Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.61%
2 SMIZ 0.86%
3 XSLV 0.82%
4 XSVM 0.76%
5 BSVO 0.60%
6 FYT 0.53%
7 HAPS 0.48%
8 FYX 0.32%
9 AVUV 0.32%
10 SLYV 0.28%
11 TPSC 0.28%
12 IJS 0.26%
13 VIOV 0.26%
14 CSA 0.25%
15 ROGS 0.25%
16 AVSC 0.23%
17 CSML 0.20%
18 ESIX 0.20%
19 QVMS 0.18%
20 VDC 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.78M (14.57%) 111.98K
Increased by +1.28%
Dec 31, 24
2 Vanguard Group Inc 5.98M (9.93%) 306.45K
Increased by +5.13%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 3.59M (5.96%) -11.53K
Decreased by -0.32%
Dec 31, 24
4 Victory Capital Management Inc. 2.93M (4.87%) -8.43K
Decreased by -0.29%
Dec 31, 24
5 State Street Corp 2.24M (3.71%) 60.62K
Increased by +2.71%
Dec 31, 24
6 State Street Corporation 2.12M (3.52%) 152.58K
Increased by +7.21%
Mar 31, 24
7 Allspring Global Investments Holdings, LLC 2.04M (3.38%) -65.67K
Decreased by -3.23%
Dec 31, 24
8 Champlain Investment Partners, LLC 1.52M (2.53%) -715.65K
Decreased by -46.93%
Dec 31, 24
9 American Century Companies Inc 1.37M (2.28%) 170.12K
Increased by +12.39%
Dec 31, 24
10 GW&K Investment Management, LLC 1.18M (1.97%) -26.92K
Decreased by -2.27%
Dec 31, 24
11 State Of Wisconsin Investment Board 1.15M (1.91%) 94.14K
Increased by +8.16%
Dec 31, 24
12 Silvercrest Asset Management Group LLC 1.13M (1.88%) -74.93K
Decreased by -6.61%
Dec 31, 24
13 Westwood Holdings Group Inc 961.62K (1.60%) 14.14K
Increased by +1.47%
Dec 31, 24
14 Geode Capital Management, LLC 883.45K (1.47%) -8.87K
Decreased by -1.00%
Dec 31, 24
15 Charles Schwab Investment Management Inc 832.51K (1.38%) 59.49K
Increased by +7.15%
Dec 31, 24
16 William Blair Investment Management, LLC 805.56K (1.34%) 17.53K
Increased by +2.18%
Dec 31, 24
17 Armistice Capital, LLC 795.76K (1.32%) 795.76K
Increased by +100.00%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 771.97K (1.28%) -454.03K
Decreased by -58.81%
Sep 30, 24
19 Manufacturers Life Insurance Co 691.09K (1.15%) 59.37K
Increased by +8.59%
Sep 30, 24
20 Highbridge Capital Management, LLC 685.85K (1.14%) 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 3.07M (5.10%) -2.95K
Decreased by -0.10%
Apr 30, 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 1.85M (3.07%) -310.00K
Decreased by -16.76%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.60M (2.66%) -121.00
Decreased by -0.01%
Mar 31, 25
5 Allspring Special Small Cap Value A 1.51M (2.51%) -100.70K
Decreased by -6.66%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 1.40M (2.32%) 0.00
Increased by 0.00%
Sep 30, 24
7 Avantis US Small Cap Value ETF 1.35M (2.24%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Small Cap Index 1.26M (2.09%) -77.18K
Decreased by -6.13%
Mar 31, 25
9 iShares Russell 2000 ETF 1.20M (2.00%) -9.74K
Decreased by -0.81%
Apr 29, 25
10 Champlain Small Company Fund, LLC 1.04M (1.73%) -7.05K
Decreased by -0.68%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 817.60K (1.36%) -57.64K
Decreased by -7.05%
Mar 31, 25
12 DFA US Small Cap Value I 790.42K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
13 JHancock Small Cap Core NAV 636.28K (1.06%) 118.94K
Increased by +18.69%
Feb 28, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 556.62K (0.92%) -42.03K
Decreased by -7.55%
Mar 31, 25
15 Champlain Small Company Adv 535.00K (0.89%) -330.00K
Decreased by -61.68%
Dec 31, 24
16 iShares S&P Small-Cap 600 Value ETF 498.90K (0.83%) 445.00
Increased by +0.09%
Apr 30, 25
17 Vanguard Consumer Staples ETF 486.00K (0.81%) 11.21K
Increased by +2.31%
Mar 31, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 474.43K (0.79%) 0.00
Increased by 0.00%
Apr 30, 24
19 Old Westbury Small & Mid Cap Strategies 445.00K (0.74%) -60.00K
Decreased by -13.48%
Jan 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 435.88K (0.72%) 0.00
Increased by 0.00%
Apr 29, 25