Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.17%
2 XSLV 0.82%
3 XSVM 0.73%
4 BSVO 0.55%
5 FYT 0.53%
6 HAPS 0.48%
7 FYX 0.35%
8 IJS 0.26%
9 TPSC 0.26%
10 ROGS 0.25%
11 AVUV 0.24%
12 SLYV 0.24%
13 VIOV 0.23%
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 8.94M (14.37%) -112.52K
Decreased by -1.26%
Jun 30, 24
2 Vanguard Group Inc 5.67M (9.13%) 5.00K
Increased by +0.09%
Sep 30, 24
3 Dimensional Fund Advisors, Inc. 3.60M (5.79%) -54.89K
Decreased by -1.53%
Sep 30, 24
4 Victory Capital Management Inc. 2.94M (4.73%) 36.25K
Increased by +1.23%
Sep 30, 24
5 Champlain Investment Partners, LLC 2.24M (3.60%) -353.12K
Decreased by -15.76%
Sep 30, 24
6 State Street Corp 2.18M (3.50%) 68.69K
Increased by +3.16%
Sep 30, 24
7 State Street Corporation 2.12M (3.41%) 152.58K
Increased by +7.21%
Mar 31, 24
8 Allspring Global Investments Holdings, LLC 2.10M (3.38%) 38.08K
Increased by +1.81%
Sep 30, 24
9 GW&K Investment Management, LLC 1.21M (1.95%) -55.48K
Decreased by -4.58%
Sep 30, 24
10 Silvercrest Asset Management Group LLC 1.21M (1.94%) -14.91K
Decreased by -1.23%
Sep 30, 24
11 American Century Companies Inc 1.20M (1.94%) 261.47K
Increased by +21.74%
Sep 30, 24
12 State Of Wisconsin Investment Board 1.06M (1.70%) 44.41K
Increased by +4.19%
Sep 30, 24
13 Westwood Holdings Group Inc 947.47K (1.52%) 97.96K
Increased by +10.34%
Sep 30, 24
14 Geode Capital Management, LLC 892.31K (1.44%) -5.69K
Decreased by -0.64%
Sep 30, 24
15 William Blair Investment Management, LLC 788.03K (1.27%) 33.52K
Increased by +4.25%
Sep 30, 24
16 Charles Schwab Investment Management Inc 773.02K (1.24%) 41.24K
Increased by +5.34%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 771.97K (1.24%) -454.03K
Decreased by -58.81%
Sep 30, 24
18 Manufacturers Life Insurance Co 691.09K (1.11%) 59.37K
Increased by +8.59%
Sep 30, 24
19 Ameriprise Financial Inc 667.00K (1.07%) -61.56K
Decreased by -9.23%
Jun 30, 24
20 BTIM Corp 656.33K (1.06%) -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 3.36M (5.40%) 1.75K
Increased by +0.05%
Nov 27, 24
2 Victory Small Cap Value CIT (Net 75) 2.14M (3.44%) -20.00K
Decreased by -0.93%
Sep 30, 24
3 Victory Sycamore Small Company Opp R 2.14M (3.44%) -20.00K
Decreased by -0.93%
Sep 30, 24
4 Allspring Special Small Cap Value A 1.67M (2.69%) 4.30K
Increased by +0.26%
Oct 31, 24
5 iShares Russell 2000 ETF 1.45M (2.33%) -3.02K
Decreased by -0.21%
Nov 27, 24
6 Vanguard Total Stock Mkt Idx Inv 1.40M (2.25%) 2.67K
Increased by +0.19%
Oct 31, 24
7 Vanguard Small Cap Index 1.28M (2.07%) 2.55K
Increased by +0.20%
Oct 31, 24
8 Champlain Small Company Fund, LLC 1.27M (2.05%) -315.94K
Decreased by -24.81%
Oct 31, 24
9 Avantis US Small Cap Value ETF 1.09M (1.75%) 4.76K
Increased by +0.44%
Nov 28, 24
10 Vanguard Small Cap Value Index Inv 868.97K (1.40%) -304.00
Decreased by -0.03%
Oct 31, 24
11 Champlain Small Company Adv 865.00K (1.39%) -170.00K
Decreased by -19.65%
Sep 30, 24
12 DFA US Small Cap Value I 833.22K (1.34%) 0.00
Increased by 0.00%
Sep 30, 24
13 Old Westbury Small & Mid Cap Strategies 627.50K (1.01%) 90.00K
Increased by +14.34%
Jul 31, 24
14 JHancock Small Cap Core NAV 604.66K (0.97%) -90.10K
Decreased by -14.90%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 596.48K (0.96%) 0.00
Increased by 0.00%
Oct 31, 24
16 iShares S&P Small-Cap 600 Value ETF 531.73K (0.86%) -1.96K
Decreased by -0.37%
Nov 27, 24
17 DFA US Targeted Value I 486.09K (0.78%) 0.00
Increased by 0.00%
Sep 30, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 474.43K (0.76%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 474.39K (0.76%) 348.00
Increased by +0.07%
Nov 27, 24
20 William Blair Small Cap Value I 433.29K (0.70%) 2.31K
Increased by +0.53%
Mar 31, 24