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 XKFS 1.64%
7 FITE 1.54%
8 XAR 1.36%
9 PSCI 1.05%
10 AIRR 0.91%
11 SHLD 0.77%
12 MISL 0.67%
13 FYC 0.55%
14 VIOV 0.43%
15 SLYV 0.42%
16 IJS 0.41%
17 FFND 0.38%
18 PPA 0.38%
19 KOMP 0.34%
20 DFEN 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.77M (16.93%) -50.14K
Decreased by -0.57%
Mar 31, 25
2 Jana Partners Management LP 6.94M (13.40%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 5.50M (10.62%) -49.82K
Decreased by -0.91%
Mar 31, 25
4 William Blair Investment Management, LLC 5.37M (10.37%) -1.06M
Decreased by -19.74%
Mar 31, 25
5 JANA Partners LLC 4.39M (8.48%) 2.40M
Increased by +54.64%
Jun 30, 23
6 State Street Corporation 3.75M (7.23%) 212.05K
Increased by +5.66%
Mar 31, 24
7 State Street Corp 2.99M (5.77%) 50.94K
Increased by +1.71%
Mar 31, 25
8 Starboard Value LP 2.29M (4.43%) -370.00K
Decreased by -16.13%
Jun 30, 24
9 Conestoga Capital Advisors, LLC 2.26M (4.36%) 185.37K
Increased by +8.21%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.04M (3.95%) -157.91K
Decreased by -7.72%
Mar 31, 25
11 Victory Capital Management Inc. 1.73M (3.35%) -325.34K
Decreased by -18.75%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.61M (3.11%) 588.49K
Increased by +36.53%
Jun 30, 24
13 Geode Capital Management, LLC 1.26M (2.44%) 34.26K
Increased by +2.71%
Mar 31, 25
14 BAMCO Inc 1.20M (2.31%) -5.28K
Decreased by -0.44%
Mar 31, 25
15 Fuller & Thaler Asset Management Inc 1.18M (2.28%) -22.28K
Decreased by -1.89%
Mar 31, 25
16 Snyder Capital Management LP 1.13M (2.18%) -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 (1.98%) -245.20K
Decreased by -23.91%
Mar 31, 25
19 Millennium Management LLC 1.02M (1.98%) 677.89K
Increased by +66.23%
Dec 31, 24
20 First Trust Advisors L.P. 988.94K (1.91%) 333.11K
Increased by +33.68%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.08M (5.94%) -2.77K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.62M (3.13%) 22.44K
Increased by +1.38%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.60M (3.10%) 1.79K
Increased by +0.11%
Sep 30, 24
4 Victory Small Cap Value CIT (Net 75) 1.56M (3.01%) 240.00K
Increased by +15.38%
Dec 31, 24
5 Victory Sycamore Small Company Opp R 1.30M (2.51%) -258.00K
Decreased by -19.82%
Mar 31, 25
6 iShares Russell 2000 ETF 1.29M (2.48%) 217.00
Increased by +0.02%
Apr 30, 25
7 Conestoga Small Cap Investors 1.28M (2.47%) -13.75K
Decreased by -1.08%
Mar 31, 25
8 Vanguard Small Cap Index 1.27M (2.46%) 9.02K
Increased by +0.71%
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 Undiscovered Managers Behavioral Val L 1.00M (1.94%) -24.06K
Decreased by -2.40%
Mar 31, 25
13 Baron Discovery Institutional 920.38K (1.78%) 0.00
Increased by 0.00%
Mar 31, 25
14 Baron Discovery Strategy 920.38K (1.78%) 0.00
Increased by 0.00%
Mar 31, 25
15 William Blair SMID Growth CIT 1 869.89K (1.68%) 0.00
Increased by 0.00%
Apr 30, 25
16 SPDR® S&P Aerospace & Defense ETF 827.63K (1.60%) 0.00
Increased by 0.00%
Apr 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 791.60K (1.53%) 920.00
Increased by +0.12%
Apr 30, 25
18 Vanguard Small Cap Growth Index Inv 708.78K (1.37%) -2.93K
Decreased by -0.41%
Apr 30, 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