Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 1.99%
2 LIVR 1.45%
3 RZG 1.02%
4 GRPZ 1.02%
5 XSMO 0.87%
6 XSLV 0.74%
7 FNY 0.59%
8 AFSM 0.59%
9 QSML 0.57%
10 FYC 0.54%
11 IJT 0.52%
12 SLYG 0.51%
13 VIOG 0.51%
14 FTXR 0.51%
15 JSML 0.50%
16 USVM 0.42%
17 ESIX 0.37%
18 JPSV 0.35%
19 GVLU 0.34%
20 QVMS 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.16M (17.99%) 87.53K
Increased by +2.10%
Mar 31, 25
2 Vanguard Group Inc 3.00M (12.95%) -31.96K
Decreased by -1.07%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 1.45M (6.27%) -229.66K
Decreased by -15.84%
Mar 31, 25
4 State Street Corp 1.08M (4.66%) -43.83K
Decreased by -4.06%
Mar 31, 25
5 State Street Corporation 1.04M (4.51%) 12.23K
Increased by +1.17%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 952.55K (4.12%) -51.83K
Decreased by -5.44%
Mar 31, 25
7 Geode Capital Management, LLC 651.81K (2.82%) 20.57K
Increased by +3.16%
Mar 31, 25
8 Amvescap Plc. 622.86K (2.69%) -42.24K
Decreased by -6.78%
Dec 31, 24
9 GW&K Investment Management, LLC 601.36K (2.60%) 4.36K
Increased by +0.73%
Mar 31, 25
10 Jennison Associates LLC 598.64K (2.59%) 145.39K
Increased by +24.29%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 565.44K (2.44%) -60.46K
Decreased by -10.69%
Mar 31, 25
12 Wellington Management Company LLP 511.79K (2.21%) 337.07K
Increased by +65.86%
Mar 31, 25
13 Royce & Associates, LP 486.79K (2.10%) -23.16K
Decreased by -4.76%
Mar 31, 25
14 Northern Trust Corp 472.72K (2.04%) 43.81K
Increased by +9.27%
Dec 31, 24
15 Geneva Capital Management 430.73K (1.86%) -42.00
Decreased by -0.01%
Mar 31, 25
16 Fuller & Thaler Asset Management Inc 427.10K (1.85%) 99.08K
Increased by +23.20%
Mar 31, 25
17 Bank of America Corp 403.82K (1.75%) 56.18K
Increased by +13.91%
Mar 31, 25
18 Charles Schwab Investment Management Inc 345.16K (1.49%) -9.56K
Decreased by -2.77%
Mar 31, 25
19 abrdn PLC 341.14K (1.47%) -69.43K
Decreased by -20.35%
Sep 30, 23
20 Fiera Capital Corporation 337.29K (1.46%) 115.50K
Increased by +34.24%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.65M (7.12%) -1.46K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 835.30K (3.61%) 24.20K
Increased by +2.90%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 801.69K (3.46%) -42.21K
Decreased by -5.27%
Sep 30, 24
4 Vanguard Small Cap Index 651.21K (2.81%) 3.43K
Increased by +0.53%
Apr 30, 25
5 iShares Russell 2000 ETF 637.23K (2.75%) 108.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 418.28K (1.81%) 3.54K
Increased by +0.85%
Apr 30, 25
7 Calvert Small-Cap A 417.71K (1.81%) -7.33K
Decreased by -1.75%
Mar 31, 25
8 Calvert US Small-Cap Strategy 417.71K (1.81%) -139.01K
Decreased by -33.28%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 362.40K (1.57%) -980.00
Decreased by -0.27%
Apr 30, 25
10 Columbia Acorn Inst 327.24K (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
11 T. Rowe Price Small-Cap Value 321.97K (1.39%) -69.00
Decreased by -0.02%
Mar 31, 25
12 FullerThaler Behavioral Sm-Cp Eq R6 313.66K (1.36%) 313.66K
Increased by +100.00%
Dec 31, 24
13 FullerThaler Behavioral Small-Cap Equity 313.66K (1.36%) 313.66K
Increased by +100.00%
Dec 31, 24
14 PGIM Jennison Small Company A 295.27K (1.28%) 58.01K
Increased by +19.65%
Apr 30, 25
15 Fidelity Small Cap Index 256.40K (1.11%) 951.00
Increased by +0.37%
Feb 28, 25
16 Fidelity® Small Cap Index 253.57K (1.10%) 6.79K
Increased by +2.68%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 251.23K (1.09%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 242.58K (1.05%) 0.00
Increased by 0.00%
Apr 30, 25
19 Jennison SMid Cap Core Equity 237.26K (1.03%) 64.34K
Increased by +27.12%
Mar 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 234.65K (1.01%) 0.00
Increased by 0.00%
Apr 30, 25