Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 3.39%
2 SMCP 0.98%
3 GRPZ 0.90%
4 RNSC 0.90%
5 FSGS 0.90%
6 PXSG 0.83%
7 JPSV 0.81%
8 PYZ 0.78%
9 XSLV 0.70%
10 SCDS 0.57%
11 QQQS 0.51%
12 OASC 0.51%
13 DFRA 0.50%
14 SDVY 0.49%
15 DGRS 0.49%
16 FVD 0.48%
17 SQLV 0.40%
18 QSML 0.39%
19 HSMV 0.35%
20 SDD 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.75M (15.20%) -160.22K
Decreased by -4.28%
Mar 31, 25
2 Vanguard Group Inc 3.21M (13.02%) 30.03K
Increased by +0.94%
Mar 31, 25
3 Allspring Global Investments Holdings, LLC 2.40M (9.76%) 19.02K
Increased by +0.79%
Mar 31, 25
4 Wasatch Advisors Inc. 1.98M (8.01%) 75.09K
Increased by +3.80%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 1.16M (4.70%) -566.00
Decreased by -0.05%
Mar 31, 25
6 Victory Capital Management Inc. 1.11M (4.49%) 184.26K
Increased by +16.65%
Mar 31, 25
7 State Street Corp 1.01M (4.10%) -24.11K
Decreased by -2.38%
Mar 31, 25
8 State Street Corporation 975.26K (3.96%) 15.36K
Increased by +1.57%
Mar 31, 24
9 Geode Capital Management, LLC 705.13K (2.86%) 13.06K
Increased by +1.85%
Mar 31, 25
10 Royce & Associates, LP 653.64K (2.65%) -124.08K
Decreased by -18.98%
Mar 31, 25
11 Wasatch Advisors LP 528.14K (2.14%) -1.05M
Decreased by -199.18%
Mar 31, 25
12 Pacer Advisors, INC. 485.71K (1.97%) 485.71K
Increased by +100.00%
Dec 31, 24
13 HHG PLC 474.52K (1.92%) 6.58K
Increased by +1.39%
Mar 31, 25
14 Nuveen Asset Management, LLC 471.10K (1.91%) -9.95K
Decreased by -2.11%
Dec 31, 24
15 Nuveen, LLC 453.46K (1.84%) 453.46K
Increased by +100.00%
Mar 31, 25
16 Amvescap Plc. 452.16K (1.83%) -36.83K
Decreased by -8.15%
Dec 31, 24
17 Financial Harvest, LLC 433.84K (1.76%) 433.84K
Increased by +100.00%
Mar 31, 25
18 First Trust Advisors L.P. 429.92K (1.74%) -35.38K
Decreased by -8.23%
Dec 31, 24
19 Westwood Holdings Group Inc 382.41K (1.55%) 84.31K
Increased by +22.05%
Mar 31, 25
20 Charles Schwab Investment Management Inc 354.71K (1.44%) 2.13K
Increased by +0.60%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 1.61M (6.53%) 8.10K
Increased by +0.50%
May 31, 25
2 iShares Core S&P Small-Cap ETF 1.50M (6.08%) 0.00
Increased by 0.00%
May 31, 25
3 Victory Sycamore Small Company Opp R 820.00K (3.33%) 135.00K
Increased by +16.46%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 800.29K (3.25%) 11.54K
Increased by +1.44%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 791.22K (3.21%) 864.00
Increased by +0.11%
Sep 30, 24
6 Victory Small Cap Value CIT (Net 75) 666.00K (2.70%) 20.00K
Increased by +3.00%
Sep 30, 24
7 Wasatch Core Growth 639.99K (2.60%) -78.52K
Decreased by -12.27%
Dec 31, 24
8 Vanguard Small Cap Index 626.69K (2.54%) 4.54K
Increased by +0.72%
Apr 30, 25
9 iShares Russell 2000 ETF 620.45K (2.52%) 0.00
Increased by 0.00%
May 31, 25
10 First Trust Value Line® Dividend ETF 461.25K (1.87%) 5.83K
Increased by +1.26%
May 29, 25
11 Pacer US Small Cap Cash Cows 100 ETF 419.83K (1.70%) -3.04K
Decreased by -0.72%
Feb 28, 25
12 First Trust SMID Cp Rising Div Achv ETF 412.55K (1.67%) 623.00
Increased by +0.15%
May 29, 25
13 Vanguard Small Cap Value Index Inv 405.07K (1.64%) 1.27K
Increased by +0.31%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 389.00K (1.58%) 404.00
Increased by +0.10%
Apr 30, 25
15 Champlain Small Company Fund, LLC 369.36K (1.50%) -97.97K
Decreased by -26.53%
Mar 31, 24
16 Royce Premier Invmt 277.55K (1.13%) -58.38K
Decreased by -21.04%
Mar 31, 25
17 Royce Small-Cap Premier Quality 277.55K (1.13%) -58.38K
Decreased by -21.04%
Mar 31, 25
18 Wasatch Small Cap Value 269.77K (1.09%) 16.55K
Increased by +6.13%
Mar 31, 25
19 Janus Henderson Small Cap Value L 258.55K (1.05%) 0.00
Increased by 0.00%
Jun 30, 24
20 Brown Advisory Small-Cap Fdmtl Val Inv 251.53K (1.02%) 56.94K
Increased by +22.64%
Apr 30, 25