Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 3.11%
2 IVENC 2.29%
3 PSCE 1.27%
4 XES 0.76%
5 IEZ 0.60%
6 OIH 0.42%
7 FSGS 0.27%
8 RNSC 0.27%
9 CCNR 0.22%
10 SMD 0.17%
11 EQWM 0.14%
12 DDG 0.14%
13 DUG 0.14%
14 FYC 0.12%
15 AVSC 0.11%
16 ESIX 0.10%
17 DGRS 0.09%
18 QVMS 0.08%
19 PRFZ 0.08%
20 DMRS 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 9.63M (20.80%) -412.69K
Decreased by -4.28%
Dec 31, 24
2 BlackRock Inc 7.92M (17.10%) 137.93K
Increased by +1.74%
Dec 31, 24
3 Vanguard Group Inc 5.59M (12.07%) -28.12K
Decreased by -0.50%
Dec 31, 24
4 Disciplined Growth Investors Inc 5.50M (11.88%) -149.94K
Decreased by -2.72%
Dec 31, 24
5 Earnest Partners LLC 3.68M (7.96%) -72.00K
Decreased by -1.95%
Dec 31, 24
6 State Street Corporation 2.04M (4.41%) -36.79K
Decreased by -1.80%
Dec 31, 23
7 State Street Corp 2.01M (4.33%) 32.47K
Increased by +1.62%
Dec 31, 24
8 Congress Asset Management Company, LLP 1.61M (3.47%) 240.99K
Increased by +15.00%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 1.16M (2.50%) 46.94K
Increased by +4.05%
Dec 31, 24
10 Ameriprise Financial Inc 1.09M (2.35%) 127.12K
Increased by +11.67%
Dec 31, 23
11 Geode Capital Management, LLC 1.06M (2.29%) 5.42K
Increased by +0.51%
Dec 31, 24
12 Royce & Associates, LP 969.13K (2.09%) -51.99K
Decreased by -5.36%
Dec 31, 24
13 Fisher Asset Management, LLC 941.27K (2.03%) -49.00K
Decreased by -5.21%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 894.77K (1.93%) -113.28K
Decreased by -12.66%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 847.98K (1.83%) 28.39K
Increased by +3.35%
Dec 31, 24
16 BTIM Corp 617.34K (1.33%) 16.50K
Increased by +2.67%
Dec 31, 24
17 Northern Trust Corp 577.75K (1.25%) 78.17K
Increased by +13.53%
Dec 31, 24
18 Fred Alger Management, LLC 556.51K (1.20%) 20.60K
Increased by +3.70%
Dec 31, 24
19 Charles Schwab Investment Management Inc 499.30K (1.08%) -30.22K
Decreased by -6.05%
Dec 31, 24
20 Bank of New York Mellon Corp 450.01K (0.97%) -28.03K
Decreased by -6.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Fund Investor 3.51M (7.57%) 0.00
Increased by 0.00%
Dec 31, 24
2 iShares Core S&P Small-Cap ETF 2.90M (6.25%) 1.99K
Increased by +0.07%
Mar 31, 25
3 EARNEST Small Cap Value 1.89M (4.08%) 1.89M
Increased by +99.88%
Dec 31, 23
4 Disciplined Growth - Mid Cap Growth 1.52M (3.28%) 53.00K
Increased by +3.48%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 1.48M (3.19%) 0.00
Increased by 0.00%
Feb 28, 25
6 Harbor Small Cap Value Instl 1.44M (3.12%) -22.12K
Decreased by -1.53%
Dec 31, 24
7 Ariel Appreciation Investor 1.38M (2.98%) -161.09K
Decreased by -11.65%
Dec 31, 24
8 iShares Russell 2000 ETF 1.23M (2.65%) -10.67K
Decreased by -0.87%
Mar 31, 25
9 Vanguard Small Cap Index 1.20M (2.59%) 1.01K
Increased by +0.08%
Feb 28, 25
10 Congress Small Cap Growth Institutional 1.08M (2.34%) 25.00K
Increased by +2.30%
Mar 31, 24
11 T. Rowe Price US Smlr Cm Eq A USD 986.83K (2.13%) -19.54K
Decreased by -1.98%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 726.46K (1.57%) 1.39K
Increased by +0.19%
Feb 28, 25
13 Royce Small-Cap Quality Value Composite 689.59K (1.49%) -85.28K
Decreased by -12.37%
Dec 31, 24
14 Royce Small-Cap Total Return Invmt 689.59K (1.49%) -85.28K
Decreased by -12.37%
Dec 31, 24
15 M&G (ACS) EarnestPtnrsUSSmCpValGBPZ1AAcc 578.58K (1.25%) -63.21K
Decreased by -10.92%
Jan 31, 24
16 Boston Trust Walden Small Cap 521.61K (1.13%) -2.30K
Decreased by -0.44%
Feb 28, 25
17 VanEck Oil Services ETF 467.69K (1.01%) -23.80K
Decreased by -5.09%
Nov 28, 24
18 CT American Smaller Coms(US) InstAccGBP 467.15K (1.01%) 0.00
Increased by 0.00%
Dec 31, 23
19 Fidelity Small Cap Index 463.98K (1.00%) -8.69K
Decreased by -1.87%
Jan 31, 25
20 Fidelity® Small Cap Index 451.52K (0.97%) 12.22K
Increased by +2.71%
Oct 31, 23