Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DEEP 1.64%
2 CPAI 1.59%
3 DVP 1.01%
4 EQWM 0.89%
5 SMCP 0.76%
6 QQQS 0.74%
7 PXMG 0.69%
8 PSL 0.68%
9 XMVM 0.66%
10 WCEO 0.59%
11 NIXT 0.59%
12 FYT 0.52%
13 RZV 0.43%
14 MYLD 0.40%
15 FSCC 0.39%
16 ISMD 0.35%
17 FYX 0.34%
18 AFSM 0.25%
19 PSCD 0.24%
20 SLYV 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.59M (11.23%) 1.69K
Increased by +0.07%
Jun 30, 25
2 Cooke & Bieler LP 1.88M (8.14%) -121.25K
Decreased by -6.46%
Mar 31, 24
3 BlackRock Inc 1.75M (7.57%) -15.40K
Decreased by -0.88%
Mar 31, 26
4 Vanguard Group Inc 1.53M (6.62%) -614.76K
Decreased by -40.26%
Dec 31, 25
5 RWWM Inc 1.17M (5.09%) 541.69K
Increased by +46.15%
Mar 31, 26
6 Capital Research Global Investors 1.09M (4.71%) -674.88K
Decreased by -62.13%
Mar 31, 24
7 Millennium Management LLC 1.05M (4.55%) 628.30K
Increased by +59.87%
Dec 31, 25
8 Vanguard Capital Management, LLC 1.01M (4.37%) 1.01M
Increased by +100.00%
Mar 31, 26
9 Paradigm Capital Management, Inc. 927.10K (4.02%) 362.90K
Increased by +39.14%
Mar 31, 26
10 Charles Schwab Investment Management Inc 924.01K (4.01%) 42.67K
Increased by +4.62%
Mar 31, 26
11 Allspring Global Investments Holdings, LLC 920.10K (3.99%) 13.21K
Increased by +1.44%
Mar 31, 24
12 Pacer Advisors, INC. 919.51K (3.99%) -150.43K
Decreased by -16.36%
Dec 31, 24
13 State Street Corporation 844.08K (3.66%) 9.37K
Increased by +1.11%
Mar 31, 24
14 Earnest Partners LLC 771.67K (3.35%) -9.27K
Decreased by -1.20%
Jun 30, 25
15 D. E. Shaw & Co LP 764.30K (3.31%) 15.52K
Increased by +2.03%
Mar 31, 26
16 AQR Capital Management LLC 762.77K (3.31%) 585.48K
Increased by +76.76%
Mar 31, 26
17 Pzena Investment Management, LLC 761.17K (3.30%) -186.40K
Decreased by -24.49%
Mar 31, 26
18 Wellington Management Company LLP 730.89K (3.17%) -26.02K
Decreased by -3.56%
Mar 31, 26
19 Cooper Creek Partners Management LLC 689.42K (2.99%) 689.42K
Increased by +100.00%
Dec 31, 24
20 Snyder Capital Management LP 677.81K (2.94%) 191.64K
Increased by +28.27%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.37M (5.92%) 0.00
Increased by 0.00%
Aug 31, 25
2 Fidelity® Low-Priced Stock 1.24M (5.40%) 142.40K
Increased by +11.45%
Oct 31, 23
3 Fidelity Low-Priced Stock 1.13M (4.90%) -3.03K
Decreased by -0.27%
Jun 30, 25
4 American Funds SMALLCAP World A 853.84K (3.70%) -76.91K
Decreased by -9.01%
Mar 31, 24
5 Pacer US Small Cap Cash Cows 100 ETF 794.56K (3.45%) -5.77K
Decreased by -0.73%
Feb 28, 25
6 Capital Group AMCAP Composite 776.65K (3.37%) -622.81K
Decreased by -80.19%
Mar 31, 24
7 VA CollegeAmerica Amcap 529A 776.65K (3.37%) -622.81K
Decreased by -80.19%
Mar 31, 24
8 Vanguard US Total Market Shares ETF 753.18K (3.27%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Core S&P Mid-Cap ETF 741.82K (3.22%) 1.22K
Increased by +0.16%
Jun 28, 24
10 Vanguard Total Stock Mkt Idx Inv 716.79K (3.11%) 0.00
Increased by 0.00%
Apr 30, 26
11 Vanguard Selected Value Inv 642.85K (2.79%) 7.20K
Increased by +1.12%
Mar 31, 24
12 PIMCO RAE US Small Instl 623.19K (2.70%) 141.02K
Increased by +22.63%
Mar 31, 26
13 Allspring Special Small Cap Value A 576.19K (2.50%) 0.00
Increased by 0.00%
May 31, 24
14 Vanguard Small Cap Index 556.60K (2.41%) -3.76K
Decreased by -0.68%
Jul 31, 25
15 iShares Russell 2000 ETF 544.27K (2.36%) 5.04K
Increased by +0.93%
May 29, 26
16 Schwab Fundamental U.S. Small CompanyETF 516.08K (2.24%) -208.00
Decreased by -0.04%
May 30, 26
17 Invenomic Institutional 509.15K (2.21%) 30.43K
Increased by +5.98%
Jan 31, 26
18 PIMCO RAE US Small 482.18K (2.09%) 137.54K
Increased by +28.53%
Dec 31, 25
19 Columbia Small Cap Value Discovery Fund 442.65K (1.92%) -47.13K
Decreased by -10.65%
Mar 31, 26
20 Columbia Small Cap Value Discv A 422.66K (1.83%) -19.99K
Decreased by -4.73%
Apr 30, 26