Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 6.22%
2 XTN 2.38%
3 MDCP 2.04%
4 TUSA 1.96%
5 MGMT 1.70%
6 FTDS 1.65%
7 AIRR 1.53%
8 SMLL 1.46%
9 EWMC 1.41%
10 DVOL 1.34%
11 MPAY 1.22%
12 EQWM 1.18%
13 XMLV 1.06%
14 FSCS 1.04%
15 SUPL 1.04%
16 RISN 1.02%
17 RNMC 0.96%
18 SDVY 0.96%
19 SMMV 0.90%
20 XMMO 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 4.08M (11.89%) 319.10K
Increased by +7.81%
Mar 31, 25
2 Vanguard Group Inc 3.33M (9.69%) -18.50K
Decreased by -0.56%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 3.21M (9.34%) 20.05K
Increased by +0.63%
Mar 31, 25
4 BlackRock Inc 3.18M (9.27%) -16.60K
Decreased by -0.52%
Mar 31, 25
5 Victory Capital Management Inc. 1.65M (4.82%) 33.40K
Increased by +2.02%
Mar 31, 25
6 Boston Partners Global Investors, Inc 1.24M (3.62%) -220.75K
Decreased by -17.76%
Mar 31, 25
7 State Street Corp 1.15M (3.36%) -3.24K
Decreased by -0.28%
Mar 31, 25
8 State Street Corporation 1.15M (3.35%) 30.73K
Increased by +2.67%
Mar 31, 24
9 Geode Capital Management, LLC 859.12K (2.50%) 41.18K
Increased by +4.79%
Mar 31, 25
10 Northern Trust Corp 734.26K (2.14%) 61.48K
Increased by +8.37%
Mar 31, 25
11 First Trust Advisors L.P. 685.07K (1.99%) 159.07K
Increased by +23.22%
Mar 31, 25
12 JPMorgan Chase & Co 672.95K (1.96%) 49.55K
Increased by +7.36%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 651.47K (1.90%) 33.63K
Increased by +5.16%
Mar 31, 25
14 T. Rowe Price Investment Management,Inc. 646.08K (1.88%) -894.00
Decreased by -0.14%
Mar 31, 25
15 FMR Inc 579.16K (1.69%) -229.28K
Decreased by -39.59%
Sep 30, 23
16 Fuller & Thaler Asset Management Inc 469.29K (1.37%) 690.00
Increased by +0.15%
Mar 31, 25
17 Amvescap Plc. 462.36K (1.35%) 8.62K
Increased by +1.87%
Mar 31, 25
18 Wells Fargo & Co 442.59K (1.29%) 28.48K
Increased by +6.43%
Mar 31, 25
19 Scopus Asset Management, LLC 441.22K (1.28%) 441.22K
Increased by +100.00%
Jun 30, 24
20 Reinhart Mahoney Capital Management Inc 426.03K (1.24%) 140.50K
Increased by +32.98%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.88M (5.49%) 0.00
Increased by 0.00%
May 31, 25
2 Sycamore Mid Cap Value Comp 1.20M (3.49%) 1.16M
Increased by +96.97%
Mar 31, 25
3 Victory Sycamore Established Value R 1.20M (3.49%) 0.00
Increased by 0.00%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 1.14M (3.32%) 592.00
Increased by +0.05%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 1.13M (3.30%) 748.00
Increased by +0.07%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.13M (3.29%) 641.00
Increased by +0.06%
May 31, 25
7 Vanguard Small Cap Index 891.16K (2.60%) 4.33K
Increased by +0.49%
May 31, 25
8 JHancock Disciplined Value Mid Cap I 743.77K (2.17%) -13.21K
Decreased by -1.78%
May 31, 25
9 First Trust RBA Amer Indl RenaisTM ETF 672.11K (1.96%) 0.00
Increased by 0.00%
Jun 30, 25
10 Virtus KAR Small-Cap Core I 581.53K (1.69%) 44.82K
Increased by +7.71%
Mar 31, 25
11 Fuller & Thaler Behavioral Sm-Cp Eq R6 575.83K (1.68%) -74.62K
Decreased by -12.96%
Sep 30, 23
12 Fuller & Thaler Behavioral Small-Cap Eq 575.83K (1.68%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 549.01K (1.60%) 3.52K
Increased by +0.64%
May 31, 25
14 First Trust SMID Cp Rising Div Achv ETF 515.80K (1.50%) 1.10K
Increased by +0.21%
Feb 27, 25
15 Vanguard Small Cap Growth Index Inv 490.44K (1.43%) -3.15K
Decreased by -0.64%
May 31, 25
16 FullerThaler Behavioral Sm-Cp Eq R6 443.53K (1.29%) 0.00
Increased by 0.00%
Mar 31, 25
17 FullerThaler Behavioral Small-Cap Equity 443.53K (1.29%) 0.00
Increased by 0.00%
Mar 31, 25
18 T. Rowe Price Small-Cap Value 328.23K (0.96%) -384.00
Decreased by -0.12%
Jun 30, 25
19 JPM Small Cap Equity-MA 295.41K (0.86%) -1.92K
Decreased by -0.65%
Jun 30, 25
20 JPM US Small Cap Core-Composite 295.41K (0.86%) -1.92K
Decreased by -0.65%
Jun 30, 25