Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 3.11%
2 IVENC 2.29%
3 PSCE 1.02%
4 XES 0.63%
5 IEZ 0.54%
6 OIH 0.35%
7 FSGS 0.27%
8 RNSC 0.27%
9 CCNR 0.22%
10 SMD 0.17%
11 DUG 0.14%
12 DDG 0.14%
13 EQWM 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 10.34M (22.30%) 709.46K
Increased by +6.86%
Mar 31, 25
2 BlackRock Inc 7.51M (16.19%) -412.76K
Decreased by -5.50%
Mar 31, 25
3 Disciplined Growth Investors Inc 5.49M (11.84%) -11.93K
Decreased by -0.22%
Mar 31, 25
4 Vanguard Group Inc 5.42M (11.68%) -174.60K
Decreased by -3.22%
Mar 31, 25
5 Earnest Partners LLC 3.63M (7.83%) -54.44K
Decreased by -1.50%
Mar 31, 25
6 State Street Corporation 2.04M (4.40%) -36.79K
Decreased by -1.80%
Dec 31, 23
7 State Street Corp 1.93M (4.17%) -73.38K
Decreased by -3.79%
Mar 31, 25
8 Congress Asset Management Company, LLP 1.61M (3.46%) 240.99K
Increased by +15.00%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 1.10M (2.37%) -60.07K
Decreased by -5.47%
Mar 31, 25
10 Ameriprise Financial Inc 1.09M (2.35%) 127.12K
Increased by +11.67%
Dec 31, 23
11 Geode Capital Management, LLC 1.08M (2.33%) 23.01K
Increased by +2.13%
Mar 31, 25
12 Fisher Asset Management, LLC 1.01M (2.18%) 70.30K
Increased by +6.95%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 972.56K (2.10%) 124.58K
Increased by +12.81%
Mar 31, 25
14 Royce & Associates, LP 971.19K (2.09%) 2.06K
Increased by +0.21%
Mar 31, 25
15 Fred Alger Management, LLC 736.85K (1.59%) 180.34K
Increased by +24.47%
Mar 31, 25
16 BTIM Corp 610.89K (1.32%) -6.45K
Decreased by -1.06%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 589.58K (1.27%) -305.19K
Decreased by -51.76%
Mar 31, 25
18 Northern Trust Corp 577.75K (1.25%) 78.17K
Increased by +13.53%
Dec 31, 24
19 Charles Schwab Investment Management Inc 497.99K (1.07%) -1.31K
Decreased by -0.26%
Mar 31, 25
20 Gendell Jeffrey L 457.00K (0.99%) 26.84K
Increased by +5.87%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Fund Investor 3.66M (7.90%) 155.89K
Increased by +4.26%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 2.83M (6.11%) -2.98K
Decreased by -0.11%
Apr 30, 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 Ariel Appreciation Investor 1.49M (3.20%) 103.66K
Increased by +6.98%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 1.48M (3.20%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.48M (3.18%) 0.00
Increased by 0.00%
Apr 30, 25
8 Harbor Small Cap Value Instl 1.43M (3.09%) -10.06K
Decreased by -0.70%
Mar 31, 25
9 Vanguard Small Cap Index 1.18M (2.55%) 14.64K
Increased by +1.24%
Apr 30, 25
10 iShares Russell 2000 ETF 1.17M (2.51%) 197.00
Increased by +0.02%
Apr 30, 25
11 Congress Small Cap Growth Institutional 1.08M (2.34%) 25.00K
Increased by +2.30%
Mar 31, 24
12 T. Rowe Price US Smlr Cm Eq A USD 938.72K (2.02%) -48.11K
Decreased by -5.12%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 751.38K (1.62%) 1.67K
Increased by +0.22%
Apr 30, 25
14 Royce Small-Cap Quality Value Composite 689.59K (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
15 Royce Small-Cap Total Return Invmt 689.59K (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
16 M&G (ACS) EarnestPtnrsUSSmCpValGBPZ1AAcc 578.58K (1.25%) -63.21K
Decreased by -10.92%
Jan 31, 24
17 Boston Trust Walden Small Cap 511.33K (1.10%) -7.19K
Decreased by -1.41%
Apr 30, 25
18 VanEck Oil Services ETF 467.69K (1.01%) -23.80K
Decreased by -5.09%
Nov 28, 24
19 CT American Smaller Coms(US) InstAccGBP 467.15K (1.01%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fidelity Small Cap Index 463.98K (1.00%) 0.00
Increased by 0.00%
Feb 28, 25