Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 2.99%
2 SMCP 0.98%
3 GRPZ 0.90%
4 RNSC 0.90%
5 FSGS 0.90%
6 SMDV 0.86%
7 PXSG 0.83%
8 PYZ 0.78%
9 JPSV 0.78%
10 XSLV 0.70%
11 SCDS 0.57%
12 QQQS 0.51%
13 DFRA 0.50%
14 SDVY 0.49%
15 OASC 0.48%
16 DGRS 0.46%
17 FVD 0.44%
18 SQLV 0.40%
19 QSML 0.39%
20 HSMV 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.75M (15.22%) -160.22K
Decreased by -4.28%
Mar 31, 25
2 Vanguard Group Inc 3.21M (13.04%) 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 (8.02%) 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 (4.11%) -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 First Trust Advisors L.P. 892.15K (3.62%) 462.23K
Increased by +51.81%
Mar 31, 25
10 Geode Capital Management, LLC 705.13K (2.86%) 13.06K
Increased by +1.85%
Mar 31, 25
11 ING Investment Management LLC 654.58K (2.66%) 454.04K
Increased by +69.36%
Mar 31, 25
12 Royce & Associates, LP 653.64K (2.65%) -124.08K
Decreased by -18.98%
Mar 31, 25
13 Wasatch Advisors LP 528.14K (2.14%) -1.05M
Decreased by -199.18%
Mar 31, 25
14 Pacer Advisors, INC. 485.71K (1.97%) 485.71K
Increased by +100.00%
Dec 31, 24
15 HHG PLC 474.52K (1.93%) 6.58K
Increased by +1.39%
Mar 31, 25
16 Nuveen Asset Management, LLC 471.10K (1.91%) -9.95K
Decreased by -2.11%
Dec 31, 24
17 Nuveen, LLC 453.46K (1.84%) 453.46K
Increased by +100.00%
Mar 31, 25
18 Financial Harvest, LLC 433.84K (1.76%) 433.84K
Increased by +100.00%
Mar 31, 25
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 1.62M (6.57%) 6.20K
Increased by +0.38%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 1.49M (6.05%) 0.00
Increased by 0.00%
Jul 30, 25
3 Vanguard Total Stock Mkt Idx Inv 804.24K (3.27%) 3.32K
Increased by +0.41%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 791.22K (3.21%) 864.00
Increased by +0.11%
Sep 30, 24
5 Victory Sycamore Small Company Opp R 690.00K (2.80%) -130.00K
Decreased by -18.84%
Jun 30, 25
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 609.56K (2.47%) -19.41K
Decreased by -3.18%
Jun 30, 25
9 iShares Russell 2000 ETF 596.04K (2.42%) -9.65K
Decreased by -1.62%
Jul 30, 25
10 First Trust Value Line® Dividend ETF 464.49K (1.89%) -580.00
Decreased by -0.12%
Jul 31, 25
11 Pacer US Small Cap Cash Cows 100 ETF 419.83K (1.70%) -3.04K
Decreased by -0.72%
Feb 28, 25
12 Vanguard Small Cap Value Index Inv 389.15K (1.58%) -15.56K
Decreased by -4.00%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 385.04K (1.56%) -6.43K
Decreased by -1.67%
Jun 30, 25
14 Champlain Small Company Fund, LLC 369.36K (1.50%) -97.97K
Decreased by -26.53%
Mar 31, 24
15 First Trust SMID Cp Rising Div Achv ETF 295.73K (1.20%) -576.00
Decreased by -0.19%
Jul 31, 25
16 Royce Premier Invmt 277.55K (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
17 Royce Small-Cap Premier Quality 277.55K (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
18 Wasatch Small Cap Value 269.77K (1.10%) 16.55K
Increased by +6.13%
Mar 31, 25
19 Fidelity Small Cap Index 252.63K (1.03%) 715.00
Increased by +0.28%
May 31, 25
20 Brighthouse Small Cap Value A 246.83K (1.00%) 115.84K
Increased by +46.93%
Mar 31, 25