Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 5.00%
2 SURE 1.12%
3 SMCP 1.02%
4 EPSV 0.92%
5 PXSG 0.84%
6 HAPS 0.81%
7 XSLV 0.64%
8 EPSB 0.60%
9 PSCI 0.59%
10 DGRS 0.37%
11 DWAS 0.33%
12 FESM 0.33%
13 SDD 0.31%
14 SBB 0.31%
15 SLY 0.30%
16 TPSC 0.27%
17 RNSC 0.25%
18 FSGS 0.25%
19 HSMV 0.24%
20 AVSC 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.24M (15.03%) 53.03K
Increased by +1.25%
Dec 31, 25
2 Vanguard Group Inc 3.16M (11.18%) -92.37K
Decreased by -2.93%
Dec 31, 25
3 Earnest Partners LLC 2.56M (9.08%) -45.38K
Decreased by -1.77%
Dec 31, 25
4 American Century Companies Inc 1.38M (4.89%) -327.83K
Decreased by -23.73%
Dec 31, 25
5 State Street Corporation 1.19M (4.21%) 14.59K
Increased by +1.23%
Mar 31, 24
6 State Street Corp 1.14M (4.04%) 12.68K
Increased by +1.11%
Dec 31, 25
7 Dimensional Fund Advisors, Inc. 914.93K (3.24%) -40.22K
Decreased by -4.40%
Mar 31, 26
8 Bank of America Corp 883.21K (3.13%) -450.49K
Decreased by -51.01%
Dec 31, 25
9 Barrow Hanley Mewhinney & Strauss LLC 867.90K (3.08%) 323.47K
Increased by +37.27%
Mar 31, 26
10 Victory Capital Management Inc. 867.82K (3.07%) 123.66K
Increased by +14.25%
Jun 30, 25
11 Kayne Anderson Rudnick Investment Management LLC 806.58K (2.86%) -92.72K
Decreased by -11.50%
Dec 31, 25
12 SEI Investments Co 775.59K (2.75%) -27.25K
Decreased by -3.51%
Dec 31, 25
13 Champlain Investment Partners, LLC 717.97K (2.54%) -325.49K
Decreased by -45.33%
Mar 31, 25
14 Westwood Holdings Group Inc 688.52K (2.44%) 17.83K
Increased by +2.59%
Mar 31, 24
15 Geode Capital Management, LLC 688.48K (2.44%) -21.00K
Decreased by -3.05%
Dec 31, 25
16 Franklin Resources Inc 648.81K (2.30%) 643.02K
Increased by +99.11%
Sep 30, 25
17 Loomis, Sayles & Company LP 636.25K (2.25%) -17.17K
Decreased by -2.70%
Sep 30, 24
18 ACK Asset Management LLC 600.00K (2.13%) -160.00K
Decreased by -26.67%
Dec 31, 25
19 Massachusetts Financial Services Company 593.28K (2.10%) -31.43K
Decreased by -5.30%
Mar 31, 26
20 Principal Financial Group Inc 586.27K (2.08%) 36.27K
Increased by +6.19%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.75M (6.20%) 414.00
Increased by +0.02%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 989.22K (3.51%) 1.11K
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 917.47K (3.25%) 8.06K
Increased by +0.88%
Mar 31, 26
4 American Century Small Cap Growth Inv 820.58K (2.91%) 163.09K
Increased by +19.88%
Jun 30, 25
5 American Century U.S. Small Cap Growth 820.58K (2.91%) 163.09K
Increased by +19.88%
Jun 30, 25
6 Avantis US Small Cap Value ETF 783.55K (2.78%) 0.00
Increased by 0.00%
Apr 30, 26
7 iShares Russell 2000 ETF 674.93K (2.39%) 5.69K
Increased by +0.84%
Apr 30, 26
8 Vanguard Small Cap Index 652.54K (2.31%) 1.19K
Increased by +0.18%
Mar 31, 26
9 Victory Sycamore Small Company Opp R 630.00K (2.23%) 84.00K
Increased by +13.33%
Jun 30, 25
10 Victory Small Cap Value CIT (Net 75) 620.00K (2.20%) 115.00K
Increased by +18.55%
Sep 30, 24
11 EARNEST Small/Mid Cap Value 604.99K (2.14%) 604.01K
Increased by +99.84%
Dec 31, 23
12 EARNEST Partners Smid Cap Core Fdrs 537.98K (1.91%) 8.20K
Increased by +1.52%
Apr 30, 26
13 EARNEST Partners Smid Cap Core Founders 537.98K (1.91%) 8.20K
Increased by +1.52%
Apr 30, 26
14 Calvert Small-Cap A 520.34K (1.84%) 0.00
Increased by 0.00%
Jul 31, 25
15 Calvert US Small-Cap Strategy 520.34K (1.84%) 0.00
Increased by 0.00%
Jun 30, 25
16 EARNEST Small Cap Value 517.92K (1.84%) 517.12K
Increased by +99.85%
Dec 31, 23
17 Champlain Small Company Fund, LLC 455.94K (1.62%) -22.56K
Decreased by -4.95%
May 31, 25
18 ClearBridge Small Cap Growth 429.87K (1.52%) 0.00
Increased by 0.00%
Aug 31, 24
19 ClearBridge Small Cap Growth A 429.87K (1.52%) -18.00K
Decreased by -4.19%
Jun 30, 24
20 Vanguard Small Cap Value Index Inv 415.73K (1.47%) -2.79K
Decreased by -0.67%
Mar 31, 26