Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 7.75%
2 BFIT 1.85%
3 CSMD 1.45%
4 SIXS 1.14%
5 SMCP 1.05%
6 SMCO 1.00%
7 NBCC 0.93%
8 XSLV 0.78%
9 JSML 0.73%
10 CAFG 0.59%
11 ANEW 0.51%
12 SIXL 0.47%
13 QSML 0.44%
14 FTXG 0.44%
15 ESIX 0.39%
16 SLYG 0.33%
17 SLY 0.32%
18 SLYV 0.29%
19 VIOV 0.29%
20 VIOG 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.78M (15.03%) -43.79K
Decreased by -0.32%
Sep 30, 24
2 Vanguard Group Inc 10.72M (11.70%) -553.97K
Decreased by -5.17%
Sep 30, 24
3 T. Rowe Price Investment Management,Inc. 5.30M (5.78%) 1.87M
Increased by +35.36%
Sep 30, 24
4 FMR Inc 5.13M (5.60%) 855.07K
Increased by +16.67%
Sep 30, 24
5 Capital World Investors 4.27M (4.66%) 0.00
Increased by 0.00%
Sep 30, 24
6 Champlain Investment Partners, LLC 4.06M (4.43%) 155.89K
Increased by +3.84%
Sep 30, 24
7 State Street Corp 3.67M (4.00%) 208.07K
Increased by +5.68%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 3.46M (3.78%) 239.75K
Increased by +6.92%
Sep 30, 24
9 Fuller & Thaler Asset Management Inc 3.45M (3.76%) 1.18M
Increased by +34.15%
Sep 30, 24
10 State Street Corporation 3.44M (3.75%) 47.56K
Increased by +1.38%
Mar 31, 24
11 Wellington Management Company LLP 2.87M (3.13%) -3.19K
Decreased by -0.11%
Sep 30, 24
12 BTIM Corp 2.31M (2.52%) 2.31M
Increased by +100.00%
Sep 30, 24
13 Geode Capital Management, LLC 2.14M (2.34%) 10.48K
Increased by +0.49%
Sep 30, 24
14 Silvercrest Asset Management Group LLC 1.88M (2.06%) -54.17K
Decreased by -2.87%
Sep 30, 24
15 Woodline Partners LP 1.83M (1.99%) 1.65M
Increased by +90.42%
Sep 30, 24
16 Loomis, Sayles & Company LP 1.62M (1.77%) -9.63K
Decreased by -0.59%
Jun 30, 24
17 Amvescap Plc. 1.58M (1.72%) -211.26K
Decreased by -13.39%
Jun 30, 24
18 HHG PLC 1.55M (1.69%) -353.27K
Decreased by -22.84%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 1.55M (1.69%) -219.24K
Decreased by -14.18%
Jun 30, 24
20 Armistice Capital, LLC 1.41M (1.54%) 453.96K
Increased by +32.17%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.89M (6.42%) 2.63K
Increased by +0.04%
Dec 31, 24
2 FullerThaler Behavioral Sm-Cp Eq R6 3.29M (3.59%) 1.14M
Increased by +34.56%
Sep 30, 24
3 FullerThaler Behavioral Small-Cap Equity 3.29M (3.59%) 1.14M
Increased by +34.56%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.79M (3.05%) 3.62K
Increased by +0.13%
Dec 31, 24
5 American Funds SMALLCAP World A 2.55M (2.79%) -1.71M
Decreased by -67.08%
Dec 31, 24
6 iShares Russell 2000 ETF 2.44M (2.66%) -9.38K
Decreased by -0.38%
Dec 31, 24
7 Champlain Small Company Fund, LLC 2.39M (2.61%) -203.01K
Decreased by -8.50%
Dec 31, 24
8 Vanguard Small Cap Index 2.30M (2.51%) 24.35K
Increased by +1.06%
Dec 31, 24
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.90M (2.07%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 1.90M (2.07%) 0.00
Increased by 0.00%
Nov 30, 23
11 Strategic Advisers Fidelity US TtlStk 1.87M (2.04%) -74.40K
Decreased by -3.97%
Nov 30, 24
12 Vanguard Explorer Inv 1.81M (1.98%) -291.53K
Decreased by -16.06%
Sep 30, 24
13 T. Rowe Price US Smlr Cm Eq A USD 1.74M (1.90%) 26.60K
Increased by +1.53%
Dec 31, 24
14 Champlain Small Company Adv 1.50M (1.64%) -80.00K
Decreased by -5.33%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.51%) 27.04K
Increased by +1.95%
Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 1.30M (1.42%) 53.97K
Increased by +4.14%
Dec 31, 24
17 T. Rowe Price US Small-Cap Core Equity 1.28M (1.40%) 321.00K
Increased by +25.05%
Sep 30, 24
18 T. Rowe Price Small-Cap Stock 1.25M (1.36%) -74.39K
Decreased by -5.95%
Nov 30, 24
19 Principal Capital Appreciation A 1.19M (1.30%) -8.26K
Decreased by -0.70%
Dec 31, 23
20 Old Westbury Small & Mid Cap Strategies 1.15M (1.25%) 65.00K
Increased by +5.65%
Oct 31, 24