Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 1.16%
2 PSCD 1.10%
3 SURE 0.92%
4 DGRS 0.91%
5 SAWS 0.75%
6 XSHQ 0.61%
7 QSML 0.55%
8 JSML 0.53%
9 FNY 0.48%
10 DWAS 0.42%
11 FLQS 0.39%
12 DES 0.38%
13 RNMC 0.31%
14 GVLU 0.31%
15 ROSC 0.31%
16 TPSC 0.28%
17 BFOR 0.24%
18 CSA 0.24%
19 CSF 0.23%
20 SHRT 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 6.86M (25.79%) -102.53K
Decreased by -1.50%
Mar 31, 25
2 BlackRock Inc 4.16M (15.63%) 1.97M
Increased by +47.45%
Mar 31, 25
3 Vanguard Group Inc 3.09M (11.62%) 269.74K
Increased by +8.73%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.55M (5.83%) 42.53K
Increased by +2.75%
Mar 31, 25
5 Wellington Management Company LLP 1.31M (4.93%) 82.25K
Increased by +6.27%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 1.27M (4.79%) -15.77K
Decreased by -1.24%
Mar 31, 25
7 Principal Financial Group Inc 1.10M (4.15%) 80.68K
Increased by +7.30%
Mar 31, 25
8 State Street Corp 1.06M (3.99%) 368.11K
Increased by +34.69%
Mar 31, 25
9 JPMorgan Chase & Co 1.04M (3.91%) -37.66K
Decreased by -3.62%
Mar 31, 25
10 Capital Research Global Investors 1.01M (3.80%) 1.01M
Increased by +100.00%
Mar 31, 25
11 Wells Fargo & Co 945.49K (3.56%) -45.01K
Decreased by -4.76%
Dec 31, 24
12 Victory Capital Management Inc. 883.10K (3.32%) -184.69K
Decreased by -20.91%
Mar 31, 25
13 State Street Corporation 692.15K (2.60%) 9.72K
Increased by +1.40%
Mar 31, 24
14 Geode Capital Management, LLC 657.18K (2.47%) 20.83K
Increased by +3.17%
Mar 31, 25
15 Macquarie Group Ltd 656.60K (2.47%) -353.98K
Decreased by -53.91%
Mar 31, 25
16 Lansdowne Partners Limited Partnership 542.28K (2.04%) -20.91K
Decreased by -3.86%
Mar 31, 25
17 Grantham, Mayo, Van Otterloo & Co., LLC 509.36K (1.92%) -100.98K
Decreased by -19.82%
Mar 31, 25
18 Amvescap Plc. 501.90K (1.89%) 75.89K
Increased by +15.12%
Mar 31, 25
19 Ameriprise Financial Inc 496.74K (1.87%) 34.57K
Increased by +6.96%
Mar 31, 25
20 FMR Inc 469.38K (1.77%) 10.75K
Increased by +2.29%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.64M (6.18%) 0.00
Increased by 0.00%
May 31, 25
2 Virtus KAR Small-Cap Core I 1.29M (4.87%) -75.00K
Decreased by -5.79%
Mar 31, 25
3 American Funds SMALLCAP World A 888.44K (3.34%) 888.44K
Increased by +100.00%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 883.92K (3.32%) 766.00
Increased by +0.09%
May 31, 25
5 Vanguard US Total Market Shares ETF 882.24K (3.32%) 981.00
Increased by +0.11%
Sep 30, 24
6 Victory Small Cap Value CIT (Net 75) 787.00K (2.96%) 122.00K
Increased by +15.50%
Sep 30, 24
7 Vanguard Explorer Inv 731.83K (2.75%) -87.26K
Decreased by -11.92%
Mar 31, 25
8 iShares Russell 2000 ETF 702.56K (2.64%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Index 689.51K (2.59%) 2.56K
Increased by +0.37%
May 31, 25
10 Delaware Small Cap Value A 662.80K (2.49%) 0.00
Increased by 0.00%
Sep 30, 24
11 Victory Sycamore Small Company Opp R 647.00K (2.43%) -148.00K
Decreased by -22.87%
Mar 31, 25
12 JPM Small Cap Equity-MA 551.95K (2.08%) -42.21K
Decreased by -7.65%
Mar 31, 25
13 JPM US Small Cap Core-Composite 551.95K (2.08%) -42.21K
Decreased by -7.65%
Mar 31, 25
14 JPMorgan Small Cap Equity A 551.95K (2.08%) 0.00
Increased by 0.00%
Apr 30, 25
15 Macquarie Small Cap Value A 464.50K (1.75%) 0.00
Increased by 0.00%
Apr 30, 25
16 Vanguard Small Cap Value Index Inv 443.70K (1.67%) -367.00
Decreased by -0.08%
May 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 426.53K (1.60%) 3.04K
Increased by +0.71%
May 31, 25
18 Principal Small-MidCap Dividend Inc Inst 377.95K (1.42%) 5.71K
Increased by +1.51%
May 31, 25
19 CT (Lux) Glb Smlr Coms IU 372.87K (1.40%) 41.69K
Increased by +11.18%
Feb 28, 25
20 Principal Edge SMA SMID Dividend Income 343.86K (1.29%) -24.10K
Decreased by -7.01%
May 31, 25