Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 5.07%
2 XWEB 3.46%
3 PSCU 3.30%
4 TAAG 2.87%
5 JSML 1.31%
6 GRPZ 1.18%
7 HLGE 1.10%
8 SMCP 1.05%
9 RNMC 1.01%
10 FSCS 1.01%
11 SOCL 0.94%
12 SFLO 0.87%
13 CAFG 0.87%
14 XSLV 0.78%
15 VLLU 0.71%
16 XSMO 0.66%
17 FESM 0.61%
18 RZG 0.53%
19 VUSE 0.52%
20 MPAY 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.15M (19.21%) 372.88K
Increased by +3.07%
Dec 31, 24
2 Vanguard Group Inc 8.98M (14.20%) -57.84K
Decreased by -0.64%
Dec 31, 24
3 State Street Corp 2.65M (4.18%) 92.00K
Increased by +3.48%
Dec 31, 24
4 State Street Corporation 2.57M (4.06%) 57.62K
Increased by +2.25%
Mar 31, 24
5 Acadian Asset Management LLC 2.55M (4.03%) -20.08K
Decreased by -0.79%
Mar 31, 24
6 Pacer Advisors, INC. 2.21M (3.49%) -536.33K
Decreased by -24.29%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.92M (3.04%) 164.15K
Increased by +8.53%
Dec 31, 24
8 Arrowstreet Capital Limited Partnership 1.85M (2.92%) 255.78K
Increased by +13.86%
Dec 31, 24
9 Geode Capital Management, LLC 1.77M (2.81%) 15.65K
Increased by +0.88%
Dec 31, 24
10 Ameriprise Financial Inc 1.33M (2.11%) 1.05M
Increased by +78.96%
Dec 31, 24
11 River Road Asset Management, LLC 1.22M (1.93%) -31.85K
Decreased by -2.61%
Dec 31, 24
12 Charles Schwab Investment Management Inc 1.14M (1.81%) -33.24K
Decreased by -2.91%
Dec 31, 24
13 Man Group PLC 1.07M (1.69%) -396.08K
Decreased by -37.00%
Sep 30, 24
14 Fisher Asset Management, LLC 989.38K (1.56%) -51.74K
Decreased by -5.23%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 985.67K (1.56%) -2.87K
Decreased by -0.29%
Dec 31, 24
16 Macquarie Group Ltd 969.23K (1.53%) -236.11K
Decreased by -24.36%
Dec 31, 24
17 D. E. Shaw & Co LP 854.90K (1.35%) -200.63K
Decreased by -23.47%
Dec 31, 24
18 LSV Asset Management 853.87K (1.35%) 529.67K
Increased by +62.03%
Dec 31, 24
19 Renaissance Technologies Corp 852.20K (1.35%) -106.30K
Decreased by -12.47%
Dec 31, 24
20 Goldman Sachs Group Inc 815.74K (1.29%) 297.73K
Increased by +36.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.07M (6.44%) 2.49K
Increased by +0.06%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 2.06M (3.26%) 2.12K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.99M (3.14%) 1.87K
Increased by +0.09%
Feb 28, 25
4 iShares Russell 2000 ETF 1.68M (2.66%) -14.57K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 1.60M (2.52%) 1.30K
Increased by +0.08%
Feb 28, 25
6 Delaware US Small Cap Core Equity (SMA) 1.11M (1.75%) -362.93K
Decreased by -32.72%
Mar 31, 24
7 Macquarie US Small Cap Core Equity 1.11M (1.75%) -362.93K
Decreased by -32.72%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.00M (1.58%) 1.40K
Increased by +0.14%
Feb 28, 25
9 Vanguard Strategic Equity Inv 975.13K (1.54%) 0.00
Increased by 0.00%
Dec 31, 24
10 Vanguard Small Cap Growth Index Inv 894.95K (1.42%) -7.64K
Decreased by -0.85%
Feb 28, 25
11 Delaware Small Cap Core I 871.12K (1.38%) -5.40K
Decreased by -0.62%
Sep 30, 24
12 CT (Lux) American Smaller Com 9U USD 704.57K (1.11%) 9.18K
Increased by +1.30%
Feb 28, 25
13 Macquarie Small Cap Core I 671.82K (1.06%) 0.00
Increased by 0.00%
Feb 28, 25
14 iShares S&P Small-Cap 600 Growth ETF 656.69K (1.04%) 0.00
Increased by 0.00%
Nov 27, 24
15 Fidelity® Small Cap Index 649.32K (1.03%) 17.38K
Increased by +2.68%
Oct 31, 23
16 Fidelity Small Cap Index 636.95K (1.01%) -11.93K
Decreased by -1.87%
Jan 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 606.98K (0.96%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 568.23K (0.90%) 848.00
Increased by +0.15%
Mar 31, 25
19 iShares Russell 2000 Growth ETF 560.99K (0.89%) -2.67K
Decreased by -0.48%
Mar 31, 25
20 Pacer US Small Cap Cash Cows 100 ETF 525.02K (0.83%) -3.44K
Decreased by -0.65%
Mar 31, 25