Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 6.22%
2 AIRR 2.63%
3 XTN 2.41%
4 MDCP 2.04%
5 TUSA 1.96%
6 MGMT 1.90%
7 FTDS 1.65%
8 SMLL 1.58%
9 EWMC 1.41%
10 DVOL 1.34%
11 MPAY 1.22%
12 SUPL 1.19%
13 EQWM 1.18%
14 RISN 1.02%
15 XMLV 1.01%
16 SDVY 0.96%
17 FSCS 0.95%
18 RNMC 0.93%
19 SMCO 0.91%
20 XMMO 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 3.76M (10.87%) 521.70K
Increased by +13.86%
Dec 31, 24
2 Vanguard Group Inc 3.34M (9.65%) -56.92K
Decreased by -1.70%
Dec 31, 24
3 BlackRock Inc 3.20M (9.23%) 60.60K
Increased by +1.89%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 3.19M (9.20%) 139.99K
Increased by +4.39%
Dec 31, 24
5 Victory Capital Management Inc. 1.65M (4.78%) 33.40K
Increased by +2.02%
Mar 31, 25
6 Boston Partners Global Investors, Inc 1.46M (4.23%) -118.29K
Decreased by -8.08%
Dec 31, 24
7 State Street Corp 1.16M (3.34%) 39.66K
Increased by +3.43%
Dec 31, 24
8 State Street Corporation 1.15M (3.32%) 30.73K
Increased by +2.67%
Mar 31, 24
9 Geode Capital Management, LLC 817.94K (2.36%) 4.39K
Increased by +0.54%
Dec 31, 24
10 Northern Trust Corp 672.78K (1.94%) 90.67K
Increased by +13.48%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 646.98K (1.87%) -250.32K
Decreased by -38.69%
Dec 31, 24
12 JPMorgan Chase & Co 623.40K (1.80%) -623.47K
Decreased by -100.01%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 617.84K (1.78%) 9.19K
Increased by +1.49%
Dec 31, 24
14 FMR Inc 579.16K (1.67%) -229.28K
Decreased by -39.59%
Sep 30, 23
15 First Trust Advisors L.P. 526.00K (1.52%) 117.96K
Increased by +22.43%
Dec 31, 24
16 Fuller & Thaler Asset Management Inc 468.60K (1.35%) -6.97K
Decreased by -1.49%
Dec 31, 24
17 Amvescap Plc. 453.73K (1.31%) -10.19K
Decreased by -2.24%
Dec 31, 24
18 Scopus Asset Management, LLC 441.22K (1.27%) 441.22K
Increased by +100.00%
Jun 30, 24
19 Jacobs Levy Equity Management, Inc. 438.46K (1.27%) 8.53K
Increased by +1.95%
Dec 31, 24
20 Wells Fargo & Co 414.12K (1.20%) 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 (5.44%) 0.00
Increased by 0.00%
Mar 31, 25
2 Sycamore Mid Cap Value Comp 1.20M (3.46%) 1.16M
Increased by +96.97%
Mar 31, 25
3 Victory Sycamore Established Value R 1.20M (3.46%) 45.00K
Increased by +3.75%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 1.14M (3.30%) -3.88K
Decreased by -0.34%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 1.13M (3.27%) 748.00
Increased by +0.07%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.12M (3.23%) 2.96K
Increased by +0.26%
Mar 31, 25
7 Vanguard Small Cap Index 881.36K (2.54%) -20.70K
Decreased by -2.35%
Mar 31, 25
8 First Trust RBA Amer Indl RenaisTM ETF 629.53K (1.82%) 0.00
Increased by 0.00%
Apr 30, 25
9 JHancock Disciplined Value Mid Cap I 613.85K (1.77%) -25.16K
Decreased by -4.10%
Mar 31, 25
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 575.83K (1.66%) -74.62K
Decreased by -12.96%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 575.83K (1.66%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 539.91K (1.56%) 2.67K
Increased by +0.49%
Mar 31, 25
13 Virtus KAR Small-Cap Core I 536.71K (1.55%) 116.10K
Increased by +21.63%
Dec 31, 24
14 First Trust SMID Cp Rising Div Achv ETF 515.80K (1.49%) 1.10K
Increased by +0.21%
Feb 27, 25
15 Vanguard Small Cap Growth Index Inv 494.27K (1.43%) -12.37K
Decreased by -2.50%
Mar 31, 25
16 FullerThaler Behavioral Sm-Cp Eq R6 443.53K (1.28%) -6.40K
Decreased by -1.44%
Dec 31, 24
17 FullerThaler Behavioral Small-Cap Equity 443.53K (1.28%) -6.40K
Decreased by -1.44%
Dec 31, 24
18 T. Rowe Price Small-Cap Value 361.17K (1.04%) -78.00
Decreased by -0.02%
Mar 31, 25
19 JPM Small Cap Equity-MA 297.33K (0.86%) 21.64K
Increased by +7.28%
Mar 31, 25
20 JPM US Small Cap Core-Composite 297.33K (0.86%) 21.64K
Increased by +7.28%
Mar 31, 25