Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDV 2.55%
2 MGMT 1.51%
3 SMDV 1.03%
4 DEEP 0.99%
5 DVP 0.99%
6 FDM 0.72%
7 SMLV 0.34%
8 ETHO 0.29%
9 SQLV 0.28%
10 QABA 0.27%
11 DGRS 0.24%
12 CSML 0.19%
13 IWC 0.14%
14 FSMD 0.09%
15 AVSC 0.07%
16 VFQY 0.06%
17 ROSC 0.05%
18 DES 0.04%
19 IWO 0.03%
20 PSC 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 903.28K (7.99%) -41.94K
Decreased by -4.64%
Mar 31, 26
2 Buckingham Asset Management, LLC 838.25K (7.41%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Group Inc 790.91K (7.00%) -24.32K
Decreased by -3.08%
Dec 31, 25
4 The Colony Group LLC 686.01K (6.07%) 686.01K
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 550.46K (4.87%) 550.46K
Increased by +100.00%
Mar 31, 26
6 Brown Advisory Holdings Inc 521.64K (4.61%) -18.29K
Decreased by -3.51%
Mar 31, 26
7 Heartland Advisors Inc 470.52K (4.16%) 5.49K
Increased by +1.17%
Mar 31, 26
8 Speece Thorson Capital Group Inc 354.24K (3.13%) -10.36K
Decreased by -2.92%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 346.68K (3.07%) -7.58K
Decreased by -2.19%
Mar 31, 26
10 Fenimore Asset Management Inc 339.52K (3.00%) 642.00
Increased by +0.19%
Jun 30, 25
11 State Street Corporation 312.96K (2.77%) -1.71K
Decreased by -0.55%
Mar 31, 24
12 ProShare Advisors LLC 289.85K (2.56%) -28.26K
Decreased by -9.75%
Mar 31, 26
13 Geode Capital Management, LLC 288.92K (2.56%) -45.89K
Decreased by -15.88%
Mar 31, 26
14 State Street Corp 287.57K (2.54%) 1.00K
Increased by +0.35%
Mar 31, 26
15 Tributary Capital Management, LLC 248.94K (2.20%) -7.50K
Decreased by -3.01%
Mar 31, 26
16 Ameriprise Financial Inc 172.74K (1.53%) 54.67K
Increased by +31.65%
Mar 31, 25
17 Vanguard Portfolio Management, LLC 166.38K (1.47%) 166.38K
Increased by +100.00%
Mar 31, 26
18 Arrowstreet Capital Limited Partnership 137.69K (1.22%) -5.82K
Decreased by -4.23%
Mar 31, 26
19 Crawford Investment Counsel, Inc 121.82K (1.08%) 121.82K
Increased by +100.00%
Mar 31, 26
20 Foundry Partners, LLC 121.45K (1.07%) -745.00
Decreased by -0.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 415.41K (3.67%) 6.61K
Increased by +1.59%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 412.61K (3.65%) 3.84K
Increased by +0.93%
Sep 30, 24
3 Heartland Value Investor 345.68K (3.06%) 0.00
Increased by 0.00%
Apr 30, 26
4 Heartland Value Strategy 345.68K (3.06%) 0.00
Increased by 0.00%
Mar 31, 26
5 iShares Russell 2000 ETF 303.57K (2.69%) 2.81K
Increased by +0.93%
May 29, 26
6 Brown Advisory Small-Cap Fdmtl Val Inv 276.66K (2.45%) -1.05K
Decreased by -0.38%
Apr 30, 26
7 FAM Small Cap Investor 222.65K (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
8 Tributary Small Cap Equity 186.76K (1.65%) -452.00
Decreased by -0.24%
Apr 30, 26
9 Tributary Small Company Instl 147.33K (1.30%) -1.26K
Decreased by -0.85%
Apr 30, 26
10 ProShares S&PTech Div Arstcrts ETF 145.91K (1.29%) 0.00
Increased by 0.00%
May 29, 26
11 CS McKee Micro Cap Value 143.60K (1.27%) 0.00
Increased by 0.00%
May 31, 26
12 Foundry Partners Micro Cap Value 143.60K (1.27%) 0.00
Increased by 0.00%
Jul 31, 25
13 ProShares Russell 2000 Dividend Growers 139.41K (1.23%) 306.00
Increased by +0.22%
May 29, 26
14 Fidelity® Small Cap Index 134.13K (1.19%) 4.38K
Increased by +3.27%
Oct 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 129.51K (1.15%) 1.11K
Increased by +0.86%
Apr 30, 26
16 Fidelity Small Cap Index 114.65K (1.01%) -2.85K
Decreased by -2.49%
Mar 31, 26
17 Columbia Small Cap Value I 102.73K (0.91%) 31.41K
Increased by +30.57%
Mar 31, 25
18 Columbia Small Cap Value I A 102.73K (0.91%) -900.00
Decreased by -0.88%
Mar 31, 25
19 Crawford Small Cap Dividend 87.30K (0.77%) 5.72K
Increased by +6.56%
Apr 30, 26
20 Avantis US Small Cap Value ETF 86.75K (0.77%) 0.00
Increased by 0.00%
Jun 29, 24