Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.03%
2 SDVY 0.93%
3 XSLV 0.81%
4 XTN 0.80%
5 SCDS 0.43%
6 PSCI 0.38%
7 FYT 0.35%
8 RNSC 0.26%
9 FESM 0.26%
10 FYX 0.23%
11 TPSC 0.23%
12 CSA 0.21%
13 CSF 0.21%
14 DGRS 0.21%
15 QSML 0.19%
16 CSML 0.19%
17 AVUV 0.16%
18 JSMD 0.15%
19 SLY 0.14%
20 AVSC 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.89M (15.45%) -314.63K
Decreased by -3.54%
Jun 30, 24
2 Dimensional Fund Advisors, Inc. 5.82M (10.11%) -9.84K
Decreased by -0.17%
Sep 30, 24
3 Vanguard Group Inc 4.22M (7.34%) -53.01K
Decreased by -1.26%
Sep 30, 24
4 Victory Capital Management Inc. 4.05M (7.03%) -31.62K
Decreased by -0.78%
Sep 30, 24
5 Geneva Capital Management 3.23M (5.62%) 15.39K
Increased by +0.48%
Sep 30, 24
6 Mariner Value Strategies, LLC 2.63M (4.56%) 303.13K
Increased by +11.54%
Sep 30, 24
7 State Street Corporation 2.37M (4.13%) 69.89K
Increased by +2.94%
Mar 31, 24
8 State Street Corp 2.33M (4.04%) -49.41K
Decreased by -2.12%
Jun 30, 24
9 American Century Companies Inc 1.63M (2.83%) 225.21K
Increased by +13.83%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 1.57M (2.72%) -402.28K
Decreased by -25.67%
Jun 30, 24
11 William Blair Investment Management, LLC 1.46M (2.54%) -45.07K
Decreased by -3.09%
Sep 30, 24
12 Ameriprise Financial Inc 1.46M (2.54%) -153.04K
Decreased by -10.48%
Jun 30, 24
13 First Trust Advisors L.P. 1.41M (2.44%) 451.34K
Increased by +32.09%
Dec 31, 23
14 Geode Capital Management, LLC 1.40M (2.43%) 69.03K
Increased by +4.95%
Jun 30, 24
15 TimesSquare Capital Management, LLC 1.14M (1.97%) 97.26K
Increased by +8.57%
Dec 31, 23
16 London Company of Virginia 970.86K (1.69%) 319.01K
Increased by +32.86%
Jun 30, 24
17 Charles Schwab Investment Management Inc 940.43K (1.63%) 38.99K
Increased by +4.15%
Sep 30, 24
18 Loomis, Sayles & Company LP 914.86K (1.59%) -606.40K
Decreased by -66.28%
Mar 31, 24
19 Northern Trust Corp 893.54K (1.55%) 11.88K
Increased by +1.33%
Sep 30, 24
20 Scopus Asset Management, LLC 820.69K (1.43%) 735.69K
Increased by +89.64%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.68M (6.39%) 3.86K
Increased by +0.11%
Oct 31, 24
2 Victory Small Cap Value CIT (Net 75) 2.99M (5.19%) -53.00K
Decreased by -1.77%
Sep 30, 24
3 Victory Sycamore Small Company Opp R 2.99M (5.19%) -53.00K
Decreased by -1.77%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.81M (3.14%) 2.68K
Increased by +0.15%
Oct 31, 24
5 Nuance Mid Cap Value Separate Account 1.67M (2.91%) -5.06K
Decreased by -0.30%
Sep 30, 24
6 DFA US Small Cap Value I 1.56M (2.71%) -22.28K
Decreased by -1.43%
Sep 30, 24
7 First Trust SMID Cp Rising Div Achv ETF 1.45M (2.52%) 12.29K
Increased by +0.85%
Jan 31, 24
8 iShares Russell 2000 ETF 1.42M (2.47%) -3.19K
Decreased by -0.22%
Oct 31, 24
9 Avantis US Small Cap Value ETF 1.41M (2.45%) 0.00
Increased by 0.00%
Oct 31, 24
10 Nationwide Geneva Small Cap Gr Instl Svc 1.09M (1.89%) 0.00
Increased by 0.00%
Oct 31, 24
11 Nuance Mid Cap Value Institutional 1.07M (1.86%) 199.40K
Increased by +18.60%
Jul 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 901.05K (1.57%) -8.86K
Decreased by -0.98%
Sep 30, 24
13 DFA US Micro Cap I 621.26K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
14 Dimensional US Targeted Value ETF 609.62K (1.06%) 0.00
Increased by 0.00%
Oct 31, 24
15 Fidelity Small Cap Index 596.02K (1.04%) -12.57K
Decreased by -2.11%
Aug 31, 24
16 DFA US Targeted Value I 592.92K (1.03%) 0.00
Increased by 0.00%
Sep 30, 24
17 William Blair Small Cap Value I 563.10K (0.98%) -7.30K
Decreased by -1.30%
Sep 30, 24
18 Fidelity® Small Cap Index 561.70K (0.98%) 16.79K
Increased by +2.99%
Oct 31, 23
19 DFA US Small Cap I 536.20K (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
20 Loomis Sayles Small Cap Growth Instl 532.74K (0.93%) -172.45K
Decreased by -32.37%
Feb 29, 24