Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCP 1.04%
2 PSCD 1.02%
3 DVP 1.01%
4 DEEP 0.96%
5 NSCS 0.95%
6 GRPZ 0.82%
7 CSB 0.77%
8 XSLV 0.75%
9 SCDS 0.62%
10 FSCC 0.60%
11 FSGS 0.59%
12 RNSC 0.59%
13 SQLV 0.57%
14 FSCS 0.54%
15 RNMC 0.54%
16 DSMC 0.53%
17 JPSV 0.53%
18 SDVY 0.52%
19 DGRS 0.50%
20 SFLO 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.62M (16.43%) 344.83K
Increased by +2.97%
Dec 31, 24
2 Vanguard Group Inc 8.10M (11.45%) 54.88K
Increased by +0.68%
Dec 31, 24
3 Wellington Management Company LLP 4.72M (6.67%) -31.60K
Decreased by -0.67%
Dec 31, 24
4 Macquarie Group Ltd 4.39M (6.20%) -281.52K
Decreased by -6.42%
Dec 31, 24
5 State Street Corp 2.85M (4.02%) 89.26K
Increased by +3.14%
Dec 31, 24
6 State Street Corporation 2.75M (3.88%) 39.98K
Increased by +1.46%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 2.35M (3.32%) -559.41K
Decreased by -23.84%
Dec 31, 24
8 First Trust Advisors L.P. 2.00M (2.83%) 539.74K
Increased by +26.96%
Dec 31, 24
9 Capital Research Global Investors 1.86M (2.62%) 0.00
Increased by 0.00%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 1.86M (2.62%) 634.00
Increased by +0.03%
Dec 31, 24
11 Amvescap Plc. 1.75M (2.47%) 138.06K
Increased by +7.91%
Dec 31, 24
12 Geode Capital Management, LLC 1.71M (2.42%) 3.01K
Increased by +0.18%
Dec 31, 24
13 Pacer Advisors, INC. 1.71M (2.42%) 1.71M
Increased by +100.00%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.41M (2.00%) -322.62K
Decreased by -22.84%
Dec 31, 24
15 Allspring Global Investments Holdings, LLC 1.12M (1.59%) -27.61K
Decreased by -2.46%
Dec 31, 24
16 Charles Schwab Investment Management Inc 1.12M (1.59%) 25.90K
Increased by +2.31%
Dec 31, 24
17 Cramer Rosenthal McGlynn LLC 1.09M (1.54%) -97.94K
Decreased by -8.99%
Dec 31, 23
18 American Century Companies Inc 1.03M (1.46%) 147.86K
Increased by +14.29%
Mar 31, 24
19 Citadel Advisors Llc 1.02M (1.44%) -73.56K
Decreased by -7.24%
Sep 30, 24
20 HHG PLC 983.03K (1.39%) -8.22K
Decreased by -0.84%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.46M (6.31%) 2.83K
Increased by +0.06%
Mar 31, 25
2 Delaware US Small Cap Core Equity (SMA) 2.57M (3.64%) -30.13K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 2.57M (3.64%) -30.13K
Decreased by -1.17%
Mar 31, 24
4 Delaware Small Cap Core I 2.38M (3.37%) -109.33K
Decreased by -4.59%
Oct 31, 24
5 Macquarie Small Cap Core I 2.38M (3.37%) 0.00
Increased by 0.00%
Feb 28, 25
6 Vanguard Total Stock Mkt Idx Inv 2.16M (3.05%) 1.52K
Increased by +0.07%
Feb 28, 25
7 Vanguard Explorer Inv 1.90M (2.69%) 57.60K
Increased by +3.03%
Dec 31, 24
8 iShares Russell 2000 ETF 1.88M (2.67%) -16.34K
Decreased by -0.87%
Mar 31, 25
9 Vanguard Small Cap Index 1.75M (2.48%) 1.43K
Increased by +0.08%
Feb 28, 25
10 American Funds SMALLCAP World A 1.71M (2.42%) 0.00
Increased by 0.00%
Dec 31, 24
11 First Trust SMID Cp Rising Div Achv ETF 1.63M (2.31%) 350.00
Increased by +0.02%
Mar 31, 25
12 Pacer US Small Cap Cash Cows 100 ETF 1.48M (2.09%) -10.74K
Decreased by -0.73%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.09M (1.54%) 6.49K
Increased by +0.59%
Feb 28, 25
14 T. Rowe Price US Smlr Cm Eq A USD 1.05M (1.49%) 170.90K
Increased by +16.21%
Feb 28, 25
15 Allspring Special Small Cap Value A 963.82K (1.36%) 45.30K
Increased by +4.70%
Feb 28, 25
16 Avantis US Small Cap Value ETF 901.13K (1.27%) 0.00
Increased by 0.00%
Mar 29, 24
17 Janus Henderson Small Cap Value L 836.53K (1.18%) 0.00
Increased by 0.00%
May 31, 24
18 Calvert Small-Cap A 774.47K (1.10%) 98.57K
Increased by +12.73%
May 31, 24
19 Calvert US Small-Cap Strategy 774.47K (1.10%) 98.57K
Increased by +12.73%
Jun 30, 24
20 Neumeier Poma Small Cap Value 726.95K (1.03%) 48.09K
Increased by +6.62%
Dec 31, 23