Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 1.16%
2 PSCD 1.13%
3 SURE 1.09%
4 DGRS 0.94%
5 GRPZ 0.88%
6 SAWS 0.79%
7 XSHQ 0.66%
8 QSML 0.56%
9 JSML 0.53%
10 FNY 0.48%
11 DWAS 0.41%
12 DES 0.40%
13 FLQS 0.39%
14 RNMC 0.31%
15 GVLU 0.31%
16 ROSC 0.31%
17 TPSC 0.27%
18 BFOR 0.24%
19 CSA 0.24%
20 CSF 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 6.86M (25.00%) -102.53K
Decreased by -1.50%
Mar 31, 25
2 BlackRock Inc 4.16M (15.15%) 1.97M
Increased by +47.45%
Mar 31, 25
3 Vanguard Group Inc 3.09M (11.27%) 269.74K
Increased by +8.73%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.55M (5.65%) 42.53K
Increased by +2.75%
Mar 31, 25
5 Wellington Management Company LLP 1.31M (4.78%) 82.25K
Increased by +6.27%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 1.27M (4.65%) -15.77K
Decreased by -1.24%
Mar 31, 25
7 Principal Financial Group Inc 1.10M (4.03%) 80.68K
Increased by +7.30%
Mar 31, 25
8 State Street Corp 1.06M (3.87%) 368.11K
Increased by +34.69%
Mar 31, 25
9 JPMorgan Chase & Co 1.04M (3.79%) -37.66K
Decreased by -3.62%
Mar 31, 25
10 Capital Research Global Investors 1.01M (3.69%) 1.01M
Increased by +100.00%
Mar 31, 25
11 Wells Fargo & Co 917.77K (3.35%) -27.71K
Decreased by -3.02%
Mar 31, 25
12 Victory Capital Management Inc. 883.10K (3.22%) -184.69K
Decreased by -20.91%
Mar 31, 25
13 State Street Corporation 692.15K (2.52%) 9.72K
Increased by +1.40%
Mar 31, 24
14 Geode Capital Management, LLC 657.18K (2.40%) 20.83K
Increased by +3.17%
Mar 31, 25
15 Macquarie Group Ltd 656.60K (2.39%) -353.98K
Decreased by -53.91%
Mar 31, 25
16 ING Investment Management LLC 583.28K (2.13%) 285.92K
Increased by +49.02%
Mar 31, 25
17 Lansdowne Partners Limited Partnership 542.28K (1.98%) -20.91K
Decreased by -3.86%
Mar 31, 25
18 Grantham, Mayo, Van Otterloo & Co., LLC 509.36K (1.86%) -100.98K
Decreased by -19.82%
Mar 31, 25
19 Amvescap Plc. 501.90K (1.83%) 75.89K
Increased by +15.12%
Mar 31, 25
20 Ameriprise Financial Inc 496.74K (1.81%) 34.57K
Increased by +6.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.58M (5.77%) 0.00
Increased by 0.00%
Jul 30, 25
2 Virtus KAR Small-Cap Core I 1.29M (4.72%) -75.00K
Decreased by -5.79%
Mar 31, 25
3 American Funds SMALLCAP World A 1.20M (4.37%) 311.56K
Increased by +25.96%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 882.24K (3.22%) 981.00
Increased by +0.11%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 837.95K (3.05%) -45.97K
Decreased by -5.49%
Jun 30, 25
6 Victory Small Cap Value CIT (Net 75) 787.00K (2.87%) 122.00K
Increased by +15.50%
Sep 30, 24
7 Vanguard Explorer Inv 731.83K (2.67%) 0.00
Increased by 0.00%
Jun 30, 25
8 iShares Russell 2000 ETF 679.96K (2.48%) -11.01K
Decreased by -1.62%
Jul 30, 25
9 Delaware Small Cap Value A 662.80K (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
10 Victory Sycamore Small Company Opp R 647.00K (2.36%) -148.00K
Decreased by -22.87%
Mar 31, 25
11 Vanguard Small Cap Index 645.78K (2.35%) -43.73K
Decreased by -6.77%
Jun 30, 25
12 JPM Small Cap Equity-MA 517.80K (1.89%) -34.15K
Decreased by -6.59%
Jun 30, 25
13 JPM US Small Cap Core-Composite 517.80K (1.89%) -34.15K
Decreased by -6.59%
Jun 30, 25
14 JPMorgan Small Cap Equity A 517.80K (1.89%) -28.59K
Decreased by -5.52%
Jun 30, 25
15 Macquarie Small Cap Value A 416.45K (1.52%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Small Cap Value Index Inv 412.30K (1.50%) -31.40K
Decreased by -7.62%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 409.93K (1.49%) -16.60K
Decreased by -4.05%
Jun 30, 25
18 Principal Small-MidCap Dividend Inc Inst 340.09K (1.24%) -37.86K
Decreased by -11.13%
Jun 30, 25
19 CT (Lux) Glb Smlr Coms IU 339.33K (1.24%) -33.54K
Decreased by -9.88%
Mar 31, 25
20 CT (Lux) Glb Smlr Coms IE 331.18K (1.21%) -28.06K
Decreased by -8.47%
Jan 31, 25