Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 3.21%
2 SOVF 2.98%
3 IPAY 2.56%
4 SRHQ 1.70%
5 QWST 1.32%
6 XMLV 1.22%
7 BOUT 1.18%
8 FSCS 1.05%
9 RNMC 1.05%
10 LSAF 1.05%
11 XMVM 1.04%
12 FSGS 1.03%
13 RNSC 1.03%
14 DSMC 0.77%
15 QSML 0.67%
16 JRNY 0.65%
17 SQLV 0.62%
18 PAMC 0.59%
19 FNY 0.50%
20 FXR 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.14M (10.24%) -53.91K
Decreased by -1.30%
Mar 31, 25
2 BlackRock Inc 3.91M (9.68%) -515.11K
Decreased by -13.16%
Mar 31, 25
3 Allspring Global Investments Holdings, LLC 2.80M (6.94%) -568.77K
Decreased by -20.29%
Mar 31, 25
4 HHG PLC 1.41M (3.50%) 27.79K
Increased by +1.96%
Mar 31, 25
5 State Street Corp 1.36M (3.36%) -9.00K
Decreased by -0.66%
Mar 31, 25
6 State Street Corporation 1.33M (3.28%) 31.91K
Increased by +2.41%
Mar 31, 24
7 Capital Research Global Investors 1.30M (3.21%) -645.45K
Decreased by -49.70%
Sep 30, 23
8 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.20M (2.96%) -274.39K
Decreased by -22.90%
Mar 31, 25
9 Burgundy Asset Management Ltd 1.17M (2.90%) 75.13K
Increased by +6.41%
Mar 31, 25
10 American Century Companies Inc 1.12M (2.76%) 40.09K
Increased by +3.59%
Mar 31, 25
11 Fidelity International Ltd 1.11M (2.76%) 870.14K
Increased by +78.10%
Mar 31, 25
12 Hotchkis & Wiley Capital Management LLC 1.07M (2.65%) 31.78K
Increased by +2.97%
Mar 31, 25
13 Van Berkom and Associates Inc 1.01M (2.50%) -82.94K
Decreased by -8.22%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 964.53K (2.39%) -45.90K
Decreased by -4.76%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 857.18K (2.12%) 35.40K
Increased by +4.13%
Mar 31, 25
16 Voss Capital LLC 824.59K (2.04%) 194.59K
Increased by +23.60%
Mar 31, 25
17 William Blair Investment Management, LLC 785.11K (1.94%) -123.69K
Decreased by -15.75%
Jun 30, 24
18 Geode Capital Management, LLC 755.23K (1.87%) 12.22K
Increased by +1.62%
Mar 31, 25
19 Turtle Creek Asset Management Inc. 741.15K (1.83%) -78.01K
Decreased by -10.53%
Mar 31, 25
20 Reinhart Mahoney Capital Management Inc 738.38K (1.83%) 111.23K
Increased by +15.06%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Mid Value SMA 2.43M (6.00%) 2.43M
Increased by +99.99%
Dec 31, 24
2 Allspring Special US Mid Cap Value Eq 1.97M (4.86%) -460.80K
Decreased by -23.44%
Mar 31, 25
3 Allspring Special Mid Cap Value Inst 1.91M (4.72%) -57.70K
Decreased by -3.02%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.37M (3.39%) 1.16K
Increased by +0.08%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.34M (3.31%) -2.77K
Decreased by -0.21%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 1.34M (3.31%) 31.39K
Increased by +2.35%
Apr 30, 25
7 Vanguard Small Cap Index 1.04M (2.58%) 5.98K
Increased by +0.57%
Apr 30, 25
8 Van Berkom Sm-Cap Eq 1.01M (2.49%) 261.57K
Increased by +26.03%
Jun 30, 24
9 American Funds SMALLCAP World A 918.49K (2.27%) -562.53K
Decreased by -61.24%
Sep 30, 23
10 American Century Small Cap Value Inv 845.00K (2.09%) 15.00K
Increased by +1.78%
Mar 31, 25
11 American Century U.S. Small Cap Value 845.00K (2.09%) 15.00K
Increased by +1.78%
Mar 31, 25
12 Janus Henderson US SMID Cap Growth 823.44K (2.04%) -16.92K
Decreased by -2.05%
Dec 31, 24
13 Janus Henderson US SMID Cap Growth MA 823.44K (2.04%) 823.41K
Increased by +100.00%
Dec 31, 24
14 Janus Henderson Triton D 810.54K (2.01%) -8.44K
Decreased by -1.04%
Mar 31, 25
15 Vanguard Explorer Inv 768.24K (1.90%) -144.83K
Decreased by -18.85%
Mar 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 637.16K (1.58%) 5.68K
Increased by +0.89%
Apr 30, 25
17 Vanguard Small Cap Growth Index Inv 580.82K (1.44%) -975.00
Decreased by -0.17%
Apr 30, 25
18 Calvert Small-Cap A 469.65K (1.16%) -8.24K
Decreased by -1.75%
Mar 31, 25
19 Calvert US Small-Cap Strategy 469.65K (1.16%) -8.24K
Decreased by -1.75%
Mar 31, 25
20 Wasatch Small Cap Value 384.64K (0.95%) 1.18K
Increased by +0.31%
Dec 31, 24