Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 1.71%
2 SMCP 1.02%
3 PXSG 0.84%
4 PSCI 0.82%
5 HAPS 0.81%
6 XSLV 0.64%
7 DGRS 0.48%
8 DWAS 0.33%
9 FESM 0.33%
10 SBB 0.31%
11 SDD 0.31%
12 SLY 0.30%
13 TPSC 0.27%
14 RNSC 0.25%
15 FSGS 0.25%
16 HSMV 0.24%
17 AVSC 0.24%
18 TRFM 0.23%
19 QVMS 0.22%
20 ISMD 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.63M (15.46%) -176.54K
Decreased by -3.82%
Mar 31, 25
2 Vanguard Group Inc 3.42M (11.44%) -70.47K
Decreased by -2.06%
Mar 31, 25
3 Earnest Partners LLC 2.65M (8.84%) 4.65K
Increased by +0.18%
Mar 31, 25
4 Bank of America Corp 1.43M (4.79%) 68.38K
Increased by +4.77%
Mar 31, 25
5 American Century Companies Inc 1.23M (4.12%) 384.55K
Increased by +31.16%
Mar 31, 25
6 State Street Corp 1.21M (4.06%) -58.76K
Decreased by -4.84%
Mar 31, 25
7 State Street Corporation 1.19M (3.97%) 14.59K
Increased by +1.23%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 1.13M (3.77%) -55.12K
Decreased by -4.88%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.10M (3.68%) -3.06K
Decreased by -0.28%
Mar 31, 25
10 Kayne Anderson Rudnick Investment Management LLC 961.51K (3.21%) 13.25K
Increased by +1.38%
Mar 31, 25
11 Massachusetts Financial Services Company 830.95K (2.78%) 53.40K
Increased by +6.43%
Mar 31, 25
12 SEI Investments Co 750.73K (2.51%) 21.35K
Increased by +2.84%
Mar 31, 25
13 Victory Capital Management Inc. 744.16K (2.49%) 19.62K
Increased by +2.64%
Mar 31, 25
14 Geode Capital Management, LLC 734.79K (2.46%) 22.93K
Increased by +3.12%
Mar 31, 25
15 William Blair Investment Management, LLC 722.35K (2.41%) 75.25K
Increased by +10.42%
Mar 31, 25
16 Champlain Investment Partners, LLC 717.97K (2.40%) -325.49K
Decreased by -45.33%
Mar 31, 25
17 Westwood Holdings Group Inc 688.52K (2.30%) 17.83K
Increased by +2.59%
Mar 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 1.88M (6.29%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 993.39K (3.32%) 904.00
Increased by +0.09%
May 31, 25
3 Vanguard US Total Market Shares ETF 989.22K (3.31%) 1.11K
Increased by +0.11%
Sep 30, 24
4 iShares Russell 2000 ETF 780.13K (2.61%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 778.58K (2.60%) 2.85K
Increased by +0.37%
May 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 520.34K (1.74%) 0.00
Increased by 0.00%
Apr 30, 25
12 Calvert US Small-Cap Strategy 520.34K (1.74%) -9.13K
Decreased by -1.75%
Mar 31, 25
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 507.02K (1.69%) -3.06K
Decreased by -0.60%
May 31, 25
15 Vanguard Small Cap Value Index Inv 501.03K (1.67%) -442.00
Decreased by -0.09%
May 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 483.67K (1.62%) 3.36K
Increased by +0.69%
May 31, 25
17 Champlain Small Company Fund, LLC 455.94K (1.52%) -22.56K
Decreased by -4.95%
May 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 Avantis US Small Cap Value ETF 414.26K (1.38%) 10.19K
Increased by +2.46%
May 31, 25