Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.09%
2 XSLV 0.82%
3 XSVM 0.67%
4 BSVO 0.51%
5 FYT 0.49%
6 HAPS 0.33%
7 FYX 0.30%
8 ROGS 0.25%
9 VIOV 0.24%
10 TPSC 0.24%
11 IJS 0.23%
12 SLYV 0.23%
13 AVUV 0.22%
14 CSML 0.20%
15 AVSC 0.20%
16 CSA 0.19%
17 CSF 0.19%
18 ESIX 0.19%
19 QVMS 0.17%
20 EES 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 (4.68%) -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 Morgan Stanley - Brokerage Accounts 1.23M (1.97%) 8.47K
Increased by +0.69%
Jun 30, 24
11 Silvercrest Asset Management Group LLC 1.22M (1.97%) 111.40K
Increased by +9.10%
Jun 30, 24
12 State Of Wisconsin Investment Board 1.01M (1.63%) 266.75K
Increased by +26.29%
Jun 30, 24
13 American Century Companies Inc 941.51K (1.51%) 283.05K
Increased by +30.06%
Jun 30, 24
14 Geode Capital Management, LLC 898.00K (1.44%) 35.79K
Increased by +3.99%
Jun 30, 24
15 Westwood Holdings Group Inc 849.51K (1.37%) -23.79K
Decreased by -2.80%
Jun 30, 24
16 William Blair Investment Management, LLC 754.51K (1.21%) -335.55K
Decreased by -44.47%
Jun 30, 24
17 Charles Schwab Investment Management Inc 731.78K (1.18%) 38.52K
Increased by +5.26%
Jun 30, 24
18 Ameriprise Financial Inc 667.00K (1.07%) -61.56K
Decreased by -9.23%
Jun 30, 24
19 BTIM Corp 656.33K (1.06%) -14.85K
Decreased by -2.26%
Jun 30, 24
20 Manufacturers Life Insurance Co 631.72K (1.02%) 33.38K
Increased by +5.28%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.30M (5.31%) -13.17K
Decreased by -0.40%
Sep 30, 24
2 Victory Small Cap Value CIT (Net 75) 2.14M (3.44%) -20.00K
Decreased by -0.93%
Sep 30, 24
3 Victory Sycamore Small Company Opp R 2.14M (3.44%) -20.00K
Decreased by -0.93%
Sep 30, 24
4 Allspring Special Small Cap Value A 1.67M (2.68%) 0.00
Increased by 0.00%
Sep 30, 24
5 Champlain Small Company Fund, LLC 1.59M (2.56%) -148.65K
Decreased by -9.35%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.40M (2.25%) 41.61K
Increased by +2.98%
Aug 31, 24
7 iShares Russell 2000 ETF 1.32M (2.12%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Small Cap Index 1.27M (2.04%) 3.15K
Increased by +0.25%
Aug 31, 24
9 Champlain Small Company Adv 1.03M (1.67%) 91.25K
Increased by +8.82%
Jun 30, 24
10 Avantis US Small Cap Value ETF 979.07K (1.58%) 2.31K
Increased by +0.24%
Sep 28, 24
11 Vanguard Small Cap Value Index Inv 851.20K (1.37%) -77.00
Decreased by -0.01%
Aug 31, 24
12 DFA US Small Cap Value I 833.22K (1.34%) 0.00
Increased by 0.00%
Aug 31, 24
13 JHancock Small Cap Core NAV 694.76K (1.12%) 109.04K
Increased by +15.69%
Aug 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 673.94K (1.08%) 0.00
Increased by 0.00%
Aug 31, 24
15 Old Westbury Small & Mid Cap Strategies 627.50K (1.01%) 90.00K
Increased by +14.34%
Jul 31, 24
16 iShares S&P Small-Cap 600 Value ETF 546.09K (0.88%) -8.70K
Decreased by -1.59%
Sep 30, 24
17 DFA US Targeted Value I 486.09K (0.78%) 0.00
Increased by 0.00%
Aug 31, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 474.43K (0.76%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 450.69K (0.73%) 522.00
Increased by +0.12%
Sep 30, 24
20 William Blair Small Cap Value I 433.29K (0.70%) 2.31K
Increased by +0.53%
Mar 31, 24