Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 1.07%
2 RISN 1.07%
3 RNSC 0.97%
4 FSGS 0.97%
5 GRPZ 0.87%
6 XSLV 0.82%
7 JPSV 0.78%
8 PSCI 0.77%
9 OASC 0.65%
10 SDVY 0.62%
11 DWAS 0.54%
12 XSMO 0.49%
13 FTAG 0.48%
14 SFLO 0.47%
15 FYT 0.38%
16 VEGI 0.38%
17 RZG 0.33%
18 QSML 0.32%
19 SLYG 0.29%
20 TPSC 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.67M (14.07%) 37.71K
Increased by +2.26%
Dec 31, 24
2 Longview Management Group LLC 1.36M (11.48%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Group Inc 721.15K (6.08%) 2.36K
Increased by +0.33%
Dec 31, 24
4 Allspring Global Investments Holdings, LLC 672.73K (5.67%) 30.83K
Increased by +4.58%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 599.30K (5.05%) 28.20K
Increased by +4.71%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 590.37K (4.98%) -3.52K
Decreased by -0.60%
Dec 31, 24
7 Victory Capital Management Inc. 448.72K (3.78%) 33.29K
Increased by +7.42%
Dec 31, 24
8 State Street Corp 412.90K (3.48%) 21.17K
Increased by +5.13%
Dec 31, 24
9 State Street Corporation 380.00K (3.20%) 4.41K
Increased by +1.16%
Mar 31, 24
10 Westwood Holdings Group Inc 326.18K (2.75%) -36.74K
Decreased by -11.26%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 290.19K (2.45%) 2.75K
Increased by +0.95%
Dec 31, 24
12 Macquarie Group Ltd 253.49K (2.14%) -1.17K
Decreased by -0.46%
Dec 31, 24
13 Vaughan Nelson Scarbrgh & Mccullough LP 241.31K (2.03%) -81.11K
Decreased by -33.61%
Dec 31, 24
14 Geode Capital Management, LLC 230.74K (1.94%) -1.46K
Decreased by -0.63%
Dec 31, 24
15 GW&K Investment Management, LLC 201.31K (1.70%) -60.21K
Decreased by -29.91%
Jun 30, 24
16 Wellington Management Company LLP 193.84K (1.63%) -4.67K
Decreased by -2.41%
Dec 31, 24
17 HHG PLC 175.51K (1.48%) 435.00
Increased by +0.25%
Dec 31, 24
18 Northern Trust Corp 167.28K (1.41%) 11.93K
Increased by +7.13%
Dec 31, 24
19 JPMorgan Chase & Co 153.11K (1.29%) 19.42K
Increased by +12.68%
Sep 30, 24
20 Neumeier Investment Counsel LLC 148.77K (1.25%) -30.16K
Decreased by -20.27%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 628.86K (5.30%) -588.00
Decreased by -0.09%
Apr 30, 25
2 Allspring Special Small Cap Value A 482.18K (4.06%) -3.40K
Decreased by -0.71%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 323.50K (2.73%) 538.00
Increased by +0.17%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 323.39K (2.73%) 1.60K
Increased by +0.50%
Mar 31, 25
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 276.01K (2.33%) 240.00
Increased by +0.09%
Apr 30, 25
7 Victory Small Cap Value CIT (Net 75) 270.00K (2.28%) -12.00K
Decreased by -4.44%
Dec 31, 24
8 iShares Russell 2000 ETF 251.17K (2.12%) -2.02K
Decreased by -0.80%
Apr 29, 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 214.05K (1.80%) 6.08K
Increased by +2.84%
Mar 31, 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 (1.49%) 22.06K
Increased by +12.51%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 157.17K (1.32%) -1.54K
Decreased by -0.98%
Mar 31, 25
14 Janus Henderson US Small Cap Growth 148.36K (1.25%) -293.00
Decreased by -0.20%
Dec 31, 24
15 Janus Henderson US Small Cap Growth MA 148.36K (1.25%) 148.36K
Increased by +100.00%
Dec 31, 24
16 Janus Henderson Venture D 148.36K (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
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 T. Rowe Price U.S. SC Value Eq Tr-Z 109.08K (0.92%) 3.56K
Increased by +3.26%
Mar 31, 24