Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 2.56%
2 PYZ 1.48%
3 JPSV 0.91%
4 SMDV 0.89%
5 SMCP 0.86%
6 DFRA 0.69%
7 QSML 0.39%
8 DGRS 0.33%
9 SLY 0.29%
10 SLYV 0.29%
11 SBB 0.28%
12 SDD 0.28%
13 IJS 0.25%
14 TPSC 0.24%
15 VIOV 0.24%
16 ESIX 0.23%
17 FSGS 0.23%
18 RNSC 0.23%
19 FYT 0.22%
20 CSA 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.12M (15.36%) -187.11K
Decreased by -8.83%
Mar 31, 25
2 Vanguard Group Inc 1.64M (11.86%) -2.71K
Decreased by -0.17%
Mar 31, 25
3 JPMorgan Chase & Co 770.52K (5.59%) 11.29K
Increased by +1.47%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 701.74K (5.09%) -18.27K
Decreased by -2.60%
Mar 31, 25
5 Royce & Associates, LP 550.04K (3.99%) -5.17K
Decreased by -0.94%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 548.00K (3.97%) 102.63K
Increased by +18.73%
Mar 31, 25
7 State Street Corp 546.35K (3.96%) -25.32K
Decreased by -4.63%
Mar 31, 25
8 State Street Corporation 534.53K (3.88%) 9.45K
Increased by +1.77%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 431.05K (3.13%) 52.96K
Increased by +12.29%
Mar 31, 25
10 Copeland Capital Management, LLC 420.27K (3.05%) 44.90K
Increased by +10.68%
Mar 31, 25
11 Allspring Global Investments Holdings, LLC 417.90K (3.03%) 23.19K
Increased by +5.55%
Mar 31, 25
12 Macquarie Group Ltd 369.70K (2.68%) 13.77K
Increased by +3.72%
Mar 31, 25
13 GW&K Investment Management, LLC 323.11K (2.34%) 8.96K
Increased by +2.77%
Mar 31, 25
14 Geode Capital Management, LLC 319.79K (2.32%) 10.22K
Increased by +3.20%
Mar 31, 25
15 DePrince Race & Zollo Inc 250.43K (1.82%) 58.63K
Increased by +23.41%
Mar 31, 25
16 Durable Capital Partners LP 234.81K (1.70%) -671.51K
Decreased by -285.98%
Sep 30, 23
17 Northern Trust Corp 216.86K (1.57%) 8.75K
Increased by +4.04%
Mar 31, 25
18 Amvescap Plc. 215.75K (1.56%) 929.00
Increased by +0.43%
Sep 30, 24
19 Neuberger Berman Group LLC 212.75K (1.54%) -162.34K
Decreased by -76.31%
Jun 30, 24
20 Ameriprise Financial Inc 206.81K (1.50%) -94.16K
Decreased by -45.53%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 822.62K (5.96%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 454.34K (3.29%) 27.10K
Increased by +5.97%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 427.92K (3.10%) 418.00
Increased by +0.10%
Sep 30, 24
4 JPM Small Cap Equity-MA 382.65K (2.77%) 3.85K
Increased by +1.01%
Mar 31, 25
5 JPM US Small Cap Core-Composite 382.65K (2.77%) 3.85K
Increased by +1.01%
Mar 31, 25
6 JPMorgan Small Cap Equity A 382.65K (2.77%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Small Cap Index 354.36K (2.57%) 1.93K
Increased by +0.54%
Apr 30, 25
8 iShares Russell 2000 ETF 349.49K (2.53%) 0.00
Increased by 0.00%
May 31, 25
9 Macquarie Small Cap Core I 306.02K (2.22%) 4.25K
Increased by +1.39%
Apr 30, 25
10 Calvert Small-Cap A 300.80K (2.18%) 0.00
Increased by 0.00%
Apr 30, 25
11 Calvert US Small-Cap Strategy 300.80K (2.18%) -5.28K
Decreased by -1.75%
Mar 31, 25
12 Delaware Small Cap Core I 293.19K (2.13%) 0.00
Increased by 0.00%
Oct 31, 24
13 Delaware US Small Cap Core Equity (SMA) 267.18K (1.94%) -3.13K
Decreased by -1.17%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 267.18K (1.94%) -3.13K
Decreased by -1.17%
Mar 31, 24
15 T. Rowe Price Small-Cap Value 245.96K (1.78%) -53.00
Decreased by -0.02%
Mar 31, 25
16 T. Rowe Price Small-Cap Stock 241.86K (1.75%) -15.30K
Decreased by -6.33%
Dec 31, 23
17 T. Rowe Price US Small-Cap Core Equity 241.86K (1.75%) -15.30K
Decreased by -6.33%
Dec 31, 23
18 Vanguard Small Cap Value Index Inv 229.43K (1.66%) 711.00
Increased by +0.31%
Apr 30, 25
19 Royce Premier Invmt 220.50K (1.60%) -544.00
Decreased by -0.25%
Mar 31, 25
20 Royce Small-Cap Premier Quality 220.50K (1.60%) -544.00
Decreased by -0.25%
Mar 31, 25