Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 2.89%
2 PJP 2.65%
3 XPH 1.84%
4 BBP 1.76%
5 PILL 1.42%
6 PSCH 1.41%
7 CAFG 1.37%
8 PTH 1.04%
9 IHE 0.94%
10 MMSC 0.71%
11 SQLV 0.55%
12 OASC 0.50%
13 QQQS 0.50%
14 PINK 0.49%
15 FYC 0.48%
16 FYT 0.44%
17 AFSM 0.42%
18 BTEC 0.39%
19 XSMO 0.38%
20 SSLY 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.95M (15.58%) -53.55K
Decreased by -1.82%
Dec 31, 24
2 Vanguard Group Inc 2.09M (11.03%) 115.00K
Increased by +5.51%
Dec 31, 24
3 HHG PLC 1.02M (5.37%) 5.93K
Increased by +0.58%
Dec 31, 24
4 Macquarie Group Ltd 884.38K (4.68%) -2.90K
Decreased by -0.33%
Dec 31, 24
5 State Street Corp 743.63K (3.93%) 36.22K
Increased by +4.87%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 723.02K (3.82%) 16.00K
Increased by +2.21%
Dec 31, 24
7 State Street Corporation 671.28K (3.55%) 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 (3.21%) -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 (2.93%) 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 438.44K (2.32%) 10.17K
Increased by +2.32%
Dec 31, 24
14 Loomis, Sayles & Company LP 397.70K (2.10%) 24.92K
Increased by +6.27%
Dec 31, 24
15 Pacer Advisors, INC. 325.73K (1.72%) 121.05K
Increased by +37.16%
Dec 31, 23
16 Ashford Capital Management Inc 310.66K (1.64%) 257.00
Increased by +0.08%
Dec 31, 24
17 Rice Hall James & Associates, LLC 297.22K (1.57%) -7.70K
Decreased by -2.59%
Mar 31, 25
18 Deutsche Bank AG 289.05K (1.53%) 15.16K
Increased by +5.24%
Dec 31, 24
19 Villere St Denis J & Co Llc 288.83K (1.53%) 1.78K
Increased by +0.62%
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 (6.07%) -1.06K
Decreased by -0.09%
Apr 30, 25
2 Delaware US Small Cap Core Equity (SMA) 732.34K (3.87%) -8.57K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 732.34K (3.87%) -8.57K
Decreased by -1.17%
Mar 31, 24
4 Macquarie Small Cap Core I 675.05K (3.57%) 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 610.15K (3.23%) 0.00
Increased by 0.00%
Feb 28, 25
9 Vanguard Total Stock Mkt Idx Inv 579.94K (3.07%) 2.74K
Increased by +0.47%
Mar 31, 25
10 Vanguard US Total Market Shares ETF 529.85K (2.80%) 0.00
Increased by 0.00%
Sep 30, 24
11 Vanguard Small Cap Index 447.41K (2.37%) -10.90K
Decreased by -2.44%
Mar 31, 25
12 iShares Russell 2000 ETF 444.06K (2.35%) -3.60K
Decreased by -0.81%
Apr 29, 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 (2.01%) 5.22K
Increased by +1.37%
Jan 31, 24
15 Cardinal Capital SMID Cap Value Equity 354.19K (1.87%) 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%
Mar 31, 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 290.40K (1.54%) -11.32K
Decreased by -3.90%
Mar 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 287.11K (1.52%) -3.72K
Decreased by -1.29%
Mar 31, 25