Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FLZA 3.66%
2 EZA 3.26%
3 PSCD 2.53%
4 SDEM 2.06%
5 PEZ 1.72%
6 AMID 1.55%
7 XRT 1.26%
8 SMOT 1.22%
9 RWJ 1.17%
10 GURU 1.14%
11 MEMX 1.05%
12 XSVM 1.03%
13 AFK 1.01%
14 RZV 1.00%
15 CARU 0.98%
16 CARD 0.98%
17 GRPZ 0.98%
18 XSMO 0.97%
19 HAPS 0.93%
20 SMCP 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.02M (18.73%) -50.67K
Decreased by -1.68%
Mar 31, 25
2 Vanguard Group Inc 2.18M (13.53%) -30.38K
Decreased by -1.39%
Mar 31, 25
3 Pamet Capital Management, LP 2.11M (13.08%) 0.00
Increased by 0.00%
Mar 31, 25
4 Impactive Capital LP 1.40M (8.66%) -360.16K
Decreased by -25.79%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 1.09M (6.76%) -19.00K
Decreased by -1.74%
Mar 31, 25
6 Neuberger Berman Group LLC 1.00M (6.23%) -25.06K
Decreased by -2.50%
Mar 31, 25
7 State Street Corporation 830.62K (5.15%) 22.27K
Increased by +2.68%
Mar 31, 24
8 State Street Corp 784.49K (4.87%) -39.87K
Decreased by -5.08%
Mar 31, 25
9 Eminence Capital LLC 736.62K (4.57%) -51.15K
Decreased by -6.94%
Mar 31, 25
10 Timucuan Asset Management Inc/FL 713.16K (4.42%) 5.28K
Increased by +0.74%
Mar 31, 25
11 Congress Asset Management Company, LLP 517.70K (3.21%) -4.11K
Decreased by -0.79%
Sep 30, 23
12 Geode Capital Management, LLC 469.04K (2.91%) 14.48K
Increased by +3.09%
Mar 31, 25
13 Capital Research Global Investors 438.81K (2.72%) 0.00
Increased by 0.00%
Mar 31, 24
14 Madison Asset Management, LLC 373.32K (2.32%) 34.16K
Increased by +9.15%
Mar 31, 25
15 Simcoe Capital Management, LLC 349.30K (2.17%) -133.43K
Decreased by -38.20%
Mar 31, 25
16 Madison Investment Advisors, LLC 339.16K (2.10%) 339.16K
Increased by +100.00%
Dec 31, 24
17 NORGES BANK 337.73K (2.10%) 75.19K
Increased by +22.26%
Dec 31, 24
18 JPMorgan Chase & Co 313.45K (1.94%) -325.95K
Decreased by -103.99%
Sep 30, 24
19 Goldman Sachs Group Inc 278.76K (1.73%) 91.77K
Increased by +32.92%
Mar 31, 25
20 Brave Warrior Advisors LLC 275.27K (1.71%) -1.30K
Decreased by -0.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.17M (7.24%) -3.29K
Decreased by -0.28%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 632.17K (3.92%) 573.00
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 629.84K (3.91%) 455.00
Increased by +0.07%
May 31, 25
4 Vanguard Small Cap Index 495.70K (3.08%) 2.48K
Increased by +0.50%
May 31, 25
5 iShares Russell 2000 ETF 491.18K (3.05%) 3.40K
Increased by +0.69%
Jun 30, 25
6 American Funds SMALLCAP World A 361.69K (2.24%) 0.00
Increased by 0.00%
Mar 31, 24
7 Vanguard Small Cap Value Index Inv 318.56K (1.98%) -262.00
Decreased by -0.08%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 304.86K (1.89%) 2.08K
Increased by +0.68%
May 31, 25
9 Neuberger Berman Genesis Inv 299.47K (1.86%) -216.00K
Decreased by -72.13%
Jun 30, 25
10 DFA US Small Cap Value I 270.30K (1.68%) 0.00
Increased by 0.00%
May 31, 25
11 Madison Mid Cap Y 199.88K (1.24%) 4.45K
Increased by +2.23%
Jun 30, 25
12 Fidelity® Small Cap Index 199.75K (1.24%) 5.53K
Increased by +2.77%
Oct 31, 23
13 Fidelity Small Cap Index 198.55K (1.23%) 2.41K
Increased by +1.21%
Apr 30, 25
14 iShares S&P Small-Cap 600 Value ETF 184.90K (1.15%) -1.56K
Decreased by -0.85%
Jun 30, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 182.35K (1.13%) 0.00
Increased by 0.00%
Apr 30, 24
16 Neuberger Berman Long Short Instl 175.78K (1.09%) 4.20K
Increased by +2.39%
Jun 30, 25
17 iShares Russell 2000 Value ETF 175.33K (1.09%) 1.22K
Increased by +0.69%
Jun 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 167.35K (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
19 T. Rowe Price Small-Cap Value 149.13K (0.93%) 0.00
Increased by 0.00%
Feb 28, 25
20 DFA US Targeted Value I 143.36K (0.89%) 0.00
Increased by 0.00%
May 31, 25