Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 7.47%
2 BFIT 1.85%
3 CSMD 1.48%
4 CAFG 1.44%
5 SMCP 1.05%
6 SMCO 1.03%
7 SIXS 1.03%
8 NBCC 0.93%
9 XSLV 0.72%
10 MMSC 0.58%
11 ANEW 0.56%
12 FFTY 0.48%
13 FTXG 0.45%
14 QSML 0.43%
15 SIXL 0.43%
16 JSML 0.42%
17 SMMV 0.35%
18 ESIX 0.34%
19 SLYG 0.33%
20 SLY 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.72M (14.82%) -406.74K
Decreased by -2.97%
Mar 31, 25
2 FMR Inc 10.83M (11.70%) 1.26M
Increased by +11.66%
Mar 31, 25
3 Vanguard Group Inc 10.43M (11.26%) -155.97K
Decreased by -1.50%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 5.19M (5.61%) 134.62K
Increased by +2.59%
Mar 31, 25
5 Wellington Management Company LLP 4.20M (4.53%) 649.26K
Increased by +15.48%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 3.76M (4.07%) 210.78K
Increased by +5.60%
Mar 31, 25
7 State Street Corp 3.63M (3.92%) -151.32K
Decreased by -4.17%
Mar 31, 25
8 State Street Corporation 3.44M (3.72%) 47.56K
Increased by +1.38%
Mar 31, 24
9 BTIM Corp 3.00M (3.24%) -28.91K
Decreased by -0.96%
Mar 31, 25
10 Champlain Investment Partners, LLC 2.97M (3.21%) -460.24K
Decreased by -15.51%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 2.90M (3.13%) -910.32K
Decreased by -31.38%
Mar 31, 25
12 Capital World Investors 2.55M (2.76%) -1.71M
Decreased by -67.08%
Dec 31, 24
13 Geode Capital Management, LLC 2.26M (2.44%) 114.14K
Increased by +5.06%
Mar 31, 25
14 Citadel Advisors Llc 2.17M (2.34%) 1.81M
Increased by +83.52%
Mar 31, 25
15 Silvercrest Asset Management Group LLC 1.89M (2.04%) -29.44K
Decreased by -1.56%
Mar 31, 25
16 Woodline Partners LP 1.66M (1.80%) 163.72K
Increased by +9.83%
Mar 31, 25
17 Loomis, Sayles & Company LP 1.62M (1.76%) -9.63K
Decreased by -0.59%
Jun 30, 24
18 Amvescap Plc. 1.58M (1.70%) -211.26K
Decreased by -13.39%
Jun 30, 24
19 HHG PLC 1.55M (1.67%) -353.27K
Decreased by -22.84%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 1.55M (1.67%) -219.24K
Decreased by -14.18%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.52M (5.97%) 0.00
Increased by 0.00%
May 31, 25
2 FullerThaler Behavioral Small-Cap Equity 3.63M (3.92%) 339.34K
Increased by +9.35%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 2.93M (3.16%) 2.37K
Increased by +0.08%
May 31, 25
4 Vanguard US Total Market Shares ETF 2.82M (3.05%) 2.66K
Increased by +0.09%
Sep 30, 24
5 FullerThaler Behavioral Sm-Cp Eq R6 2.76M (2.98%) -870.62K
Decreased by -31.58%
Mar 31, 25
6 American Funds SMALLCAP World A 2.55M (2.76%) -1.71M
Decreased by -67.08%
Dec 31, 24
7 Vanguard Explorer Inv 2.50M (2.71%) 122.86K
Increased by +4.91%
Mar 31, 25
8 iShares Russell 2000 ETF 2.31M (2.49%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Index 2.30M (2.48%) 12.54K
Increased by +0.55%
May 31, 25
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.90M (2.05%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 1.90M (2.05%) 0.00
Increased by 0.00%
Nov 30, 23
12 Strategic Advisers Fidelity US TtlStk 1.76M (1.90%) -291.90K
Decreased by -16.62%
Apr 30, 25
13 Champlain Small Company Fund, LLC 1.71M (1.85%) -91.98K
Decreased by -5.38%
May 31, 25
14 T. Rowe Price US Smlr Cm Eq A USD 1.52M (1.64%) -190.63K
Decreased by -12.57%
Apr 30, 25
15 T. Rowe Price US Smlr Coms Eq A 1.52M (1.64%) -190.63K
Decreased by -12.57%
Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.54%) 9.52K
Increased by +0.67%
May 31, 25
17 Fidelity Stock Selector Small Cap 1.35M (1.46%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard Small Cap Growth Index Inv 1.26M (1.37%) -6.70K
Decreased by -0.53%
May 31, 25
19 Principal Capital Appreciation A 1.19M (1.28%) -8.26K
Decreased by -0.70%
Dec 31, 23
20 Fidelity Series Small Cap Opps 1.11M (1.20%) 0.00
Increased by 0.00%
Mar 31, 25