Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCUS 4.48%
2 CSMD 4.16%
3 FFTY 3.65%
4 PKB 3.49%
5 NRSH 3.36%
6 PSCI 3.18%
7 FEMA 2.93%
8 XSHQ 2.81%
9 AIRR 2.81%
10 JSML 2.66%
11 SMCF 2.62%
12 FIXT 2.61%
13 JSMD 2.45%
14 TAX 2.25%
15 TXSS 2.09%
16 CBLS 2.04%
17 DSMC 2.00%
18 AZTD 2.00%
19 CBSE 1.99%
20 PRN 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.45M (11.66%) 306.36K
Increased by +8.88%
Mar 31, 25
2 Vanguard Group Inc 3.44M (11.62%) 754.40K
Increased by +21.95%
Jun 30, 25
3 Fuller & Thaler Asset Management Inc 1.44M (4.88%) -54.61K
Decreased by -3.78%
Jun 30, 25
4 FMR Inc 1.23M (4.16%) -219.26K
Decreased by -17.80%
Mar 31, 25
5 Renaissance Technologies Corp 1.03M (3.48%) 156.10K
Increased by +15.16%
Mar 31, 25
6 Geode Capital Management, LLC 735.83K (2.49%) 22.27K
Increased by +3.03%
Mar 31, 25
7 State Street Corp 698.44K (2.36%) -25.80K
Decreased by -3.69%
Mar 31, 25
8 State Street Corporation 690.84K (2.33%) 6.46K
Increased by +0.94%
Mar 31, 24
9 Allspring Global Investments Holdings, LLC 666.91K (2.25%) 49.01K
Increased by +7.35%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 606.15K (2.05%) -140.15K
Decreased by -23.12%
Jun 30, 25
11 HHG PLC 556.96K (1.88%) 448.89K
Increased by +80.60%
Jun 30, 25
12 Congress Asset Management Company, LLP 547.69K (1.85%) 15.49K
Increased by +2.83%
Jun 30, 25
13 First Trust Advisors L.P. 534.38K (1.81%) 178.04K
Increased by +33.32%
Mar 31, 25
14 GW&K Investment Management, LLC 500.03K (1.69%) 136.78K
Increased by +27.35%
Mar 31, 25
15 Millennium Management LLC 493.39K (1.67%) 434.93K
Increased by +88.15%
Mar 31, 25
16 Principal Financial Group Inc 457.13K (1.55%) 139.79K
Increased by +30.58%
Jun 30, 25
17 Hennessy Advisors, Inc. 444.70K (1.50%) 55.40K
Increased by +12.46%
Sep 30, 24
18 Driehaus Capital Management LLC 408.29K (1.38%) -78.27K
Decreased by -19.17%
Dec 31, 24
19 Amvescap Plc. 402.90K (1.36%) -354.38K
Decreased by -87.96%
Mar 31, 25
20 Mirae Asset Global Investments (Korea) Co Ltd 387.85K (1.31%) -75.73K
Decreased by -19.53%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.82M (6.14%) 256.00
Increased by +0.01%
Jul 31, 25
2 FullerThaler Behavioral Sm-Cp Eq R6 1.43M (4.82%) 101.24K
Increased by +7.10%
Mar 31, 25
3 FullerThaler Behavioral Small-Cap Equity 1.43M (4.82%) 101.24K
Increased by +7.10%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 921.18K (3.11%) 936.00
Increased by +0.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 911.53K (3.08%) -22.30K
Decreased by -2.45%
Jul 31, 25
6 Fidelity OTC 839.46K (2.84%) -233.25K
Decreased by -27.79%
Jul 31, 24
7 iShares Russell 2000 ETF 704.11K (2.38%) -13.34K
Decreased by -1.89%
Jul 31, 25
8 Vanguard Small Cap Index 701.20K (2.37%) -4.71K
Decreased by -0.67%
Jul 31, 25
9 Fidelity Small Cap Value Fund 474.03K (1.60%) 30.54K
Increased by +6.44%
Feb 29, 24
10 First Trust RBA Amer Indl RenaisTM ETF 472.69K (1.60%) -1.35K
Decreased by -0.29%
Jul 31, 25
11 Hennessy Cornerstone Mid Cap 30 Inv 444.70K (1.50%) 55.40K
Increased by +12.46%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 395.10K (1.34%) -758.00
Decreased by -0.19%
Jul 31, 25
13 Fidelity Small Cap Growth 359.36K (1.21%) -470.00
Decreased by -0.13%
May 31, 25
14 American Funds SMALLCAP World A 340.17K (1.15%) -192.83K
Decreased by -56.69%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 326.58K (1.10%) -142.56K
Decreased by -43.65%
Jul 31, 25
16 Coeli Global Select R SEK 325.57K (1.10%) -30.00K
Decreased by -9.21%
Jan 31, 24
17 Invesco Discovery A 316.68K (1.07%) 52.70K
Increased by +16.64%
Jun 30, 25
18 Invesco OFI Small Cap Growth 316.68K (1.07%) 82.22K
Increased by +25.96%
Jun 30, 25
19 Congress Asset Mgt Small Cap Growth 310.00K (1.05%) 309.10K
Increased by +99.71%
Jun 30, 24
20 Fidelity Small Cap Index 302.31K (1.02%) 635.00
Increased by +0.21%
May 31, 25