Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 3.60%
2 ATFV 1.89%
3 IWC 0.10%
4 RFLR 0.03%
5 FDIS 0.03%
6 IWO 0.02%
7 VCR 0.02%
8 VTWG 0.02%
9 RSSL 0.02%
10 IWM 0.02%
11 UWM 0.01%
12 SCHA 0.01%
13 DFAS 0.01%
14 IWN 0.01%
15 VXF 0.01%
16 RTLA 0.01%
17 VTWO 0.01%
18 VTWV 0.01%
19 URTY 0.01%
20 SPGM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 7.78M (20.67%) 441.05K
Increased by +5.67%
Mar 31, 25
2 BlackRock Inc 3.09M (8.20%) 20.02K
Increased by +0.65%
Mar 31, 25
3 Vanguard Group Inc 2.27M (6.04%) 55.00K
Increased by +2.42%
Mar 31, 25
4 Anchor Capital Management LLC 1.64M (4.37%) 115.81K
Increased by +7.04%
Mar 31, 25
5 Principal Financial Group Inc 1.52M (4.04%) -56.89K
Decreased by -3.74%
Mar 31, 25
6 Royce & Associates, LP 1.25M (3.32%) -3.00K
Decreased by -0.24%
Mar 31, 25
7 Pinnacle Associates Inc 953.53K (2.53%) -47.36K
Decreased by -4.97%
Mar 31, 25
8 Penn Capital Management Company LLC 944.50K (2.51%) 494.71K
Increased by +52.38%
Mar 31, 25
9 Black Diamond Financial, LLC 940.91K (2.50%) 0.00
Increased by 0.00%
Mar 31, 25
10 FMR Inc 936.33K (2.49%) -2.26M
Decreased by -241.71%
Sep 30, 23
11 Silvercrest Asset Management Group LLC 889.28K (2.36%) 150.17K
Increased by +16.89%
Mar 31, 25
12 Geode Capital Management, LLC 881.21K (2.34%) 27.05K
Increased by +3.07%
Mar 31, 25
13 Franklin Resources Inc 818.96K (2.18%) 0.00
Increased by 0.00%
Mar 31, 25
14 State Street Corp 808.12K (2.15%) -6.70K
Decreased by -0.83%
Mar 31, 25
15 State Street Corporation 775.04K (2.06%) 22.01K
Increased by +2.84%
Mar 31, 24
16 Pier Capital, LLC 766.36K (2.04%) -71.78K
Decreased by -9.37%
Jun 30, 24
17 Portolan Capital Management, LLC 689.25K (1.83%) 144.97K
Increased by +21.03%
Mar 31, 25
18 New York State Common Retirement Fund 684.85K (1.82%) 353.82K
Increased by +51.66%
Mar 31, 25
19 Driehaus Capital Management LLC 636.46K (1.69%) 636.46K
Increased by +100.00%
Mar 31, 25
20 Gilder Gagnon Howe & CO LLC 542.95K (1.44%) -1.01M
Decreased by -185.32%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.20M (3.19%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.18M (3.13%) 0.00
Increased by 0.00%
Sep 30, 24
3 Aperture Discover Equity Instl 1.05M (2.78%) -58.10K
Decreased by -5.55%
Jun 30, 23
4 iShares Russell 2000 ETF 899.82K (2.39%) 152.00
Increased by +0.02%
Apr 30, 25
5 Templeton Global Smaller Comp A 680.43K (1.81%) 0.00
Increased by 0.00%
Apr 30, 25
6 Templeton Global Smaller Comp Fund A 680.43K (1.81%) 0.00
Increased by 0.00%
Mar 31, 25
7 Penn Capital Small Cap Equity 624.84K (1.66%) 30.33K
Increased by +4.85%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 584.66K (1.55%) 1.21K
Increased by +0.21%
Apr 30, 25
9 Principal SmallCap R5 532.90K (1.42%) 7.70K
Increased by +1.44%
Apr 30, 25
10 Principal U.S. Small Cap Equity 525.20K (1.40%) 24.40K
Increased by +4.65%
Mar 31, 25
11 Royce Micro Cap Trust 493.43K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
12 Royce Micro-Cap Trust Inc 493.43K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
13 Strategic Advisers U.S. Total Stock 454.98K (1.21%) -120.24K
Decreased by -26.43%
Mar 31, 25
14 Fidelity® Small Cap Growth 399.43K (1.06%) -355.65K
Decreased by -89.04%
Oct 31, 23
15 Alger Dynamic Opportunities A 377.39K (1.00%) 212.39K
Increased by +56.28%
Nov 30, 23
16 Royce Small-Cap Trust 373.70K (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
17 Royce Value Trust 373.70K (0.99%) 0.00
Increased by 0.00%
Mar 31, 24
18 Royce Value Trust Inc 373.70K (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity Small Cap Index 356.89K (0.95%) 771.00
Increased by +0.22%
Feb 28, 25
20 Fidelity® Small Cap Index 338.78K (0.90%) 9.71K
Increased by +2.87%
Oct 31, 23