Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSVM 0.81%
2 DGRS 0.64%
3 PSCI 0.56%
4 WCEO 0.54%
5 FDWM 0.53%
6 OASC 0.49%
7 SLY 0.39%
8 CVY 0.33%
9 RNSC 0.32%
10 FSGS 0.32%
11 SDD 0.31%
12 SBB 0.31%
13 SLYV 0.28%
14 ESIX 0.26%
15 RNMC 0.26%
16 RWJ 0.25%
17 VIOV 0.24%
18 ISMD 0.22%
19 QVMS 0.22%
20 IJS 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.96M (15.69%) -351.70K
Decreased by -3.21%
Mar 31, 25
2 Vanguard Group Inc 8.47M (12.13%) -192.31K
Decreased by -2.27%
Mar 31, 25
3 FMR Inc 7.63M (10.92%) 465.64K
Increased by +6.11%
Mar 31, 25
4 Fuller & Thaler Asset Management Inc 4.12M (5.90%) 1.77K
Increased by +0.04%
Mar 31, 25
5 Clarkston Capital Partners, LLC 3.76M (5.39%) 14.20K
Increased by +0.38%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 2.86M (4.10%) 298.89K
Increased by +10.44%
Mar 31, 25
7 State Street Corp 2.76M (3.96%) -89.17K
Decreased by -3.23%
Mar 31, 25
8 State Street Corporation 2.74M (3.92%) 37.95K
Increased by +1.39%
Mar 31, 24
9 Victory Capital Management Inc. 2.58M (3.69%) 18.36K
Increased by +0.71%
Mar 31, 25
10 Channing Capital Management, LLC 2.17M (3.11%) 1.50M
Increased by +69.13%
Mar 31, 25
11 Geode Capital Management, LLC 1.65M (2.36%) 55.59K
Increased by +3.37%
Mar 31, 25
12 HHG PLC 1.52M (2.18%) -286.51K
Decreased by -18.85%
Jun 30, 24
13 LSV Asset Management 1.37M (1.97%) -488.10K
Decreased by -35.51%
Sep 30, 23
14 Charles Schwab Investment Management Inc 1.14M (1.64%) 57.99K
Increased by +5.07%
Mar 31, 25
15 T. Rowe Price Investment Management,Inc. 1.08M (1.54%) 1.08M
Increased by +100.00%
Mar 31, 25
16 Northern Trust Corp 900.67K (1.29%) 176.48K
Increased by +19.59%
Dec 31, 24
17 NORGES BANK 885.56K (1.27%) 46.89K
Increased by +5.29%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 829.89K (1.19%) -176.25K
Decreased by -21.24%
Mar 31, 25
19 William Blair Investment Management, LLC 782.67K (1.12%) 14.26K
Increased by +1.82%
Dec 31, 24
20 Millennium Management LLC 714.39K (1.02%) 714.39K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.28M (6.13%) -4.08K
Decreased by -0.10%
Apr 30, 25
2 Clarkston Capital SMID Composite 3.51M (5.03%) 3.55K
Increased by +0.10%
Mar 31, 25
3 FullerThaler Behavioral Small-Cap Value 3.49M (5.00%) -91.60K
Decreased by -2.62%
Mar 31, 25
4 Undiscovered Managers Behavioral Val L 3.32M (4.76%) -79.64K
Decreased by -2.40%
Mar 31, 25
5 Fidelity Low-Priced Stock 3.14M (4.49%) -5.11K
Decreased by -0.16%
Feb 28, 25
6 Fidelity® Low-Priced Stock 2.66M (3.81%) 146.29K
Increased by +5.50%
Oct 31, 23
7 Vanguard US Total Market Shares ETF 2.26M (3.23%) 2.63K
Increased by +0.12%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 2.25M (3.22%) 10.86K
Increased by +0.48%
Apr 30, 25
9 Victory Small Cap Value CIT (Net 75) 1.79M (2.57%) -320.00K
Decreased by -17.83%
Dec 31, 24
10 Victory Sycamore Small Company Opp R 1.77M (2.54%) -20.00K
Decreased by -1.13%
Mar 31, 25
11 Vanguard Small Cap Index 1.77M (2.53%) 8.70K
Increased by +0.49%
Apr 30, 25
12 iShares Russell 2000 ETF 1.73M (2.48%) 292.00
Increased by +0.02%
Apr 30, 25
13 Clarkston Partners Founders 1.26M (1.81%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 1.14M (1.64%) 3.53K
Increased by +0.31%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.55%) 15.49K
Increased by +1.43%
Apr 30, 25
16 Fuller & Thaler Behavrl Small-Cap Value 831.90K (1.19%) 191.01K
Increased by +22.96%
Nov 30, 23
17 Fidelity Small Cap Value Fund 778.73K (1.12%) -500.00K
Decreased by -64.21%
Jun 30, 24
18 Fidelity Small Cap Index 698.09K (1.00%) 5.97K
Increased by +0.85%
Feb 28, 25
19 iShares S&P Small-Cap 600 Value ETF 695.45K (1.00%) 617.00
Increased by +0.09%
Apr 30, 25
20 Janus Henderson Small Cap Value L 666.71K (0.95%) -230.43K
Decreased by -34.56%
Jun 30, 24