Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BRF 1.72%
2 CAFG 1.58%
3 PEZ 1.54%
4 PXMV 1.17%
5 RZG 1.03%
6 PSCI 0.98%
7 VAMO 0.90%
8 XSLV 0.81%
9 OASC 0.64%
10 XSMO 0.54%
11 FYC 0.53%
12 FDTS 0.48%
13 CCNR 0.40%
14 SLYG 0.37%
15 IJT 0.36%
16 FESM 0.33%
17 CSF 0.33%
18 CSA 0.33%
19 VIOG 0.32%
20 SLYV 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.07M (15.28%) -666.63K
Decreased by -4.15%
Mar 31, 25
2 Vanguard Group Inc 11.81M (11.23%) -184.43K
Decreased by -1.56%
Mar 31, 25
3 Burgundy Asset Management Ltd 9.93M (9.44%) 647.16K
Increased by +6.52%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 7.18M (6.83%) -52.98K
Decreased by -0.74%
Mar 31, 25
5 Hawk Ridge Management LLC 4.58M (4.35%) 461.98K
Increased by +10.09%
Mar 31, 25
6 State Street Corporation 4.21M (4.01%) -4.03K
Decreased by -0.10%
Mar 31, 24
7 River Road Asset Management, LLC 4.13M (3.93%) -711.29K
Decreased by -17.22%
Mar 31, 25
8 State Street Corp 4.03M (3.83%) -195.93K
Decreased by -4.86%
Mar 31, 25
9 Neuberger Berman Group LLC 3.91M (3.72%) -42.84K
Decreased by -1.10%
Mar 31, 25
10 Harris Associates L.P. 3.85M (3.66%) -1.62K
Decreased by -0.04%
Mar 31, 25
11 Cardinal Capital Management Llc 3.22M (3.06%) -438.85K
Decreased by -13.62%
Mar 31, 24
12 Brown Advisory Holdings Inc 2.54M (2.41%) 323.70K
Increased by +12.75%
Mar 31, 25
13 Geode Capital Management, LLC 2.51M (2.38%) 59.01K
Increased by +2.35%
Mar 31, 25
14 Cadian Capital Management LP 2.36M (2.25%) 460.00K
Increased by +19.47%
Mar 31, 25
15 Sunriver Management LLC 2.26M (2.15%) -401.61K
Decreased by -17.74%
Mar 31, 25
16 Snyder Capital Management LP 2.14M (2.03%) -1.72M
Decreased by -80.29%
Mar 31, 24
17 Paradice Investment Management LLC 2.06M (1.96%) -228.14K
Decreased by -11.06%
Mar 31, 25
18 Charles Schwab Investment Management Inc 1.71M (1.63%) -45.70K
Decreased by -2.67%
Mar 31, 25
19 Northern Trust Corp 1.59M (1.51%) 219.26K
Increased by +13.82%
Mar 31, 25
20 Marathon Asset Mgmt Ltd 1.47M (1.40%) -156.94K
Decreased by -10.67%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.42M (6.11%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 3.49M (3.32%) 3.78K
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.48M (3.31%) 13.26K
Increased by +0.38%
Apr 30, 25
4 Harris Assoc. Oakmark Eq & Inc CIT 2.92M (2.78%) 0.00
Increased by 0.00%
Mar 31, 25
5 Oakmark Equity And Income Investor 2.92M (2.78%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Index 2.68M (2.55%) 19.13K
Increased by +0.71%
Apr 30, 25
7 iShares Russell 2000 ETF 2.67M (2.54%) 0.00
Increased by 0.00%
May 31, 25
8 Cardinal Capital SMID Cap Value Equity 2.33M (2.21%) -325.00K
Decreased by -13.96%
Mar 31, 24
9 Vanguard Small Cap Value Index Inv 1.74M (1.65%) 5.43K
Increased by +0.31%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.56%) 19.29K
Increased by +1.17%
Apr 30, 25
11 Burgundy Smaller Companies 1.51M (1.43%) 0.00
Increased by 0.00%
May 31, 25
12 DFA US Small Cap Value I 1.47M (1.40%) 0.00
Increased by 0.00%
Apr 30, 25
13 Burgundy US Small Cap Value Composite 1.46M (1.38%) 69.47K
Increased by +4.77%
Mar 31, 25
14 Paradice Global Small Mid Cap Strategy 1.38M (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
15 American Century Small Cap Value Inv 1.34M (1.27%) -67.99K
Decreased by -5.07%
Sep 30, 23
16 American Century U.S. Small Cap Value 1.34M (1.27%) -67.99K
Decreased by -5.07%
Sep 30, 23
17 iShares S&P Small-Cap 600 Value ETF 1.11M (1.06%) -3.97K
Decreased by -0.36%
Nov 27, 24
18 Fidelity Small Cap Index 1.05M (1.00%) -2.55K
Decreased by -0.24%
Mar 31, 25
19 Fidelity® Small Cap Index 1.01M (0.96%) 22.22K
Increased by +2.21%
Sep 30, 23
20 Cardinal Capital Mgt Small Cap Value Eq 1.00M (0.95%) -52.82K
Decreased by -5.28%
Sep 30, 23