Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 5.32%
2 PEJ 2.87%
3 WBIC 2.72%
4 PEZ 2.00%
5 PSCD 1.52%
6 CSB 1.10%
7 FDLS 1.09%
8 DGRS 1.08%
9 ATFV 0.99%
10 BOUT 0.90%
11 FFND 0.79%
12 FYC 0.68%
13 XSMO 0.67%
14 JSML 0.60%
15 HAPS 0.60%
16 AVUV 0.51%
17 OPTZ 0.49%
18 MMSC 0.45%
19 DES 0.45%
20 PSC 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.26M (17.99%) -147.19K
Decreased by -2.03%
Mar 31, 25
2 Vanguard Group Inc 5.40M (13.39%) -41.92K
Decreased by -0.78%
Mar 31, 25
3 Wellington Management Company LLP 3.05M (7.55%) 1.86M
Increased by +61.04%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 2.70M (6.68%) 5.64K
Increased by +0.21%
Mar 31, 25
5 Earnest Partners LLC 2.68M (6.63%) -50.36K
Decreased by -1.88%
Mar 31, 25
6 State Street Corp 1.85M (4.60%) -80.49K
Decreased by -4.34%
Mar 31, 25
7 Millennium Management LLC 1.83M (4.53%) 623.46K
Increased by +34.09%
Sep 30, 24
8 BAMCO Inc 1.80M (4.46%) -200.00K
Decreased by -11.11%
Mar 31, 25
9 State Street Corporation 1.78M (4.42%) 11.77K
Increased by +0.66%
Mar 31, 24
10 Victory Capital Management Inc. 1.77M (4.38%) 689.78K
Increased by +39.06%
Mar 31, 25
11 American Century Companies Inc 1.60M (3.98%) 241.57K
Increased by +15.05%
Mar 31, 25
12 Westwood Holdings Group Inc 1.56M (3.86%) 1.56M
Increased by +100.00%
Mar 31, 25
13 Amvescap Plc. 1.41M (3.50%) 155.61K
Increased by +11.02%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.22M (3.03%) -22.25K
Decreased by -1.82%
Mar 31, 25
15 Hennessy Advisors, Inc. 1.21M (3.00%) -118.50K
Decreased by -9.78%
Mar 31, 25
16 Geode Capital Management, LLC 1.15M (2.84%) 30.11K
Increased by +2.63%
Mar 31, 25
17 Driehaus Capital Management LLC 980.68K (2.43%) 980.68K
Increased by +100.00%
Mar 31, 25
18 Frontier Capital Management CO Inc 861.46K (2.14%) -7.36K
Decreased by -0.85%
Mar 31, 25
19 UBS Group AG 860.13K (2.13%) 433.84K
Increased by +50.44%
Dec 31, 24
20 Bank of New York Mellon Corp 822.03K (2.04%) -283.99K
Decreased by -34.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.85M (7.06%) -2.59K
Decreased by -0.09%
Apr 30, 25
2 Baron Opp. Small Cap Growth Strategy 1.80M (4.46%) -200.00K
Decreased by -11.11%
Mar 31, 25
3 Baron Small Cap Retail 1.80M (4.46%) -200.00K
Decreased by -11.11%
Mar 31, 25
4 Vanguard Explorer Inv 1.64M (4.07%) 1.64M
Increased by +100.00%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.48M (3.68%) 32.07K
Increased by +2.16%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 1.42M (3.52%) 1.77K
Increased by +0.12%
Sep 30, 24
7 EARNEST Small Cap Value 1.39M (3.44%) 1.38M
Increased by +99.85%
Dec 31, 23
8 Avantis US Small Cap Value ETF 1.36M (3.36%) 0.00
Increased by 0.00%
Apr 30, 25
9 Hennessy Cornerstone Mid Cap 30 Inv 1.21M (3.00%) -118.50K
Decreased by -9.78%
Mar 31, 25
10 iShares Russell 2000 ETF 1.20M (2.98%) 203.00
Increased by +0.02%
Apr 30, 25
11 Vanguard Small Cap Index 1.17M (2.89%) 5.25K
Increased by +0.45%
Apr 30, 25
12 Harbor Small Cap Value Instl 1.10M (2.72%) -7.70K
Decreased by -0.70%
Mar 31, 25
13 Invesco Small Cap Value A 1.06M (2.63%) 38.33K
Increased by +3.61%
Mar 31, 25
14 Victory Sycamore Small Company Opp R 880.00K (2.18%) 405.00K
Increased by +46.02%
Mar 31, 25
15 Vanguard Small Cap Value Index Inv 754.30K (1.87%) 2.37K
Increased by +0.31%
Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 732.57K (1.82%) 820.00
Increased by +0.11%
Apr 30, 25
17 Virtus KAR Small-Cap Value I 621.47K (1.54%) -10.50K
Decreased by -1.69%
Dec 31, 24
18 Fidelity Small Cap Index 479.40K (1.19%) 2.89K
Increased by +0.60%
Feb 28, 25
19 Fidelity® Small Cap Index 467.14K (1.16%) 12.48K
Increased by +2.67%
Oct 31, 23
20 iShares Russell 2000 Growth ETF 430.02K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25