Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJP 3.04%
2 AFSC 2.89%
3 BBP 1.89%
4 XPH 1.87%
5 HELX 1.62%
6 PSCH 1.59%
7 PILL 1.31%
8 IHE 1.11%
9 PTH 1.04%
10 MMSC 0.73%
11 CAFG 0.71%
12 QQQS 0.53%
13 SQLV 0.51%
14 PINK 0.50%
15 TMAT 0.49%
16 OASC 0.49%
17 FYC 0.49%
18 FYT 0.44%
19 AFSM 0.42%
20 XSMO 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.92M (15.48%) -25.85K
Decreased by -0.89%
Mar 31, 25
2 Vanguard Group Inc 2.06M (10.90%) -29.89K
Decreased by -1.45%
Mar 31, 25
3 HHG PLC 1.03M (5.45%) 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 (3.86%) -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 (3.41%) 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 (1.58%) -7.70K
Decreased by -2.59%
Mar 31, 25
18 Northern Trust Corp 293.81K (1.56%) 10.85K
Increased by +3.69%
Mar 31, 25
19 Villere St Denis J & Co Llc 288.83K (1.53%) 1.78K
Increased by +0.62%
Mar 31, 25
20 Deutsche Bank AG 287.96K (1.53%) -1.09K
Decreased by -0.38%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.13M (6.01%) 0.00
Increased by 0.00%
May 31, 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 684.55K (3.63%) 9.51K
Increased by +1.39%
Apr 30, 25
5 Delaware Small Cap Core I 655.86K (3.48%) -57.44K
Decreased by -8.76%
Sep 30, 24
6 Janus Henderson US SMID Cap Growth MA 613.48K (3.25%) 613.44K
Increased by +99.99%
Dec 31, 24
7 Janus Henderson Triton D 603.86K (3.20%) 0.00
Increased by 0.00%
Apr 30, 25
8 Janus Henderson US SMID Cap Growth 603.86K (3.20%) -9.61K
Decreased by -1.59%
Mar 31, 25
9 Vanguard Total Stock Mkt Idx Inv 583.16K (3.09%) 707.00
Increased by +0.12%
May 31, 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 452.67K (2.40%) 1.71K
Increased by +0.38%
May 31, 25
12 iShares Russell 2000 ETF 452.12K (2.40%) 0.00
Increased by 0.00%
May 31, 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 (1.86%) 350.00K
Increased by +100.00%
Jun 30, 24
17 Congress Small Cap Growth Institutional 350.00K (1.86%) 0.00
Increased by 0.00%
May 31, 25
18 Vanguard Explorer Inv 317.85K (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 291.98K (1.55%) 2.16K
Increased by +0.74%
May 31, 25
20 Vanguard Small Cap Value Index Inv 291.08K (1.54%) -248.00
Decreased by -0.09%
May 31, 25