Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 4.40%
2 PSCM 3.57%
3 GLRY 2.78%
4 PYZ 1.92%
5 CUT 1.31%
6 SMIZ 1.06%
7 SIXS 1.02%
8 DGRS 0.93%
9 SDVY 0.91%
10 XSVM 0.89%
11 CSB 0.74%
12 GRPZ 0.74%
13 ROSC 0.72%
14 SQLV 0.66%
15 RZG 0.63%
16 CAFG 0.62%
17 EES 0.61%
18 FYC 0.55%
19 XSMO 0.54%
20 TFPN 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.51M (16.27%) -79.92K
Decreased by -1.45%
Dec 31, 24
2 Nomura Holdings Inc 3.15M (9.30%) 999.99K
Increased by +31.75%
Dec 31, 24
3 Vanguard Group Inc 2.85M (8.40%) -63.27K
Decreased by -2.22%
Dec 31, 24
4 Pacer Advisors, INC. 1.80M (5.31%) -506.43K
Decreased by -28.17%
Dec 31, 24
5 LSV Asset Management 1.79M (5.29%) 66.18K
Increased by +3.69%
Dec 31, 24
6 Royal London Asset Management Ltd 1.47M (4.34%) -177.50K
Decreased by -12.08%
Dec 31, 24
7 State Street Corp 1.41M (4.18%) 7.17K
Increased by +0.51%
Dec 31, 24
8 State Street Corporation 1.41M (4.15%) 9.78K
Increased by +0.70%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.28M (3.78%) -29.09K
Decreased by -2.27%
Dec 31, 24
10 First Trust Advisors L.P. 1.18M (3.48%) 334.79K
Increased by +28.43%
Dec 31, 24
11 American Century Companies Inc 1.02M (3.00%) 134.07K
Increased by +13.19%
Dec 31, 24
12 Geode Capital Management, LLC 923.79K (2.73%) 7.79K
Increased by +0.84%
Dec 31, 24
13 SG Americas Securities, LLC 905.27K (2.67%) 905.27K
Increased by +100.00%
Jun 30, 24
14 FMR Inc 735.97K (2.17%) 11.58K
Increased by +1.57%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 657.79K (1.94%) -52.02K
Decreased by -7.91%
Dec 31, 24
16 William Blair Investment Management, LLC 631.47K (1.86%) -703.60K
Decreased by -111.42%
Jun 30, 24
17 Charles Schwab Investment Management Inc 596.68K (1.76%) -44.72K
Decreased by -7.49%
Dec 31, 24
18 Allianz Asset Management AG 507.96K (1.50%) 72.23K
Increased by +14.22%
Dec 31, 24
19 Northern Trust Corp 403.90K (1.19%) 25.93K
Increased by +6.42%
Dec 31, 24
20 Pictet Asset Manangement SA 389.93K (1.15%) -17.40K
Decreased by -4.46%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.11M (6.23%) 1.30K
Increased by +0.06%
Mar 31, 25
2 Fidelity® Low-Priced Stock 1.35M (4.00%) -37.29K
Decreased by -2.75%
Oct 31, 23
3 Vanguard US Total Market Shares ETF 1.12M (3.31%) 6.57K
Increased by +0.59%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.11M (3.27%) 751.00
Increased by +0.07%
Feb 28, 25
5 Avantis US Small Cap Value ETF 964.92K (2.85%) 900.00
Increased by +0.09%
Mar 29, 25
6 iShares Russell 2000 ETF 926.50K (2.74%) -8.03K
Decreased by -0.87%
Mar 31, 25
7 Fidelity Low-Priced Stock 606.47K (1.79%) -747.89K
Decreased by -123.32%
Nov 30, 23
8 Royal London Global Equity Divers R Acc 596.24K (1.76%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 521.66K (1.54%) 2.11K
Increased by +0.41%
Feb 28, 25
10 Pacer US Small Cap Cash Cows 100 ETF 443.54K (1.31%) -2.90K
Decreased by -0.65%
Mar 31, 25
11 Royal London Global Equity Income R Inc 373.99K (1.10%) -35.71K
Decreased by -9.55%
Nov 30, 24
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 (1.04%) 9.67K
Increased by +2.75%
Oct 31, 23
14 Fidelity Small Cap Index 343.14K (1.01%) -6.43K
Decreased by -1.87%
Jan 31, 25
15 Schwab Fundamental US Small Company ETF 334.61K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
16 Strategic Advisers® Small-Mid Cap 320.84K (0.95%) 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 310.21K (0.92%) 0.00
Increased by 0.00%
Mar 31, 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%) 440.00
Increased by +0.15%
Mar 31, 25