Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 2.55%
2 PYZ 1.48%
3 JPSV 0.98%
4 SMDV 0.96%
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 SDD 0.28%
12 SBB 0.28%
13 IJS 0.26%
14 TPSC 0.24%
15 ESIX 0.23%
16 VIOV 0.23%
17 FSGS 0.23%
18 RNSC 0.23%
19 ISMD 0.22%
20 FYT 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.12M (15.68%) -187.11K
Decreased by -8.83%
Mar 31, 25
2 Vanguard Group Inc 1.64M (12.11%) -2.71K
Decreased by -0.17%
Mar 31, 25
3 JPMorgan Chase & Co 770.52K (5.70%) 11.29K
Increased by +1.47%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 701.74K (5.20%) -18.27K
Decreased by -2.60%
Mar 31, 25
5 Royce & Associates, LP 550.04K (4.07%) -5.17K
Decreased by -0.94%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 548.00K (4.06%) 102.63K
Increased by +18.73%
Mar 31, 25
7 State Street Corp 546.35K (4.04%) -25.32K
Decreased by -4.63%
Mar 31, 25
8 State Street Corporation 534.53K (3.96%) 9.45K
Increased by +1.77%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 431.05K (3.19%) 52.96K
Increased by +12.29%
Mar 31, 25
10 Copeland Capital Management, LLC 430.40K (3.19%) 10.13K
Increased by +2.35%
Jun 30, 25
11 Allspring Global Investments Holdings, LLC 417.90K (3.09%) 23.19K
Increased by +5.55%
Mar 31, 25
12 Macquarie Group Ltd 369.70K (2.74%) 13.77K
Increased by +3.72%
Mar 31, 25
13 GW&K Investment Management, LLC 323.11K (2.39%) 8.96K
Increased by +2.77%
Mar 31, 25
14 Geode Capital Management, LLC 319.79K (2.37%) 10.22K
Increased by +3.20%
Mar 31, 25
15 DePrince Race & Zollo Inc 250.43K (1.85%) 58.63K
Increased by +23.41%
Mar 31, 25
16 Durable Capital Partners LP 234.81K (1.74%) -671.51K
Decreased by -285.98%
Sep 30, 23
17 Northern Trust Corp 216.86K (1.61%) 8.75K
Increased by +4.04%
Mar 31, 25
18 Amvescap Plc. 215.75K (1.60%) 929.00
Increased by +0.43%
Sep 30, 24
19 Neuberger Berman Group LLC 212.75K (1.58%) -162.34K
Decreased by -76.31%
Jun 30, 24
20 Ameriprise Financial Inc 206.81K (1.53%) -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 808.69K (5.99%) -7.90K
Decreased by -0.98%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 454.84K (3.37%) 494.00
Increased by +0.11%
May 31, 25
3 Vanguard US Total Market Shares ETF 427.92K (3.17%) 418.00
Increased by +0.10%
Sep 30, 24
4 JPM Small Cap Equity-MA 368.62K (2.73%) -14.03K
Decreased by -3.81%
Jun 30, 25
5 JPM US Small Cap Core-Composite 368.62K (2.73%) -14.03K
Decreased by -3.81%
Jun 30, 25
6 JPMorgan Small Cap Equity A 368.62K (2.73%) -14.03K
Decreased by -3.81%
May 31, 25
7 Vanguard Small Cap Index 357.19K (2.64%) 2.83K
Increased by +0.79%
May 31, 25
8 iShares Russell 2000 ETF 350.11K (2.59%) 2.42K
Increased by +0.69%
Jun 30, 25
9 Macquarie Small Cap Core I 306.02K (2.27%) 0.00
Increased by 0.00%
May 31, 25
10 Calvert Small-Cap A 300.80K (2.23%) 0.00
Increased by 0.00%
May 31, 25
11 Calvert US Small-Cap Strategy 300.80K (2.23%) -5.28K
Decreased by -1.75%
Mar 31, 25
12 Delaware Small Cap Core I 293.19K (2.17%) 0.00
Increased by 0.00%
Oct 31, 24
13 Delaware US Small Cap Core Equity (SMA) 267.18K (1.98%) -3.13K
Decreased by -1.17%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 267.18K (1.98%) -3.13K
Decreased by -1.17%
Mar 31, 24
15 T. Rowe Price Small-Cap Value 262.02K (1.94%) -307.00
Decreased by -0.12%
Jun 30, 25
16 T. Rowe Price Small-Cap Stock 241.86K (1.79%) -15.30K
Decreased by -6.33%
Dec 31, 23
17 T. Rowe Price US Small-Cap Core Equity 241.86K (1.79%) -15.30K
Decreased by -6.33%
Dec 31, 23
18 Vanguard Small Cap Value Index Inv 229.34K (1.70%) -95.00
Decreased by -0.04%
May 31, 25
19 Royce Premier Invmt 228.98K (1.70%) 8.47K
Increased by +3.70%
Jun 30, 25
20 Royce Small-Cap Premier Quality 228.98K (1.70%) 8.47K
Increased by +3.70%
Jun 30, 25