Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.17%
2 BAD 2.57%
3 PSCC 1.01%
4 ACT_old 1.00%
5 DEEP 0.95%
6 DVP 0.95%
7 FSCC 0.79%
8 GRPZ 0.67%
9 NSCS 0.65%
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 (15.98%) 953.00
Increased by +0.04%
Mar 31, 25
2 Champlain Investment Partners, LLC 1.19M (8.47%) -352.31K
Decreased by -29.53%
Dec 31, 24
3 Vanguard Group Inc 1.15M (8.13%) 19.32K
Increased by +1.69%
Mar 31, 25
4 FMR Inc 1.10M (7.83%) 137.29K
Increased by +12.45%
Sep 30, 24
5 Stephens Inv Mgmt Group LLC 888.85K (6.31%) 13.59K
Increased by +1.53%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 791.01K (5.61%) -123.85K
Decreased by -15.66%
Mar 31, 25
7 Wasatch Advisors LP 723.15K (5.13%) 2.08K
Increased by +0.29%
Mar 31, 25
8 SouthernSun Asset Management, LLC 658.32K (4.67%) -58.14K
Decreased by -8.83%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 654.32K (4.64%) 92.14K
Increased by +14.08%
Mar 31, 25
10 UBS Group AG 626.30K (4.44%) 438.62K
Increased by +70.03%
Mar 31, 25
11 Ariel Investments, LLC 626.06K (4.44%) 27.16K
Increased by +4.34%
Mar 31, 25
12 State Street Corporation 599.78K (4.26%) 11.80K
Increased by +1.97%
Mar 31, 24
13 Massachusetts Financial Services Company 579.07K (4.11%) 83.44K
Increased by +14.41%
Dec 31, 24
14 State Street Corp 564.56K (4.01%) -65.69K
Decreased by -11.64%
Mar 31, 25
15 Congress Asset Management Company, LLP 490.55K (3.48%) 76.83K
Increased by +15.66%
Sep 30, 24
16 Marshall Wace Asset Management Ltd 466.88K (3.31%) 126.42K
Increased by +27.08%
Mar 31, 25
17 Millennium Management LLC 359.81K (2.55%) 193.66K
Increased by +53.82%
Mar 31, 25
18 Ameriprise Financial Inc 353.92K (2.51%) 25.60K
Increased by +7.23%
Mar 31, 25
19 Clark Capital Management Group Inc 351.28K (2.49%) 102.20K
Increased by +29.09%
Sep 30, 24
20 Geode Capital Management, LLC 350.22K (2.48%) 5.44K
Increased by +1.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Value Fund 820.00K (5.82%) 125.00K
Increased by +15.24%
Oct 31, 24
2 iShares Core S&P Small-Cap ETF 808.78K (5.74%) -26.27K
Decreased by -3.25%
Jun 30, 25
3 Stephens SMID Select Growth 564.03K (4.00%) 7.37K
Increased by +1.31%
Dec 31, 23
4 SouthernSun Small Cap 506.43K (3.59%) -59.42K
Decreased by -11.73%
Sep 30, 24
5 Wasatch Small Cap Value 481.65K (3.42%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 448.69K (3.18%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard US Total Market Shares ETF 448.02K (3.18%) 2.40K
Increased by +0.54%
Sep 30, 24
8 Vanguard Explorer Inv 441.93K (3.14%) -229.00
Decreased by -0.05%
Dec 31, 23
9 Champlain Small Company Adv 420.00K (2.98%) -155.00K
Decreased by -36.90%
Dec 31, 24
10 Champlain Small Company Fund, LLC 369.32K (2.62%) -466.01K
Decreased by -126.18%
Jan 31, 25
11 iShares Russell 2000 ETF 352.31K (2.50%) 2.46K
Increased by +0.70%
Jun 30, 25
12 Stephens Small Cap Growth 313.73K (2.23%) 8.23K
Increased by +2.62%
Dec 31, 23
13 Congress Small Cap Growth Institutional 310.00K (2.20%) 20.00K
Increased by +6.45%
Sep 30, 24
14 Clark Navigator All Cap Core U.S. Equity 306.97K (2.18%) 1.66K
Increased by +0.54%
Sep 30, 24
15 MFS New Discovery Value I 296.22K (2.10%) -134.13K
Decreased by -45.28%
Feb 28, 25
16 Congress Asset Mgt Small Cap Growth 290.00K (2.06%) 289.48K
Increased by +99.82%
Jun 30, 24
17 SouthernSun Small Cap, N 249.97K (1.77%) 0.00
Increased by 0.00%
Sep 30, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 226.25K (1.61%) 1.76K
Increased by +0.78%
May 31, 25
19 American Century Small Cap Growth Inv 214.97K (1.53%) 0.00
Increased by 0.00%
Sep 30, 24
20 American Century U.S. Small Cap Growth 214.97K (1.53%) 0.00
Increased by 0.00%
Sep 30, 24