Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 3.71%
2 FFTY 3.65%
3 PKB 3.27%
4 FEMA 2.93%
5 AZTD 2.87%
6 PSCI 2.79%
7 FIXT 2.61%
8 XSHQ 2.50%
9 JSML 2.39%
10 SMCF 2.36%
11 JSMD 2.18%
12 CBSE 2.16%
13 CBLS 2.04%
14 TXSS 1.93%
15 DSMC 1.80%
16 PRN 1.79%
17 AIRR 1.73%
18 TAX 1.66%
19 DWMC 1.57%
20 FSGS 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.45M (11.65%) 306.36K
Increased by +8.88%
Mar 31, 25
2 Vanguard Group Inc 2.68M (9.07%) 159.19K
Increased by +5.93%
Mar 31, 25
3 Fuller & Thaler Asset Management Inc 1.50M (5.07%) 105.22K
Increased by +7.02%
Mar 31, 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 Dimensional Fund Advisors, Inc. 746.30K (2.52%) -48.73K
Decreased by -6.53%
Mar 31, 25
7 Geode Capital Management, LLC 735.83K (2.49%) 22.27K
Increased by +3.03%
Mar 31, 25
8 State Street Corp 698.44K (2.36%) -25.80K
Decreased by -3.69%
Mar 31, 25
9 State Street Corporation 690.84K (2.33%) 6.46K
Increased by +0.94%
Mar 31, 24
10 Allspring Global Investments Holdings, LLC 666.91K (2.25%) 49.01K
Increased by +7.35%
Dec 31, 24
11 First Trust Advisors L.P. 534.38K (1.81%) 178.04K
Increased by +33.32%
Mar 31, 25
12 Congress Asset Management Company, LLP 532.20K (1.80%) 32.26K
Increased by +6.06%
Mar 31, 25
13 GW&K Investment Management, LLC 500.03K (1.69%) 136.78K
Increased by +27.35%
Mar 31, 25
14 Millennium Management LLC 493.39K (1.67%) 434.93K
Increased by +88.15%
Mar 31, 25
15 Hennessy Advisors, Inc. 444.70K (1.50%) 55.40K
Increased by +12.46%
Sep 30, 24
16 Driehaus Capital Management LLC 408.29K (1.38%) -78.27K
Decreased by -19.17%
Dec 31, 24
17 Amvescap Plc. 402.90K (1.36%) -354.38K
Decreased by -87.96%
Mar 31, 25
18 Mirae Asset Global Investments (Korea) Co Ltd 387.85K (1.31%) -75.73K
Decreased by -19.53%
Mar 31, 24
19 22NW, LP 369.22K (1.25%) 0.00
Increased by 0.00%
Dec 31, 23
20 Lord, Abbett & Co LLC 362.62K (1.23%) -604.92K
Decreased by -166.82%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.85M (6.24%) 0.00
Increased by 0.00%
May 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 1.32M (4.47%) -32.90K
Decreased by -2.49%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 930.59K (3.14%) 646.00
Increased by +0.07%
May 31, 25
5 Vanguard US Total Market Shares ETF 921.18K (3.11%) 936.00
Increased by +0.10%
Sep 30, 24
6 Fidelity OTC 839.46K (2.84%) -233.25K
Decreased by -27.79%
Jul 31, 24
7 iShares Russell 2000 ETF 748.61K (2.53%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 477.64K (1.61%) 3.28K
Increased by +0.69%
May 31, 25
9 Fidelity Small Cap Value Fund 474.03K (1.60%) 30.54K
Increased by +6.44%
Feb 29, 24
10 Hennessy Cornerstone Mid Cap 30 Inv 444.70K (1.50%) 55.40K
Increased by +12.46%
Sep 30, 24
11 Vanguard Small Cap Index 366.25K (1.24%) 1.33K
Increased by +0.36%
May 31, 25
12 Fidelity Small Cap Growth 348.23K (1.18%) -14.80K
Decreased by -4.25%
Dec 31, 24
13 American Funds SMALLCAP World A 340.17K (1.15%) -192.83K
Decreased by -56.69%
Mar 31, 25
14 Coeli Global Select R SEK 325.57K (1.10%) -30.00K
Decreased by -9.21%
Jan 31, 24
15 Congress Asset Mgt Small Cap Growth 310.00K (1.05%) 309.10K
Increased by +99.71%
Jun 30, 24
16 Fidelity Small Cap Index 297.89K (1.01%) 2.15K
Increased by +0.72%
Mar 31, 25
17 Clark Navigator All Cap Core U.S. Equity 292.47K (0.99%) 6.82K
Increased by +2.33%
May 31, 25
18 Fidelity® Small Cap Index 288.58K (0.98%) 7.76K
Increased by +2.69%
Oct 31, 23
19 First Trust RBA Amer Indl RenaisTM ETF 283.55K (0.96%) 1.21K
Increased by +0.43%
May 29, 25
20 iShares S&P Small-Cap 600 Growth ETF 274.44K (0.93%) 0.00
Increased by 0.00%
May 31, 25