Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 1.89%
2 PEZ 1.58%
3 BRF 1.54%
4 RZG 1.20%
5 PXMV 1.17%
6 PSCI 1.14%
7 VAMO 1.05%
8 XSLV 1.00%
9 SAWS 0.94%
10 FYC 0.70%
11 PXSG 0.64%
12 XSMO 0.64%
13 OASC 0.52%
14 SVAL 0.44%
15 IJT 0.43%
16 SLYG 0.43%
17 MSSM 0.41%
18 FESM 0.40%
19 FDTS 0.39%
20 CCNR 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.07M (15.41%) -666.63K
Decreased by -4.15%
Mar 31, 25
2 Vanguard Group Inc 11.78M (11.30%) -33.18K
Decreased by -0.28%
Jun 30, 25
3 Burgundy Asset Management Ltd 10.31M (9.88%) 380.37K
Increased by +3.69%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 7.06M (6.77%) -123.20K
Decreased by -1.74%
Jun 30, 25
5 State Street Corporation 4.21M (4.04%) -4.03K
Decreased by -0.10%
Mar 31, 24
6 River Road Asset Management, LLC 4.13M (3.96%) -711.29K
Decreased by -17.22%
Mar 31, 25
7 State Street Corp 4.03M (3.86%) -195.93K
Decreased by -4.86%
Mar 31, 25
8 Neuberger Berman Group LLC 3.91M (3.75%) -42.84K
Decreased by -1.10%
Mar 31, 25
9 Harris Associates L.P. 3.59M (3.44%) -263.16K
Decreased by -7.33%
Jun 30, 25
10 Hawk Ridge Management LLC 3.38M (3.24%) -1.20M
Decreased by -35.56%
Jun 30, 25
11 Cardinal Capital Management Llc 3.22M (3.09%) -438.85K
Decreased by -13.62%
Mar 31, 24
12 Brown Advisory Holdings Inc 2.54M (2.43%) 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 (2.27%) 460.00K
Increased by +19.47%
Mar 31, 25
15 American Century Companies Inc 2.34M (2.24%) 2.22M
Increased by +95.07%
Jun 30, 25
16 Sunriver Management LLC 2.27M (2.17%) 3.25K
Increased by +0.14%
Jun 30, 25
17 Snyder Capital Management LP 2.14M (2.05%) -1.72M
Decreased by -80.29%
Mar 31, 24
18 Paradice Investment Management LLC 2.03M (1.95%) -28.19K
Decreased by -1.39%
Jun 30, 25
19 Charles Schwab Investment Management Inc 1.65M (1.58%) -55.84K
Decreased by -3.38%
Jun 30, 25
20 Northern Trust Corp 1.59M (1.52%) 219.26K
Increased by +13.82%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.43M (6.16%) 956.00
Increased by +0.01%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 3.49M (3.34%) 3.78K
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.40M (3.26%) -100.58K
Decreased by -2.96%
Jul 31, 25
4 Harris Assoc. Oakmark Eq & Inc CIT 2.72M (2.61%) -200.00K
Decreased by -7.34%
Jun 30, 25
5 Oakmark Equity And Income Investor 2.72M (2.61%) -200.00K
Decreased by -7.34%
Jun 30, 25
6 Vanguard Small Cap Index 2.61M (2.50%) -17.44K
Decreased by -0.67%
Jul 31, 25
7 iShares Russell 2000 ETF 2.52M (2.42%) -47.88K
Decreased by -1.90%
Jul 31, 25
8 Cardinal Capital SMID Cap Value Equity 2.33M (2.23%) -325.00K
Decreased by -13.96%
Mar 31, 24
9 Vanguard Small Cap Value Index Inv 1.68M (1.61%) 4.58K
Increased by +0.27%
Jul 31, 25
10 American Century Small Cap Growth Inv 1.66M (1.59%) 1.66M
Increased by +100.00%
Jun 30, 25
11 American Century U.S. Small Cap Growth 1.66M (1.59%) 1.66M
Increased by +100.00%
Jun 30, 25
12 Burgundy US Small Cap Value Composite 1.51M (1.44%) 50.58K
Increased by +3.36%
Jun 30, 25
13 DFA US Small Cap Value I 1.47M (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
14 Paradice Global Small Mid Cap Strategy 1.37M (1.31%) -11.98K
Decreased by -0.88%
Mar 31, 25
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 Burgundy Smaller Companies 1.27M (1.22%) -237.61K
Decreased by -18.72%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.11%) -504.41K
Decreased by -43.74%
Jul 31, 25
19 iShares S&P Small-Cap 600 Value ETF 1.11M (1.06%) -3.97K
Decreased by -0.36%
Nov 27, 24
20 Fidelity Small Cap Index 1.07M (1.03%) 5.69K
Increased by +0.53%
May 31, 25