Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 3.11%
2 CVAR 2.92%
3 IVENC 2.29%
4 XES 0.71%
5 PSCE 0.67%
6 IEZ 0.28%
7 FSGS 0.27%
8 RNSC 0.27%
9 CCNR 0.22%
10 OIH 0.20%
11 SMD 0.17%
12 EQWM 0.14%
13 DDG 0.14%
14 DUG 0.14%
15 TXSS 0.13%
16 FYC 0.12%
17 AVSC 0.11%
18 ESIX 0.10%
19 DGRS 0.09%
20 QVMS 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 13.17M (28.99%) -490.61K
Decreased by -3.73%
Mar 31, 26
2 BlackRock Inc 7.21M (15.87%) 54.96K
Increased by +0.76%
Mar 31, 26
3 Disciplined Growth Investors Inc 4.94M (10.87%) -229.80K
Decreased by -4.65%
Mar 31, 26
4 Vanguard Group Inc 3.08M (6.78%) 32.49K
Increased by +1.05%
Dec 31, 25
5 Earnest Partners LLC 3.06M (6.73%) -165.05K
Decreased by -5.40%
Mar 31, 26
6 State Street Corp 2.06M (4.54%) 18.80K
Increased by +0.91%
Mar 31, 26
7 State Street Corporation 2.04M (4.49%) -36.79K
Decreased by -1.80%
Dec 31, 23
8 CWA Asset Management Group, LLC 1.74M (3.83%) 1.12M
Increased by +64.25%
Mar 31, 26
9 Vanguard Capital Management, LLC 1.62M (3.57%) 1.62M
Increased by +100.00%
Mar 31, 26
10 Congress Asset Management Company, LLP 1.61M (3.54%) 240.99K
Increased by +15.00%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 1.35M (2.98%) 122.72K
Increased by +9.07%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 1.25M (2.76%) 1.25M
Increased by +100.00%
Mar 31, 26
13 Geode Capital Management, LLC 1.14M (2.51%) 23.02K
Increased by +2.02%
Mar 31, 26
14 T. Rowe Price Investment Management,Inc. 1.10M (2.43%) -877.22K
Decreased by -79.47%
Mar 31, 26
15 Ameriprise Financial Inc 1.09M (2.40%) 127.12K
Increased by +11.67%
Dec 31, 23
16 The Goldman Sachs Group Inc 848.90K (1.87%) 3.65K
Increased by +0.43%
Mar 31, 26
17 Royce & Associates, LP 772.36K (1.70%) -198.83K
Decreased by -25.74%
Jun 30, 25
18 Fisher Asset Management, LLC 736.75K (1.62%) -38.23K
Decreased by -5.19%
Mar 31, 26
19 Charles Schwab Investment Management Inc 686.95K (1.51%) -50.60K
Decreased by -7.37%
Mar 31, 26
20 Gendell Jeffrey L 648.46K (1.43%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Fund Investor 5.41M (11.91%) -798.90K
Decreased by -14.76%
Mar 31, 26
2 iShares Core S&P Small-Cap ETF 2.84M (6.25%) 1.23K
Increased by +0.04%
May 29, 26
3 EARNEST Small Cap Value 1.89M (4.16%) 1.89M
Increased by +99.88%
Dec 31, 23
4 Ariel Appreciation Investor 1.51M (3.33%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 1.48M (3.27%) 0.00
Increased by 0.00%
Sep 30, 24
6 Disciplined Growth - Mid Cap Growth 1.28M (2.81%) -103.20K
Decreased by -8.07%
Mar 31, 26
7 Harbor Small Cap Value Instl 1.17M (2.57%) -10.41K
Decreased by -0.89%
Mar 31, 26
8 iShares Russell 2000 ETF 1.12M (2.46%) 10.35K
Increased by +0.92%
May 29, 26
9 Congress Small Cap Growth Institutional 1.08M (2.39%) 25.00K
Increased by +2.30%
Mar 31, 24
10 Vanguard Total Stock Mkt Idx Inv 1.07M (2.35%) 0.00
Increased by 0.00%
Apr 30, 26
11 T. Rowe Price US Smlr Coms Eq A 933.67K (2.06%) 0.00
Increased by 0.00%
Apr 30, 26
12 T. Rowe Price US Smlr Cm Eq A USD 892.90K (1.97%) -45.82K
Decreased by -5.13%
Apr 30, 25
13 M&G (ACS) EarnestPtnrsUSSmCpValGBPZ1AAcc 578.58K (1.27%) -63.21K
Decreased by -10.92%
Jan 31, 24
14 Royce Small-Cap Quality Value Composite 573.04K (1.26%) -116.55K
Decreased by -20.34%
Jun 30, 25
15 Royce Small-Cap Total Return Invmt 573.04K (1.26%) -116.55K
Decreased by -20.34%
Jun 30, 25
16 Vanguard Small Cap Index 568.84K (1.25%) -3.76K
Decreased by -0.66%
Jul 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 524.70K (1.16%) 2.88K
Increased by +0.55%
Apr 30, 26
18 Boston Trust Walden Small Cap 511.33K (1.13%) -7.19K
Decreased by -1.41%
Apr 30, 25
19 Heartland Value Investor 500.00K (1.10%) 350.00K
Increased by +70.00%
Apr 30, 26
20 CT American Smaller Coms(US) InstAccGBP 467.15K (1.03%) 0.00
Increased by 0.00%
Dec 31, 23