Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKFF 5.47%
2 GCAD 5.25%
3 ACTV 3.70%
4 EASI 2.33%
5 GAST 1.95%
6 CAFG 1.74%
7 XAR 1.69%
8 XKFS 1.64%
9 FITE 1.06%
10 PSCI 1.00%
11 AIRR 0.86%
12 SHLD 0.64%
13 MISL 0.64%
14 FYC 0.53%
15 CLSE 0.51%
16 VIOV 0.40%
17 SLYV 0.39%
18 FFND 0.38%
19 IJS 0.38%
20 PPA 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.77M (16.88%) -50.14K
Decreased by -0.57%
Mar 31, 25
2 Jana Partners Management LP 6.94M (13.36%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 5.50M (10.59%) -49.82K
Decreased by -0.91%
Mar 31, 25
4 William Blair Investment Management, LLC 5.37M (10.34%) -1.06M
Decreased by -19.74%
Mar 31, 25
5 JANA Partners LLC 4.39M (8.46%) 2.40M
Increased by +54.64%
Jun 30, 23
6 State Street Corporation 3.75M (7.22%) 212.05K
Increased by +5.66%
Mar 31, 24
7 State Street Corp 2.99M (5.75%) 50.94K
Increased by +1.71%
Mar 31, 25
8 Starboard Value LP 2.29M (4.42%) -370.00K
Decreased by -16.13%
Jun 30, 24
9 Conestoga Capital Advisors, LLC 2.26M (4.35%) 185.37K
Increased by +8.21%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.04M (3.94%) -157.91K
Decreased by -7.72%
Mar 31, 25
11 Victory Capital Management Inc. 1.73M (3.34%) -325.34K
Decreased by -18.75%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.61M (3.10%) 588.49K
Increased by +36.53%
Jun 30, 24
13 Geode Capital Management, LLC 1.26M (2.43%) 34.26K
Increased by +2.71%
Mar 31, 25
14 BAMCO Inc 1.20M (2.30%) -5.28K
Decreased by -0.44%
Mar 31, 25
15 Fuller & Thaler Asset Management Inc 1.18M (2.27%) -22.28K
Decreased by -1.89%
Mar 31, 25
16 Snyder Capital Management LP 1.13M (2.17%) -36.97K
Decreased by -3.28%
Mar 31, 25
17 Neuberger Berman Group LLC 1.06M (2.05%) -6.28K
Decreased by -0.59%
Mar 31, 25
18 Segall Bryant & Hamill 1.03M (1.97%) -245.20K
Decreased by -23.91%
Mar 31, 25
19 Millennium Management LLC 1.02M (1.97%) 677.89K
Increased by +66.23%
Dec 31, 24
20 First Trust Advisors L.P. 944.02K (1.82%) -44.91K
Decreased by -4.76%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.05M (5.87%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.62M (3.12%) 1.35K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.60M (3.09%) 1.79K
Increased by +0.11%
Sep 30, 24
4 Victory Small Cap Value CIT (Net 75) 1.56M (3.00%) 240.00K
Increased by +15.38%
Dec 31, 24
5 iShares Russell 2000 ETF 1.31M (2.52%) 0.00
Increased by 0.00%
May 31, 25
6 Victory Sycamore Small Company Opp R 1.30M (2.51%) -258.00K
Decreased by -19.82%
Mar 31, 25
7 Vanguard Small Cap Index 1.28M (2.46%) 4.67K
Increased by +0.37%
May 31, 25
8 Conestoga Small Cap Investors 1.26M (2.43%) -18.00K
Decreased by -1.43%
Apr 30, 25
9 William Blair Sml-Mid Cap Grwth CIT Cl A 1.17M (2.25%) 1.17M
Increased by +100.00%
Sep 30, 24
10 William Blair Small-Mid Cap Growth CIT 1.15M (2.22%) -14.35K
Decreased by -1.24%
Oct 31, 24
11 FullerThaler Behavioral Small-Cap Value 1.05M (2.03%) -33.84K
Decreased by -3.21%
Mar 31, 25
12 Baron Discovery Institutional 920.38K (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
13 Baron Discovery Strategy 920.38K (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
14 William Blair SMID Growth CIT 1 859.35K (1.65%) -10.54K
Decreased by -1.23%
May 31, 25
15 William Blair SMID Growth CIT 5 859.35K (1.65%) -10.54K
Decreased by -1.23%
May 31, 25
16 SPDR® S&P Aerospace & Defense ETF 856.28K (1.65%) 0.00
Increased by 0.00%
May 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 797.03K (1.53%) 5.43K
Increased by +0.68%
May 31, 25
18 Vanguard Small Cap Growth Index Inv 704.15K (1.36%) -4.63K
Decreased by -0.66%
May 31, 25
19 Ranger Small Cap 653.09K (1.26%) -24.10K
Decreased by -3.69%
Sep 30, 23
20 Baron Opp. Small Cap Growth Strategy 650.00K (1.25%) -150.00K
Decreased by -23.08%
Mar 31, 24