Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTN 1.64%
2 DGLO 1.08%
3 JPSV 1.07%
4 SDVY 0.93%
5 XSLV 0.92%
6 FYT 0.57%
7 SCDS 0.42%
8 SVAL 0.38%
9 SMLV 0.38%
10 RUSC 0.35%
11 FESM 0.31%
12 DGRS 0.29%
13 PSCI 0.26%
14 RNSC 0.26%
15 FSGS 0.26%
16 TPSC 0.23%
17 FYX 0.22%
18 CSA 0.21%
19 CSF 0.21%
20 ISMD 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.67M (16.79%) 742.32K
Increased by +7.68%
Dec 31, 25
2 Dimensional Fund Advisors, Inc. 4.89M (8.50%) 37.76K
Increased by +0.77%
Mar 31, 26
3 Mariner Value Strategies, LLC 4.81M (8.35%) -1.46M
Decreased by -30.29%
Mar 31, 26
4 Vanguard Group Inc 4.01M (6.97%) -228.03K
Decreased by -5.68%
Dec 31, 25
5 Victory Capital Management Inc. 3.18M (5.53%) -950.67K
Decreased by -29.85%
Jun 30, 25
6 State Street Corp 2.44M (4.24%) 16.55K
Increased by +0.68%
Dec 31, 25
7 State Street Corporation 2.37M (4.12%) 69.89K
Increased by +2.94%
Mar 31, 24
8 American Century Companies Inc 2.37M (4.11%) 148.97K
Increased by +6.29%
Dec 31, 25
9 Geneva Capital Management 1.87M (3.24%) -1.42M
Decreased by -75.73%
Dec 31, 25
10 Boston Partners Global Investors, Inc 1.70M (2.95%) 780.25K
Increased by +45.90%
Mar 31, 26
11 Geode Capital Management, LLC 1.43M (2.49%) -35.30K
Decreased by -2.46%
Dec 31, 25
12 First Trust Advisors L.P. 1.41M (2.44%) 451.34K
Increased by +32.09%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 1.34M (2.33%) 295.44K
Increased by +21.99%
Dec 31, 25
14 William Blair Investment Management, LLC 1.32M (2.29%) -110.58K
Decreased by -8.38%
Jun 30, 25
15 Charles Schwab Investment Management Inc 1.23M (2.14%) 119.00K
Increased by +9.66%
Dec 31, 25
16 TimesSquare Capital Management, LLC 1.14M (1.97%) 97.26K
Increased by +8.57%
Dec 31, 23
17 Ameriprise Financial Inc 997.37K (1.73%) 75.55K
Increased by +7.58%
Dec 31, 25
18 Acadian Asset Management LLC 924.41K (1.61%) 924.41K
Increased by +100.00%
Dec 31, 25
19 Loomis, Sayles & Company LP 914.86K (1.59%) -606.40K
Decreased by -66.28%
Mar 31, 24
20 Two Sigma Investments LLC 862.36K (1.50%) 272.89K
Increased by +31.64%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.54M (6.14%) 918.00
Increased by +0.03%
Apr 30, 26
2 Victory Small Cap Value CIT (Net 75) 3.06M (5.30%) 68.00K
Increased by +2.23%
Dec 31, 24
3 Nuance Mid Cap Value Separate Account 2.82M (4.90%) -995.38K
Decreased by -35.25%
Mar 31, 26
4 Victory Sycamore Small Company Opp R 2.34M (4.06%) -735.00K
Decreased by -31.41%
Jun 30, 25
5 Avantis US Small Cap Value ETF 2.30M (3.99%) 0.00
Increased by 0.00%
Apr 30, 26
6 Nuance Mid Cap Value Institutional 2.05M (3.57%) -147.89K
Decreased by -7.20%
Jan 31, 26
7 Vanguard US Total Market Shares ETF 1.80M (3.13%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 1.80M (3.13%) 0.00
Increased by 0.00%
Mar 31, 26
9 First Trust SMID Cp Rising Div Achv ETF 1.45M (2.52%) 12.29K
Increased by +0.85%
Jan 31, 24
10 iShares Russell 2000 ETF 1.34M (2.33%) 11.33K
Increased by +0.84%
Apr 30, 26
11 DFA US Small Cap Value I 1.20M (2.09%) 0.00
Increased by 0.00%
Mar 31, 26
12 Nationwide Geneva Small Cap Gr Instl Svc 1.18M (2.05%) -23.34K
Decreased by -1.98%
Jul 31, 25
13 Nuance Concentrated Value 1.04M (1.80%) -132.18K
Decreased by -12.72%
Mar 31, 26
14 Fidelity Enhanced Small Cap Core ETF 666.38K (1.16%) -7.74K
Decreased by -1.16%
Apr 30, 26
15 Fidelity Enhanced Small Cap ETF 666.38K (1.16%) -7.74K
Decreased by -1.16%
Apr 30, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 642.86K (1.12%) 3.97K
Increased by +0.62%
Mar 31, 26
17 Columbia Small Cap Value Discovery Fund 632.47K (1.10%) 28.60K
Increased by +4.52%
Mar 31, 26
18 Columbia Small Cap Value Discv A 632.47K (1.10%) 0.00
Increased by 0.00%
Apr 30, 26
19 Columbia Small Cap Value I 600.69K (1.04%) 198.14K
Increased by +32.99%
Mar 31, 25
20 Columbia Small Cap Value I A 600.69K (1.04%) 0.00
Increased by 0.00%
Apr 30, 25