Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 6.22%
2 AIRR 2.63%
3 XTN 2.60%
4 MDCP 2.04%
5 TUSA 1.96%
6 MGMT 1.87%
7 SMLL 1.73%
8 FTDS 1.65%
9 EWMC 1.41%
10 DVOL 1.34%
11 SUPL 1.31%
12 MPAY 1.22%
13 EQWM 1.18%
14 XMLV 1.04%
15 RISN 1.02%
16 SMCO 1.00%
17 SDVY 0.96%
18 XMHQ 0.92%
19 FSCS 0.90%
20 RNMC 0.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 3.76M (10.75%) 521.70K
Increased by +13.86%
Dec 31, 24
2 Vanguard Group Inc 3.34M (9.55%) -56.92K
Decreased by -1.70%
Dec 31, 24
3 BlackRock Inc 3.20M (9.14%) 60.60K
Increased by +1.89%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 3.19M (9.10%) 139.99K
Increased by +4.39%
Dec 31, 24
5 Victory Capital Management Inc. 1.62M (4.63%) 11.15K
Increased by +0.69%
Dec 31, 24
6 Boston Partners Global Investors, Inc 1.46M (4.18%) -118.29K
Decreased by -8.08%
Dec 31, 24
7 State Street Corp 1.16M (3.31%) 39.66K
Increased by +3.43%
Dec 31, 24
8 State Street Corporation 1.15M (3.28%) 30.73K
Increased by +2.67%
Mar 31, 24
9 Geode Capital Management, LLC 817.94K (2.34%) 4.39K
Increased by +0.54%
Dec 31, 24
10 Northern Trust Corp 672.78K (1.92%) 90.67K
Increased by +13.48%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 646.98K (1.85%) -250.32K
Decreased by -38.69%
Dec 31, 24
12 JPMorgan Chase & Co 623.40K (1.78%) -623.47K
Decreased by -100.01%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 617.84K (1.76%) 9.19K
Increased by +1.49%
Dec 31, 24
14 FMR Inc 579.16K (1.65%) -229.28K
Decreased by -39.59%
Sep 30, 23
15 First Trust Advisors L.P. 526.00K (1.50%) 117.96K
Increased by +22.43%
Dec 31, 24
16 Fuller & Thaler Asset Management Inc 468.60K (1.34%) -6.97K
Decreased by -1.49%
Dec 31, 24
17 Amvescap Plc. 453.73K (1.30%) -10.19K
Decreased by -2.24%
Dec 31, 24
18 Scopus Asset Management, LLC 441.22K (1.26%) 441.22K
Increased by +100.00%
Jun 30, 24
19 Jacobs Levy Equity Management, Inc. 438.46K (1.25%) 8.53K
Increased by +1.95%
Dec 31, 24
20 Wells Fargo & Co 414.12K (1.18%) 21.51K
Increased by +5.20%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.88M (5.38%) 0.00
Increased by 0.00%
Jan 31, 25
2 Victory Sycamore Established Value R 1.16M (3.30%) 30.00K
Increased by +2.60%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 1.15M (3.28%) 851.00
Increased by +0.07%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 1.12M (3.19%) 606.00
Increased by +0.05%
Feb 28, 25
5 Vanguard Small Cap Index 902.06K (2.58%) 735.00
Increased by +0.08%
Feb 28, 25
6 JHancock Disciplined Value Mid Cap I 676.25K (1.93%) -99.17K
Decreased by -14.66%
Jan 31, 25
7 Fuller & Thaler Behavioral Sm-Cp Eq R6 575.83K (1.64%) -74.62K
Decreased by -12.96%
Sep 30, 23
8 Fuller & Thaler Behavioral Small-Cap Eq 575.83K (1.64%) 0.00
Increased by 0.00%
Nov 30, 23
9 First Trust RBA Amer Indl RenaisTM ETF 555.03K (1.59%) 1.19K
Increased by +0.21%
Feb 27, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 537.25K (1.53%) 3.65K
Increased by +0.68%
Feb 28, 25
11 Virtus KAR Small-Cap Core I 536.71K (1.53%) 116.10K
Increased by +21.63%
Dec 31, 24
12 First Trust SMID Cp Rising Div Achv ETF 515.80K (1.47%) 1.10K
Increased by +0.21%
Feb 27, 25
13 Vanguard Small Cap Growth Index Inv 506.64K (1.45%) -2.89K
Decreased by -0.57%
Feb 28, 25
14 FullerThaler Behavioral Small-Cap Equity 449.93K (1.29%) 0.00
Increased by 0.00%
Sep 30, 24
15 FullerThaler Behavioral Sm-Cp Eq R6 443.53K (1.27%) -6.40K
Decreased by -1.44%
Dec 31, 24
16 T. Rowe Price Small-Cap Value 367.85K (1.05%) -267.00
Decreased by -0.07%
Jan 31, 25
17 Invesco S&P MidCap Quality ETF 328.70K (0.94%) -54.00
Decreased by -0.02%
Feb 28, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 286.45K (0.82%) 3.74K
Increased by +1.30%
Feb 28, 25
19 JPM Small Cap Equity-MA 275.70K (0.79%) 2.55K
Increased by +0.92%
Dec 31, 24
20 JPM US Small Cap Core-Composite 275.70K (0.79%) 2.55K
Increased by +0.92%
Dec 31, 24