Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 2.89%
2 PJP 2.55%
3 XPH 1.73%
4 BBP 1.59%
5 PSCH 1.38%
6 CAFG 1.33%
7 PILL 1.20%
8 PTH 1.04%
9 IHE 0.89%
10 MMSC 0.66%
11 SQLV 0.54%
12 PINK 0.51%
13 OASC 0.50%
14 QQQS 0.50%
15 FYC 0.46%
16 FYT 0.44%
17 AFSM 0.42%
18 BTEC 0.39%
19 XSMO 0.36%
20 SSLY 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.92M (15.47%) -25.85K
Decreased by -0.89%
Mar 31, 25
2 Vanguard Group Inc 2.06M (10.89%) -29.89K
Decreased by -1.45%
Mar 31, 25
3 HHG PLC 1.03M (5.44%) 12.53K
Increased by +1.22%
Mar 31, 25
4 Macquarie Group Ltd 906.23K (4.80%) 21.85K
Increased by +2.41%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 744.93K (3.95%) 21.91K
Increased by +2.94%
Mar 31, 25
6 State Street Corp 727.13K (3.85%) -16.51K
Decreased by -2.27%
Mar 31, 25
7 State Street Corporation 671.28K (3.56%) 3.00K
Increased by +0.45%
Mar 31, 24
8 Congress Asset Management Company, LLP 642.71K (3.40%) 21.23K
Increased by +3.30%
Mar 31, 25
9 Stephens Inv Mgmt Group LLC 607.22K (3.22%) -5.56K
Decreased by -0.92%
Mar 31, 25
10 Cardinal Capital Management Llc 559.24K (2.96%) 337.31K
Increased by +60.32%
Mar 31, 24
11 Chicago Capital LLC 554.52K (2.94%) 2.93K
Increased by +0.53%
Mar 31, 25
12 Chicago Capital, LLC 551.59K (2.92%) 5.77K
Increased by +1.05%
Dec 31, 24
13 Geode Capital Management, LLC 464.45K (2.46%) 26.01K
Increased by +5.60%
Mar 31, 25
14 Loomis, Sayles & Company LP 420.83K (2.23%) 23.13K
Increased by +5.50%
Mar 31, 25
15 Pacer Advisors, INC. 325.73K (1.73%) 121.05K
Increased by +37.16%
Dec 31, 23
16 Ashford Capital Management Inc 298.04K (1.58%) -12.63K
Decreased by -4.24%
Mar 31, 25
17 Rice Hall James & Associates, LLC 297.22K (1.57%) -7.70K
Decreased by -2.59%
Mar 31, 25
18 Villere St Denis J & Co Llc 288.83K (1.53%) 1.78K
Increased by +0.62%
Mar 31, 25
19 Deutsche Bank AG 287.96K (1.53%) -1.09K
Decreased by -0.38%
Mar 31, 25
20 Northern Trust Corp 282.96K (1.50%) 20.21K
Increased by +7.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.15M (6.08%) -1.06K
Decreased by -0.09%
Apr 30, 25
2 Delaware US Small Cap Core Equity (SMA) 732.34K (3.88%) -8.57K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 732.34K (3.88%) -8.57K
Decreased by -1.17%
Mar 31, 24
4 Macquarie Small Cap Core I 675.05K (3.58%) 19.19K
Increased by +2.84%
Mar 31, 25
5 Delaware Small Cap Core I 655.86K (3.47%) -57.44K
Decreased by -8.76%
Sep 30, 24
6 Janus Henderson US SMID Cap Growth 613.48K (3.25%) -12.60K
Decreased by -2.05%
Dec 31, 24
7 Janus Henderson US SMID Cap Growth MA 613.48K (3.25%) 613.44K
Increased by +99.99%
Dec 31, 24
8 Janus Henderson Triton D 603.86K (3.20%) -6.29K
Decreased by -1.04%
Mar 31, 25
9 Vanguard Total Stock Mkt Idx Inv 582.46K (3.09%) 2.51K
Increased by +0.43%
Apr 30, 25
10 Vanguard US Total Market Shares ETF 529.85K (2.81%) 0.00
Increased by 0.00%
Sep 30, 24
11 Vanguard Small Cap Index 450.96K (2.39%) 3.55K
Increased by +0.79%
Apr 30, 25
12 iShares Russell 2000 ETF 444.14K (2.35%) 75.00
Increased by +0.02%
Apr 30, 25
13 Stephens SMID Select Growth 413.62K (2.19%) 0.00
Increased by 0.00%
Mar 31, 25
14 Pacer US Small Cap Cash Cows 100 ETF 380.55K (2.02%) 5.22K
Increased by +1.37%
Jan 31, 24
15 Cardinal Capital SMID Cap Value Equity 354.19K (1.88%) 354.19K
Increased by +100.00%
Mar 31, 24
16 Congress Asset Mgt Small Cap Growth 350.00K (1.85%) 350.00K
Increased by +100.00%
Jun 30, 24
17 Congress Small Cap Growth Institutional 350.00K (1.85%) 0.00
Increased by 0.00%
Apr 30, 25
18 Vanguard Explorer Inv 317.85K (1.68%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Small Cap Value Index Inv 291.33K (1.54%) 921.00
Increased by +0.32%
Apr 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 289.82K (1.54%) 2.71K
Increased by +0.93%
Apr 30, 25