Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 2.69%
2 FDLS 1.28%
3 DEEP 1.27%
4 NXTE 1.20%
5 XSVM 1.03%
6 RZV 0.74%
7 QQQS 0.56%
8 RZG 0.51%
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 SLYV 0.21%
20 VIOV 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.33M (16.30%) -250.16K
Decreased by -2.68%
Mar 31, 25
2 Vanguard Group Inc 6.16M (10.76%) 43.31K
Increased by +0.70%
Mar 31, 25
3 Barrow Hanley Mewhinney & Strauss LLC 2.78M (4.86%) 24.26K
Increased by +0.87%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.68M (4.68%) 46.66K
Increased by +1.74%
Mar 31, 25
5 Pacer Advisors, INC. 2.41M (4.22%) -19.36K
Decreased by -0.80%
Jun 30, 24
6 Congress Asset Management Company, LLP 2.27M (3.96%) 2.27M
Increased by +100.00%
Mar 31, 25
7 State Street Corporation 2.23M (3.91%) 9.53K
Increased by +0.43%
Mar 31, 24
8 American Century Companies Inc 2.21M (3.87%) 222.03K
Increased by +10.03%
Mar 31, 25
9 State Street Corp 2.19M (3.83%) -83.45K
Decreased by -3.81%
Mar 31, 25
10 Pzena Investment Management, LLC 1.70M (2.96%) -1.50M
Decreased by -88.41%
Jun 30, 24
11 Hood River Capital Management LLC 1.63M (2.85%) 442.99K
Increased by +27.18%
Mar 31, 25
12 Geode Capital Management, LLC 1.42M (2.49%) 63.72K
Increased by +4.48%
Mar 31, 25
13 Frontier Capital Management CO Inc 1.35M (2.36%) -255.85K
Decreased by -18.91%
Mar 31, 25
14 Amvescap Plc. 1.27M (2.23%) -206.40K
Decreased by -16.20%
Dec 31, 24
15 GW&K Investment Management, LLC 1.18M (2.07%) 154.87K
Increased by +13.08%
Mar 31, 25
16 Wellington Management Company LLP 1.01M (1.77%) -201.84K
Decreased by -19.93%
Mar 31, 25
17 LSV Asset Management 892.71K (1.56%) -10.50K
Decreased by -1.18%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 774.40K (1.35%) -76.52K
Decreased by -9.88%
Dec 31, 24
19 Goldman Sachs Group Inc 748.70K (1.31%) 42.01K
Increased by +5.61%
Mar 31, 25
20 Charles Schwab Investment Management Inc 725.06K (1.27%) -107.87K
Decreased by -14.88%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.54M (6.19%) -3.60K
Decreased by -0.10%
Apr 30, 25
2 Avantis US Small Cap Value ETF 1.87M (3.27%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.75M (3.06%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.75M (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 1.42M (2.48%) 239.00
Increased by +0.02%
Apr 30, 25
6 Congress Small Cap Growth Institutional 1.40M (2.45%) 150.00K
Increased by +10.71%
Apr 30, 25
7 Hood River Small-Cap Growth Instl 1.09M (1.91%) 302.05K
Increased by +27.68%
Mar 31, 25
8 American Beacon Small Cp Val R5 1.06M (1.85%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 907.33K (1.59%) 1.19K
Increased by +0.13%
Apr 30, 25
10 Vanguard Small Cap Index 691.30K (1.21%) 810.00
Increased by +0.12%
Apr 30, 25
11 Strategic Advisers U.S. Total Stock 609.95K (1.07%) 10.77K
Increased by +1.77%
Mar 31, 25
12 Matthew 25 609.00K (1.06%) -156.00K
Decreased by -25.62%
Dec 31, 24
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 567.53K (0.99%) 981.00
Increased by +0.17%
Feb 28, 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 520.75K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
18 Schwab Fundamental US Small Company ETF 516.84K (0.90%) 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%) 0.00
Increased by 0.00%
Apr 30, 25