Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XWEB 3.35%
2 MVPA 3.02%
3 PSCU 2.02%
4 HAPY 1.18%
5 NSCS 1.16%
6 SMDY 0.98%
7 FITE 0.97%
8 SFLO 0.94%
9 SMCP 0.80%
10 CGV 0.76%
11 GAMR 0.63%
12 FYT 0.61%
13 NIXT 0.59%
14 ANEW 0.54%
15 DSMC 0.50%
16 CAFG 0.48%
17 VUSE 0.46%
18 BSVO 0.45%
19 SQLV 0.39%
20 AFMC 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.99M (16.68%) -228.32K
Decreased by -3.26%
Dec 31, 24
2 Vanguard Group Inc 4.93M (11.76%) -219.36K
Decreased by -4.45%
Dec 31, 24
3 HHG PLC 3.49M (8.32%) 272.89K
Increased by +7.82%
Dec 31, 24
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.88M (6.86%) -82.84K
Decreased by -2.88%
Dec 31, 24
5 Legal & General Group PLC 2.43M (5.79%) 273.10K
Increased by +11.26%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 2.41M (5.76%) 118.98K
Increased by +4.93%
Dec 31, 24
7 State Street Corp 1.91M (4.56%) 40.45K
Increased by +2.12%
Dec 31, 24
8 State Street Corporation 1.72M (4.11%) 18.17K
Increased by +1.05%
Mar 31, 24
9 CDAM (UK) Ltd 1.49M (3.56%) 213.07K
Increased by +14.27%
Dec 31, 24
10 Royce & Associates, LP 1.28M (3.05%) -644.65K
Decreased by -50.43%
Dec 31, 24
11 Pacer Advisors, INC. 1.27M (3.02%) 1.27M
Increased by +99.90%
Dec 31, 24
12 Geode Capital Management, LLC 1.08M (2.59%) -190.01K
Decreased by -17.52%
Dec 31, 24
13 Nordea Investment Mgmt Bank Demark A/s 1.01M (2.42%) -45.55K
Decreased by -4.49%
Dec 31, 24
14 Fuller & Thaler Asset Management Inc 1.01M (2.40%) -6.40K
Decreased by -0.63%
Dec 31, 24
15 Cardinal Capital Management Llc 888.04K (2.12%) -106.47K
Decreased by -11.99%
Mar 31, 24
16 Amvescap Plc. 846.67K (2.02%) 104.82K
Increased by +12.38%
Jun 30, 24
17 Charles Schwab Investment Management Inc 757.94K (1.81%) 62.40K
Increased by +8.23%
Dec 31, 24
18 Macquarie Group Ltd 704.23K (1.68%) -129.06K
Decreased by -18.33%
Jun 30, 24
19 Nuveen Asset Management, LLC 662.21K (1.58%) 144.68K
Increased by +21.85%
Dec 31, 24
20 Thrivent Financial For Lutherans 604.88K (1.44%) -574.40K
Decreased by -94.96%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.64M (6.30%) 1.73K
Increased by +0.07%
Mar 31, 25
2 L&G Cyber Security ETF 2.31M (5.51%) -2.62K
Decreased by -0.11%
Mar 13, 25
3 Vanguard Explorer Inv 1.63M (3.89%) 0.00
Increased by 0.00%
Dec 31, 24
4 Janus Henderson Enterprise D 1.58M (3.77%) 0.00
Increased by 0.00%
Jan 31, 25
5 Janus Inst Mid Cap Growth CF 1.58M (3.77%) 245.10K
Increased by +15.50%
Dec 31, 24
6 iShares Core S&P Mid-Cap ETF 1.46M (3.49%) 450.00
Increased by +0.03%
Aug 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.34M (3.21%) 1.14K
Increased by +0.09%
Feb 28, 25
8 iShares Russell 2000 ETF 1.11M (2.65%) -9.63K
Decreased by -0.87%
Mar 31, 25
9 Fidelity Small Cap America Sr B 1.09M (2.61%) 0.00
Increased by 0.00%
Mar 31, 23
10 Vanguard Small Cap Index 1.09M (2.60%) 882.00
Increased by +0.08%
Feb 28, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 968.04K (2.31%) 0.00
Increased by 0.00%
Dec 31, 24
12 FullerThaler Behavioral Small-Cap Equity 968.04K (2.31%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 789.24K (1.88%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 789.24K (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Small Cap Value Index Inv 718.05K (1.71%) -3.22K
Decreased by -0.45%
Feb 28, 25
16 Janus Henderson US SMID Cap Growth 688.51K (1.64%) -82.39K
Decreased by -11.97%
Dec 31, 24
17 Janus Henderson US SMID Cap Growth MA 688.51K (1.64%) 688.47K
Increased by +99.99%
Dec 31, 24
18 Janus Henderson Triton D 684.78K (1.63%) -3.73K
Decreased by -0.54%
Jan 31, 25
19 Cardinal Capital SMID Cap Value Equity 654.98K (1.56%) -92.90K
Decreased by -14.18%
Mar 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 650.11K (1.55%) 919.00
Increased by +0.14%
Feb 28, 25