Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 3.95%
2 FFTY 3.65%
3 CSMD 2.95%
4 FEMA 2.93%
5 FIXT 2.61%
6 PSCI 2.32%
7 AZTD 2.29%
8 CBSE 2.16%
9 CBLS 2.04%
10 JSML 1.95%
11 SMCF 1.85%
12 PRN 1.79%
13 TXSS 1.68%
14 DWMC 1.57%
15 DSMC 1.50%
16 AIRR 1.46%
17 TAX 1.40%
18 SFLO 1.31%
19 RNSC 1.19%
20 FSGS 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.14M (10.62%) 241.67K
Increased by +7.69%
Dec 31, 24
2 Vanguard Group Inc 2.52M (8.53%) 581.85K
Increased by +23.05%
Dec 31, 24
3 FMR Inc 1.45M (4.91%) -305.02K
Decreased by -21.02%
Dec 31, 24
4 Fuller & Thaler Asset Management Inc 1.39M (4.71%) -34.13K
Decreased by -2.45%
Dec 31, 24
5 Renaissance Technologies Corp 873.35K (2.95%) -4.50K
Decreased by -0.52%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 795.03K (2.69%) -142.41K
Decreased by -17.91%
Dec 31, 24
7 Amvescap Plc. 757.27K (2.56%) 139.08K
Increased by +18.37%
Dec 31, 24
8 State Street Corp 724.24K (2.45%) 11.00K
Increased by +1.52%
Dec 31, 24
9 Geode Capital Management, LLC 713.56K (2.41%) -6.42K
Decreased by -0.90%
Dec 31, 24
10 State Street Corporation 690.84K (2.34%) 6.46K
Increased by +0.94%
Mar 31, 24
11 Allspring Global Investments Holdings, LLC 666.91K (2.25%) 49.01K
Increased by +7.35%
Dec 31, 24
12 Capital Research Global Investors 574.98K (1.94%) 252.93K
Increased by +43.99%
Dec 31, 24
13 Congress Asset Management Company, LLP 532.20K (1.80%) 32.26K
Increased by +6.06%
Mar 31, 25
14 Millennium Management LLC 502.92K (1.70%) 353.33K
Increased by +70.26%
Sep 30, 23
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 Mirae Asset Global Investments (Korea) Co Ltd 387.85K (1.31%) -75.73K
Decreased by -19.53%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 370.21K (1.25%) -183.42K
Decreased by -49.54%
Jun 30, 24
19 Loomis, Sayles & Company LP 370.19K (1.25%) -10.79K
Decreased by -2.91%
Dec 31, 24
20 22NW, LP 369.22K (1.25%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.86M (6.30%) -1.61K
Decreased by -0.09%
Apr 30, 25
2 FullerThaler Behavioral Sm-Cp Eq R6 1.32M (4.48%) -32.90K
Decreased by -2.49%
Dec 31, 24
3 FullerThaler Behavioral Small-Cap Equity 1.32M (4.48%) -32.90K
Decreased by -2.49%
Dec 31, 24
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 920.19K (3.11%) 3.00K
Increased by +0.33%
Mar 31, 25
6 Fidelity OTC 839.46K (2.84%) -233.25K
Decreased by -27.79%
Jul 31, 24
7 iShares Russell 2000 ETF 736.35K (2.49%) -5.95K
Decreased by -0.81%
Apr 29, 25
8 Fidelity Small Cap Value Fund 474.03K (1.60%) 30.54K
Increased by +6.44%
Feb 29, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 470.54K (1.59%) 4.08K
Increased by +0.87%
Mar 31, 25
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 362.31K (1.22%) -9.82K
Decreased by -2.71%
Mar 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 295.73K (1.00%) 1.56K
Increased by +0.53%
Feb 28, 25
17 Fidelity® Small Cap Index 288.58K (0.98%) 7.76K
Increased by +2.69%
Oct 31, 23
18 iShares S&P Small-Cap 600 Growth ETF 274.31K (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
19 First Trust RBA Amer Indl RenaisTM ETF 272.95K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 266.16K (0.90%) 0.00
Increased by 0.00%
Apr 29, 25