Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 1.71%
2 SMCP 1.02%
3 PSCI 0.86%
4 PXSG 0.84%
5 HAPS 0.81%
6 XSLV 0.64%
7 DGRS 0.46%
8 DWAS 0.33%
9 FESM 0.33%
10 SDD 0.31%
11 SBB 0.31%
12 SLY 0.30%
13 TPSC 0.27%
14 RNSC 0.25%
15 FSGS 0.25%
16 HSMV 0.24%
17 TRFM 0.23%
18 AVSC 0.23%
19 QVMS 0.22%
20 ISMD 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.80M (16.04%) 11.53K
Increased by +0.24%
Dec 31, 24
2 Vanguard Group Inc 3.49M (11.67%) 12.69K
Increased by +0.36%
Dec 31, 24
3 Earnest Partners LLC 2.64M (8.82%) 99.15K
Increased by +3.75%
Dec 31, 24
4 Bank of America Corp 1.36M (4.56%) 163.76K
Increased by +12.01%
Dec 31, 24
5 State Street Corp 1.27M (4.25%) 54.47K
Increased by +4.28%
Dec 31, 24
6 State Street Corporation 1.19M (3.97%) 14.59K
Increased by +1.23%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 1.18M (3.95%) -61.93K
Decreased by -5.23%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 1.10M (3.68%) 9.23K
Increased by +0.84%
Dec 31, 24
9 Champlain Investment Partners, LLC 1.04M (3.49%) -7.33K
Decreased by -0.70%
Dec 31, 24
10 Kayne Anderson Rudnick Investment Management LLC 948.26K (3.17%) -24.76K
Decreased by -2.61%
Dec 31, 24
11 American Century Companies Inc 849.38K (2.84%) 824.98K
Increased by +97.13%
Dec 31, 24
12 Massachusetts Financial Services Company 777.55K (2.60%) 777.55K
Increased by +100.00%
Dec 31, 24
13 SEI Investments Co 729.38K (2.44%) 47.94K
Increased by +6.57%
Dec 31, 24
14 Victory Capital Management Inc. 724.54K (2.42%) -123.29K
Decreased by -17.02%
Dec 31, 24
15 Geode Capital Management, LLC 711.86K (2.38%) -3.92K
Decreased by -0.55%
Dec 31, 24
16 Westwood Holdings Group Inc 688.52K (2.30%) 17.83K
Increased by +2.59%
Mar 31, 24
17 William Blair Investment Management, LLC 647.10K (2.16%) -70.39K
Decreased by -10.88%
Dec 31, 24
18 Loomis, Sayles & Company LP 636.25K (2.13%) -17.17K
Decreased by -2.70%
Sep 30, 24
19 Principal Financial Group Inc 586.27K (1.96%) 36.27K
Increased by +6.19%
Sep 30, 24
20 ClearBridge Advisors, LLC 572.08K (1.91%) -10.30K
Decreased by -1.80%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.94M (6.46%) 1.21K
Increased by +0.06%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 989.22K (3.30%) 1.11K
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 988.54K (3.30%) 4.72K
Increased by +0.48%
Mar 31, 25
4 iShares Russell 2000 ETF 817.58K (2.73%) -7.09K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 772.31K (2.58%) -26.85K
Decreased by -3.48%
Mar 31, 25
6 American Century Small Cap Growth Inv 657.49K (2.20%) 129.26K
Increased by +19.66%
Mar 31, 25
7 American Century U.S. Small Cap Growth 657.49K (2.20%) 129.26K
Increased by +19.66%
Mar 31, 25
8 Victory Small Cap Value CIT (Net 75) 620.00K (2.07%) 115.00K
Increased by +18.55%
Sep 30, 24
9 EARNEST Small/Mid Cap Value 604.99K (2.02%) 604.01K
Increased by +99.84%
Dec 31, 23
10 Victory Sycamore Small Company Opp R 546.00K (1.82%) 11.00K
Increased by +2.01%
Mar 31, 25
11 Calvert Small-Cap A 529.47K (1.77%) 0.00
Increased by 0.00%
Feb 28, 25
12 Calvert US Small-Cap Strategy 529.47K (1.77%) 11.37K
Increased by +2.15%
Dec 31, 24
13 EARNEST Small Cap Value 517.92K (1.73%) 517.12K
Increased by +99.85%
Dec 31, 23
14 EARNEST Partners Smid Cap Core Founders 512.60K (1.71%) -2.86K
Decreased by -0.56%
Mar 31, 25
15 Vanguard Small Cap Value Index Inv 499.91K (1.67%) -26.36K
Decreased by -5.27%
Mar 31, 25
16 Champlain Small Company Fund, LLC 497.23K (1.66%) -216.25K
Decreased by -43.49%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 475.77K (1.59%) -3.24K
Decreased by -0.68%
Mar 31, 25
18 ClearBridge Small Cap Growth 429.87K (1.44%) 0.00
Increased by 0.00%
Aug 31, 24
19 ClearBridge Small Cap Growth A 429.87K (1.44%) -18.00K
Decreased by -4.19%
Jun 30, 24
20 Harbor Small Cap Value Instl 412.12K (1.38%) -2.89K
Decreased by -0.70%
Mar 31, 25