Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 1.73%
2 BRF 1.61%
3 PEZ 1.58%
4 PXMV 1.17%
5 RZG 1.09%
6 PSCI 1.02%
7 VAMO 0.94%
8 XSLV 0.89%
9 SAWS 0.85%
10 OASC 0.68%
11 FYC 0.64%
12 XSMO 0.58%
13 FDTS 0.41%
14 SVAL 0.41%
15 IJT 0.39%
16 SLYG 0.39%
17 CCNR 0.38%
18 VIOG 0.38%
19 FESM 0.37%
20 CSF 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.07M (15.25%) -666.63K
Decreased by -4.15%
Mar 31, 25
2 Vanguard Group Inc 11.81M (11.21%) -184.43K
Decreased by -1.56%
Mar 31, 25
3 Burgundy Asset Management Ltd 9.93M (9.42%) 647.16K
Increased by +6.52%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 7.18M (6.82%) -52.98K
Decreased by -0.74%
Mar 31, 25
5 Hawk Ridge Management LLC 4.58M (4.34%) 461.98K
Increased by +10.09%
Mar 31, 25
6 State Street Corporation 4.21M (4.00%) -4.03K
Decreased by -0.10%
Mar 31, 24
7 River Road Asset Management, LLC 4.13M (3.92%) -711.29K
Decreased by -17.22%
Mar 31, 25
8 State Street Corp 4.03M (3.82%) -195.93K
Decreased by -4.86%
Mar 31, 25
9 Neuberger Berman Group LLC 3.91M (3.71%) -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 (2.24%) 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 (1.62%) -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 6.43M (6.10%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.50M (3.32%) 15.40K
Increased by +0.44%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 3.49M (3.31%) 3.78K
Increased by +0.11%
Sep 30, 24
4 Harris Assoc. Oakmark Eq & Inc CIT 2.72M (2.58%) -200.00K
Decreased by -7.34%
Jun 30, 25
5 Oakmark Equity And Income Investor 2.72M (2.58%) -200.00K
Decreased by -7.34%
Jun 30, 25
6 Vanguard Small Cap Index 2.62M (2.49%) -71.14K
Decreased by -2.71%
Jun 30, 25
7 iShares Russell 2000 ETF 2.57M (2.44%) -41.50K
Decreased by -1.62%
Jul 30, 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 1.67M (1.59%) -59.40K
Decreased by -3.55%
Jun 30, 25
10 American Century Small Cap Growth Inv 1.66M (1.57%) 1.66M
Increased by +100.00%
Jun 30, 25
11 American Century U.S. Small Cap Growth 1.66M (1.57%) 1.66M
Increased by +100.00%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.66M (1.57%) -7.31K
Decreased by -0.44%
Jun 30, 25
13 Burgundy Smaller Companies 1.51M (1.43%) 0.00
Increased by 0.00%
Jun 30, 25
14 Burgundy US Small Cap Value Composite 1.51M (1.43%) 50.58K
Increased by +3.36%
Jun 30, 25
15 DFA US Small Cap Value I 1.47M (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
16 Paradice Global Small Mid Cap Strategy 1.37M (1.30%) -11.98K
Decreased by -0.88%
Mar 31, 25
17 American Century Small Cap Value Inv 1.34M (1.27%) -67.99K
Decreased by -5.07%
Sep 30, 23
18 American Century U.S. Small Cap Value 1.34M (1.27%) -67.99K
Decreased by -5.07%
Sep 30, 23
19 iShares S&P Small-Cap 600 Value ETF 1.11M (1.05%) -3.97K
Decreased by -0.36%
Nov 27, 24
20 Fidelity Small Cap Index 1.07M (1.02%) 5.69K
Increased by +0.53%
May 31, 25