Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.88%
2 XSLV 0.82%
3 XSVM 0.76%
4 BSVO 0.55%
5 FYT 0.53%
6 HAPS 0.48%
7 FYX 0.32%
8 TPSC 0.27%
9 ROGS 0.25%
10 IJS 0.25%
11 AVUV 0.24%
12 SLYV 0.24%
13 VIOV 0.24%
14 AVSC 0.22%
15 CSML 0.20%
16 CSA 0.20%
17 CSF 0.20%
18 ESIX 0.20%
19 QVMS 0.18%
20 EES 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.67M (14.39%) -269.81K
Decreased by -3.11%
Sep 30, 24
2 Vanguard Group Inc 5.67M (9.42%) 5.00K
Increased by +0.09%
Sep 30, 24
3 Dimensional Fund Advisors, Inc. 3.60M (5.97%) -54.89K
Decreased by -1.53%
Sep 30, 24
4 Victory Capital Management Inc. 2.94M (4.89%) 36.25K
Increased by +1.23%
Sep 30, 24
5 Champlain Investment Partners, LLC 2.24M (3.72%) -353.12K
Decreased by -15.76%
Sep 30, 24
6 State Street Corp 2.18M (3.61%) 68.69K
Increased by +3.16%
Sep 30, 24
7 State Street Corporation 2.12M (3.52%) 152.58K
Increased by +7.21%
Mar 31, 24
8 Allspring Global Investments Holdings, LLC 2.04M (3.38%) -65.67K
Decreased by -3.23%
Dec 31, 24
9 GW&K Investment Management, LLC 1.21M (2.01%) -55.48K
Decreased by -4.58%
Sep 30, 24
10 Silvercrest Asset Management Group LLC 1.21M (2.01%) -14.91K
Decreased by -1.23%
Sep 30, 24
11 American Century Companies Inc 1.20M (2.00%) 261.47K
Increased by +21.74%
Sep 30, 24
12 State Of Wisconsin Investment Board 1.06M (1.76%) 44.41K
Increased by +4.19%
Sep 30, 24
13 Westwood Holdings Group Inc 947.47K (1.57%) 97.96K
Increased by +10.34%
Sep 30, 24
14 Geode Capital Management, LLC 892.31K (1.48%) -5.69K
Decreased by -0.64%
Sep 30, 24
15 William Blair Investment Management, LLC 788.03K (1.31%) 33.52K
Increased by +4.25%
Sep 30, 24
16 Charles Schwab Investment Management Inc 773.02K (1.28%) 41.24K
Increased by +5.34%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 771.97K (1.28%) -454.03K
Decreased by -58.81%
Sep 30, 24
18 Manufacturers Life Insurance Co 691.09K (1.15%) 59.37K
Increased by +8.59%
Sep 30, 24
19 Ameriprise Financial Inc 667.00K (1.11%) -61.56K
Decreased by -9.23%
Jun 30, 24
20 BTIM Corp 656.33K (1.09%) -14.85K
Decreased by -2.26%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.34M (5.54%) 0.00
Increased by 0.00%
Jan 29, 25
2 Victory Small Cap Value CIT (Net 75) 2.16M (3.59%) 20.00K
Increased by +0.93%
Dec 31, 24
3 Victory Sycamore Small Company Opp R 2.16M (3.59%) 20.00K
Increased by +0.93%
Dec 31, 24
4 Allspring Special Small Cap Value A 1.65M (2.74%) -12.64K
Decreased by -0.77%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 1.60M (2.66%) 202.40K
Increased by +12.62%
Dec 31, 24
6 iShares Russell 2000 ETF 1.37M (2.28%) -208.00
Decreased by -0.02%
Jan 29, 25
7 Vanguard Small Cap Index 1.33M (2.21%) 40.90K
Increased by +3.07%
Dec 31, 24
8 Avantis US Small Cap Value ETF 1.21M (2.01%) 2.97K
Increased by +0.24%
Jan 30, 25
9 Champlain Small Company Fund, LLC 1.06M (1.76%) -49.12K
Decreased by -4.62%
Dec 31, 24
10 Vanguard Small Cap Value Index Inv 883.56K (1.47%) 10.26K
Increased by +1.16%
Dec 31, 24
11 Champlain Small Company Adv 865.00K (1.44%) -170.00K
Decreased by -19.65%
Sep 30, 24
12 DFA US Small Cap Value I 791.12K (1.31%) 0.00
Increased by 0.00%
Nov 30, 24
13 JHancock Small Cap Core NAV 636.32K (1.06%) 13.65K
Increased by +2.14%
Nov 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 602.13K (1.00%) 5.65K
Increased by +0.94%
Dec 31, 24
15 iShares S&P Small-Cap 600 Value ETF 591.09K (0.98%) 0.00
Increased by 0.00%
Jan 29, 25
16 Old Westbury Small & Mid Cap Strategies 505.00K (0.84%) -122.50K
Decreased by -24.26%
Oct 31, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 476.66K (0.79%) 0.00
Increased by 0.00%
Jan 30, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 474.43K (0.79%) 0.00
Increased by 0.00%
Apr 30, 24
19 DFA US Targeted Value I 474.42K (0.79%) 0.00
Increased by 0.00%
Nov 30, 24
20 William Blair Small Cap Value I 433.29K (0.72%) 2.31K
Increased by +0.53%
Mar 31, 24