Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 3.86%
2 PSCM 2.97%
3 GLRY 2.16%
4 PYZ 1.53%
5 CUT 1.14%
6 SMIZ 1.06%
7 SDVY 0.91%
8 XSVM 0.89%
9 SIXS 0.87%
10 DGRS 0.78%
11 CSB 0.63%
12 SEIS 0.62%
13 ROSC 0.61%
14 EES 0.61%
15 GRPZ 0.61%
16 FYC 0.55%
17 TFPN 0.54%
18 CAFG 0.53%
19 SQLV 0.53%
20 DSMC 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.47M (16.09%) -40.97K
Decreased by -0.75%
Mar 31, 25
2 Nomura Holdings Inc 3.15M (9.27%) 999.99K
Increased by +31.75%
Dec 31, 24
3 Vanguard Group Inc 2.99M (8.81%) 149.33K
Increased by +4.99%
Mar 31, 25
4 LSV Asset Management 1.80M (5.31%) 12.37K
Increased by +0.69%
Mar 31, 25
5 Pacer Advisors, INC. 1.80M (5.29%) -506.43K
Decreased by -28.17%
Dec 31, 24
6 Royal London Asset Management Ltd 1.45M (4.27%) -18.55K
Decreased by -1.28%
Mar 31, 25
7 State Street Corporation 1.41M (4.13%) 9.78K
Increased by +0.70%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 1.34M (3.94%) 59.21K
Increased by +4.42%
Mar 31, 25
9 State Street Corp 1.34M (3.93%) -77.23K
Decreased by -5.78%
Mar 31, 25
10 First Trust Advisors L.P. 1.18M (3.46%) 334.79K
Increased by +28.43%
Dec 31, 24
11 American Century Companies Inc 1.12M (3.31%) 107.62K
Increased by +9.58%
Mar 31, 25
12 Geode Capital Management, LLC 978.85K (2.88%) 55.05K
Increased by +5.62%
Mar 31, 25
13 SG Americas Securities, LLC 905.27K (2.66%) 905.27K
Increased by +100.00%
Jun 30, 24
14 Wasatch Advisors LP 778.77K (2.29%) 778.77K
Increased by +100.00%
Mar 31, 25
15 William Blair Investment Management, LLC 631.47K (1.86%) -703.60K
Decreased by -111.42%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 624.15K (1.84%) -33.65K
Decreased by -5.39%
Mar 31, 25
17 FMR Inc 570.55K (1.68%) -165.41K
Decreased by -28.99%
Mar 31, 25
18 Charles Schwab Investment Management Inc 551.75K (1.62%) -44.93K
Decreased by -8.14%
Mar 31, 25
19 Allianz Asset Management AG 542.29K (1.60%) 34.32K
Increased by +6.33%
Mar 31, 25
20 Northern Trust Corp 403.90K (1.19%) 25.93K
Increased by +6.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.07M (6.10%) -1.91K
Decreased by -0.09%
Apr 30, 25
2 Fidelity® Low-Priced Stock 1.35M (3.98%) -37.29K
Decreased by -2.75%
Oct 31, 23
3 Vanguard US Total Market Shares ETF 1.12M (3.30%) 6.57K
Increased by +0.59%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.11M (3.28%) 3.29K
Increased by +0.30%
Apr 30, 25
5 Avantis US Small Cap Value ETF 982.49K (2.89%) 0.00
Increased by 0.00%
Apr 30, 25
6 iShares Russell 2000 ETF 868.18K (2.55%) 147.00
Increased by +0.02%
Apr 30, 25
7 Fidelity Low-Priced Stock 606.47K (1.78%) -747.89K
Decreased by -123.32%
Nov 30, 23
8 Royal London Global Equity Divers R Acc 596.24K (1.75%) 0.00
Increased by 0.00%
Jan 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 524.38K (1.54%) 4.68K
Increased by +0.89%
Apr 30, 25
10 Wasatch Small Cap Value 415.42K (1.22%) 415.42K
Increased by +100.00%
Mar 31, 25
11 Pacer US Small Cap Cash Cows 100 ETF 381.23K (1.12%) -1.45K
Decreased by -0.38%
Apr 30, 25
12 iShares S&P Small-Cap 600 Value ETF 352.72K (1.04%) -1.20K
Decreased by -0.34%
Nov 27, 24
13 Fidelity® Small Cap Index 351.01K (1.03%) 9.67K
Increased by +2.75%
Oct 31, 23
14 Fidelity Small Cap Index 344.97K (1.01%) 1.83K
Increased by +0.53%
Feb 28, 25
15 Schwab Fundamental US Small Company ETF 334.61K (0.98%) 0.00
Increased by 0.00%
Apr 30, 24
16 Strategic Advisers® Small-Mid Cap 320.84K (0.94%) 67.00
Increased by +0.02%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 312.91K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 304.60K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
19 iShares Russell 2000 Growth ETF 302.45K (0.89%) -724.00
Decreased by -0.24%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 294.39K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25