Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FYT 0.52%
2 FYC 0.40%
3 RNSC 0.28%
4 FSGS 0.28%
5 FYX 0.26%
6 ISMD 0.20%
7 CSML 0.20%
8 PAVE 0.12%
9 IWC 0.12%
10 DGRS 0.12%
11 FAB 0.11%
12 DFSV 0.11%
13 JPSE 0.10%
14 RFLR 0.10%
15 EES 0.10%
16 DES 0.09%
17 GSSC 0.08%
18 FAD 0.08%
19 SMLV 0.06%
20 DFAT 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.51M (9.08%) 176.40K
Increased by +7.02%
Mar 31, 25
2 Macquarie Group Ltd 2.05M (7.42%) 47.87K
Increased by +2.33%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.68M (6.08%) -206.01K
Decreased by -12.24%
Mar 31, 25
4 Vanguard Group Inc 1.61M (5.83%) 2.51K
Increased by +0.16%
Mar 31, 25
5 Amvescap Plc. 1.26M (4.56%) 808.11K
Increased by +63.97%
Mar 31, 25
6 GW&K Investment Management, LLC 1.26M (4.54%) 11.75K
Increased by +0.93%
Dec 31, 24
7 Lord, Abbett & Co LLC 995.83K (3.60%) -7.92K
Decreased by -0.80%
Dec 31, 24
8 Vaughan Nelson Scarbrgh & Mccullough LP 975.36K (3.52%) 266.02K
Increased by +27.27%
Mar 31, 25
9 Allspring Global Investments Holdings, LLC 904.39K (3.27%) -16.74K
Decreased by -1.85%
Dec 31, 24
10 Goldman Sachs Group Inc 808.05K (2.92%) 287.56K
Increased by +35.59%
Dec 31, 23
11 Stanley Capital Management, LLC 787.50K (2.84%) 787.50K
Increased by +100.00%
Mar 31, 25
12 Segall Bryant & Hamill 786.15K (2.84%) 56.03K
Increased by +7.13%
Mar 31, 25
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 780.81K (2.82%) 154.16K
Increased by +19.74%
Mar 31, 25
14 Victory Capital Management Inc. 737.25K (2.66%) 398.83K
Increased by +54.10%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 730.88K (2.64%) 597.27K
Increased by +81.72%
Mar 31, 25
16 Geode Capital Management, LLC 694.69K (2.51%) 13.73K
Increased by +1.98%
Mar 31, 25
17 State Street Corp 649.44K (2.35%) -19.08K
Decreased by -2.94%
Mar 31, 25
18 State Street Corporation 643.12K (2.32%) -1.58K
Decreased by -0.25%
Mar 31, 24
19 Madison Avenue Partners, LP 619.34K (2.24%) 619.34K
Increased by +100.00%
Mar 31, 25
20 Aristotle Capital Boston, LLC 590.54K (2.13%) -111.08K
Decreased by -18.81%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Macquarie Small Cap Core I 1.69M (6.12%) 0.00
Increased by 0.00%
Apr 30, 25
2 Delaware Small Cap Core I 1.65M (5.95%) 0.00
Increased by 0.00%
Oct 31, 24
3 Delaware US Small Cap Core Equity (SMA) 1.31M (4.73%) -15.32K
Decreased by -1.17%
Mar 31, 24
4 Macquarie US Small Cap Core Equity 1.31M (4.73%) -15.32K
Decreased by -1.17%
Mar 31, 24
5 Invesco Small Cap Value A 1.08M (3.92%) -122.54K
Decreased by -11.30%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 877.75K (3.17%) 1.68K
Increased by +0.19%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 865.25K (3.12%) 0.00
Increased by 0.00%
May 31, 25
8 Allspring Special Small Cap Value A 736.81K (2.66%) -10.00K
Decreased by -1.36%
Dec 31, 24
9 iShares Russell 2000 ETF 723.90K (2.61%) 0.00
Increased by 0.00%
May 31, 25
10 Global X US Infrastructure Dev ETF 701.48K (2.53%) 0.00
Increased by 0.00%
May 30, 25
11 American Beacon Small Cp Val R5 595.58K (2.15%) 0.00
Increased by 0.00%
Jan 31, 25
12 Victory Small Cap Value CIT (Net 75) 575.00K (2.08%) -135.00K
Decreased by -23.48%
Sep 30, 23
13 Victory Sycamore Small Company Opp R 575.00K (2.08%) -135.00K
Decreased by -23.48%
Sep 30, 23
14 Lord Abbett & Co. Small to Mid Value 560.82K (2.03%) -10.39K
Decreased by -1.85%
Dec 31, 24
15 Lord Abbett Value Opportunities I 556.40K (2.01%) -4.41K
Decreased by -0.79%
Jan 31, 25
16 FIAM Small Cap Core CIT Cl B 470.10K (1.70%) -74.85K
Decreased by -15.92%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 455.56K (1.65%) 4.00K
Increased by +0.88%
May 31, 25
18 Heartland Value Investor 450.00K (1.63%) 0.00
Increased by 0.00%
May 31, 25
19 DFA US Small Cap Value I 397.32K (1.43%) -3.65K
Decreased by -0.92%
Apr 30, 25
20 FIAM Small Cap Core Composite 372.64K (1.35%) -243.66K
Decreased by -65.39%
Dec 31, 23