Value I 2.04M (1.41%) 0.00
Increased by 0.00%
Jan 31, 25
14 iShares S&P Small-Cap 600 Value ETF 1.64M (1.13%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity Small Cap Index 1.47M (1.01%) -12.89K
Decreased by -0.88%
Dec 31, 24
16 Fidelity® Small Cap Index 1.41M (0.97%) 38.16K
Increased by +2.71%
Oct 31, 23
17 iShares Russell 2000 Value ETF 1.34M (0.93%) -10.20K
Decreased by -0.76%
Feb 28, 25
18 Federated Hermes MDT SCC Institutional 1.32M (0.91%) 1.32M
Increased by +100.00%
Dec 31, 24
19 Federated Hermes MDT Small Cap Core IS 1.32M (0.91%) 1.32M
Increased by +100.00%
Dec 31, 24
20 ClearBridge Mid Cap 1.31M (0.91%) 0.00
Increased by 0.00%
Feb 28, 25