Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 2.00%
2 PEZ 1.58%
3 BRF 1.34%
4 PXMV 1.17%
5 RZG 1.05%
6 PSCI 1.03%
7 XSLV 0.82%
8 OASC 0.67%
9 FYC 0.56%
10 XSMO 0.55%
11 FDTS 0.40%
12 IJT 0.38%
13 SLYG 0.36%
14 FESM 0.33%
15 CSF 0.33%
16 CSA 0.33%
17 VIOG 0.32%
18 SLYV 0.32%
19 AVSC 0.31%
20 FYX 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.07M (15.35%) -666.63K
Decreased by -4.15%
Mar 31, 25
2 Vanguard Group Inc 11.81M (11.28%) -184.43K
Decreased by -1.56%
Mar 31, 25
3 Burgundy Asset Management Ltd 9.93M (9.48%) 647.16K
Increased by +6.52%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 7.18M (6.86%) -52.98K
Decreased by -0.74%
Mar 31, 25
5 Hawk Ridge Management LLC 4.58M (4.37%) 461.98K
Increased by +10.09%
Mar 31, 25
6 State Street Corporation 4.21M (4.02%) -4.03K
Decreased by -0.10%
Mar 31, 24
7 River Road Asset Management, LLC 4.13M (3.95%) -711.29K
Decreased by -17.22%
Mar 31, 25
8 State Street Corp 4.03M (3.85%) -195.93K
Decreased by -4.86%
Mar 31, 25
9 Neuberger Berman Group LLC 3.91M (3.73%) -42.84K
Decreased by -1.10%
Mar 31, 25
10 Harris Associates L.P. 3.85M (3.68%) -1.62K
Decreased by -0.04%
Mar 31, 25
11 Cardinal Capital Management Llc 3.22M (3.08%) -438.85K
Decreased by -13.62%
Mar 31, 24
12 Brown Advisory Holdings Inc 2.54M (2.42%) 323.70K
Increased by +12.75%
Mar 31, 25
13 Geode Capital Management, LLC 2.51M (2.40%) 59.01K
Increased by +2.35%
Mar 31, 25
14 Cadian Capital Management LP 2.36M (2.26%) 460.00K
Increased by +19.47%
Mar 31, 25
15 Sunriver Management LLC 2.26M (2.16%) -401.61K
Decreased by -17.74%
Mar 31, 25
16 Snyder Capital Management LP 2.14M (2.04%) -1.72M
Decreased by -80.29%
Mar 31, 24
17 Paradice Investment Management LLC 2.06M (1.97%) -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 Marathon Asset Mgmt Ltd 1.47M (1.40%) -156.94K
Decreased by -10.67%
Mar 31, 25
20 William Blair Investment Management, LLC 1.43M (1.36%) -66.08K
Decreased by -4.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.49M (6.20%) -6.04K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.49M (3.33%) 3.78K
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.48M (3.33%) 13.26K
Increased by +0.38%
Apr 30, 25
4 Harris Assoc. Oakmark Eq & Inc CIT 2.92M (2.79%) 0.00
Increased by 0.00%
Mar 31, 25
5 Oakmark Equity And Income Investor 2.92M (2.79%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Index 2.68M (2.56%) 19.13K
Increased by +0.71%
Apr 30, 25
7 iShares Russell 2000 ETF 2.63M (2.51%) 443.00
Increased by +0.02%
Apr 30, 25
8 Cardinal Capital SMID Cap Value Equity 2.33M (2.22%) -325.00K
Decreased by -13.96%
Mar 31, 24
9 Vanguard Small Cap Value Index Inv 1.74M (1.66%) 5.43K
Increased by +0.31%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.57%) 19.29K
Increased by +1.17%
Apr 30, 25
11 Burgundy Smaller Companies 1.51M (1.44%) 50.58K
Increased by +3.36%
Apr 30, 25
12 DFA US Small Cap Value I 1.47M (1.41%) 0.00
Increased by 0.00%
Mar 31, 25
13 Burgundy US Small Cap Value Composite 1.46M (1.39%) 69.47K
Increased by +4.77%
Mar 31, 25
14 Paradice Global Small Mid Cap Strategy 1.38M (1.32%) 0.00
Increased by 0.00%
Dec 31, 24
15 American Century Small Cap Value Inv 1.34M (1.28%) -67.99K
Decreased by -5.07%
Sep 30, 23
16 American Century U.S. Small Cap Value 1.34M (1.28%) -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 1.06M (1.01%) 2.98K
Increased by +0.28%
Feb 28, 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 (0.96%) -52.82K
Decreased by -5.28%
Sep 30, 23