Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 4.72%
2 PSCM 3.71%
3 GLRY 3.04%
4 PYZ 2.07%
5 CUT 1.42%
6 SIXS 1.06%
7 SMIZ 1.06%
8 DGRS 0.94%
9 SDVY 0.91%
10 XSVM 0.89%
11 CSB 0.76%
12 ROSC 0.76%
13 GRPZ 0.76%
14 SQLV 0.68%
15 RZG 0.67%
16 CAFG 0.63%
17 EES 0.61%
18 XSMO 0.57%
19 FYC 0.55%
20 TFPN 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.51M (16.29%) -79.92K
Decreased by -1.45%
Dec 31, 24
2 Nomura Holdings Inc 3.15M (9.31%) 999.99K
Increased by +31.75%
Dec 31, 24
3 Vanguard Group Inc 2.85M (8.41%) -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 (1.87%) -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 2.20M (6.49%) -513.00
Decreased by -0.02%
Feb 28, 25
2 Pacer US Small Cap Cash Cows 100 ETF 1.55M (4.59%) -11.29K
Decreased by -0.73%
Feb 28, 25
3 Fidelity® Low-Priced Stock 1.35M (4.00%) -37.29K
Decreased by -2.75%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 1.11M (3.27%) 751.00
Increased by +0.07%
Feb 28, 25
5 First Trust SMID Cp Rising Div Achv ETF 1.09M (3.21%) 2.32K
Increased by +0.21%
Feb 27, 25
6 Avantis US Small Cap Value ETF 944.77K (2.79%) 1.80K
Increased by +0.19%
Feb 28, 25
7 iShares Russell 2000 ETF 906.06K (2.68%) -10.66K
Decreased by -1.18%
Feb 28, 25
8 Fidelity Low-Priced Stock 606.47K (1.79%) -747.89K
Decreased by -123.32%
Nov 30, 23
9 Royal London Global Equity Divers R Acc 596.24K (1.76%) 8.72K
Increased by +1.46%
Nov 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 521.66K (1.54%) 2.11K
Increased by +0.41%
Feb 28, 25
11 Royal London Global Equity Income R Inc 373.99K (1.11%) -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 349.57K (1.03%) -6.77K
Decreased by -1.94%
Dec 31, 24
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 iShares S&P Small-Cap 600 Growth ETF 318.06K (0.94%) 0.00
Increased by 0.00%
Feb 28, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 312.91K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 307.83K (0.91%) -342.00
Decreased by -0.11%
Feb 28, 25
20 iShares Russell 2000 Growth ETF 302.45K (0.89%) -724.00
Decreased by -0.24%
Apr 30, 24