Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCAP 1.33%
2 DEEP 1.20%
3 DVP 0.99%
4 AIMS 0.81%
5 FDM 0.39%
6 SQLV 0.30%
7 JSML 0.29%
8 DGRS 0.28%
9 ROSC 0.27%
10 DES 0.15%
11 FSMD 0.07%
12 SFLO 0.06%
13 JSMD 0.05%
14 IWC 0.05%
15 EES 0.04%
16 EBIT 0.03%
17 AVUV 0.03%
18 AVSC 0.03%
19 REET 0.02%
20 IWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 569.00K (6.67%) -1.31K
Decreased by -0.23%
Mar 31, 26
2 Vanguard Group Inc 511.44K (6.00%) 33.99K
Increased by +6.65%
Dec 31, 25
3 Vanguard Capital Management, LLC 387.90K (4.55%) 387.90K
Increased by +100.00%
Mar 31, 26
4 Nuveen, LLC 353.43K (4.14%) 353.43K
Increased by +100.00%
Mar 31, 25
5 Wasatch Advisors Inc. 349.68K (4.10%) -134.13K
Decreased by -38.36%
Sep 30, 23
6 Wasatch Advisors LP 330.96K (3.88%) 10.62K
Increased by +3.21%
Jun 30, 25
7 Ranger Investment Management LP 325.10K (3.81%) 24.41K
Increased by +7.51%
Mar 31, 26
8 Wellington Management Company LLP 272.73K (3.20%) -73.43K
Decreased by -26.92%
Mar 31, 25
9 Acadian Asset Management LLC 267.31K (3.13%) 78.15K
Increased by +29.24%
Mar 31, 26
10 American Century Companies Inc 261.90K (3.07%) -8.94K
Decreased by -3.41%
Mar 31, 26
11 BMO Capital Markets Corp. 230.91K (2.71%) -192.00
Decreased by -0.08%
Mar 31, 26
12 Bank of Montreal 230.91K (2.71%) -192.00
Decreased by -0.08%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 218.44K (2.56%) 17.33K
Increased by +7.93%
Mar 31, 26
14 Geode Capital Management, LLC 214.36K (2.51%) 5.12K
Increased by +2.39%
Mar 31, 26
15 Two Sigma Investments LLC 208.76K (2.45%) 77.03K
Increased by +36.90%
Mar 31, 26
16 KTF INVESTMENTS, LLC 191.84K (2.25%) -33.01K
Decreased by -17.20%
Mar 31, 26
17 Citadel Advisors Llc 175.78K (2.06%) 131.57K
Increased by +74.85%
Jun 30, 25
18 Boston Partners Global Investors, Inc 166.98K (1.96%) 7.15K
Increased by +4.28%
Mar 31, 26
19 AQR Capital Management LLC 163.31K (1.92%) 57.82K
Increased by +35.40%
Mar 31, 26
20 Bank of New York Mellon Corp 155.62K (1.83%) -2.69K
Decreased by -1.73%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ranger Micro Cap 325.10K (3.81%) 24.41K
Increased by +7.51%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 283.93K (3.33%) 0.00
Increased by 0.00%
Apr 30, 26
3 VT De Lisle America B USD 229.14K (2.69%) 0.00
Increased by 0.00%
Apr 30, 26
4 Burgundy Canadian Small Cap 228.55K (2.68%) 0.00
Increased by 0.00%
Mar 31, 26
5 Avantis US Small Cap Value ETF 217.30K (2.55%) 0.00
Increased by 0.00%
May 30, 26
6 Vanguard US Total Market Shares ETF 217.23K (2.55%) 0.00
Increased by 0.00%
Sep 30, 24
7 iShares Russell 2000 ETF 196.27K (2.30%) 1.82K
Increased by +0.93%
May 29, 26
8 Wasatch Micro Cap Value 149.55K (1.75%) 5.68K
Increased by +3.80%
Jun 30, 25
9 Wasatch Micro Cap Value Composite 143.87K (1.69%) -22.42K
Decreased by -15.58%
Mar 31, 25
10 Buffalo Small Cap 126.66K (1.49%) -42.43K
Decreased by -33.50%
Mar 31, 24
11 Buffalo Small Cap Growth 126.66K (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
12 Buffalo Small Growth Cap 126.66K (1.49%) 0.00
Increased by 0.00%
Jun 30, 24
13 Kornitzer Small Cap Equity 126.66K (1.49%) 0.00
Increased by 0.00%
Jun 30, 24
14 Acuitas US Microcap Strategy 126.45K (1.48%) 9.93K
Increased by +7.85%
Mar 31, 26
15 Boston Partners Small Cap Value II Inv 119.18K (1.40%) 0.00
Increased by 0.00%
Mar 31, 26
16 WisdomTree US SmallCap Dividend ETF 106.76K (1.25%) 0.00
Increased by 0.00%
May 29, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 97.66K (1.15%) 2.61K
Increased by +2.67%
Apr 30, 26
18 Russell Inv US Small Cap Equity Y 93.68K (1.10%) 0.00
Increased by 0.00%
Apr 30, 26
19 American Century Small Cap Value Inv 90.00K (1.06%) -60.00K
Decreased by -66.67%
Jun 30, 24
20 American Century U.S. Small Cap Value 90.00K (1.06%) -60.00K
Decreased by -66.67%
Jun 30, 24