Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.49%
2 ETHO 0.22%
3 CSML 0.14%
4 VFVA 0.09%
5 IWC 0.08%
6 RTLA 0.05%
7 EBIT 0.04%
8 PSC 0.04%
9 GSSC 0.04%
10 EES 0.04%
11 PSM 0.03%
12 IWN 0.02%
13 PRFZ 0.02%
14 IWM 0.01%
15 ISCV 0.01%
16 RSSL 0.01%
17 FNDA 0.01%
18 PKW 0.01%
19 VTWO 0.01%
20 VCR 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 8.07M (16.23%) -119.56K
Decreased by -1.48%
Jun 30, 25
2 Bank of America Corp 4.51M (9.07%) -286.45K
Decreased by -6.35%
Jun 30, 25
3 Boston Partners Global Investors, Inc 3.95M (7.95%) 1.43M
Increased by +36.19%
Jun 30, 25
4 BlackRock Inc 3.72M (7.49%) 29.69K
Increased by +0.80%
Jun 30, 25
5 Vanguard Group Inc 2.89M (5.82%) -396.65K
Decreased by -13.71%
Jun 30, 25
6 Hotchkis & Wiley Capital Management LLC 2.32M (4.66%) 646.92K
Increased by +27.92%
Jun 30, 25
7 Arnhold & S. Bleichroeder Advisers, LLC 1.95M (3.92%) 110.72K
Increased by +5.68%
Jun 30, 25
8 Earnest Partners LLC 1.56M (3.15%) 2.57K
Increased by +0.16%
Jun 30, 25
9 Goldman Sachs Group Inc 1.32M (2.66%) -239.17K
Decreased by -18.08%
Dec 31, 24
10 Geode Capital Management, LLC 1.24M (2.50%) 13.82K
Increased by +1.11%
Jun 30, 25
11 Arrowstreet Capital Limited Partnership 1.18M (2.38%) 98.65K
Increased by +8.33%
Jun 30, 25
12 State Street Corporation 1.18M (2.38%) -16.48K
Decreased by -1.39%
Mar 31, 24
13 Wellington Management Company LLP 1.09M (2.19%) -469.84K
Decreased by -43.13%
Mar 31, 25
14 State Street Corp 1.09M (2.18%) 6.38K
Increased by +0.59%
Jun 30, 25
15 Olstein Capital Management, L.p. 973.00K (1.96%) 56.60K
Increased by +5.82%
Mar 31, 25
16 Acadian Asset Management LLC 855.66K (1.72%) 855.66K
Increased by +100.00%
Jun 30, 25
17 Millennium Management LLC 843.61K (1.70%) 716.88K
Increased by +84.98%
Jun 30, 25
18 Skylands Capital, LLC 829.59K (1.67%) 83.97K
Increased by +10.12%
Jun 30, 25
19 Envestnet Asset Management Inc 797.50K (1.60%) -31.07K
Decreased by -3.90%
Jun 30, 25
20 Renaissance Technologies Corp 732.01K (1.47%) 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 (8.66%) -161.00K
Decreased by -3.74%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.74M (3.51%) 0.00
Increased by 0.00%
Sep 30, 24
3 First Eagle Small Cap Opportunity I 1.56M (3.15%) 0.00
Increased by 0.00%
Jul 31, 25
4 First Eagle US Small Cap Strategy 1.56M (3.15%) 84.47K
Increased by +5.40%
Jun 30, 25
5 Hartford Capital Appreciation Y 1.52M (3.07%) 0.00
Increased by 0.00%
Jun 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.46M (2.95%) -32.30K
Decreased by -2.21%
Jul 31, 25
7 Column Small Cap Select 1.35M (2.72%) 271.84K
Increased by +20.13%
Jun 30, 25
8 Royce Small-Cap Quality Value Composite 1.28M (2.57%) -29.83K
Decreased by -2.34%
Mar 31, 24
9 Royce Small-Cap Total Return Invmt 1.28M (2.57%) -29.83K
Decreased by -2.34%
Mar 31, 24
10 iShares Russell 2000 ETF 1.19M (2.39%) 0.00
Increased by 0.00%
Aug 31, 25
11 EARNEST Small Cap Core 1.10M (2.22%) 1.09M
Increased by +99.15%
Dec 31, 23
12 Brighthouse Small Cap Value A 696.74K (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
13 Olstein All Cap Value C 670.00K (1.35%) 106.60K
Increased by +15.91%
Mar 31, 25
14 Olstein US Multi-Cap Value Equity 670.00K (1.35%) 106.60K
Increased by +15.91%
Mar 31, 25
15 WPG Partners Select Small Cap Value Ins 613.76K (1.23%) 17.38K
Increased by +2.83%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 542.35K (1.09%) -247.13K
Decreased by -45.57%
Jul 31, 25
17 Fidelity® Small Cap Index 518.06K (1.04%) 15.21K
Increased by +2.94%
Oct 31, 23
18 Fidelity Small Cap Index 505.29K (1.02%) -8.60K
Decreased by -1.70%
Jun 30, 25
19 Argenta-Fund Lifestyle Dynamic R Cap 454.21K (0.91%) 119.33K
Increased by +26.27%
May 31, 25
20 iShares Russell 2000 Value ETF 401.86K (0.81%) 0.00
Increased by 0.00%
Aug 31, 25