Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.40%
2 SOVF 2.77%
3 DGRS 1.62%
4 PSCD 1.36%
5 WBIY 1.19%
6 CSB 0.81%
7 DSMC 0.69%
8 BSVO 0.67%
9 SCDS 0.66%
10 SQLV 0.65%
11 XSHQ 0.61%
12 CALF 0.55%
13 SFLO 0.45%
14 DES 0.44%
15 QSML 0.43%
16 AVUV 0.40%
17 IJS 0.37%
18 SLYV 0.37%
19 VIOV 0.35%
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 (2.62%) 526.38K
Increased by +82.82%
Mar 31, 25
12 Principal Financial Group Inc 582.87K (2.40%) -60.64K
Decreased by -10.40%
Mar 31, 25
13 Royce & Associates, LP 581.59K (2.39%) 34.97K
Increased by +6.01%
Mar 31, 25
14 Geode Capital Management, LLC 580.66K (2.39%) 16.86K
Increased by +2.90%
Mar 31, 25
15 Wells Fargo & Co 517.70K (2.13%) -105.73K
Decreased by -20.42%
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 ARGA Investment Management, LP 424.37K (1.75%) 395.83K
Increased by +93.27%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 391.09K (1.61%) 7.20K
Increased by +1.84%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.51M (6.20%) 0.00
Increased by 0.00%
Jul 30, 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 783.08K (3.22%) 3.26K
Increased by +0.42%
Jun 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 698.12K (2.87%) 413.00
Increased by +0.06%
Jul 30, 25
7 iShares Russell 2000 ETF 591.11K (2.43%) -9.55K
Decreased by -1.62%
Jul 30, 25
8 Vanguard Small Cap Index 585.61K (2.41%) -23.93K
Decreased by -4.09%
Jun 30, 25
9 Fidelity Low-Priced Stock 459.25K (1.89%) -845.00
Decreased by -0.18%
May 31, 25
10 Victory Sycamore Small Company Opp R 405.00K (1.67%) -10.00K
Decreased by -2.47%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 389.73K (1.60%) -8.58K
Decreased by -2.20%
Jun 30, 25
12 Virtus KAR Small-Cap Core I 389.02K (1.60%) 0.00
Increased by 0.00%
Mar 31, 25
13 Franklin Small Cap Value SMA Composite 377.98K (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
14 Vanguard Small Cap Value Index Inv 373.80K (1.54%) -18.29K
Decreased by -4.89%
Jun 30, 25
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 289.42K (1.19%) 4.31K
Increased by +1.49%
Jun 30, 25