Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 1.17%
2 PEZ 1.16%
3 SURE 0.92%
4 DGRS 0.87%
5 SAWS 0.71%
6 QSML 0.60%
7 JSML 0.53%
8 FNY 0.48%
9 DWAS 0.42%
10 DES 0.36%
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 6.96M (26.06%) -160.95K
Decreased by -2.31%
Dec 31, 24
2 Vanguard Group Inc 2.82M (10.56%) -28.81K
Decreased by -1.02%
Dec 31, 24
3 BlackRock Inc 2.18M (8.18%) -47.93K
Decreased by -2.19%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.51M (5.64%) 5.66K
Increased by +0.38%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 1.29M (4.83%) 25.96K
Increased by +2.01%
Dec 31, 24
6 Wellington Management Company LLP 1.23M (4.60%) -432.63K
Decreased by -35.21%
Dec 31, 24
7 Principal Financial Group Inc 1.10M (4.14%) 80.68K
Increased by +7.30%
Mar 31, 25
8 JPMorgan Chase & Co 1.08M (4.04%) -969.79K
Decreased by -89.93%
Dec 31, 24
9 Victory Capital Management Inc. 1.07M (4.00%) -4.90K
Decreased by -0.46%
Dec 31, 24
10 Macquarie Group Ltd 1.01M (3.78%) -328.31K
Decreased by -32.49%
Dec 31, 24
11 Wells Fargo & Co 945.49K (3.54%) -45.01K
Decreased by -4.76%
Dec 31, 24
12 State Street Corp 693.09K (2.60%) -1.58K
Decreased by -0.23%
Dec 31, 24
13 State Street Corporation 692.15K (2.59%) 9.72K
Increased by +1.40%
Mar 31, 24
14 Geode Capital Management, LLC 636.35K (2.38%) -13.35K
Decreased by -2.10%
Dec 31, 24
15 Grantham, Mayo, Van Otterloo & Co., LLC 610.34K (2.29%) -49.76K
Decreased by -8.15%
Dec 31, 24
16 Lansdowne Partners Limited Partnership 563.20K (2.11%) -10.58K
Decreased by -1.88%
Dec 31, 24
17 Raymond James & Associates 466.10K (1.75%) 4.30K
Increased by +0.92%
Sep 30, 24
18 Ameriprise Financial Inc 462.17K (1.73%) -204.00K
Decreased by -44.14%
Dec 31, 24
19 London Company of Virginia 460.40K (1.72%) -2.28K
Decreased by -0.50%
Dec 31, 24
20 FMR Inc 458.63K (1.72%) 17.56K
Increased by +3.83%
Dec 31, 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 US Total Market Shares ETF 882.24K (3.30%) 981.00
Increased by +0.11%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 880.07K (3.30%) 3.40K
Increased by +0.39%
Mar 31, 25
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 689.77K (2.58%) -5.62K
Decreased by -0.81%
Apr 29, 25
9 Vanguard Small Cap Index 682.06K (2.55%) -16.48K
Decreased by -2.42%
Mar 31, 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 442.65K (1.66%) -17.05K
Decreased by -3.85%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 422.98K (1.58%) 9.72K
Increased by +2.30%
Mar 31, 25
18 Principal Small-MidCap Dividend Inc Inst 374.25K (1.40%) -2.72K
Decreased by -0.73%
Mar 31, 25
19 Principal Edge SMA SMID Dividend Income 369.22K (1.38%) -716.00
Decreased by -0.19%
Mar 31, 25
20 CT (Lux) Glb Smlr Coms IE 331.18K (1.24%) -28.06K
Decreased by -8.47%
Jan 31, 25