Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 1.70%
2 NSCS 1.25%
3 CSB 1.19%
4 SMCP 1.01%
5 SDVY 0.98%
6 DGRS 0.93%
7 XSLV 0.73%
8 SQLV 0.57%
9 SLYG 0.50%
10 IJT 0.49%
11 VIOG 0.49%
12 FYC 0.49%
13 RZG 0.45%
14 SBB 0.42%
15 SDD 0.42%
16 DES 0.37%
17 ETHO 0.35%
18 ESIX 0.35%
19 RNSC 0.33%
20 SMLE 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.12M (15.49%) 39.78K
Increased by +0.36%
Dec 31, 23
2 Vanguard Group Inc 8.24M (11.48%) -88.19K
Decreased by -1.07%
Dec 31, 23
3 Wellington Management Company LLP 6.20M (8.63%) -66.72K
Decreased by -1.08%
Dec 31, 23
4 Macquarie Group Ltd 5.17M (7.21%) -57.64K
Decreased by -1.11%
Dec 31, 23
5 T. Rowe Price Investment Management,Inc. 2.78M (3.87%) 77.67K
Increased by +2.79%
Dec 31, 23
6 State Street Corporation 2.71M (3.77%) -32.77K
Decreased by -1.21%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 2.20M (3.06%) -55.43K
Decreased by -2.52%
Dec 31, 23
8 Morgan Stanley - Brokerage Accounts 1.82M (2.53%) 686.39K
Increased by +37.71%
Dec 31, 23
9 Capital Research Global Investors 1.71M (2.38%) 0.00
Increased by 0.00%
Dec 31, 23
10 Geode Capital Management, LLC 1.59M (2.22%) 61.16K
Increased by +3.84%
Dec 31, 23
11 Boston Partners Global Investors, Inc 1.56M (2.17%) -49.18K
Decreased by -3.16%
Dec 31, 23
12 Citadel Advisors Llc 1.50M (2.09%) 290.81K
Increased by +19.37%
Sep 30, 23
13 Pacer Advisors, INC. 1.47M (2.05%) 345.56K
Increased by +23.51%
Dec 31, 23
14 Victory Capital Management Inc. 1.46M (2.03%) 136.17K
Increased by +9.35%
Dec 31, 23
15 Allspring Global Investments Holdings, LLC 1.20M (1.67%) -8.75K
Decreased by -0.73%
Dec 31, 23
16 Amvescap Plc. 1.15M (1.60%) 128.53K
Increased by +11.17%
Dec 31, 23
17 Cramer Rosenthal McGlynn LLC 1.09M (1.52%) -97.94K
Decreased by -8.99%
Dec 31, 23
18 HHG PLC 1.08M (1.50%) -60.89K
Decreased by -5.65%
Dec 31, 23
19 Charles Schwab Investment Management Inc 1.02M (1.43%) 26.18K
Increased by +2.56%
Dec 31, 23
20 Nuveen Asset Management, LLC 959.73K (1.34%) 729.00
Increased by +0.08%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.74M (6.60%) -16.79K
Decreased by -0.35%
Mar 28, 24
2 Delaware Small Cap Core I 2.57M (3.59%) 722.00
Increased by +0.03%
Feb 29, 24
3 Macquarie US Small Cap Core Equity 2.57M (3.59%) -30.13K
Decreased by -1.17%
Mar 31, 24
4 Vanguard Explorer Inv 2.50M (3.49%) 36.94K
Increased by +1.48%
Dec 31, 23
5 Vanguard Total Stock Mkt Idx Inv 2.23M (3.11%) 8.33K
Increased by +0.37%
Mar 31, 24
6 Vanguard Small Cap Index 1.81M (2.52%) -19.01K
Decreased by -1.05%
Mar 31, 24
7 iShares Russell 2000 ETF 1.80M (2.51%) 870.00
Increased by +0.05%
Mar 28, 24
8 Pacer US Small Cap Cash Cows 100 ETF 1.72M (2.39%) 23.71K
Increased by +1.38%
Jan 31, 24
9 American Funds SMALLCAP World A 1.71M (2.38%) 146.32K
Increased by +8.55%
Mar 31, 24
10 T. Rowe Price Small-Cap Value 1.37M (1.90%) -73.50K
Decreased by -5.37%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.46%) 12.04K
Increased by +1.15%
Mar 31, 24
12 Allspring Special Small Cap Value A 981.00K (1.37%) 0.00
Increased by 0.00%
Mar 31, 24
13 Delaware Small Cap Value A 938.23K (1.31%) -12.90K
Decreased by -1.37%
Feb 29, 24
14 Avantis US Small Cap Value ETF 901.13K (1.25%) 0.00
Increased by 0.00%
Mar 29, 24
15 Janus Henderson Small Cap Value L 836.53K (1.16%) -64.55K
Decreased by -7.72%
Feb 29, 24
16 Fidelity Small Cap Index 760.58K (1.06%) 12.58K
Increased by +1.65%
Jan 31, 24
17 Neumeier Poma Small Cap Value 726.95K (1.01%) 48.09K
Increased by +6.62%
Dec 31, 23
18 Fidelity® Small Cap Index 724.96K (1.01%) 19.05K
Increased by +2.63%
Oct 31, 23
19 Fort Washington Small Company Equity 695.41K (0.97%) -8.67K
Decreased by -1.25%
Sep 30, 23
20 iShares S&P Small-Cap 600 Growth ETF 686.93K (0.96%) 1.39K
Increased by +0.20%
Mar 28, 24