Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLV 1.29%
2 KCE 0.53%
3 EES 0.12%
4 FSMD 0.11%
5 QSML 0.08%
6 DES 0.08%
7 IWO 0.04%
8 GINN 0.04%
9 VTWG 0.04%
10 DHS 0.03%
11 IWM 0.02%
12 VBR 0.02%
13 VTWO 0.02%
14 RSSL 0.02%
15 PRFZ 0.02%
16 UWM 0.01%
17 URTY 0.01%
18 VTWV 0.01%
19 VB 0.01%
20 VXF 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ameriprise Financial Inc 5.89M (12.12%) 519.23K
Increased by +8.81%
Dec 31, 24
2 Ariel Investments, LLC 4.49M (9.24%) -47.81K
Decreased by -1.06%
Dec 31, 24
3 Vanguard Group Inc 4.27M (8.78%) -39.35K
Decreased by -0.92%
Dec 31, 24
4 BlackRock Inc 3.48M (7.15%) 141.37K
Increased by +4.07%
Dec 31, 24
5 Royce & Associates, LP 3.35M (6.89%) -516.20K
Decreased by -15.41%
Dec 31, 24
6 Wasatch Advisors LP 3.15M (6.48%) -38.42K
Decreased by -1.22%
Dec 31, 24
7 Massachusetts Financial Services Company 2.32M (4.77%) -167.62K
Decreased by -7.23%
Dec 31, 24
8 BAMCO Inc 2.20M (4.53%) 450.00K
Increased by +20.45%
Dec 31, 24
9 Adage Capital Partners Gp LLC 2.12M (4.35%) -473.22K
Decreased by -22.37%
Dec 31, 23
10 State Street Corporation 1.08M (2.22%) 209.22K
Increased by +19.40%
Mar 31, 24
11 State Street Corp 1.08M (2.21%) 23.31K
Increased by +2.17%
Dec 31, 24
12 Geode Capital Management, LLC 1.01M (2.07%) 470.00
Increased by +0.05%
Dec 31, 24
13 Wasatch Advisors Inc. 974.17K (2.00%) 974.17K
Increased by +100.00%
Sep 30, 23
14 Schonfeld Strategic Advisors LLC 908.89K (1.87%) -502.70K
Decreased by -55.31%
Sep 30, 23
15 DePrince Race & Zollo Inc 722.99K (1.49%) -16.23K
Decreased by -2.25%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 656.67K (1.35%) -20.18K
Decreased by -3.07%
Dec 31, 24
17 Northern Trust Corp 526.33K (1.08%) -11.07K
Decreased by -2.10%
Dec 31, 24
18 Renaissance Technologies Corp 505.20K (1.04%) -600.00
Decreased by -0.12%
Dec 31, 24
19 Phase 2 Partners, LLC 427.39K (0.88%) -351.24K
Decreased by -82.18%
Sep 30, 24
20 Arrowstreet Capital Limited Partnership 404.56K (0.83%) 115.55K
Increased by +28.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Acorn Inst 4.94M (10.17%) 0.00
Increased by 0.00%
Feb 28, 25
2 Baron Opp. Small Cap Growth Strategy 2.20M (4.53%) 0.00
Increased by 0.00%
Mar 31, 25
3 Baron Small Cap Retail 2.20M (4.53%) 0.00
Increased by 0.00%
Mar 31, 25
4 Ariel Fund Investor 2.07M (4.26%) 0.00
Increased by 0.00%
Mar 31, 25
5 Wasatch Micro Cap 1.84M (3.80%) 0.00
Increased by 0.00%
Dec 31, 24
6 MFS New Discovery I 1.54M (3.17%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Total Stock Mkt Idx Inv 1.44M (2.96%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard US Total Market Shares ETF 1.44M (2.96%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Russell 2000 ETF 1.25M (2.57%) -10.84K
Decreased by -0.87%
Mar 31, 25
10 Vanguard Small Cap Index 1.06M (2.19%) -24.82K
Decreased by -2.33%
Mar 31, 25
11 Royce Small-Cap Quality Value Composite 1.06M (2.17%) -413.41K
Decreased by -39.16%
Mar 31, 25
12 Royce Small-Cap Total Return Invmt 1.06M (2.17%) -413.41K
Decreased by -39.16%
Mar 31, 25
13 Royce Pennsylvania Mutual Invmt 961.18K (1.98%) 0.00
Increased by 0.00%
Dec 31, 23
14 Wanger Acorn 935.72K (1.92%) 0.00
Increased by 0.00%
Feb 28, 25
15 Royce Small-Cap Fund Invmt 854.41K (1.76%) -10.65K
Decreased by -1.25%
Mar 31, 25
16 Royce Small-Cap Trust 801.49K (1.65%) 0.00
Increased by 0.00%
Dec 31, 24
17 Royce Value Trust 801.49K (1.65%) 0.00
Increased by 0.00%
Mar 31, 24
18 Royce Value Trust Inc 801.49K (1.65%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 705.51K (1.45%) 20.96K
Increased by +2.97%
Mar 31, 25
20 Vanguard Small Cap Value Index Inv 690.26K (1.42%) -28.52K
Decreased by -4.13%
Mar 31, 25