Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 1.11%
2 DEEP 1.11%
3 SIXS 1.05%
4 XSLV 0.81%
5 WCEO 0.70%
6 OASC 0.62%
7 PXSG 0.61%
8 SMLV 0.44%
9 SIXL 0.43%
10 SSLY 0.30%
11 XSMO 0.28%
12 ROGS 0.27%
13 PSCF 0.27%
14 ISMD 0.21%
15 FESM 0.14%
16 AVSC 0.12%
17 ESIX 0.12%
18 SLY 0.11%
19 IAK 0.10%
20 DES 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.53M (18.85%) 461.79K
Increased by +13.09%
Dec 31, 24
2 Neuberger Berman Group LLC 1.80M (9.59%) -5.83K
Decreased by -0.32%
Dec 31, 24
3 Vanguard Group Inc 1.39M (7.44%) 50.44K
Increased by +3.62%
Dec 31, 24
4 Champlain Investment Partners, LLC 865.20K (4.62%) -51.08K
Decreased by -5.90%
Dec 31, 24
5 State Street Corp 840.16K (4.49%) 28.60K
Increased by +3.40%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 837.01K (4.47%) 29.33K
Increased by +3.50%
Dec 31, 24
7 State Street Corporation 770.02K (4.11%) 23.26K
Increased by +3.02%
Mar 31, 24
8 Charles Schwab Investment Management Inc 661.79K (3.53%) 21.80K
Increased by +3.29%
Dec 31, 24
9 Westwood Holdings Group Inc 604.81K (3.23%) -54.03K
Decreased by -8.93%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 579.97K (3.10%) -19.32K
Decreased by -3.33%
Dec 31, 24
11 Bank of America Corp 556.80K (2.97%) -74.82K
Decreased by -13.44%
Dec 31, 24
12 Geode Capital Management, LLC 536.84K (2.87%) 83.30K
Increased by +15.52%
Dec 31, 24
13 Apg All Pensions Group 515.40K (2.75%) 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 M&G PLC 435.42K (2.33%) -25.65K
Decreased by -5.89%
Dec 31, 24
17 Goldman Sachs Group Inc 430.55K (2.30%) 142.20K
Increased by +33.03%
Dec 31, 23
18 Auto-Owners Insurance Co 426.90K (2.28%) 0.00
Increased by 0.00%
Dec 31, 24
19 GW&K Investment Management, LLC 401.56K (2.14%) -4.50K
Decreased by -1.12%
Mar 31, 24
20 Public Employees Retirt Assn Of Colorado 314.58K (1.68%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 1.18M (6.29%) -11.76K
Decreased by -1.00%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 1.15M (6.16%) -1.21K
Decreased by -0.11%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 615.10K (3.28%) 995.00
Increased by +0.16%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 612.87K (3.27%) 5.59K
Increased by +0.91%
Mar 31, 25
5 Champlain Small Company Fund, LLC 584.35K (3.12%) -125.00
Decreased by -0.02%
Mar 31, 25
6 Schwab US Dividend Equity ETF™ 537.48K (2.87%) 90.00
Increased by +0.02%
Apr 30, 25
7 iShares Russell 2000 ETF 480.03K (2.56%) -3.89K
Decreased by -0.81%
Apr 29, 25
8 Calvert Small-Cap A 476.21K (2.54%) 0.00
Increased by 0.00%
Feb 28, 25
9 Calvert US Small-Cap Strategy 476.21K (2.54%) 10.19K
Increased by +2.14%
Dec 31, 24
10 Victory Small Cap Value CIT (Net 75) 347.00K (1.85%) -403.00K
Decreased by -116.14%
Sep 30, 24
11 Victory Sycamore Small Company Opp R 347.00K (1.85%) -403.00K
Decreased by -116.14%
Sep 30, 24
12 Champlain Small Company Adv 305.00K (1.63%) -35.00K
Decreased by -11.48%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 300.76K (1.61%) 8.90K
Increased by +2.96%
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 190.09K (1.02%) 853.00
Increased by +0.45%
Feb 28, 25
20 Eagle Small Cap Strategy (Vermont Team) 187.54K (1.00%) 431.00
Increased by +0.23%
Mar 31, 25