Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSMC 2.67%
2 ECML 2.65%
3 XHS 1.82%
4 SIXS 1.59%
5 FDLS 1.43%
6 RZV 1.42%
7 DVP 1.29%
8 DEEP 1.29%
9 VAMO 1.26%
10 PSCH 1.19%
11 BRNY 0.80%
12 SQLV 0.78%
13 DSMC 0.77%
14 SVAL 0.56%
15 FYT 0.54%
16 HAPS 0.53%
17 SSLY 0.53%
18 BSVO 0.52%
19 PXSG 0.51%
20 XSMO 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.95M (16.79%) -78.36K
Decreased by -0.56%
Jun 30, 25
2 Vanguard Group Inc 10.99M (13.23%) 188.59K
Increased by +1.72%
Jun 30, 25
3 Lazard Asset Management LLC 8.23M (9.91%) 45.70K
Increased by +0.56%
Sep 30, 23
4 Earnest Partners LLC 4.79M (5.77%) -27.09K
Decreased by -0.57%
Mar 31, 24
5 State Street Corp 3.49M (4.20%) -36.64K
Decreased by -1.05%
Jun 30, 25
6 State Street Corporation 3.38M (4.08%) 14.45K
Increased by +0.43%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 3.32M (4.00%) 147.69K
Increased by +4.45%
Jun 30, 25
8 Victory Capital Management Inc. 3.16M (3.80%) 3.09M
Increased by +97.88%
Jun 30, 25
9 Rubric Capital Management LP 3.13M (3.77%) -15.14K
Decreased by -0.48%
Mar 31, 25
10 FMR Inc 2.41M (2.91%) -492.42K
Decreased by -20.40%
Jun 30, 25
11 Geode Capital Management, LLC 2.00M (2.41%) -15.30K
Decreased by -0.77%
Jun 30, 25
12 American Century Companies Inc 1.93M (2.33%) 430.03K
Increased by +22.26%
Jun 30, 25
13 AllianceBernstein L.P. 1.84M (2.21%) -5.01M
Decreased by -272.67%
Jun 30, 25
14 D. E. Shaw & Co LP 1.58M (1.90%) -294.42K
Decreased by -18.66%
Jun 30, 25
15 Boston Partners Global Investors, Inc 1.42M (1.71%) -562.27K
Decreased by -39.61%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 1.32M (1.59%) -6.96K
Decreased by -0.53%
Jun 30, 25
17 Charles Schwab Investment Management Inc 1.27M (1.53%) 142.99K
Increased by +11.28%
Jun 30, 25
18 Segall Bryant & Hamill 1.24M (1.50%) -74.29K
Decreased by -5.97%
Sep 30, 24
19 Renaissance Technologies Corp 1.20M (1.45%) -17.10K
Decreased by -1.42%
Jun 30, 25
20 Caspian Capital Partners, L.P. 1.11M (1.34%) 665.00K
Increased by +59.64%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.01M (6.03%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.70M (3.25%) -59.81K
Decreased by -2.22%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.62M (3.16%) 0.00
Increased by 0.00%
Sep 30, 24
4 EARNEST Small Cap Value 2.46M (2.96%) 2.45M
Increased by +99.85%
Dec 31, 23
5 Lazard Global Eq Franchise A Acc USD 2.41M (2.90%) 0.00
Increased by 0.00%
Oct 31, 23
6 Victory Sycamore Small Company Opp R 2.20M (2.65%) 2.20M
Increased by +100.00%
Jun 30, 25
7 Fidelity Small Cap Value Fund 2.15M (2.58%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Index 2.08M (2.51%) -14.02K
Decreased by -0.67%
Jul 31, 25
9 iShares Russell 2000 ETF 2.07M (2.49%) 0.00
Increased by 0.00%
Aug 31, 25
10 Harbor Small Cap Value Instl 1.91M (2.30%) -19.75K
Decreased by -1.03%
Mar 31, 24
11 BlackRock Global Equity Mkt Netrl Instl 1.58M (1.90%) 513.70K
Increased by +32.49%
Jul 31, 25
12 American Century Small Cap Growth Inv 1.36M (1.64%) 359.87K
Increased by +26.49%
Jun 30, 25
13 American Century U.S. Small Cap Growth 1.36M (1.64%) 359.87K
Increased by +26.49%
Jun 30, 25
14 Vanguard Small Cap Value Index Inv 1.34M (1.61%) -1.18K
Decreased by -0.09%
Jul 31, 25
15 AB Discovery Value Advisor 1.33M (1.60%) 0.00
Increased by 0.00%
Apr 30, 25
16 Schwab Fundamental US Small Company ETF 932.85K (1.12%) 0.00
Increased by 0.00%
Apr 30, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 900.97K (1.08%) -394.76K
Decreased by -43.82%
Jul 31, 25
18 Fidelity Small Cap Index 854.62K (1.03%) -17.96K
Decreased by -2.10%
Jun 30, 25
19 Fidelity® Small Cap Index 809.43K (0.97%) 21.82K
Increased by +2.70%
Oct 31, 23
20 iShares S&P Small-Cap 600 Value ETF 784.68K (0.94%) 0.00
Increased by 0.00%
Aug 31, 25