Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.17%
2 BAD 2.57%
3 FSCC 1.09%
4 PSCC 1.01%
5 ACT_old 1.00%
6 DVP 0.94%
7 DEEP 0.94%
8 GRPZ 0.67%
9 NSCS 0.65%
10 FYT 0.50%
11 EATV 0.49%
12 SSLY 0.39%
13 ERNZ 0.36%
14 EQWS 0.34%
15 MMSC 0.29%
16 FYX 0.28%
17 SIXL 0.28%
18 JSML 0.22%
19 CSML 0.20%
20 SLY 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.17M (15.40%) -82.02K
Decreased by -3.78%
Jun 30, 25
2 Champlain Investment Partners, LLC 1.19M (8.47%) -352.31K
Decreased by -29.53%
Dec 31, 24
3 Vanguard Group Inc 1.12M (7.97%) -22.81K
Decreased by -2.03%
Jun 30, 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. 775.46K (5.50%) -15.55K
Decreased by -2.01%
Jun 30, 25
7 Federated Hermes Inc 743.21K (5.27%) 480.88K
Increased by +64.70%
Jun 30, 25
8 Wasatch Advisors LP 723.15K (5.13%) 2.08K
Increased by +0.29%
Mar 31, 25
9 Ariel Investments, LLC 719.14K (5.10%) 93.09K
Increased by +12.94%
Jun 30, 25
10 SouthernSun Asset Management, LLC 658.32K (4.67%) -58.14K
Decreased by -8.83%
Sep 30, 24
11 State Street Corporation 599.78K (4.26%) 11.80K
Increased by +1.97%
Mar 31, 24
12 Massachusetts Financial Services Company 579.07K (4.11%) 83.44K
Increased by +14.41%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 568.26K (4.03%) -86.06K
Decreased by -15.14%
Jun 30, 25
14 State Street Corp 540.71K (3.84%) -23.85K
Decreased by -4.41%
Jun 30, 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 446.03K (3.16%) -20.85K
Decreased by -4.67%
Jun 30, 25
17 Ameriprise Financial Inc 400.90K (2.84%) 46.98K
Increased by +11.72%
Jun 30, 25
18 Millennium Management LLC 359.81K (2.55%) 193.66K
Increased by +53.82%
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 340.14K (2.41%) -10.07K
Decreased by -2.96%
Jun 30, 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 815.03K (5.78%) 0.00
Increased by 0.00%
Aug 31, 25
3 Stephens SMID Select Growth 564.03K (4.00%) 7.37K
Increased by +1.31%
Dec 31, 23
4 Federated Hermes MDT SCC Institutional 519.54K (3.69%) 313.16K
Increased by +60.28%
Jun 30, 25
5 Federated Hermes MDT Small Cap Core IS 519.54K (3.69%) 313.16K
Increased by +60.28%
Jun 30, 25
6 SouthernSun Small Cap 506.43K (3.59%) -59.42K
Decreased by -11.73%
Sep 30, 24
7 Wasatch Small Cap Value 481.65K (3.42%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard US Total Market Shares ETF 448.02K (3.18%) 2.40K
Increased by +0.54%
Sep 30, 24
9 Vanguard Explorer Inv 441.93K (3.14%) -229.00
Decreased by -0.05%
Dec 31, 23
10 Vanguard Total Stock Mkt Idx Inv 438.95K (3.11%) -9.74K
Decreased by -2.22%
Jul 31, 25
11 Champlain Small Company Adv 420.00K (2.98%) -155.00K
Decreased by -36.90%
Dec 31, 24
12 Champlain Small Company Fund, LLC 369.32K (2.62%) -466.01K
Decreased by -126.18%
Jan 31, 25
13 iShares Russell 2000 ETF 336.77K (2.39%) 0.00
Increased by 0.00%
Aug 31, 25
14 Stephens Small Cap Growth 313.73K (2.23%) 8.23K
Increased by +2.62%
Dec 31, 23
15 Congress Small Cap Growth Institutional 310.00K (2.20%) 20.00K
Increased by +6.45%
Sep 30, 24
16 Clark Navigator All Cap Core U.S. Equity 306.97K (2.18%) 1.66K
Increased by +0.54%
Sep 30, 24
17 MFS New Discovery Value I 296.22K (2.10%) -134.13K
Decreased by -45.28%
Feb 28, 25
18 Congress Asset Mgt Small Cap Growth 290.00K (2.06%) 289.48K
Increased by +99.82%
Jun 30, 24
19 SouthernSun Small Cap, N 249.97K (1.77%) 0.00
Increased by 0.00%
Sep 30, 24
20 Columbia Small Cap Value Discv A 242.08K (1.72%) 47.21K
Increased by +19.50%
Jul 31, 25