Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 2.87%
2 FDLS 1.28%
3 DEEP 1.27%
4 NXTE 1.19%
5 XSVM 1.03%
6 RZV 0.74%
7 QQQS 0.56%
8 RZG 0.53%
9 PSCI 0.49%
10 SEIS 0.33%
11 XSMO 0.31%
12 IWC 0.31%
13 JPSE 0.29%
14 AFSM 0.28%
15 AVUV 0.27%
16 ISMD 0.26%
17 BFOR 0.26%
18 FESM 0.23%
19 VIOG 0.21%
20 SLYV 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.58M (16.83%) 69.16K
Increased by +0.72%
Dec 31, 24
2 Vanguard Group Inc 6.12M (10.74%) 246.73K
Increased by +4.03%
Dec 31, 24
3 Barrow Hanley Mewhinney & Strauss LLC 2.75M (4.84%) -118.25K
Decreased by -4.29%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.63M (4.63%) -3.93K
Decreased by -0.15%
Dec 31, 24
5 Pacer Advisors, INC. 2.41M (4.24%) -19.36K
Decreased by -0.80%
Jun 30, 24
6 State Street Corp 2.28M (4.00%) 42.73K
Increased by +1.88%
Dec 31, 24
7 Congress Asset Management Company, LLP 2.27M (3.98%) 2.27M
Increased by +100.00%
Mar 31, 25
8 State Street Corporation 2.23M (3.93%) 9.53K
Increased by +0.43%
Mar 31, 24
9 American Century Companies Inc 1.99M (3.50%) 218.11K
Increased by +10.95%
Dec 31, 24
10 Pzena Investment Management, LLC 1.70M (2.98%) -1.50M
Decreased by -88.41%
Jun 30, 24
11 Frontier Capital Management CO Inc 1.61M (2.83%) -594.73K
Decreased by -36.97%
Dec 31, 24
12 Geode Capital Management, LLC 1.36M (2.39%) -13.05K
Decreased by -0.96%
Dec 31, 24
13 Amvescap Plc. 1.27M (2.24%) -206.40K
Decreased by -16.20%
Dec 31, 24
14 Wellington Management Company LLP 1.21M (2.13%) -558.84K
Decreased by -46.02%
Dec 31, 24
15 Hood River Capital Management LLC 1.19M (2.08%) 1.19M
Increased by +100.00%
Dec 31, 24
16 GW&K Investment Management, LLC 1.03M (1.81%) 1.03M
Increased by +100.00%
Dec 31, 24
17 LSV Asset Management 903.21K (1.59%) -81.56K
Decreased by -9.03%
Dec 31, 24
18 Charles Schwab Investment Management Inc 832.93K (1.46%) -88.33K
Decreased by -10.61%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 774.40K (1.36%) -76.52K
Decreased by -9.88%
Dec 31, 24
20 Goldman Sachs Group Inc 706.69K (1.24%) 220.73K
Increased by +31.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.60M (6.33%) 2.50K
Increased by +0.07%
Mar 31, 25
2 Avantis US Small Cap Value ETF 1.85M (3.25%) 1.31K
Increased by +0.07%
Mar 29, 25
3 Vanguard Total Stock Mkt Idx Inv 1.75M (3.08%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.75M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 1.52M (2.67%) -13.14K
Decreased by -0.86%
Mar 31, 25
6 Congress Small Cap Growth Institutional 1.25M (2.20%) 1.25M
Increased by +100.00%
Mar 31, 25
7 American Beacon Small Cp Val R5 1.06M (1.86%) 0.00
Increased by 0.00%
Jan 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 906.14K (1.59%) 27.79K
Increased by +3.07%
Mar 31, 25
9 Hood River Small-Cap Growth Instl 789.38K (1.39%) 789.38K
Increased by +100.00%
Dec 31, 24
10 Vanguard Small Cap Index 690.49K (1.21%) -16.51K
Decreased by -2.39%
Mar 31, 25
11 Matthew 25 609.00K (1.07%) -156.00K
Decreased by -25.62%
Dec 31, 24
12 Strategic Advisers U.S. Total Stock 599.19K (1.05%) 95.66K
Increased by +15.97%
Feb 28, 25
13 iShares S&P Small-Cap 600 Value ETF 598.45K (1.05%) 0.00
Increased by 0.00%
Nov 30, 24
14 Fidelity Small Cap Index 566.55K (1.00%) -10.61K
Decreased by -1.87%
Jan 31, 25
15 Hennessy Cornerstone Growth Investor 546.50K (0.96%) -62.40K
Decreased by -11.42%
Mar 31, 25
16 Fidelity® Small Cap Index 536.10K (0.94%) 7.95K
Increased by +1.48%
Sep 30, 23
17 iShares S&P Small-Cap 600 Growth ETF 532.33K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
18 Schwab Fundamental US Small Company ETF 516.84K (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 512.83K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 502.52K (0.88%) 752.00
Increased by +0.15%
Mar 31, 25