Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 8.51%
2 CSMD 1.95%
3 BFIT 1.85%
4 CAFG 1.78%
5 SMCO 1.34%
6 SIXS 1.25%
7 SMCP 1.05%
8 NBCC 0.93%
9 XSLV 0.82%
10 MMSC 0.60%
11 QSML 0.59%
12 ANEW 0.56%
13 ESIX 0.51%
14 JSML 0.50%
15 FTXG 0.49%
16 SIXL 0.45%
17 TPSC 0.34%
18 SLYG 0.33%
19 IJS 0.33%
20 SLYV 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.12M (15.25%) 345.76K
Increased by +2.45%
Dec 31, 24
2 Vanguard Group Inc 10.58M (11.43%) -140.87K
Decreased by -1.33%
Dec 31, 24
3 FMR Inc 9.57M (10.33%) 4.44M
Increased by +46.39%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 5.06M (5.47%) -237.01K
Decreased by -4.68%
Dec 31, 24
5 Fuller & Thaler Asset Management Inc 3.81M (4.12%) 366.07K
Increased by +9.61%
Dec 31, 24
6 State Street Corp 3.78M (4.09%) 116.79K
Increased by +3.09%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 3.55M (3.84%) 90.44K
Increased by +2.54%
Dec 31, 24
8 Wellington Management Company LLP 3.55M (3.83%) 674.62K
Increased by +19.02%
Dec 31, 24
9 State Street Corporation 3.44M (3.72%) 47.56K
Increased by +1.38%
Mar 31, 24
10 Champlain Investment Partners, LLC 3.43M (3.70%) -635.89K
Decreased by -18.55%
Dec 31, 24
11 BTIM Corp 3.03M (3.27%) 722.96K
Increased by +23.85%
Dec 31, 24
12 Capital World Investors 2.55M (2.76%) -1.71M
Decreased by -67.08%
Dec 31, 24
13 Geode Capital Management, LLC 2.14M (2.31%) -1.68K
Decreased by -0.08%
Dec 31, 24
14 Silvercrest Asset Management Group LLC 1.92M (2.07%) 31.86K
Increased by +1.66%
Dec 31, 24
15 Loomis, Sayles & Company LP 1.62M (1.76%) -9.63K
Decreased by -0.59%
Jun 30, 24
16 Amvescap Plc. 1.58M (1.70%) -211.26K
Decreased by -13.39%
Jun 30, 24
17 HHG PLC 1.55M (1.67%) -353.27K
Decreased by -22.84%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 1.55M (1.67%) -219.24K
Decreased by -14.18%
Jun 30, 24
19 Woodline Partners LP 1.50M (1.62%) -325.06K
Decreased by -21.66%
Dec 31, 24
20 Balyasny Asset Management LLC 1.39M (1.50%) 719.38K
Increased by +51.86%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.69M (6.14%) 3.38K
Increased by +0.06%
Mar 31, 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 2.80M (3.03%) 2.23K
Increased by +0.08%
Feb 28, 25
5 American Funds SMALLCAP World A 2.55M (2.76%) -1.71M
Decreased by -67.08%
Dec 31, 24
6 iShares Russell 2000 ETF 2.41M (2.61%) -20.90K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Explorer Inv 2.38M (2.57%) 566.82K
Increased by +23.80%
Dec 31, 24
8 Vanguard Small Cap Index 2.30M (2.49%) 1.87K
Increased by +0.08%
Feb 28, 25
9 Champlain Small Company Fund, LLC 2.06M (2.22%) -19.67K
Decreased by -0.96%
Feb 28, 25
10 Strategic Advisers Fidelity US TtlStk 2.04M (2.21%) 5.03K
Increased by +0.25%
Feb 28, 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 T. Rowe Price US Smlr Cm Eq A USD 1.88M (2.03%) -37.16K
Decreased by -1.98%
Feb 28, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.39M (1.50%) 1.90K
Increased by +0.14%
Feb 28, 25
15 Vanguard Small Cap Growth Index Inv 1.29M (1.40%) -6.88K
Decreased by -0.53%
Feb 28, 25
16 Fidelity Stock Selector Small Cap 1.27M (1.37%) 127.00K
Increased by +9.99%
Jan 31, 25
17 Champlain Small Company Adv 1.21M (1.30%) -295.00K
Decreased by -24.48%
Dec 31, 24
18 Principal Capital Appreciation A 1.19M (1.28%) -8.26K
Decreased by -0.70%
Dec 31, 23
19 Old Westbury Small & Mid Cap Strategies 1.15M (1.24%) 65.00K
Increased by +5.65%
Oct 31, 24
20 Fidelity Small Cap Growth 1.07M (1.16%) 0.00
Increased by 0.00%
Jan 31, 25