Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 7.55%
2 BFIT 1.85%
3 CSMD 1.58%
4 CAFG 1.50%
5 SMCO 1.17%
6 SIXS 1.09%
7 SMCP 1.05%
8 NBCC 0.93%
9 XSLV 0.74%
10 MMSC 0.62%
11 ANEW 0.60%
12 FFTY 0.48%
13 QSML 0.48%
14 FTXG 0.46%
15 SIXL 0.43%
16 JSML 0.42%
17 ESIX 0.34%
18 SLYG 0.33%
19 SLY 0.32%
20 VIOV 0.30%

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 Silvercrest Asset Management Group LLC 1.89M (2.04%) -29.44K
Decreased by -1.56%
Mar 31, 25
15 Woodline Partners LP 1.66M (1.80%) 163.72K
Increased by +9.83%
Mar 31, 25
16 Loomis, Sayles & Company LP 1.62M (1.76%) -9.63K
Decreased by -0.59%
Jun 30, 24
17 Amvescap Plc. 1.58M (1.70%) -211.26K
Decreased by -13.39%
Jun 30, 24
18 HHG PLC 1.55M (1.67%) -353.27K
Decreased by -22.84%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 1.55M (1.67%) -219.24K
Decreased by -14.18%
Jun 30, 24
20 Victory Capital Management Inc. 1.54M (1.66%) 527.09K
Increased by +34.24%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.58M (6.02%) -4.92K
Decreased by -0.09%
Apr 30, 25
2 FullerThaler Behavioral Sm-Cp Eq R6 3.63M (3.92%) 339.34K
Increased by +9.35%
Dec 31, 24
3 FullerThaler Behavioral Small-Cap Equity 3.63M (3.92%) 339.34K
Increased by +9.35%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 2.93M (3.16%) 111.23K
Increased by +3.80%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 2.82M (3.05%) 2.66K
Increased by +0.09%
Sep 30, 24
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 Vanguard Small Cap Index 2.28M (2.47%) 11.61K
Increased by +0.51%
Apr 30, 25
9 iShares Russell 2000 ETF 2.27M (2.45%) 383.00
Increased by +0.02%
Apr 30, 25
10 Strategic Advisers Fidelity US TtlStk 2.05M (2.21%) 5.10K
Increased by +0.25%
Mar 31, 25
11 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.90M (2.05%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fuller & Thaler Behavioral Small-Cap Eq 1.90M (2.05%) 0.00
Increased by 0.00%
Nov 30, 23
13 Champlain Small Company Fund, LLC 1.80M (1.95%) -252.47K
Decreased by -14.01%
Apr 30, 25
14 T. Rowe Price US Smlr Cm Eq A USD 1.71M (1.84%) -169.77K
Decreased by -9.94%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.53%) 1.52K
Increased by +0.11%
Apr 30, 25
16 Fidelity Stock Selector Small Cap 1.35M (1.46%) 78.60K
Increased by +5.82%
Feb 28, 25
17 Vanguard Small Cap Growth Index Inv 1.27M (1.37%) -2.66K
Decreased by -0.21%
Apr 30, 25
18 Champlain Small Company Adv 1.21M (1.30%) -295.00K
Decreased by -24.48%
Dec 31, 24
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%) 63.80K
Increased by +5.75%
Feb 28, 25