Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 1.16%
2 PSCD 1.08%
3 SURE 0.92%
4 DGRS 0.88%
5 SAWS 0.71%
6 QSML 0.58%
7 JSML 0.53%
8 FNY 0.48%
9 DWAS 0.42%
10 DES 0.37%
11 RNMC 0.31%
12 GVLU 0.31%
13 ROSC 0.31%
14 TPSC 0.28%
15 BFOR 0.24%
16 CSA 0.24%
17 CSF 0.23%
18 SHRT 0.22%
19 FITS 0.21%
20 EBIT 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 6.86M (25.69%) -102.53K
Decreased by -1.50%
Mar 31, 25
2 BlackRock Inc 4.16M (15.57%) 1.97M
Increased by +47.45%
Mar 31, 25
3 Vanguard Group Inc 3.09M (11.58%) 269.74K
Increased by +8.73%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.55M (5.80%) 42.53K
Increased by +2.75%
Mar 31, 25
5 Wellington Management Company LLP 1.31M (4.91%) 82.25K
Increased by +6.27%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 1.27M (4.77%) -15.77K
Decreased by -1.24%
Mar 31, 25
7 Principal Financial Group Inc 1.10M (4.14%) 80.68K
Increased by +7.30%
Mar 31, 25
8 State Street Corp 1.06M (3.97%) 368.11K
Increased by +34.69%
Mar 31, 25
9 JPMorgan Chase & Co 1.04M (3.90%) -37.66K
Decreased by -3.62%
Mar 31, 25
10 Capital Research Global Investors 1.01M (3.79%) 1.01M
Increased by +100.00%
Mar 31, 25
11 Wells Fargo & Co 945.49K (3.54%) -45.01K
Decreased by -4.76%
Dec 31, 24
12 Victory Capital Management Inc. 883.10K (3.31%) -184.69K
Decreased by -20.91%
Mar 31, 25
13 State Street Corporation 692.15K (2.59%) 9.72K
Increased by +1.40%
Mar 31, 24
14 Geode Capital Management, LLC 657.18K (2.46%) 20.83K
Increased by +3.17%
Mar 31, 25
15 Macquarie Group Ltd 656.60K (2.46%) -353.98K
Decreased by -53.91%
Mar 31, 25
16 Lansdowne Partners Limited Partnership 542.28K (2.03%) -20.91K
Decreased by -3.86%
Mar 31, 25
17 Grantham, Mayo, Van Otterloo & Co., LLC 509.36K (1.91%) -100.98K
Decreased by -19.82%
Mar 31, 25
18 Ameriprise Financial Inc 496.74K (1.86%) 34.57K
Increased by +6.96%
Mar 31, 25
19 FMR Inc 469.38K (1.76%) 10.75K
Increased by +2.29%
Mar 31, 25
20 Raymond James & Associates 466.10K (1.75%) 4.30K
Increased by +0.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.66M (6.21%) -1.56K
Decreased by -0.09%
Apr 30, 25
2 Virtus KAR Small-Cap Core I 1.37M (5.13%) 0.00
Increased by 0.00%
Dec 31, 24
3 American Funds SMALLCAP World A 888.44K (3.33%) 888.44K
Increased by +100.00%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 883.15K (3.31%) 3.09K
Increased by +0.35%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 882.24K (3.30%) 981.00
Increased by +0.11%
Sep 30, 24
6 Victory Small Cap Value CIT (Net 75) 787.00K (2.95%) 122.00K
Increased by +15.50%
Sep 30, 24
7 Vanguard Explorer Inv 731.83K (2.74%) -87.26K
Decreased by -11.92%
Mar 31, 25
8 iShares Russell 2000 ETF 689.88K (2.58%) 117.00
Increased by +0.02%
Apr 30, 25
9 Vanguard Small Cap Index 686.94K (2.57%) 4.88K
Increased by +0.71%
Apr 30, 25
10 Delaware Small Cap Value A 662.80K (2.48%) 0.00
Increased by 0.00%
Sep 30, 24
11 Victory Sycamore Small Company Opp R 647.00K (2.42%) -148.00K
Decreased by -22.87%
Mar 31, 25
12 JPM Small Cap Equity-MA 551.95K (2.07%) -42.21K
Decreased by -7.65%
Mar 31, 25
13 JPM US Small Cap Core-Composite 551.95K (2.07%) -42.21K
Decreased by -7.65%
Mar 31, 25
14 JPMorgan Small Cap Equity A 551.95K (2.07%) 0.00
Increased by 0.00%
Mar 31, 25
15 Macquarie Small Cap Value A 464.50K (1.74%) 0.00
Increased by 0.00%
Mar 31, 25
16 Vanguard Small Cap Value Index Inv 444.06K (1.66%) 1.41K
Increased by +0.32%
Apr 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 423.49K (1.59%) 509.00
Increased by +0.12%
Apr 30, 25
18 Principal Small-MidCap Dividend Inc Inst 372.24K (1.39%) -2.01K
Decreased by -0.54%
Apr 30, 25
19 Principal Edge SMA SMID Dividend Income 367.96K (1.38%) -1.26K
Decreased by -0.34%
Apr 30, 25
20 CT (Lux) Glb Smlr Coms IE 331.18K (1.24%) -28.06K
Decreased by -8.47%
Jan 31, 25