Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNSC 1.14%
2 FSGS 1.14%
3 CAFG 1.12%
4 RISN 1.07%
5 GRPZ 1.03%
6 XSLV 0.93%
7 SDVD 0.92%
8 SMDV 0.91%
9 SDVY 0.91%
10 PSCI 0.83%
11 JPSV 0.78%
12 OASC 0.65%
13 XSHQ 0.60%
14 DWAS 0.57%
15 FTAG 0.57%
16 JSML 0.50%
17 XSMO 0.49%
18 SFLO 0.47%
19 VEGI 0.45%
20 FYT 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.68M (14.11%) 11.51K
Increased by +0.68%
Mar 31, 25
2 Longview Management Group LLC 1.36M (11.43%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Group Inc 776.16K (6.52%) 7.19K
Increased by +0.93%
Jun 30, 25
4 Allspring Global Investments Holdings, LLC 699.56K (5.87%) 26.84K
Increased by +3.84%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 599.30K (5.03%) 28.20K
Increased by +4.71%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 520.56K (4.37%) -30.31K
Decreased by -5.82%
Jun 30, 25
7 Victory Capital Management Inc. 506.81K (4.25%) 58.10K
Increased by +11.46%
Mar 31, 25
8 Westwood Holdings Group Inc 400.86K (3.36%) 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 (3.19%) 4.41K
Increased by +1.16%
Mar 31, 24
11 First Trust Advisors L.P. 298.71K (2.51%) 284.41K
Increased by +95.21%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 275.26K (2.31%) -14.93K
Decreased by -5.42%
Mar 31, 25
13 Macquarie Group Ltd 260.10K (2.18%) 6.60K
Increased by +2.54%
Mar 31, 25
14 Vaughan Nelson Scarbrgh & Mccullough LP 241.31K (2.03%) -81.11K
Decreased by -33.61%
Dec 31, 24
15 Geode Capital Management, LLC 238.54K (2.00%) 7.81K
Increased by +3.27%
Mar 31, 25
16 Ninepoint Partners LP 230.00K (1.93%) 230.00K
Increased by +100.00%
Mar 31, 25
17 GW&K Investment Management, LLC 201.31K (1.69%) -60.21K
Decreased by -29.91%
Jun 30, 24
18 Kennedy Capital Management Inc 169.30K (1.42%) -548.00
Decreased by -0.32%
Jun 30, 25
19 Northern Trust Corp 161.34K (1.35%) -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 620.83K (5.21%) 92.00
Increased by +0.01%
Jul 31, 25
2 Allspring Special Small Cap Value A 422.07K (3.54%) -22.30K
Decreased by -5.28%
Jul 31, 25
3 First Trust SMID Cp Rising Div Achv ETF 364.92K (3.06%) -711.00
Decreased by -0.19%
Jul 31, 25
4 Victory Sycamore Small Company Opp R 329.00K (2.76%) 24.00K
Increased by +7.29%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 324.21K (2.72%) -6.90K
Decreased by -2.13%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 323.50K (2.72%) 538.00
Increased by +0.17%
Sep 30, 24
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 242.70K (2.04%) -4.62K
Decreased by -1.90%
Jul 31, 25
9 T. Rowe Price Small-Cap Value 221.80K (1.86%) 4.90K
Increased by +2.21%
Mar 31, 24
10 Macquarie Small Cap Core I 217.07K (1.82%) 0.00
Increased by 0.00%
Jun 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 Janus Henderson US Small Cap Growth 148.44K (1.25%) 0.00
Increased by 0.00%
Jun 30, 25
14 Janus Henderson Venture D 148.44K (1.25%) 0.00
Increased by 0.00%
Jun 30, 25
15 Janus Henderson US Small Cap Growth MA 148.36K (1.25%) 148.36K
Increased by +100.00%
Dec 31, 24
16 Avantis US Small Cap Value ETF 136.90K (1.15%) 568.00
Increased by +0.41%
Jul 31, 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 (1.06%) -16.44K
Decreased by -12.97%
Jun 30, 24
20 Wasatch Small Cap Value 121.92K (1.02%) 121.92K
Increased by +100.00%
Jun 30, 25