Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.36%
2 XSLV 0.82%
3 XSVM 0.76%
4 SMIZ 0.64%
5 FYT 0.53%
6 HAPS 0.48%
7 XSHQ 0.46%
8 BSVO 0.44%
9 SVAL 0.33%
10 AVUV 0.32%
11 SLYV 0.28%
12 FYX 0.28%
13 TPSC 0.28%
14 CSA 0.25%
15 ROGS 0.25%
16 AVSC 0.24%
17 VIOV 0.21%
18 CSML 0.20%
19 ESIX 0.20%
20 IJS 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.82M (13.53%) -515.04K
Decreased by -6.59%
Jun 30, 25
2 Vanguard Group Inc 5.90M (10.20%) 21.55K
Increased by +0.37%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 3.31M (5.73%) -151.78K
Decreased by -4.59%
Jun 30, 25
4 State Street Corp 2.17M (3.76%) 73.75K
Increased by +3.39%
Jun 30, 25
5 State Street Corporation 2.12M (3.66%) 152.58K
Increased by +7.21%
Mar 31, 24
6 Victory Capital Management Inc. 2.10M (3.64%) -440.83K
Decreased by -20.97%
Jun 30, 25
7 Allspring Global Investments Holdings, LLC 1.89M (3.27%) -87.45K
Decreased by -4.63%
Jun 30, 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 1.14M (1.97%) -23.44K
Decreased by -2.05%
Jun 30, 25
11 State Of Wisconsin Investment Board 1.06M (1.84%) -7.24K
Decreased by -0.68%
Jun 30, 25
12 GW&K Investment Management, LLC 1.05M (1.82%) -93.31K
Decreased by -8.87%
Jun 30, 25
13 Silvercrest Asset Management Group LLC 1.04M (1.80%) -76.36K
Decreased by -7.34%
Jun 30, 25
14 Armistice Capital, LLC 1.03M (1.77%) 229.32K
Increased by +22.37%
Mar 31, 25
15 Geode Capital Management, LLC 941.18K (1.63%) 30.76K
Increased by +3.27%
Jun 30, 25
16 Charles Schwab Investment Management Inc 869.31K (1.50%) -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 Ameriprise Financial Inc 667.00K (1.15%) -61.56K
Decreased by -9.23%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.94M (5.08%) 0.00
Increased by 0.00%
Aug 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 Avantis US Small Cap Value ETF 1.51M (2.62%) 2.95K
Increased by +0.20%
Aug 30, 25
5 Victory Sycamore Small Company Opp R 1.50M (2.60%) -345.00K
Decreased by -22.92%
Jun 30, 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 1.19M (2.07%) 0.00
Increased by 0.00%
Aug 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 734.95K (1.27%) -26.50K
Decreased by -3.61%
Jul 31, 25
12 Champlain Small Company Fund, LLC 721.05K (1.25%) -2.10K
Decreased by -0.29%
Aug 31, 25
13 JHancock Small Cap Core NAV 601.72K (1.04%) -91.97K
Decreased by -15.28%
Jul 31, 25
14 Vanguard Consumer Staples ETF 501.57K (0.87%) -1.00
Decreased by -0.00%
Jul 31, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 474.43K (0.82%) 0.00
Increased by 0.00%
Apr 30, 24
16 Champlain Small Company Adv 460.00K (0.80%) -65.00K
Decreased by -14.13%
Jun 30, 25
17 iShares S&P Small-Cap 600 Value ETF 459.13K (0.79%) 0.00
Increased by 0.00%
Aug 31, 25
18 iShares Russell 2000 Value ETF 454.96K (0.79%) 0.00
Increased by 0.00%
Aug 31, 25
19 Old Westbury Small & Mid Cap Strategies 445.00K (0.77%) 0.00
Increased by 0.00%
Apr 30, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 436.65K (0.76%) 5.21K
Increased by +1.19%
Aug 29, 25