Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 1.39%
2 EPSV 1.10%
3 SMCP 1.02%
4 PXSG 0.84%
5 HAPS 0.81%
6 SURE 0.76%
7 EPSB 0.69%
8 PSCI 0.69%
9 XSLV 0.64%
10 DGRS 0.38%
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 4.63M (15.83%) -176.54K
Decreased by -3.82%
Mar 31, 25
2 Vanguard Group Inc 3.30M (11.29%) -124.98K
Decreased by -3.79%
Jun 30, 25
3 Earnest Partners LLC 2.66M (9.09%) 9.49K
Increased by +0.36%
Jun 30, 25
4 American Century Companies Inc 1.70M (5.81%) 464.04K
Increased by +27.33%
Jun 30, 25
5 Bank of America Corp 1.43M (4.90%) 68.38K
Increased by +4.77%
Mar 31, 25
6 State Street Corp 1.21M (4.15%) -58.76K
Decreased by -4.84%
Mar 31, 25
7 State Street Corporation 1.19M (4.06%) 14.59K
Increased by +1.23%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 1.13M (3.86%) -55.12K
Decreased by -4.88%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.08M (3.71%) -17.07K
Decreased by -1.58%
Jun 30, 25
10 Kayne Anderson Rudnick Investment Management LLC 961.51K (3.29%) 13.25K
Increased by +1.38%
Mar 31, 25
11 Victory Capital Management Inc. 867.82K (2.97%) 123.66K
Increased by +14.25%
Jun 30, 25
12 Massachusetts Financial Services Company 862.92K (2.95%) 31.97K
Increased by +3.70%
Jun 30, 25
13 SEI Investments Co 797.41K (2.73%) 46.68K
Increased by +5.85%
Jun 30, 25
14 Geode Capital Management, LLC 734.79K (2.51%) 22.93K
Increased by +3.12%
Mar 31, 25
15 Champlain Investment Partners, LLC 717.97K (2.46%) -325.49K
Decreased by -45.33%
Mar 31, 25
16 William Blair Investment Management, LLC 702.43K (2.40%) -19.92K
Decreased by -2.84%
Jun 30, 25
17 Westwood Holdings Group Inc 688.52K (2.36%) 17.83K
Increased by +2.59%
Mar 31, 24
18 Loomis, Sayles & Company LP 636.25K (2.18%) -17.17K
Decreased by -2.70%
Sep 30, 24
19 Principal Financial Group Inc 586.27K (2.01%) 36.27K
Increased by +6.19%
Sep 30, 24
20 ACK Asset Management LLC 585.00K (2.00%) 585.00K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.80M (6.15%) 278.00
Increased by +0.02%
Aug 29, 25
2 Vanguard US Total Market Shares ETF 989.22K (3.38%) 1.11K
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 926.01K (3.17%) -19.70K
Decreased by -2.13%
Jul 31, 25
4 American Century Small Cap Growth Inv 820.58K (2.81%) 163.09K
Increased by +19.88%
Jun 30, 25
5 American Century U.S. Small Cap Growth 820.58K (2.81%) 163.09K
Increased by +19.88%
Jun 30, 25
6 Vanguard Small Cap Index 734.62K (2.51%) -2.83K
Decreased by -0.39%
Jul 31, 25
7 iShares Russell 2000 ETF 720.45K (2.47%) -8.06K
Decreased by -1.12%
Aug 29, 25
8 Victory Sycamore Small Company Opp R 630.00K (2.16%) 84.00K
Increased by +13.33%
Jun 30, 25
9 Victory Small Cap Value CIT (Net 75) 620.00K (2.12%) 115.00K
Increased by +18.55%
Sep 30, 24
10 EARNEST Small/Mid Cap Value 604.99K (2.07%) 604.01K
Increased by +99.84%
Dec 31, 23
11 Avantis US Small Cap Value ETF 565.19K (1.93%) 2.16K
Increased by +0.38%
Aug 30, 25
12 EARNEST Partners Smid Cap Core Founders 548.37K (1.88%) 26.39K
Increased by +4.81%
Jul 31, 25
13 Calvert Small-Cap A 520.34K (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
14 Calvert US Small-Cap Strategy 520.34K (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
15 EARNEST Small Cap Value 517.92K (1.77%) 517.12K
Increased by +99.85%
Dec 31, 23
16 Vanguard Small Cap Value Index Inv 472.56K (1.62%) 1.70K
Increased by +0.36%
Jul 31, 25
17 Champlain Small Company Fund, LLC 455.94K (1.56%) -22.56K
Decreased by -4.95%
May 31, 25
18 ClearBridge Small Cap Growth 429.87K (1.47%) 0.00
Increased by 0.00%
Aug 31, 24
19 ClearBridge Small Cap Growth A 429.87K (1.47%) -18.00K
Decreased by -4.19%
Jun 30, 24
20 Harbor Small Cap Value Instl 392.17K (1.34%) -19.95K
Decreased by -5.09%
Jun 30, 25