Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.70%
2 ETHO 0.32%
3 CSML 0.14%
4 IWC 0.10%
5 EES 0.04%
6 PSC 0.04%
7 FNDA 0.03%
8 PRFZ 0.03%
9 VTWG 0.03%
10 VCR 0.03%
11 FDIS 0.03%
12 GSSC 0.03%
13 IWO 0.03%
14 VTWO 0.02%
15 IWM 0.02%
16 PKW 0.02%
17 RYLD 0.01%
18 ISCV 0.01%
19 DFAS 0.01%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 8.09M (16.29%) 43.97K
Increased by +0.54%
Dec 31, 23
2 BlackRock Inc 4.03M (8.12%) -64.93K
Decreased by -1.61%
Dec 31, 23
3 Vanguard Group Inc 3.25M (6.53%) -27.26K
Decreased by -0.84%
Dec 31, 23
4 Wellington Management Company LLP 3.17M (6.37%) -361.27K
Decreased by -11.41%
Dec 31, 23
5 Bank of America Corp 3.04M (6.12%) 217.87K
Increased by +7.16%
Dec 31, 23
6 Royce & Associates, LP 1.82M (3.66%) 816.99K
Increased by +44.87%
Dec 31, 23
7 Earnest Partners LLC 1.46M (2.94%) -82.98K
Decreased by -5.67%
Dec 31, 23
8 State Street Corporation 1.20M (2.42%) 21.18K
Increased by +1.76%
Dec 31, 23
9 Dimensional Fund Advisors, Inc. 1.16M (2.33%) -45.87K
Decreased by -3.96%
Dec 31, 23
10 Geode Capital Management, LLC 1.13M (2.27%) -4.73K
Decreased by -0.42%
Dec 31, 23
11 Millennium Management LLC 1.05M (2.12%) 442.68K
Increased by +42.04%
Dec 31, 23
12 Arnhold & S. Bleichroeder Advisers, LLC 957.07K (1.93%) 141.58K
Increased by +14.79%
Dec 31, 23
13 Olstein Capital Management, L.p. 815.81K (1.64%) -21.00K
Decreased by -2.57%
Mar 31, 24
14 Charles Schwab Investment Management Inc 792.73K (1.60%) 20.18K
Increased by +2.55%
Dec 31, 23
15 Arrowstreet Capital Limited Partnership 776.18K (1.56%) 388.86K
Increased by +50.10%
Dec 31, 23
16 Chartwell Investment Partners, LLC 756.16K (1.52%) -27.63K
Decreased by -3.65%
Dec 31, 23
17 Renaissance Technologies Corp 732.01K (1.47%) 402.51K
Increased by +54.99%
Sep 30, 23
18 Claret Asset Management Corporation 714.69K (1.44%) -128.99K
Decreased by -18.05%
Mar 31, 24
19 Envestnet Asset Management Inc 631.87K (1.27%) 631.87K
Increased by +100.00%
Dec 31, 23
20 Hotchkis & Wiley Capital Management LLC 606.31K (1.22%) -8.80K
Decreased by -1.45%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 4.78M (9.62%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.74M (3.51%) 2.44K
Increased by +0.14%
Mar 31, 24
3 Hartford Capital Appreciation Y 1.74M (3.50%) 0.00
Increased by 0.00%
Mar 31, 24
4 Royce Small-Cap Quality Value Composite 1.28M (2.57%) -29.83K
Decreased by -2.34%
Mar 31, 24
5 Royce Small-Cap Total Return Invmt 1.28M (2.57%) -29.83K
Decreased by -2.34%
Mar 31, 24
6 iShares Russell 2000 ETF 1.16M (2.34%) -9.26K
Decreased by -0.80%
Apr 30, 24
7 EARNEST Small Cap Core 1.10M (2.22%) 1.09M
Increased by +99.15%
Dec 31, 23
8 First Eagle US Small Cap Strategy 982.02K (1.98%) 124.39K
Increased by +12.67%
Mar 31, 24
9 First Eagle Small Cap Opportunity I 973.02K (1.96%) 38.69K
Increased by +3.98%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 769.24K (1.55%) 11.91K
Increased by +1.55%
Mar 31, 24
11 Olstein All Cap Value C 563.40K (1.13%) -19.45K
Decreased by -3.45%
Mar 31, 24
12 Olstein US Multi-Cap Value Equity 563.40K (1.13%) -15.70K
Decreased by -2.79%
Mar 31, 24
13 Fidelity® Small Cap Index 518.06K (1.04%) 15.21K
Increased by +2.94%
Oct 31, 23
14 Fidelity Small Cap Index 514.11K (1.03%) 7.75K
Increased by +1.51%
Feb 29, 24
15 Brighthouse Small Cap Value A 433.23K (0.87%) 0.00
Increased by 0.00%
Mar 31, 24
16 1290 VT GAMCO Small Company Value IB 390.02K (0.79%) 0.00
Increased by 0.00%
Mar 31, 24
17 MainStay VP Wellington Mid Cap Port Init 381.32K (0.77%) -8.84K
Decreased by -2.32%
Mar 31, 24
18 Royce Value Trust 377.85K (0.76%) 111.18K
Increased by +29.42%
Mar 31, 24
19 iShares Russell 2000 Growth ETF 341.78K (0.69%) -818.00
Decreased by -0.24%
Apr 30, 24
20 Mercer Global Small Cap Equity M-3£ 336.69K (0.68%) 10.36K
Increased by +3.08%
Dec 31, 23