Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 1.23%
2 FSGS 1.14%
3 RNSC 1.14%
4 RISN 1.07%
5 GRPZ 1.03%
6 SMDV 1.00%
7 SDVY 0.99%
8 SDVD 0.99%
9 XSLV 0.96%
10 PSCI 0.91%
11 OASC 0.79%
12 JPSV 0.78%
13 DWAS 0.62%
14 XSHQ 0.60%
15 FTAG 0.60%
16 SFLO 0.51%
17 JSML 0.50%
18 XSMO 0.49%
19 VEGI 0.47%
20 FYT 0.38%

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 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 (2.32%) -14.93K
Decreased by -5.42%
Mar 31, 25
13 Macquarie Group Ltd 260.10K (2.19%) 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 (2.01%) 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 169.85K (1.43%) 64.59K
Increased by +38.03%
Mar 31, 25
19 HHG PLC 168.67K (1.42%) -6.84K
Decreased by -4.05%
Mar 31, 25
20 Northern Trust Corp 161.34K (1.36%) -5.95K
Decreased by -3.68%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 620.73K (5.22%) 0.00
Increased by 0.00%
Jul 30, 25
2 Allspring Special Small Cap Value A 444.38K (3.74%) -36.70K
Decreased by -8.26%
Jun 30, 25
3 First Trust SMID Cp Rising Div Achv ETF 364.92K (3.07%) -711.00
Decreased by -0.19%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 331.11K (2.79%) 1.54K
Increased by +0.46%
Jun 30, 25
5 Victory Sycamore Small Company Opp R 329.00K (2.77%) 24.00K
Increased by +7.29%
Jun 30, 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 247.32K (2.08%) -4.00K
Decreased by -1.62%
Jul 30, 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%) 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 Vanguard Institutional Extnd Mkt Idx Tr 160.10K (1.35%) 540.00
Increased by +0.34%
Jun 30, 25
14 Janus Henderson US Small Cap Growth 148.44K (1.25%) 0.00
Increased by 0.00%
Jun 30, 25
15 Janus Henderson Venture D 148.44K (1.25%) 0.00
Increased by 0.00%
May 31, 25
16 Janus Henderson US Small Cap Growth MA 148.36K (1.25%) 148.36K
Increased by +100.00%
Dec 31, 24
17 Avantis US Small Cap Value ETF 136.33K (1.15%) 490.00
Increased by +0.36%
Jul 30, 25
18 Delaware US Small Cap Core Equity (SMA) 127.22K (1.07%) 127.22K
Increased by +100.00%
Mar 31, 24
19 Macquarie US Small Cap Core Equity 127.22K (1.07%) 127.22K
Increased by +100.00%
Mar 31, 24
20 Neumeier Poma Small Cap Value 126.72K (1.07%) -16.44K
Decreased by -12.97%
Jun 30, 24