Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPS 1.86%
2 PRN 1.47%
3 PSCI 1.22%
4 MPAY 1.16%
5 SMCP 1.11%
6 XSMO 1.04%
7 GRPZ 0.97%
8 RZG 0.87%
9 FSCC 0.79%
10 JSML 0.77%
11 XSLV 0.75%
12 FYC 0.75%
13 XSVM 0.63%
14 DSMC 0.56%
15 SLYG 0.52%
16 DWAS 0.49%
17 FNK 0.44%
18 SFLO 0.44%
19 RWJ 0.44%
20 QSML 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.82M (16.98%) -250.23K
Decreased by -4.30%
Mar 31, 25
2 FMR Inc 5.76M (16.81%) -110.51K
Decreased by -1.92%
Mar 31, 25
3 Vanguard Group Inc 4.61M (13.44%) -505.51K
Decreased by -10.98%
Mar 31, 25
4 Coliseum Capital Management LLC 3.44M (10.03%) 1.55M
Increased by +45.03%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.15M (6.29%) 31.23K
Increased by +1.45%
Mar 31, 25
6 American Century Companies Inc 1.66M (4.85%) 189.76K
Increased by +11.43%
Mar 31, 25
7 State Street Corporation 1.54M (4.50%) 4.56K
Increased by +0.30%
Mar 31, 24
8 State Street Corp 1.47M (4.30%) -104.11K
Decreased by -7.07%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 1.33M (3.89%) -202.63K
Decreased by -15.20%
Mar 31, 25
10 Pacer Advisors, INC. 1.29M (3.76%) 1.29M
Increased by +100.00%
Dec 31, 24
11 Westwood Holdings Group Inc 933.26K (2.72%) 212.13K
Increased by +22.73%
Mar 31, 25
12 Geode Capital Management, LLC 899.35K (2.63%) 11.60K
Increased by +1.29%
Mar 31, 25
13 River Road Asset Management, LLC 832.72K (2.43%) 832.72K
Increased by +100.00%
Mar 31, 25
14 Capital World Investors 793.74K (2.32%) 341.61K
Increased by +43.04%
Sep 30, 24
15 LSV Asset Management 668.42K (1.95%) 31.20K
Increased by +4.67%
Mar 31, 25
16 Reinhart Mahoney Capital Management Inc 636.24K (1.86%) 94.72K
Increased by +14.89%
Mar 31, 25
17 Charles Schwab Investment Management Inc 623.43K (1.82%) 13.72K
Increased by +2.20%
Mar 31, 25
18 Capital Research & Mgmt Co - Division 3 611.79K (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
19 Northern Trust Corp 580.13K (1.69%) 70.93K
Increased by +12.23%
Dec 31, 24
20 Federated Hermes Inc 539.94K (1.58%) -328.82K
Decreased by -60.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.35M (6.87%) -2.10K
Decreased by -0.09%
Apr 30, 25
2 American Century Small Cap Value Inv 1.27M (3.71%) 175.00K
Increased by +13.78%
Mar 31, 25
3 American Century U.S. Small Cap Value 1.27M (3.71%) 175.00K
Increased by +13.78%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.26M (3.69%) 1.12K
Increased by +0.09%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.24M (3.62%) 14.25K
Increased by +1.15%
Apr 30, 25
6 Vanguard Small Cap Index 974.51K (2.84%) 4.91K
Increased by +0.50%
Apr 30, 25
7 iShares Russell 2000 ETF 969.25K (2.83%) 164.00
Increased by +0.02%
Apr 30, 25
8 AF High Growth (AFRIS) 751.86K (2.19%) 751.86K
Increased by +100.00%
Feb 29, 24
9 Fidelity Low-Priced Stock 682.58K (1.99%) -1.11K
Decreased by -0.16%
Feb 28, 25
10 Vanguard Small Cap Value Index Inv 629.93K (1.84%) 1.97K
Increased by +0.31%
Apr 30, 25
11 American Funds SMALLCAP World A 611.79K (1.79%) -793.74K
Decreased by -129.74%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 597.06K (1.74%) 660.00
Increased by +0.11%
Apr 30, 25
13 Fidelity Stock Selector Small Cap 536.10K (1.56%) 0.00
Increased by 0.00%
Feb 28, 25
14 Federated Hermes Kaufmann Small Cap A 513.30K (1.50%) -91.00K
Decreased by -17.73%
Mar 31, 25
15 Federated Hermes Kaufmann Small Cap Grow 513.30K (1.50%) -91.00K
Decreased by -17.73%
Mar 31, 25
16 Strategic Advisers Fidelity US TtlStk 509.01K (1.49%) 61.03K
Increased by +11.99%
Mar 31, 25
17 T. Rowe Price US Smlr Cm Eq A USD 479.42K (1.40%) -24.57K
Decreased by -5.13%
Mar 31, 25
18 Fidelity Series Small Cap Opps 469.64K (1.37%) -600.00
Decreased by -0.13%
Feb 28, 25
19 Fidelity Value 467.90K (1.37%) 52.40K
Increased by +11.20%
Mar 31, 25
20 DFA US Small Cap Value I 427.66K (1.25%) -28.49K
Decreased by -6.66%
Aug 31, 24