Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 8.11%
2 BFIT 1.85%
3 CSMD 1.66%
4 CAFG 1.56%
5 SMCO 1.16%
6 SIXS 1.14%
7 SMCP 1.05%
8 NBCC 0.93%
9 XSLV 0.75%
10 MMSC 0.68%
11 QSML 0.52%
12 FTXG 0.49%
13 ANEW 0.49%
14 FFTY 0.48%
15 SIXL 0.43%
16 JSML 0.42%
17 ESIX 0.36%
18 SLYG 0.33%
19 SLY 0.32%
20 JPSE 0.30%

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 3.00M (3.24%) -28.91K
Decreased by -0.96%
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 2.14M (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 5.58M (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 US Total Market Shares ETF 2.82M (3.04%) 2.66K
Increased by +0.09%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.81M (3.04%) 11.20K
Increased by +0.40%
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 Vanguard Small Cap Index 2.27M (2.45%) -31.76K
Decreased by -1.40%
Mar 31, 25
9 iShares Russell 2000 ETF 2.27M (2.45%) 383.00
Increased by +0.02%
Apr 30, 25
10 Champlain Small Company Fund, LLC 2.05M (2.22%) -1.34K
Decreased by -0.07%
Mar 31, 25
11 Strategic Advisers Fidelity US TtlStk 2.05M (2.21%) 5.10K
Increased by +0.25%
Mar 31, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.90M (2.05%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 1.90M (2.05%) 0.00
Increased by 0.00%
Nov 30, 23
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%) 31.63K
Increased by +2.23%
Mar 31, 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 (1.38%) -20.17K
Decreased by -1.58%
Mar 31, 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 Old Westbury Small & Mid Cap Strategies 1.15M (1.24%) 65.00K
Increased by +5.65%
Oct 31, 24