Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.49%
2 ETHO 0.22%
3 CSML 0.14%
4 RTLA 0.05%
5 IWC 0.05%
6 EBIT 0.04%
7 PSC 0.04%
8 GSSC 0.04%
9 EES 0.04%
10 PSM 0.03%
11 PRFZ 0.02%
12 ISCV 0.01%
13 RSSL 0.01%
14 FNDA 0.01%
15 IWO 0.01%
16 PKW 0.01%
17 VTWO 0.01%
18 VTWG 0.01%
19 VCR 0.01%
20 ISCB 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 8.52M (17.10%) -114.20K
Decreased by -1.34%
Dec 31, 24
2 BlackRock Inc 3.89M (7.81%) -250.69K
Decreased by -6.44%
Dec 31, 24
3 Vanguard Group Inc 3.23M (6.48%) -370.38K
Decreased by -11.47%
Dec 31, 24
4 Bank of America Corp 2.94M (5.89%) -229.31K
Decreased by -7.81%
Dec 31, 24
5 Royce & Associates, LP 1.91M (3.84%) 90.95K
Increased by +4.76%
Mar 31, 24
6 Boston Partners Global Investors, Inc 1.67M (3.34%) 1.61M
Increased by +96.58%
Dec 31, 24
7 Arnhold & S. Bleichroeder Advisers, LLC 1.67M (3.34%) 274.46K
Increased by +16.48%
Dec 31, 24
8 Hotchkis & Wiley Capital Management LLC 1.59M (3.19%) 207.40K
Increased by +13.06%
Dec 31, 24
9 Wellington Management Company LLP 1.56M (3.13%) 267.69K
Increased by +17.17%
Dec 31, 24
10 Earnest Partners LLC 1.34M (2.70%) -7.86K
Decreased by -0.59%
Dec 31, 24
11 Goldman Sachs Group Inc 1.32M (2.65%) -239.17K
Decreased by -18.08%
Dec 31, 24
12 Arrowstreet Capital Limited Partnership 1.27M (2.54%) 251.87K
Increased by +19.90%
Dec 31, 24
13 Geode Capital Management, LLC 1.19M (2.38%) 6.97K
Increased by +0.59%
Dec 31, 24
14 State Street Corporation 1.18M (2.38%) -16.48K
Decreased by -1.39%
Mar 31, 24
15 Acadian Asset Management LLC 1.14M (2.28%) 568.27K
Increased by +49.91%
Dec 31, 24
16 State Street Corp 1.09M (2.19%) -86.01K
Decreased by -7.89%
Dec 31, 24
17 Olstein Capital Management, L.p. 973.00K (1.95%) 56.60K
Increased by +5.82%
Mar 31, 25
18 Ancora Advisors LLC 880.88K (1.77%) 734.41K
Increased by +83.37%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 759.84K (1.52%) 3.54K
Increased by +0.47%
Dec 31, 24
20 Skylands Capital, LLC 745.62K (1.50%) 175.62K
Increased by +23.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 4.49M (9.01%) -310.00K
Decreased by -6.90%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.74M (3.50%) 0.00
Increased by 0.00%
Sep 30, 24
3 Hartford Capital Appreciation Y 1.52M (3.06%) 0.00
Increased by 0.00%
Jun 30, 24
4 First Eagle Small Cap Opportunity I 1.48M (2.97%) 4.86K
Increased by +0.33%
Mar 31, 25
5 First Eagle US Small Cap Strategy 1.48M (2.97%) 98.36K
Increased by +6.65%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 1.46M (2.93%) 0.00
Increased by 0.00%
Mar 31, 25
7 Royce Small-Cap Quality Value Composite 1.28M (2.56%) -29.83K
Decreased by -2.34%
Mar 31, 24
8 Royce Small-Cap Total Return Invmt 1.28M (2.56%) -29.83K
Decreased by -2.34%
Mar 31, 24
9 iShares Russell 2000 ETF 1.25M (2.50%) -10.84K
Decreased by -0.87%
Mar 31, 25
10 EARNEST Small Cap Core 1.10M (2.21%) 1.09M
Increased by +99.15%
Dec 31, 23
11 Column Small Cap Select 1.08M (2.16%) 390.30K
Increased by +36.18%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 789.49K (1.58%) 23.79K
Increased by +3.01%
Mar 31, 25
13 Olstein All Cap Value C 670.00K (1.34%) 106.60K
Increased by +15.91%
Mar 31, 25
14 Olstein US Multi-Cap Value Equity 670.00K (1.34%) 106.60K
Increased by +15.91%
Mar 31, 25
15 Fidelity® Small Cap Index 518.06K (1.04%) 15.21K
Increased by +2.94%
Oct 31, 23
16 Fidelity Small Cap Index 502.50K (1.01%) -9.41K
Decreased by -1.87%
Jan 31, 25
17 North Star Micro Cap I 442.00K (0.89%) 168.00K
Increased by +38.01%
Jun 30, 24
18 WPG Partners Select Small Cap Value Ins 438.62K (0.88%) 97.17K
Increased by +22.15%
Jan 31, 25
19 LVIP Wellington SMID Cap Value Std 417.13K (0.84%) 71.53K
Increased by +17.15%
Dec 31, 24
20 Hotchkis & Wiley Sm Cp Divers Val I 409.10K (0.82%) 0.00
Increased by 0.00%
Feb 28, 25