Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMDV 1.23%
2 RNSC 1.16%
3 CAFG 1.16%
4 FSGS 1.15%
5 RISN 1.07%
6 GRPZ 1.03%
7 SDVY 0.96%
8 SDVD 0.96%
9 PSCI 0.90%
10 XSLV 0.90%
11 JPSV 0.78%
12 OASC 0.77%
13 FTAG 0.58%
14 DWAS 0.54%
15 SFLO 0.52%
16 JSML 0.50%
17 XSMO 0.49%
18 VEGI 0.45%
19 FYT 0.38%
20 ETHO 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.68M (14.14%) 11.51K
Increased by +0.68%
Mar 31, 25
2 Longview Management Group LLC 1.36M (11.45%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 768.97K (6.47%) 47.82K
Increased by +6.22%
Mar 31, 25
4 Allspring Global Investments Holdings, LLC 699.56K (5.88%) 26.84K
Increased by +3.84%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 599.30K (5.04%) 28.20K
Increased by +4.71%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 550.87K (4.63%) -39.50K
Decreased by -7.17%
Mar 31, 25
7 Victory Capital Management Inc. 506.81K (4.26%) 58.10K
Increased by +11.46%
Mar 31, 25
8 Westwood Holdings Group Inc 400.86K (3.37%) 74.68K
Increased by +18.63%
Mar 31, 25
9 State Street Corp 397.60K (3.34%) -15.30K
Decreased by -3.85%
Mar 31, 25
10 State Street Corporation 380.00K (3.20%) 4.41K
Increased by +1.16%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 275.26K (2.32%) -14.93K
Decreased by -5.42%
Mar 31, 25
12 Macquarie Group Ltd 260.10K (2.19%) 6.60K
Increased by +2.54%
Mar 31, 25
13 Vaughan Nelson Scarbrgh & Mccullough LP 241.31K (2.03%) -81.11K
Decreased by -33.61%
Dec 31, 24
14 Geode Capital Management, LLC 238.54K (2.01%) 7.81K
Increased by +3.27%
Mar 31, 25
15 Ninepoint Partners LP 230.00K (1.93%) 230.00K
Increased by +100.00%
Mar 31, 25
16 GW&K Investment Management, LLC 201.31K (1.69%) -60.21K
Decreased by -29.91%
Jun 30, 24
17 Kennedy Capital Management Inc 169.85K (1.43%) 64.59K
Increased by +38.03%
Mar 31, 25
18 HHG PLC 168.67K (1.42%) -6.84K
Decreased by -4.05%
Mar 31, 25
19 Northern Trust Corp 161.34K (1.36%) -5.95K
Decreased by -3.68%
Mar 31, 25
20 Wellington Management Company LLP 160.41K (1.35%) -33.43K
Decreased by -20.84%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 622.92K (5.24%) 0.00
Increased by 0.00%
May 31, 25
2 Allspring Special Small Cap Value A 481.07K (4.05%) -1.60K
Decreased by -0.33%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 329.27K (2.77%) 5.88K
Increased by +1.78%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 323.50K (2.72%) 538.00
Increased by +0.17%
Sep 30, 24
5 Victory Sycamore Small Company Opp R 305.00K (2.57%) 35.00K
Increased by +11.48%
Mar 31, 25
6 First Trust SMID Cp Rising Div Achv ETF 275.65K (2.32%) 420.00
Increased by +0.15%
May 29, 25
7 Victory Small Cap Value CIT (Net 75) 270.00K (2.27%) -12.00K
Decreased by -4.44%
Dec 31, 24
8 iShares Russell 2000 ETF 255.93K (2.15%) 0.00
Increased by 0.00%
May 31, 25
9 T. Rowe Price Small-Cap Value 221.80K (1.87%) 4.90K
Increased by +2.21%
Mar 31, 24
10 Macquarie Small Cap Core I 217.07K (1.83%) 3.01K
Increased by +1.39%
Apr 30, 25
11 Delaware Small Cap Core I 207.97K (1.75%) 0.00
Increased by 0.00%
Oct 31, 24
12 T. Rowe Price US Smlr Cm Eq A USD 176.31K (1.48%) 22.06K
Increased by +12.51%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 158.53K (1.33%) 1.36K
Increased by +0.86%
Apr 30, 25
14 Janus Henderson US Small Cap Growth 148.44K (1.25%) 74.00
Increased by +0.05%
Mar 31, 25
15 Janus Henderson Venture D 148.44K (1.25%) 74.00
Increased by +0.05%
Mar 31, 25
16 Janus Henderson US Small Cap Growth MA 148.36K (1.25%) 148.36K
Increased by +100.00%
Dec 31, 24
17 Delaware US Small Cap Core Equity (SMA) 127.22K (1.07%) 127.22K
Increased by +100.00%
Mar 31, 24
18 Macquarie US Small Cap Core Equity 127.22K (1.07%) 127.22K
Increased by +100.00%
Mar 31, 24
19 Neumeier Poma Small Cap Value 126.72K (1.07%) -16.44K
Decreased by -12.97%
Jun 30, 24
20 CT (Lux) Glb Smlr Coms IU 114.11K (0.96%) 21.12K
Increased by +18.51%
Feb 28, 25