Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.17%
2 BAD 2.57%
3 PSCC 1.03%
4 DVP 1.00%
5 DEEP 1.00%
6 ACT_old 1.00%
7 GRPZ 0.69%
8 NSCS 0.65%
9 FSCC 0.55%
10 FYT 0.50%
11 EATV 0.49%
12 SSLY 0.39%
13 EQWS 0.34%
14 MMSC 0.29%
15 FYX 0.28%
16 SIXL 0.28%
17 JSML 0.22%
18 CSML 0.20%
19 SLY 0.17%
20 EES 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.25M (16.20%) 953.00
Increased by +0.04%
Mar 31, 25
2 Champlain Investment Partners, LLC 1.19M (8.59%) -352.31K
Decreased by -29.53%
Dec 31, 24
3 Vanguard Group Inc 1.15M (8.24%) 19.32K
Increased by +1.69%
Mar 31, 25
4 FMR Inc 1.10M (7.94%) 137.29K
Increased by +12.45%
Sep 30, 24
5 Stephens Inv Mgmt Group LLC 888.85K (6.40%) 13.59K
Increased by +1.53%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 791.01K (5.69%) -123.85K
Decreased by -15.66%
Mar 31, 25
7 Wasatch Advisors LP 723.15K (5.20%) 2.08K
Increased by +0.29%
Mar 31, 25
8 SouthernSun Asset Management, LLC 658.32K (4.74%) -58.14K
Decreased by -8.83%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 654.32K (4.71%) 92.14K
Increased by +14.08%
Mar 31, 25
10 Ariel Investments, LLC 626.06K (4.50%) 27.16K
Increased by +4.34%
Mar 31, 25
11 State Street Corporation 599.78K (4.32%) 11.80K
Increased by +1.97%
Mar 31, 24
12 Massachusetts Financial Services Company 579.07K (4.17%) 83.44K
Increased by +14.41%
Dec 31, 24
13 State Street Corp 564.56K (4.06%) -65.69K
Decreased by -11.64%
Mar 31, 25
14 Congress Asset Management Company, LLP 490.55K (3.53%) 76.83K
Increased by +15.66%
Sep 30, 24
15 Marshall Wace Asset Management Ltd 466.88K (3.36%) 126.42K
Increased by +27.08%
Mar 31, 25
16 Ameriprise Financial Inc 353.92K (2.55%) 25.60K
Increased by +7.23%
Mar 31, 25
17 Clark Capital Management Group Inc 351.28K (2.53%) 102.20K
Increased by +29.09%
Sep 30, 24
18 Geode Capital Management, LLC 350.22K (2.52%) 5.44K
Increased by +1.55%
Mar 31, 25
19 Two Sigma Investments LLC 292.06K (2.10%) 190.37K
Increased by +65.18%
Mar 31, 25
20 Driehaus Capital Management LLC 288.76K (2.08%) 100.67K
Increased by +34.86%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 848.02K (6.10%) -900.00
Decreased by -0.11%
Apr 30, 25
2 Fidelity Small Cap Value Fund 820.00K (5.90%) 125.00K
Increased by +15.24%
Oct 31, 24
3 Stephens SMID Select Growth 564.03K (4.06%) 7.37K
Increased by +1.31%
Dec 31, 23
4 SouthernSun Small Cap 506.43K (3.64%) -59.42K
Decreased by -11.73%
Sep 30, 24
5 Wasatch Small Cap Value 481.65K (3.47%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 448.69K (3.23%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 448.02K (3.22%) 2.40K
Increased by +0.54%
Sep 30, 24
8 Vanguard Explorer Inv 441.93K (3.18%) -229.00
Decreased by -0.05%
Dec 31, 23
9 Champlain Small Company Adv 420.00K (3.02%) -155.00K
Decreased by -36.90%
Dec 31, 24
10 Champlain Small Company Fund, LLC 369.32K (2.66%) -466.01K
Decreased by -126.18%
Jan 31, 25
11 iShares Russell 2000 ETF 353.33K (2.54%) 60.00
Increased by +0.02%
Apr 30, 25
12 Stephens Small Cap Growth 313.73K (2.26%) 8.23K
Increased by +2.62%
Dec 31, 23
13 Congress Small Cap Growth Institutional 310.00K (2.23%) 20.00K
Increased by +6.45%
Sep 30, 24
14 Clark Navigator All Cap Core U.S. Equity 306.97K (2.21%) 1.66K
Increased by +0.54%
Sep 30, 24
15 MFS New Discovery Value I 296.22K (2.13%) -134.13K
Decreased by -45.28%
Feb 28, 25
16 Congress Asset Mgt Small Cap Growth 290.00K (2.09%) 289.48K
Increased by +99.82%
Jun 30, 24
17 Columbia Small Cap Value I A 280.98K (2.02%) 143.70K
Increased by +51.14%
Apr 30, 25
18 SouthernSun Small Cap, N 249.97K (1.80%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 224.49K (1.62%) 372.00
Increased by +0.17%
Apr 30, 25
20 American Century Small Cap Growth Inv 214.97K (1.55%) 0.00
Increased by 0.00%
Sep 30, 24