Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.40%
2 SOVF 2.20%
3 DGRS 1.57%
4 WBIY 1.41%
5 PSCD 1.31%
6 CSB 0.77%
7 XSHQ 0.73%
8 DSMC 0.68%
9 SCDS 0.65%
10 BSVO 0.65%
11 CALF 0.53%
12 SQLV 0.48%
13 SFLO 0.45%
14 QSML 0.43%
15 DES 0.42%
16 AVUV 0.38%
17 SLYV 0.36%
18 IJS 0.36%
19 VIOV 0.36%
20 SDD 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.78M (15.56%) -129.90K
Decreased by -3.43%
Mar 31, 25
2 Vanguard Group Inc 2.86M (11.75%) -57.30K
Decreased by -2.01%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 2.21M (9.09%) -25.89K
Decreased by -1.17%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.33M (5.46%) 89.23K
Increased by +6.73%
Mar 31, 25
5 FMR Inc 1.26M (5.20%) -805.39K
Decreased by -63.72%
Mar 31, 25
6 State Street Corp 971.68K (4.00%) -30.55K
Decreased by -3.14%
Mar 31, 25
7 State Street Corporation 950.93K (3.91%) 11.66K
Increased by +1.23%
Mar 31, 24
8 American Century Companies Inc 750.87K (3.09%) 89.77K
Increased by +11.96%
Mar 31, 25
9 JPMorgan Chase & Co 739.49K (3.04%) -110.12K
Decreased by -14.89%
Mar 31, 25
10 Victory Capital Management Inc. 695.51K (2.86%) 59.23K
Increased by +8.52%
Mar 31, 25
11 Millennium Management LLC 635.54K (2.61%) 526.38K
Increased by +82.82%
Mar 31, 25
12 Wells Fargo & Co 623.43K (2.57%) -64.87K
Decreased by -10.40%
Dec 31, 24
13 Principal Financial Group Inc 582.87K (2.40%) -60.64K
Decreased by -10.40%
Mar 31, 25
14 Royce & Associates, LP 581.59K (2.39%) 34.97K
Increased by +6.01%
Mar 31, 25
15 Geode Capital Management, LLC 580.66K (2.39%) 16.86K
Increased by +2.90%
Mar 31, 25
16 Fiduciary Management, Inc. of Milwaukee 498.86K (2.05%) 3.34K
Increased by +0.67%
Sep 30, 23
17 Boston Partners Global Investors, Inc 455.12K (1.87%) -14.24K
Decreased by -3.13%
Sep 30, 23
18 Charles Schwab Investment Management Inc 449.16K (1.85%) 12.73K
Increased by +2.84%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 391.09K (1.61%) 7.20K
Increased by +1.84%
Mar 31, 25
20 Neuberger Berman Group LLC 379.97K (1.56%) -8.29K
Decreased by -2.18%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.53M (6.30%) 0.00
Increased by 0.00%
May 31, 25
2 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 1.37M (5.64%) 1.37M
Increased by +99.93%
Jun 30, 24
3 Fidelity® Low-Priced Stock 1.16M (4.76%) 612.37K
Increased by +52.96%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 779.24K (3.21%) 11.59K
Increased by +1.49%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 768.38K (3.16%) 792.00
Increased by +0.10%
Sep 30, 24
6 Avantis US Small Cap Value ETF 665.26K (2.74%) 1.14K
Increased by +0.17%
May 31, 25
7 iShares Russell 2000 ETF 624.10K (2.57%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Small Cap Index 607.26K (2.50%) 2.66K
Increased by +0.44%
Apr 30, 25
9 Fidelity Low-Priced Stock 521.66K (2.15%) -187.01K
Decreased by -35.85%
Mar 31, 25
10 Victory Sycamore Small Company Opp R 415.00K (1.71%) 30.00K
Increased by +7.23%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 395.67K (1.63%) 424.00
Increased by +0.11%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 392.56K (1.62%) 1.21K
Increased by +0.31%
Apr 30, 25
13 Virtus KAR Small-Cap Core I 389.02K (1.60%) 0.00
Increased by 0.00%
Mar 31, 25
14 Franklin Small Cap Value SMA Composite 377.98K (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
15 Victory Small Cap Value CIT (Net 75) 370.00K (1.52%) -15.00K
Decreased by -4.05%
Sep 30, 24
16 JPM Small Cap Equity-MA 342.66K (1.41%) 338.69K
Increased by +98.84%
Jun 30, 24
17 JPM US Small Cap Core-Composite 342.66K (1.41%) 4.26K
Increased by +1.24%
Jun 30, 24
18 Vanguard Small Cap Growth Index Inv 337.40K (1.39%) -3.22K
Decreased by -0.96%
Aug 31, 24
19 T. Rowe Price Small-Cap Value 294.11K (1.21%) -36.93K
Decreased by -12.56%
Jun 30, 24
20 JPMorgan Small Cap Growth A 287.85K (1.18%) -35.69K
Decreased by -12.40%
Apr 30, 25