Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.19%
2 XSLV 0.82%
3 XSVM 0.72%
4 FYT 0.49%
5 IJS 0.29%
6 VIOV 0.28%
7 SLYV 0.28%
8 ROGS 0.25%
9 AVUV 0.24%
10 FYX 0.24%
11 AVSC 0.21%
12 ESIX 0.21%
13 QVMS 0.20%
14 CSML 0.20%
15 TPSC 0.19%
16 EES 0.18%
17 CSA 0.17%
18 CSF 0.17%
19 JPSE 0.16%
20 DFSV 0.16%

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 (9.12%) 31.23K
Increased by +0.55%
Jun 30, 24
3 Dimensional Fund Advisors, Inc. 3.65M (5.88%) 29.78K
Increased by +0.82%
Jun 30, 24
4 Victory Capital Management Inc. 2.91M (4.67%) -166.88K
Decreased by -5.74%
Jun 30, 24
5 Champlain Investment Partners, LLC 2.59M (4.17%) 290.27K
Increased by +11.19%
Jun 30, 24
6 State Street Corporation 2.12M (3.41%) 152.58K
Increased by +7.21%
Mar 31, 24
7 State Street Corp 2.11M (3.39%) -10.74K
Decreased by -0.51%
Jun 30, 24
8 Allspring Global Investments Holdings, LLC 2.06M (3.32%) -24.50K
Decreased by -1.19%
Jun 30, 24
9 GW&K Investment Management, LLC 1.31M (2.11%) 1.47K
Increased by +0.11%
Mar 31, 24
10 Silvercrest Asset Management Group LLC 1.22M (1.97%) 111.40K
Increased by +9.10%
Jun 30, 24
11 State Of Wisconsin Investment Board 1.01M (1.63%) 266.75K
Increased by +26.29%
Jun 30, 24
12 American Century Companies Inc 941.51K (1.51%) 283.05K
Increased by +30.06%
Jun 30, 24
13 Geode Capital Management, LLC 898.00K (1.44%) 35.79K
Increased by +3.99%
Jun 30, 24
14 Westwood Holdings Group Inc 849.51K (1.37%) -23.79K
Decreased by -2.80%
Jun 30, 24
15 William Blair Investment Management, LLC 754.51K (1.21%) -335.55K
Decreased by -44.47%
Jun 30, 24
16 Charles Schwab Investment Management Inc 731.78K (1.18%) 38.52K
Increased by +5.26%
Jun 30, 24
17 Ameriprise Financial Inc 667.00K (1.07%) -61.56K
Decreased by -9.23%
Jun 30, 24
18 BTIM Corp 656.33K (1.06%) -14.85K
Decreased by -2.26%
Jun 30, 24
19 Manufacturers Life Insurance Co 631.72K (1.02%) 33.38K
Increased by +5.28%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 608.77K (0.98%) 2.23K
Increased by +0.37%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.65M (5.87%) 0.00
Increased by 0.00%
Aug 30, 24
2 Victory Small Cap Value CIT (Net 75) 2.16M (3.47%) -60.00K
Decreased by -2.78%
Jun 30, 24
3 Victory Sycamore Small Company Opp R 2.16M (3.47%) -60.00K
Decreased by -2.78%
Jun 30, 24
4 Champlain Small Company Fund, LLC 1.74M (2.79%) -196.86K
Decreased by -11.33%
Jul 31, 24
5 Allspring Special Small Cap Value A 1.67M (2.68%) 0.00
Increased by 0.00%
Jul 31, 24
6 iShares Russell 2000 ETF 1.36M (2.18%) 8.61K
Increased by +0.63%
Aug 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.36M (2.18%) 0.00
Increased by 0.00%
Jul 31, 24
8 Vanguard Small Cap Index 1.27M (2.04%) 7.98K
Increased by +0.63%
Jul 31, 24
9 Champlain Small Company Adv 1.03M (1.66%) 91.25K
Increased by +8.82%
Jun 30, 24
10 Avantis US Small Cap Value ETF 929.69K (1.50%) 0.00
Increased by 0.00%
Aug 31, 24
11 Vanguard Small Cap Value Index Inv 851.28K (1.37%) 3.81K
Increased by +0.45%
Jul 31, 24
12 DFA US Small Cap Value I 833.22K (1.34%) 0.00
Increased by 0.00%
Jul 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 673.94K (1.08%) 1.80K
Increased by +0.27%
Jul 31, 24
14 iShares S&P Small-Cap 600 Value ETF 598.42K (0.96%) 524.00
Increased by +0.09%
Aug 30, 24
15 JHancock Small Cap Core NAV 547.99K (0.88%) 0.00
Increased by 0.00%
Jun 30, 24
16 Old Westbury Small & Mid Cap Strategies 537.50K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
17 DFA US Targeted Value I 486.09K (0.78%) 0.00
Increased by 0.00%
Jul 31, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 478.95K (0.77%) 190.00
Increased by +0.04%
Aug 30, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 474.43K (0.76%) 0.00
Increased by 0.00%
Apr 30, 24
20 William Blair Small Cap Value I 433.29K (0.70%) 2.31K
Increased by +0.53%
Mar 31, 24