Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.77%
2 XSLV 0.82%
3 SMIZ 0.80%
4 XSVM 0.76%
5 BSVO 0.53%
6 FYT 0.53%
7 HAPS 0.48%
8 XSHQ 0.46%
9 SVAL 0.38%
10 AVUV 0.32%
11 SLYV 0.28%
12 FYX 0.28%
13 TPSC 0.28%
14 VIOV 0.27%
15 CSA 0.25%
16 ROGS 0.25%
17 AVSC 0.24%
18 IJS 0.23%
19 CSML 0.20%
20 VDC 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.34M (14.44%) -441.87K
Decreased by -5.30%
Mar 31, 25
2 Vanguard Group Inc 5.90M (10.22%) 21.55K
Increased by +0.37%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 3.31M (5.74%) -151.78K
Decreased by -4.59%
Jun 30, 25
4 Victory Capital Management Inc. 2.54M (4.41%) -391.33K
Decreased by -15.39%
Mar 31, 25
5 State Street Corporation 2.12M (3.67%) 152.58K
Increased by +7.21%
Mar 31, 24
6 State Street Corp 2.10M (3.64%) -135.36K
Decreased by -6.44%
Mar 31, 25
7 Allspring Global Investments Holdings, LLC 1.98M (3.43%) -58.05K
Decreased by -2.94%
Mar 31, 25
8 American Century Companies Inc 1.75M (3.03%) 167.90K
Increased by +9.60%
Jun 30, 25
9 Champlain Investment Partners, LLC 1.40M (2.43%) -98.08K
Decreased by -6.98%
Jun 30, 25
10 Westwood Holdings Group Inc 1.16M (2.02%) 202.76K
Increased by +17.41%
Mar 31, 25
11 GW&K Investment Management, LLC 1.14M (1.98%) -39.84K
Decreased by -3.48%
Mar 31, 25
12 Silvercrest Asset Management Group LLC 1.12M (1.94%) -16.86K
Decreased by -1.51%
Mar 31, 25
13 State Of Wisconsin Investment Board 1.07M (1.85%) -84.45K
Decreased by -7.90%
Mar 31, 25
14 Armistice Capital, LLC 1.03M (1.78%) 229.32K
Increased by +22.37%
Mar 31, 25
15 Geode Capital Management, LLC 910.42K (1.58%) 26.97K
Increased by +2.96%
Mar 31, 25
16 Charles Schwab Investment Management Inc 869.31K (1.51%) -10.46K
Decreased by -1.20%
Jun 30, 25
17 Manufacturers Life Insurance Co 861.48K (1.49%) 105.21K
Increased by +12.21%
Jun 30, 25
18 William Blair Investment Management, LLC 831.43K (1.44%) 63.01K
Increased by +7.58%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 771.97K (1.34%) -454.03K
Decreased by -58.81%
Sep 30, 24
20 Highbridge Capital Management, LLC 685.85K (1.19%) 324.49K
Increased by +47.31%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.95M (5.11%) 454.00
Increased by +0.02%
Jul 31, 25
2 Victory Small Cap Value CIT (Net 75) 2.16M (3.74%) 20.00K
Increased by +0.93%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.61M (2.79%) -35.73K
Decreased by -2.22%
Jul 31, 25
4 Victory Sycamore Small Company Opp R 1.50M (2.61%) -345.00K
Decreased by -22.92%
Jun 30, 25
5 Avantis US Small Cap Value ETF 1.48M (2.56%) 960.00
Increased by +0.06%
Jul 31, 25
6 Allspring Special Small Cap Value A 1.40M (2.43%) -15.10K
Decreased by -1.08%
Jul 31, 25
7 Vanguard US Total Market Shares ETF 1.40M (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Small Cap Index 1.23M (2.13%) -12.20K
Decreased by -0.99%
Jul 31, 25
9 iShares Russell 2000 ETF 1.17M (2.02%) -22.16K
Decreased by -1.90%
Jul 31, 25
10 Vanguard Small Cap Value Index Inv 795.67K (1.38%) 464.00
Increased by +0.06%
Jul 31, 25
11 DFA US Small Cap Value I 761.45K (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
12 Champlain Small Company Fund, LLC 723.15K (1.25%) -219.85K
Decreased by -30.40%
Jul 31, 25
13 JHancock Small Cap Core NAV 693.70K (1.20%) -11.73K
Decreased by -1.69%
Jun 30, 25
14 Champlain Small Company Adv 525.00K (0.91%) -10.00K
Decreased by -1.90%
Mar 31, 25
15 Vanguard Consumer Staples ETF 501.57K (0.87%) -1.00
Decreased by -0.00%
Jul 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 474.43K (0.82%) 0.00
Increased by 0.00%
Apr 30, 24
17 iShares S&P Small-Cap 600 Value ETF 464.51K (0.80%) -413.00
Decreased by -0.09%
Jul 31, 25
18 iShares Russell 2000 Value ETF 452.27K (0.78%) 3.39K
Increased by +0.75%
Jul 31, 25
19 Old Westbury Small & Mid Cap Strategies 445.00K (0.77%) 0.00
Increased by 0.00%
Apr 30, 25
20 William Blair Small Cap Value I 433.29K (0.75%) 2.31K
Increased by +0.53%
Mar 31, 24