Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.62%
2 XSVM 0.66%
3 AIRR 0.53%
4 RZV 0.50%
5 RNSC 0.39%
6 PSCI 0.37%
7 SEIS 0.33%
8 FYT 0.31%
9 CSML 0.21%
10 TPSC 0.18%
11 DGRS 0.16%
12 ESIX 0.15%
13 FYX 0.15%
14 IJS 0.15%
15 VIOV 0.14%
16 CSA 0.12%
17 CSF 0.12%
18 SLYV 0.12%
19 RWJ 0.11%
20 SLY 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.81M (16.92%) -265.71K
Decreased by -6.97%
Mar 31, 25
2 Vanguard Group Inc 2.48M (11.01%) -73.82K
Decreased by -2.98%
Mar 31, 25
3 Victory Capital Management Inc. 1.51M (6.69%) -44.67K
Decreased by -2.96%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.46M (6.46%) -28.07K
Decreased by -1.93%
Mar 31, 25
5 Gamco Investors, Inc. Et Al 1.26M (5.60%) -11.45K
Decreased by -0.91%
Mar 31, 25
6 FMR Inc 894.19K (3.97%) 16.48K
Increased by +1.84%
Dec 31, 24
7 State Street Corporation 876.75K (3.89%) 4.74K
Increased by +0.54%
Mar 31, 24
8 State Street Corp 874.38K (3.88%) -29.06K
Decreased by -3.32%
Mar 31, 25
9 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 819.91K (3.64%) 150.63K
Increased by +18.37%
Mar 31, 25
10 Gabelli Funds LLC 589.30K (2.61%) -5.10K
Decreased by -0.87%
Dec 31, 24
11 Geode Capital Management, LLC 566.86K (2.52%) -2.20K
Decreased by -0.39%
Mar 31, 25
12 Segall Bryant & Hamill 403.90K (1.79%) -41.15K
Decreased by -10.19%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 398.46K (1.77%) 65.14K
Increased by +16.35%
Mar 31, 25
14 Amvescap Plc. 381.60K (1.69%) 1.24K
Increased by +0.33%
Dec 31, 24
15 First Trust Advisors L.P. 363.56K (1.61%) 97.34K
Increased by +26.77%
Sep 30, 24
16 American Century Companies Inc 361.39K (1.60%) 179.62K
Increased by +49.70%
Mar 31, 25
17 Harvey Partners LLC 335.00K (1.49%) 46.00K
Increased by +13.73%
Mar 31, 25
18 Mirae Asset Global Investments (Korea) Co Ltd 321.74K (1.43%) -55.96K
Decreased by -17.39%
Mar 31, 24
19 Kennedy Capital Management Inc 308.21K (1.37%) 153.23K
Increased by +49.72%
Mar 31, 25
20 Arnhold & S. Bleichroeder Advisers, LLC 300.65K (1.33%) 54.80K
Increased by +18.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.38M (6.12%) -1.46K
Decreased by -0.11%
Apr 30, 25
2 Victory Small Cap Value CIT (Net 75) 1.19M (5.26%) -135.00K
Decreased by -11.39%
Sep 30, 24
3 Victory Sycamore Small Company Opp R 1.12M (4.97%) -50.00K
Decreased by -4.46%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 744.08K (3.30%) 0.00
Increased by 0.00%
Sep 30, 24
5 Global X US Infrastructure Dev ETF 728.38K (3.23%) -296.00
Decreased by -0.04%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 725.27K (3.22%) 0.00
Increased by 0.00%
Apr 30, 25
7 1290 VT GAMCO Small Company Value IB 663.00K (2.94%) -2.00K
Decreased by -0.30%
Mar 31, 25
8 Vanguard Small Cap Index 573.37K (2.54%) 4.91K
Increased by +0.86%
Apr 30, 25
9 iShares Russell 2000 ETF 565.35K (2.51%) 95.00
Increased by +0.02%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 370.08K (1.64%) 1.15K
Increased by +0.31%
Apr 30, 25
11 Gabelli Small Cap Growth AAA 354.20K (1.57%) -800.00
Decreased by -0.23%
Dec 31, 24
12 iShares US Infrastructure ETF 351.29K (1.56%) 0.00
Increased by 0.00%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 341.40K (1.51%) 4.75K
Increased by +1.39%
Apr 30, 25
14 DFA US Small Cap Value I 331.85K (1.47%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity® Series Small Cap Opps 311.90K (1.38%) 0.00
Increased by 0.00%
Oct 31, 23
16 Harvey Partners Small-Cap Opportunity 310.08K (1.38%) 44.38K
Increased by +14.31%
Mar 31, 25
17 Fidelity Small Cap Value Fund 303.18K (1.35%) -176.46K
Decreased by -58.20%
Jun 30, 24
18 Avantis US Small Cap Value ETF 297.84K (1.32%) 0.00
Increased by 0.00%
Apr 30, 25
19 First Trust RBA Amer Indl RenaisTM ETF 283.50K (1.26%) 2.50K
Increased by +0.88%
Sep 30, 24
20 Fidelity Series Small Cap Opps 271.47K (1.20%) -10.60K
Decreased by -3.90%
Dec 31, 24