Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 9.99%
2 GABF 1.26%
3 SMHB 0.72%
4 HEJD 0.43%
5 FESM 0.32%
6 PSP 0.28%
7 CSML 0.20%
8 ISMD 0.20%
9 RNSC 0.19%
10 FSGS 0.19%
11 PRFZ 0.10%
12 VTWV 0.10%
13 BBSC 0.09%
14 PFF 0.07%
15 FYX 0.07%
16 RSSL 0.05%
17 VTWO 0.05%
18 FNDA 0.05%
19 UWM 0.04%
20 IWN 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 American Century Companies Inc 5.34M (8.02%) 53.72K
Increased by +1.01%
Mar 31, 25
2 Vanguard Group Inc 5.34M (8.00%) -47.61K
Decreased by -0.89%
Mar 31, 25
3 Allspring Global Investments Holdings, LLC 4.79M (7.18%) 451.73K
Increased by +9.43%
Mar 31, 25
4 BlackRock Inc 4.16M (6.24%) -37.40K
Decreased by -0.90%
Mar 31, 25
5 William Blair Investment Management, LLC 1.79M (2.68%) -80.20K
Decreased by -4.49%
Mar 31, 25
6 Lord, Abbett & Co LLC 1.61M (2.41%) 49.28K
Increased by +3.06%
Mar 31, 25
7 GW&K Investment Management, LLC 1.48M (2.22%) 33.82K
Increased by +2.29%
Mar 31, 25
8 Essex Financial Services, Inc. 1.31M (1.96%) 3.37K
Increased by +0.26%
Dec 31, 24
9 State Street Corp 1.24M (1.86%) -8.76K
Decreased by -0.71%
Mar 31, 25
10 Schroder Investment Management Group 1.19M (1.79%) 89.66K
Increased by +7.51%
Mar 31, 25
11 State Street Corporation 1.16M (1.73%) 25.40K
Increased by +2.20%
Mar 31, 24
12 Royce & Associates, LP 898.02K (1.35%) 80.99K
Increased by +9.02%
Mar 31, 25
13 SEI Investments Co 853.66K (1.28%) 49.50K
Increased by +5.80%
Mar 31, 25
14 Bank of America Corp 822.30K (1.23%) -381.31K
Decreased by -46.37%
Mar 31, 25
15 Geode Capital Management, LLC 817.61K (1.23%) 20.25K
Increased by +2.48%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 722.12K (1.08%) 144.37K
Increased by +19.99%
Jun 30, 24
17 Blair William & Co 674.32K (1.01%) 26.93K
Increased by +3.99%
Mar 31, 25
18 Royal Bank of Canada 629.71K (0.94%) -107.45K
Decreased by -17.06%
Mar 31, 25
19 UBS Group AG 619.50K (0.93%) 10.98K
Increased by +1.77%
Dec 31, 24
20 Charles Schwab Investment Management Inc 602.16K (0.90%) -675.00
Decreased by -0.11%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Century Small Cap Value Inv 4.09M (6.13%) 0.00
Increased by 0.00%
Mar 31, 25
2 American Century U.S. Small Cap Value 4.09M (6.13%) 0.00
Increased by 0.00%
Mar 31, 25
3 Allspring Special Small Cap Value A 3.38M (5.07%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.10M (3.15%) 238.74K
Increased by +11.36%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.08M (3.12%) 16.51K
Increased by +0.79%
Apr 30, 25
6 iShares Russell 2000 ETF 1.74M (2.61%) 852.00
Increased by +0.05%
May 28, 25
7 Vanguard Small Cap Index 1.61M (2.42%) 10.72K
Increased by +0.66%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 1.04M (1.56%) 3.19K
Increased by +0.31%
Apr 30, 25
9 Lord Abbett & Co. Small to Mid Value 893.42K (1.34%) -15.28K
Decreased by -1.71%
Mar 31, 25
10 Lord Abbett Smid-Cap Equity SMA 893.42K (1.34%) -15.28K
Decreased by -1.71%
Mar 31, 25
11 Lord Abbett Value Opportunities I 893.42K (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
12 Schroder US Smaller Companies Acc 711.47K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
13 American Century US Small Cap Val Eq Tr 702.18K (1.05%) 55.28K
Increased by +7.87%
Mar 31, 25
14 Fidelity Small Cap Index 669.58K (1.00%) 6.62K
Increased by +0.99%
Mar 31, 25
15 UWS Schroder US Smaller Companies S4 658.41K (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
16 William Blair Small Cap Value I 644.83K (0.97%) -35.15K
Decreased by -5.45%
Apr 30, 25
17 Fidelity® Small Cap Index 615.35K (0.92%) 17.02K
Increased by +2.77%
Oct 31, 23
18 iShares Russell 2000 Value ETF 610.84K (0.92%) 0.00
Increased by 0.00%
May 28, 25
19 Royce Small-Cap Quality Value Composite 608.16K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
20 Royce Small-Cap Total Return Invmt 608.16K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25