Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 0.96%
2 SDVY 0.93%
3 XTN 0.83%
4 XSLV 0.72%
5 SCDS 0.40%
6 PSCI 0.37%
7 FYT 0.34%
8 SMLV 0.34%
9 FESM 0.31%
10 DGRS 0.29%
11 RNSC 0.26%
12 FSGS 0.26%
13 TPSC 0.23%
14 FYX 0.22%
15 CSA 0.21%
16 CSF 0.21%
17 QSML 0.19%
18 CSML 0.19%
19 AVUV 0.16%
20 JSMD 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.16M (15.91%) 257.20K
Increased by +2.81%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 5.75M (9.99%) -70.81K
Decreased by -1.23%
Dec 31, 24
3 Vanguard Group Inc 4.20M (7.29%) -26.65K
Decreased by -0.64%
Dec 31, 24
4 Victory Capital Management Inc. 4.07M (7.07%) 23.20K
Increased by +0.57%
Dec 31, 24
5 Mariner Value Strategies, LLC 3.20M (5.55%) 569.70K
Increased by +17.82%
Dec 31, 24
6 Geneva Capital Management 3.14M (5.46%) -91.32K
Decreased by -2.91%
Dec 31, 24
7 State Street Corp 2.46M (4.27%) 119.44K
Increased by +4.86%
Dec 31, 24
8 State Street Corporation 2.37M (4.13%) 69.89K
Increased by +2.94%
Mar 31, 24
9 American Century Companies Inc 1.80M (3.13%) 175.06K
Increased by +9.71%
Dec 31, 24
10 William Blair Investment Management, LLC 1.49M (2.59%) 31.30K
Increased by +2.10%
Dec 31, 24
11 First Trust Advisors L.P. 1.41M (2.44%) 451.34K
Increased by +32.09%
Dec 31, 23
12 Geode Capital Management, LLC 1.40M (2.43%) -9.94K
Decreased by -0.71%
Dec 31, 24
13 TimesSquare Capital Management, LLC 1.14M (1.97%) 97.26K
Increased by +8.57%
Dec 31, 23
14 Charles Schwab Investment Management Inc 1.02M (1.78%) 83.69K
Increased by +8.17%
Dec 31, 24
15 Ameriprise Financial Inc 967.09K (1.68%) -418.06K
Decreased by -43.23%
Dec 31, 24
16 Northern Trust Corp 933.78K (1.62%) 40.24K
Increased by +4.31%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 924.81K (1.61%) -300.62K
Decreased by -32.51%
Dec 31, 24
18 Loomis, Sayles & Company LP 914.86K (1.59%) -606.40K
Decreased by -66.28%
Mar 31, 24
19 JPMorgan Chase & Co 875.30K (1.52%) -495.31K
Decreased by -56.59%
Dec 31, 24
20 London Company of Virginia 862.36K (1.50%) -137.64K
Decreased by -15.96%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.69M (6.40%) -948.00
Decreased by -0.03%
Feb 28, 25
2 Victory Small Cap Value CIT (Net 75) 3.06M (5.31%) 68.00K
Increased by +2.23%
Dec 31, 24
3 Victory Sycamore Small Company Opp R 3.06M (5.31%) 68.00K
Increased by +2.23%
Dec 31, 24
4 Nuance Mid Cap Value Separate Account 2.17M (3.77%) 499.53K
Increased by +23.00%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 1.81M (3.14%) 3.05K
Increased by +0.17%
Feb 28, 25
6 Avantis US Small Cap Value ETF 1.63M (2.84%) 3.21K
Increased by +0.20%
Feb 28, 25
7 DFA US Small Cap Value I 1.45M (2.52%) -32.73K
Decreased by -2.25%
Jan 31, 25
8 First Trust SMID Cp Rising Div Achv ETF 1.45M (2.52%) 12.29K
Increased by +0.85%
Jan 31, 24
9 iShares Russell 2000 ETF 1.42M (2.46%) -16.64K
Decreased by -1.18%
Feb 28, 25
10 Nuance Mid Cap Value Institutional 1.25M (2.17%) 174.91K
Increased by +14.03%
Oct 31, 24
11 Nationwide Geneva Small Cap Gr Instl Svc 1.06M (1.84%) 0.00
Increased by 0.00%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 880.27K (1.53%) 1.42K
Increased by +0.16%
Feb 28, 25
13 iShares S&P Small-Cap 600 Value ETF 649.72K (1.13%) 0.00
Increased by 0.00%
Feb 28, 25
14 Dimensional US Targeted Value ETF 611.36K (1.06%) 0.00
Increased by 0.00%
Feb 28, 25
15 Columbia Small Cap Value I 608.53K (1.06%) 205.98K
Increased by +33.85%
Jan 31, 25
16 Columbia Small Cap Value I A 605.89K (1.05%) -2.64K
Decreased by -0.44%
Feb 28, 25
17 DFA US Targeted Value I 592.92K (1.03%) 0.00
Increased by 0.00%
Jan 31, 25
18 DFA US Micro Cap I 591.96K (1.03%) -29.30K
Decreased by -4.95%
Jan 31, 25
19 Fidelity Small Cap Index 589.66K (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
20 Nuance Concentrated Value 564.43K (0.98%) 172.86K
Increased by +30.63%
Dec 31, 24