Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FLZA 3.66%
2 EZA 3.26%
3 PSCD 2.83%
4 SDEM 2.02%
5 PEZ 1.72%
6 AMID 1.55%
7 XRT 1.44%
8 SMOT 1.37%
9 GURU 1.35%
10 RWJ 1.30%
11 XSVM 1.17%
12 CARD 1.14%
13 CARU 1.14%
14 RZV 1.12%
15 HAPS 1.08%
16 GRPZ 1.08%
17 MEMX 1.07%
18 AFK 1.03%
19 XSMO 0.97%
20 SMCP 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.02M (18.67%) -50.67K
Decreased by -1.68%
Mar 31, 25
2 Vanguard Group Inc 2.18M (13.48%) -30.38K
Decreased by -1.39%
Mar 31, 25
3 Pamet Capital Management, LP 2.11M (13.04%) 0.00
Increased by 0.00%
Mar 31, 25
4 Impactive Capital LP 1.40M (8.64%) -360.16K
Decreased by -25.79%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 1.09M (6.73%) -19.00K
Decreased by -1.74%
Mar 31, 25
6 Neuberger Berman Group LLC 1.00M (6.21%) -25.06K
Decreased by -2.50%
Mar 31, 25
7 State Street Corporation 830.62K (5.14%) 22.27K
Increased by +2.68%
Mar 31, 24
8 State Street Corp 784.49K (4.85%) -39.87K
Decreased by -5.08%
Mar 31, 25
9 Eminence Capital LLC 736.62K (4.55%) -51.15K
Decreased by -6.94%
Mar 31, 25
10 Timucuan Asset Management Inc/FL 713.16K (4.41%) 5.28K
Increased by +0.74%
Mar 31, 25
11 Congress Asset Management Company, LLP 517.70K (3.20%) -4.11K
Decreased by -0.79%
Sep 30, 23
12 Geode Capital Management, LLC 469.04K (2.90%) 14.48K
Increased by +3.09%
Mar 31, 25
13 Capital Research Global Investors 438.81K (2.71%) 0.00
Increased by 0.00%
Mar 31, 24
14 Madison Asset Management, LLC 373.32K (2.31%) 34.16K
Increased by +9.15%
Mar 31, 25
15 Simcoe Capital Management, LLC 349.30K (2.16%) -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 (2.09%) 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 (1.72%) 91.77K
Increased by +32.92%
Mar 31, 25
20 Brave Warrior Advisors LLC 275.27K (1.70%) -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 1.18M (7.28%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 632.17K (3.91%) 573.00
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 629.84K (3.89%) 455.00
Increased by +0.07%
May 31, 25
4 Neuberger Berman Genesis Inv 515.47K (3.19%) -5.14K
Decreased by -1.00%
Mar 31, 25
5 Vanguard Small Cap Index 495.70K (3.07%) 2.48K
Increased by +0.50%
May 31, 25
6 iShares Russell 2000 ETF 494.22K (3.06%) 0.00
Increased by 0.00%
May 31, 25
7 American Funds SMALLCAP World A 361.69K (2.24%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Small Cap Value Index Inv 318.56K (1.97%) -262.00
Decreased by -0.08%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 304.86K (1.89%) 2.08K
Increased by +0.68%
May 31, 25
10 DFA US Small Cap Value I 270.30K (1.67%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity® Small Cap Index 199.75K (1.24%) 5.53K
Increased by +2.77%
Oct 31, 23
12 Fidelity Small Cap Index 196.15K (1.21%) 1.36K
Increased by +0.70%
Mar 31, 25
13 Madison Mid Cap Y 195.43K (1.21%) 0.00
Increased by 0.00%
May 31, 25
14 iShares S&P Small-Cap 600 Value ETF 191.84K (1.19%) 0.00
Increased by 0.00%
May 31, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 182.35K (1.13%) 0.00
Increased by 0.00%
Apr 30, 24
16 iShares Russell 2000 Value ETF 178.16K (1.10%) 0.00
Increased by 0.00%
May 31, 25
17 Neuberger Berman Long Short Instl 171.58K (1.06%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 166.58K (1.03%) 0.00
Increased by 0.00%
May 30, 25
19 T. Rowe Price Small-Cap Value 149.13K (0.92%) 0.00
Increased by 0.00%
Feb 28, 25
20 DFA US Targeted Value I 143.36K (0.89%) 6.92K
Increased by +4.83%
Apr 30, 25