Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARB 0.58%
2 FDM 0.49%
3 MNA 0.26%
4 ETHO 0.22%
5 CSML 0.14%
6 VFVA 0.09%
7 IWC 0.07%
8 RTLA 0.05%
9 EBIT 0.04%
10 PSC 0.04%
11 GSSC 0.04%
12 EES 0.04%
13 PSM 0.03%
14 IWN 0.02%
15 PRFZ 0.02%
16 VCR 0.02%
17 VTWV 0.02%
18 ISCV 0.01%
19 RSSL 0.01%
20 FNDA 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 8.07M (17.67%) -119.56K
Decreased by -1.48%
Jun 30, 25
2 Bank of America Corp 4.51M (9.88%) -286.45K
Decreased by -6.35%
Jun 30, 25
3 Boston Partners Global Investors, Inc 3.95M (8.65%) 1.43M
Increased by +36.19%
Jun 30, 25
4 BlackRock Inc 3.72M (8.15%) 29.69K
Increased by +0.80%
Jun 30, 25
5 Vanguard Group Inc 2.89M (6.34%) -396.65K
Decreased by -13.71%
Jun 30, 25
6 Hotchkis & Wiley Capital Management LLC 2.32M (5.07%) 646.92K
Increased by +27.92%
Jun 30, 25
7 Arnhold & S. Bleichroeder Advisers, LLC 1.95M (4.27%) 110.72K
Increased by +5.68%
Jun 30, 25
8 Earnest Partners LLC 1.56M (3.42%) 2.57K
Increased by +0.16%
Jun 30, 25
9 Goldman Sachs Group Inc 1.32M (2.90%) -239.17K
Decreased by -18.08%
Dec 31, 24
10 Geode Capital Management, LLC 1.24M (2.72%) 13.82K
Increased by +1.11%
Jun 30, 25
11 Arrowstreet Capital Limited Partnership 1.18M (2.60%) 98.65K
Increased by +8.33%
Jun 30, 25
12 State Street Corporation 1.18M (2.59%) -16.48K
Decreased by -1.39%
Mar 31, 24
13 Wellington Management Company LLP 1.09M (2.39%) -469.84K
Decreased by -43.13%
Mar 31, 25
14 State Street Corp 1.09M (2.38%) 6.38K
Increased by +0.59%
Jun 30, 25
15 Olstein Capital Management, L.p. 973.00K (2.13%) 56.60K
Increased by +5.82%
Mar 31, 25
16 Acadian Asset Management LLC 855.66K (1.87%) 855.66K
Increased by +100.00%
Jun 30, 25
17 Millennium Management LLC 843.61K (1.85%) 716.88K
Increased by +84.98%
Jun 30, 25
18 Skylands Capital, LLC 829.59K (1.82%) 83.97K
Increased by +10.12%
Jun 30, 25
19 Envestnet Asset Management Inc 797.50K (1.75%) -31.07K
Decreased by -3.90%
Jun 30, 25
20 Renaissance Technologies Corp 732.01K (1.60%) 402.51K
Increased by +54.99%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 4.31M (9.43%) -161.00K
Decreased by -3.74%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.74M (3.82%) 0.00
Increased by 0.00%
Sep 30, 24
3 First Eagle Small Cap Opportunity I 1.56M (3.43%) 0.00
Increased by 0.00%
Jul 31, 25
4 First Eagle US Small Cap Strategy 1.56M (3.43%) 84.47K
Increased by +5.40%
Jun 30, 25
5 Hartford Capital Appreciation Y 1.52M (3.34%) 0.00
Increased by 0.00%
Jun 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.46M (3.21%) -32.30K
Decreased by -2.21%
Jul 31, 25
7 Column Small Cap Select 1.35M (2.96%) 271.84K
Increased by +20.13%
Jun 30, 25
8 Royce Small-Cap Quality Value Composite 1.28M (2.80%) -29.83K
Decreased by -2.34%
Mar 31, 24
9 Royce Small-Cap Total Return Invmt 1.28M (2.80%) -29.83K
Decreased by -2.34%
Mar 31, 24
10 iShares Russell 2000 ETF 1.19M (2.60%) 0.00
Increased by 0.00%
Aug 31, 25
11 EARNEST Small Cap Core 1.10M (2.41%) 1.09M
Increased by +99.15%
Dec 31, 23
12 Brighthouse Small Cap Value A 696.74K (1.53%) 0.00
Increased by 0.00%
Jun 30, 25
13 Olstein All Cap Value C 670.00K (1.47%) 106.60K
Increased by +15.91%
Mar 31, 25
14 Olstein US Multi-Cap Value Equity 670.00K (1.47%) 106.60K
Increased by +15.91%
Mar 31, 25
15 WPG Partners Select Small Cap Value Ins 613.76K (1.34%) 17.38K
Increased by +2.83%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 542.35K (1.19%) -247.13K
Decreased by -45.57%
Jul 31, 25
17 Fidelity® Small Cap Index 518.06K (1.13%) 15.21K
Increased by +2.94%
Oct 31, 23
18 Fidelity Small Cap Index 505.29K (1.11%) -8.60K
Decreased by -1.70%
Jun 30, 25
19 Argenta-Fund Lifestyle Dynamic R Cap 454.21K (0.99%) 119.33K
Increased by +26.27%
May 31, 25
20 iShares Russell 2000 Value ETF 401.86K (0.88%) 0.00
Increased by 0.00%
Aug 31, 25