Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.24%
2 SMIZ 0.94%
3 XSLV 0.82%
4 XSVM 0.76%
5 BSVO 0.61%
6 FYT 0.53%
7 HAPS 0.48%
8 XSHQ 0.46%
9 SVAL 0.45%
10 AVUV 0.32%
11 FYX 0.29%
12 SLYV 0.28%
13 TPSC 0.28%
14 IJS 0.27%
15 CSA 0.25%
16 ROGS 0.25%
17 AVSC 0.24%
18 VIOV 0.24%
19 CSML 0.20%
20 FSTA 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.34M (14.31%) -441.87K
Decreased by -5.30%
Mar 31, 25
2 Vanguard Group Inc 5.88M (10.09%) -103.46K
Decreased by -1.76%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 3.46M (5.94%) -125.53K
Decreased by -3.63%
Mar 31, 25
4 Victory Capital Management Inc. 2.54M (4.37%) -391.33K
Decreased by -15.39%
Mar 31, 25
5 State Street Corporation 2.12M (3.63%) 152.58K
Increased by +7.21%
Mar 31, 24
6 State Street Corp 2.10M (3.61%) -135.36K
Decreased by -6.44%
Mar 31, 25
7 Allspring Global Investments Holdings, LLC 1.98M (3.39%) -58.05K
Decreased by -2.94%
Mar 31, 25
8 American Century Companies Inc 1.58M (2.72%) 208.80K
Increased by +13.20%
Mar 31, 25
9 Champlain Investment Partners, LLC 1.50M (2.58%) -22.03K
Decreased by -1.47%
Mar 31, 25
10 Westwood Holdings Group Inc 1.16M (2.00%) 202.76K
Increased by +17.41%
Mar 31, 25
11 GW&K Investment Management, LLC 1.14M (1.97%) -39.84K
Decreased by -3.48%
Mar 31, 25
12 Silvercrest Asset Management Group LLC 1.12M (1.92%) -16.86K
Decreased by -1.51%
Mar 31, 25
13 State Of Wisconsin Investment Board 1.07M (1.83%) -84.45K
Decreased by -7.90%
Mar 31, 25
14 Armistice Capital, LLC 1.03M (1.76%) 229.32K
Increased by +22.37%
Mar 31, 25
15 Geode Capital Management, LLC 910.42K (1.56%) 26.97K
Increased by +2.96%
Mar 31, 25
16 Charles Schwab Investment Management Inc 879.77K (1.51%) 47.26K
Increased by +5.37%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 771.97K (1.33%) -454.03K
Decreased by -58.81%
Sep 30, 24
18 William Blair Investment Management, LLC 768.42K (1.32%) -37.14K
Decreased by -4.83%
Mar 31, 25
19 Manufacturers Life Insurance Co 756.27K (1.30%) 392.67K
Increased by +51.92%
Mar 31, 25
20 Highbridge Capital Management, LLC 685.85K (1.18%) 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 3.03M (5.21%) 0.00
Increased by 0.00%
May 31, 25
2 Victory Small Cap Value CIT (Net 75) 2.16M (3.71%) 20.00K
Increased by +0.93%
Dec 31, 24
3 Victory Sycamore Small Company Opp R 1.85M (3.18%) -310.00K
Decreased by -16.76%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.65M (2.83%) 7.41K
Increased by +0.45%
May 31, 25
5 Allspring Special Small Cap Value A 1.43M (2.45%) -43.80K
Decreased by -3.07%
May 31, 25
6 Avantis US Small Cap Value ETF 1.41M (2.43%) 2.91K
Increased by +0.21%
May 31, 25
7 Vanguard US Total Market Shares ETF 1.40M (2.40%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Small Cap Index 1.27M (2.18%) 4.66K
Increased by +0.37%
May 31, 25
9 iShares Russell 2000 ETF 1.22M (2.09%) 0.00
Increased by 0.00%
May 31, 25
10 Champlain Small Company Fund, LLC 949.83K (1.63%) -50.71K
Decreased by -5.34%
May 31, 25
11 Vanguard Small Cap Value Index Inv 819.07K (1.41%) 267.00
Increased by +0.03%
May 31, 25
12 DFA US Small Cap Value I 761.45K (1.31%) -28.97K
Decreased by -3.80%
Apr 30, 25
13 JHancock Small Cap Core NAV 576.95K (0.99%) -102.83K
Decreased by -17.82%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 555.23K (0.95%) 0.00
Increased by 0.00%
May 31, 25
15 Champlain Small Company Adv 525.00K (0.90%) -10.00K
Decreased by -1.90%
Mar 31, 25
16 Vanguard Consumer Staples ETF 494.62K (0.85%) 5.00K
Increased by +1.01%
May 31, 25
17 iShares S&P Small-Cap 600 Value ETF 493.53K (0.85%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 474.43K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
19 Old Westbury Small & Mid Cap Strategies 445.00K (0.76%) -60.00K
Decreased by -13.48%
Jan 31, 25
20 William Blair Small Cap Value I 433.29K (0.74%) 2.31K
Increased by +0.53%
Mar 31, 24