Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 1.11%
2 DEEP 1.11%
3 SIXS 0.97%
4 SMDV 0.91%
5 XSLV 0.79%
6 WCEO 0.67%
7 PXSG 0.61%
8 OASC 0.51%
9 OUSM 0.51%
10 SIXL 0.43%
11 SMLV 0.40%
12 VFMV 0.39%
13 XSHQ 0.34%
14 SSLY 0.30%
15 XSMO 0.28%
16 ROGS 0.27%
17 PSCF 0.27%
18 ISMD 0.21%
19 SMMV 0.16%
20 FESM 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.42M (18.28%) -111.72K
Decreased by -3.27%
Mar 31, 25
2 Neuberger Berman Group LLC 1.79M (9.56%) -8.97K
Decreased by -0.50%
Mar 31, 25
3 Vanguard Group Inc 1.44M (7.72%) 49.78K
Increased by +3.45%
Mar 31, 25
4 Champlain Investment Partners, LLC 848.99K (4.54%) -16.21K
Decreased by -1.91%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 814.73K (4.36%) -22.29K
Decreased by -2.74%
Mar 31, 25
6 State Street Corp 806.07K (4.31%) -34.09K
Decreased by -4.23%
Mar 31, 25
7 State Street Corporation 770.02K (4.12%) 23.26K
Increased by +3.02%
Mar 31, 24
8 Charles Schwab Investment Management Inc 723.56K (3.87%) 61.77K
Increased by +8.54%
Mar 31, 25
9 Westwood Holdings Group Inc 684.56K (3.66%) 79.75K
Increased by +11.65%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 556.56K (2.98%) -23.41K
Decreased by -4.21%
Mar 31, 25
11 Geode Capital Management, LLC 554.54K (2.97%) 17.70K
Increased by +3.19%
Mar 31, 25
12 Bank of America Corp 538.93K (2.88%) -17.87K
Decreased by -3.32%
Mar 31, 25
13 Apg All Pensions Group 515.40K (2.76%) 0.00
Increased by 0.00%
Mar 31, 24
14 M&G INVESTMENT MANAGEMENT LTD 476.59K (2.55%) -26.14K
Decreased by -5.49%
Dec 31, 23
15 Victory Capital Management Inc. 469.70K (2.51%) -526.10K
Decreased by -112.01%
Sep 30, 24
16 Auto-Owners Insurance Co 426.90K (2.28%) 0.00
Increased by 0.00%
Mar 31, 25
17 GW&K Investment Management, LLC 401.56K (2.15%) -4.50K
Decreased by -1.12%
Mar 31, 24
18 Royce & Associates, LP 395.76K (2.12%) 90.39K
Increased by +22.84%
Mar 31, 25
19 M&G PLC 371.83K (1.99%) -63.59K
Decreased by -17.10%
Mar 31, 25
20 Public Employees Retirt Assn Of Colorado 314.58K (1.68%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 1.18M (6.30%) -11.76K
Decreased by -1.00%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 1.14M (6.11%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 618.63K (3.31%) 1.18K
Increased by +0.19%
May 31, 25
4 Vanguard US Total Market Shares ETF 615.10K (3.29%) 995.00
Increased by +0.16%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 545.27K (2.92%) 360.00
Increased by +0.07%
May 31, 25
6 Champlain Small Company Fund, LLC 541.45K (2.90%) -24.60K
Decreased by -4.54%
May 31, 25
7 iShares Russell 2000 ETF 486.26K (2.60%) 0.00
Increased by 0.00%
May 31, 25
8 Calvert Small-Cap A 468.01K (2.50%) 0.00
Increased by 0.00%
Apr 30, 25
9 Calvert US Small-Cap Strategy 468.01K (2.50%) -8.21K
Decreased by -1.75%
Mar 31, 25
10 Victory Small Cap Value CIT (Net 75) 347.00K (1.86%) -403.00K
Decreased by -116.14%
Sep 30, 24
11 Victory Sycamore Small Company Opp R 347.00K (1.86%) -403.00K
Decreased by -116.14%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 303.87K (1.63%) 2.54K
Increased by +0.84%
May 31, 25
13 Champlain Small Company Adv 295.00K (1.58%) -10.00K
Decreased by -3.39%
Mar 31, 25
14 Royce Small-Cap Quality Value Composite 291.19K (1.56%) 63.09K
Increased by +21.66%
Mar 31, 25
15 Royce Small-Cap Total Return Invmt 291.19K (1.56%) 63.09K
Increased by +21.66%
Mar 31, 25
16 Old Westbury Small & Mid Cap Strategies 255.00K (1.36%) 0.00
Increased by 0.00%
Jan 31, 25
17 Westwood Mgt SmallCap Value 202.29K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
18 Westwood Quality SmallCap Fund Inst 202.29K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity Small Cap Index 191.22K (1.02%) 1.12K
Increased by +0.59%
Mar 31, 25
20 Eagle Small Cap Strategy (Vermont Team) 187.54K (1.00%) 431.00
Increased by +0.23%
Mar 31, 25