Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 5.95%
2 SURE 1.22%
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 SBB 0.31%
14 SDD 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 4.21M (14.90%) -34.81K
Decreased by -0.83%
Mar 31, 26
2 Vanguard Group Inc 3.16M (11.18%) -92.37K
Decreased by -2.93%
Dec 31, 25
3 Earnest Partners LLC 2.51M (8.88%) -54.28K
Decreased by -2.17%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.78M (6.30%) 1.78M
Increased by +100.00%
Mar 31, 26
5 American Century Companies Inc 1.44M (5.12%) 62.84K
Increased by +4.35%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.29M (4.56%) 1.29M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 1.19M (4.21%) 14.59K
Increased by +1.23%
Mar 31, 24
8 State Street Corp 1.10M (3.91%) -37.01K
Decreased by -3.35%
Mar 31, 26
9 Bank of America Corp 1.04M (3.70%) 160.37K
Increased by +15.37%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 914.93K (3.24%) -40.22K
Decreased by -4.40%
Mar 31, 26
11 Barrow Hanley Mewhinney & Strauss LLC 867.90K (3.07%) 323.47K
Increased by +37.27%
Mar 31, 26
12 Victory Capital Management Inc. 867.82K (3.07%) 123.66K
Increased by +14.25%
Jun 30, 25
13 Kayne Anderson Rudnick Investment Management LLC 806.58K (2.86%) -92.72K
Decreased by -11.50%
Dec 31, 25
14 SEI Investments Co 786.47K (2.79%) 10.88K
Increased by +1.38%
Mar 31, 26
15 Champlain Investment Partners, LLC 717.97K (2.54%) -325.49K
Decreased by -45.33%
Mar 31, 25
16 Geode Capital Management, LLC 700.85K (2.48%) 12.37K
Increased by +1.76%
Mar 31, 26
17 Westwood Holdings Group Inc 688.52K (2.44%) 17.83K
Increased by +2.59%
Mar 31, 24
18 Franklin Resources Inc 648.81K (2.30%) 643.02K
Increased by +99.11%
Sep 30, 25
19 Gamco Investors, Inc. Et Al 644.61K (2.28%) 429.56K
Increased by +66.64%
Mar 31, 26
20 Loomis, Sayles & Company LP 636.25K (2.25%) -17.17K
Decreased by -2.70%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.74M (6.16%) 665.00
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 989.22K (3.50%) 1.11K
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 921.80K (3.27%) 4.33K
Increased by +0.47%
Apr 30, 26
4 Avantis US Small Cap Value ETF 920.05K (3.26%) 1.67K
Increased by +0.18%
May 30, 26
5 American Century Small Cap Growth Inv 820.58K (2.91%) 163.09K
Increased by +19.88%
Jun 30, 25
6 American Century U.S. Small Cap Growth 820.58K (2.91%) 163.09K
Increased by +19.88%
Jun 30, 25
7 iShares Russell 2000 ETF 681.34K (2.41%) 6.29K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 652.70K (2.31%) 159.00
Increased by +0.02%
Apr 30, 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 Founders 537.98K (1.91%) 8.20K
Increased by +1.52%
Apr 30, 26
13 EARNEST Partners Smid Cap Core Fdrs 535.55K (1.90%) -2.42K
Decreased by -0.45%
May 31, 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 (1.83%) 517.12K
Increased by +99.85%
Dec 31, 23
17 Champlain Small Company Fund, LLC 455.94K (1.61%) -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 416.37K (1.47%) 646.00
Increased by +0.16%
Apr 30, 26