Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 6.83%
2 BFIT 1.85%
3 CSMD 1.33%
4 SMCP 1.05%
5 SIXS 1.02%
6 SMCO 0.93%
7 NBCC 0.93%
8 CAFG 0.75%
9 XSLV 0.72%
10 MMSC 0.52%
11 ANEW 0.50%
12 FFTY 0.48%
13 SIXL 0.43%
14 FTXG 0.43%
15 QSML 0.42%
16 JSML 0.42%
17 ESIX 0.34%
18 SMMV 0.33%
19 SLYG 0.33%
20 SLY 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.72M (14.89%) -406.74K
Decreased by -2.97%
Mar 31, 25
2 FMR Inc 10.83M (11.76%) 1.26M
Increased by +11.66%
Mar 31, 25
3 Vanguard Group Inc 10.43M (11.32%) -155.97K
Decreased by -1.50%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 5.19M (5.64%) 134.62K
Increased by +2.59%
Mar 31, 25
5 Wellington Management Company LLP 4.20M (4.56%) 649.26K
Increased by +15.48%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 3.76M (4.09%) 210.78K
Increased by +5.60%
Mar 31, 25
7 State Street Corp 3.63M (3.94%) -151.32K
Decreased by -4.17%
Mar 31, 25
8 State Street Corporation 3.44M (3.74%) 47.56K
Increased by +1.38%
Mar 31, 24
9 BTIM Corp 3.00M (3.26%) -28.91K
Decreased by -0.96%
Mar 31, 25
10 Champlain Investment Partners, LLC 2.97M (3.22%) -460.24K
Decreased by -15.51%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 2.90M (3.15%) -910.32K
Decreased by -31.38%
Mar 31, 25
12 Capital World Investors 2.55M (2.77%) -1.71M
Decreased by -67.08%
Dec 31, 24
13 Geode Capital Management, LLC 2.26M (2.45%) 114.14K
Increased by +5.06%
Mar 31, 25
14 Citadel Advisors Llc 2.17M (2.35%) 1.81M
Increased by +83.52%
Mar 31, 25
15 Silvercrest Asset Management Group LLC 1.89M (2.05%) -29.44K
Decreased by -1.56%
Mar 31, 25
16 Woodline Partners LP 1.66M (1.81%) 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 (1.71%) -211.26K
Decreased by -13.39%
Jun 30, 24
19 HHG PLC 1.55M (1.68%) -353.27K
Decreased by -22.84%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 1.55M (1.68%) -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 5.46M (5.93%) -16.62K
Decreased by -0.30%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.93M (3.18%) 2.37K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.82M (3.06%) 2.66K
Increased by +0.09%
Sep 30, 24
4 FullerThaler Behavioral Sm-Cp Eq R6 2.76M (2.99%) -870.62K
Decreased by -31.58%
Mar 31, 25
5 FullerThaler Behavioral Small-Cap Equity 2.76M (2.99%) -870.62K
Decreased by -31.58%
Mar 31, 25
6 American Funds SMALLCAP World A 2.55M (2.77%) -1.71M
Decreased by -67.08%
Dec 31, 24
7 Vanguard Explorer Inv 2.50M (2.72%) 122.86K
Increased by +4.91%
Mar 31, 25
8 iShares Russell 2000 ETF 2.34M (2.54%) 16.24K
Increased by +0.69%
Jun 30, 25
9 Vanguard Small Cap Index 2.30M (2.49%) 12.54K
Increased by +0.55%
May 31, 25
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.90M (2.06%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 1.90M (2.06%) 0.00
Increased by 0.00%
Nov 30, 23
12 Champlain Small Company Fund, LLC 1.70M (1.85%) -9.27K
Decreased by -0.55%
Jun 30, 25
13 Strategic Advisers Fidelity US TtlStk 1.70M (1.84%) -60.40K
Decreased by -3.56%
May 31, 25
14 T. Rowe Price US Smlr Cm Eq A USD 1.52M (1.65%) -190.63K
Decreased by -12.57%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.55%) 9.52K
Increased by +0.67%
May 31, 25
16 T. Rowe Price US Smlr Coms Eq A 1.37M (1.48%) -151.03K
Decreased by -11.06%
May 31, 25
17 Fidelity Stock Selector Small Cap 1.35M (1.47%) 0.00
Increased by 0.00%
Apr 30, 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 (1.29%) -8.26K
Decreased by -0.70%
Dec 31, 23
20 Fidelity Series Small Cap Opps 1.13M (1.23%) 21.10K
Increased by +1.87%
Apr 30, 25