Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.03%
2 SDVY 0.93%
3 XTN 0.79%
4 XSLV 0.79%
5 SCDS 0.41%
6 PSCI 0.39%
7 FYT 0.34%
8 FESM 0.32%
9 DGRS 0.29%
10 FSGS 0.26%
11 RNSC 0.26%
12 TPSC 0.23%
13 FYX 0.22%
14 CSA 0.21%
15 CSF 0.21%
16 QSML 0.19%
17 CSML 0.19%
18 AVUV 0.16%
19 JSMD 0.15%
20 DES 0.14%

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 2.34M (4.07%) 14.09K
Increased by +0.60%
Sep 30, 24
9 American Century Companies Inc 1.63M (2.83%) 225.21K
Increased by +13.83%
Sep 30, 24
10 William Blair Investment Management, LLC 1.46M (2.54%) -45.07K
Decreased by -3.09%
Sep 30, 24
11 Geode Capital Management, LLC 1.41M (2.45%) 14.95K
Increased by +1.06%
Sep 30, 24
12 First Trust Advisors L.P. 1.41M (2.44%) 451.34K
Increased by +32.09%
Dec 31, 23
13 Ameriprise Financial Inc 1.39M (2.41%) -74.82K
Decreased by -5.40%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 1.23M (2.13%) -341.82K
Decreased by -27.89%
Sep 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 999.99K (1.74%) 29.13K
Increased by +2.91%
Sep 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 3.73M (6.48%) 0.00
Increased by 0.00%
Nov 30, 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 iShares Russell 2000 ETF 1.62M (2.82%) 0.00
Increased by 0.00%
Nov 30, 24
7 DFA US Small Cap Value I 1.49M (2.58%) -73.73K
Decreased by -4.96%
Oct 31, 24
8 Avantis US Small Cap Value ETF 1.48M (2.57%) 6.23K
Increased by +0.42%
Nov 30, 24
9 First Trust SMID Cp Rising Div Achv ETF 1.45M (2.52%) 12.29K
Increased by +0.85%
Jan 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 898.43K (1.56%) -2.62K
Decreased by -0.29%
Oct 31, 24
13 DFA US Micro Cap I 621.26K (1.08%) 0.00
Increased by 0.00%
Oct 31, 24
14 Dimensional US Targeted Value ETF 608.93K (1.06%) 0.00
Increased by 0.00%
Nov 29, 24
15 DFA US Targeted Value I 592.92K (1.03%) 0.00
Increased by 0.00%
Oct 31, 24
16 Fidelity Small Cap Index 591.51K (1.03%) -4.51K
Decreased by -0.76%
Sep 30, 24
17 Fidelity® Small Cap Index 561.70K (0.98%) 16.79K
Increased by +2.99%
Oct 31, 23
18 William Blair Small Cap Value I 553.33K (0.96%) -9.77K
Decreased by -1.77%
Oct 31, 24
19 Loomis Sayles Small Cap Growth Instl 532.74K (0.93%) -172.45K
Decreased by -32.37%
Feb 29, 24
20 DFA US Small Cap I 530.01K (0.92%) -6.19K
Decreased by -1.17%
Oct 31, 24