Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.63%
2 SMIZ 0.86%
3 XSLV 0.82%
4 XSVM 0.76%
5 BSVO 0.59%
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 CSA 0.25%
14 ROGS 0.25%
15 VIOV 0.25%
16 AVSC 0.23%
17 CSML 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 8.34M (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 1.13M (1.95%) -74.93K
Decreased by -6.61%
Dec 31, 24
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 3.07M (5.27%) -2.95K
Decreased by -0.10%
Apr 30, 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 1.64M (2.82%) 36.89K
Increased by +2.25%
Apr 30, 25
5 Allspring Special Small Cap Value A 1.47M (2.52%) -41.80K
Decreased by -2.84%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 1.40M (2.40%) 0.00
Increased by 0.00%
Sep 30, 24
7 Avantis US Small Cap Value ETF 1.35M (2.32%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Small Cap Index 1.27M (2.17%) 6.29K
Increased by +0.50%
Apr 30, 25
9 iShares Russell 2000 ETF 1.20M (2.07%) 203.00
Increased by +0.02%
Apr 30, 25
10 Champlain Small Company Fund, LLC 1.00M (1.72%) -40.09K
Decreased by -4.01%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 818.80K (1.41%) 1.20K
Increased by +0.15%
Apr 30, 25
12 DFA US Small Cap Value I 790.42K (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
13 JHancock Small Cap Core NAV 679.78K (1.17%) 43.50K
Increased by +6.40%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 555.23K (0.95%) -1.39K
Decreased by -0.25%
Apr 30, 25
15 Champlain Small Company Adv 535.00K (0.92%) -330.00K
Decreased by -61.68%
Dec 31, 24
16 iShares S&P Small-Cap 600 Value ETF 498.90K (0.86%) 445.00
Increased by +0.09%
Apr 30, 25
17 Vanguard Consumer Staples ETF 489.63K (0.84%) 3.63K
Increased by +0.74%
Apr 30, 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 SPDR® Portfolio S&P 600™ Sm Cap ETF 435.88K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25