Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTN 1.14%
2 DGLO 0.99%
3 SDVY 0.93%
4 XSLV 0.92%
5 JPSV 0.69%
6 FYT 0.53%
7 SCDS 0.42%
8 SVAL 0.38%
9 SMLV 0.31%
10 FESM 0.31%
11 RUSC 0.30%
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 ISMD 0.21%
20 CSF 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.93M (15.50%) 219.17K
Increased by +2.46%
Sep 30, 25
2 Mariner Value Strategies, LLC 6.27M (10.88%) 144.93K
Increased by +2.31%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 4.86M (8.43%) -270.44K
Decreased by -5.57%
Dec 31, 25
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 2.43M (4.21%) 21.08K
Increased by +0.87%
Sep 30, 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 JPMorgan Chase & Co 1.66M (2.88%) 857.32K
Increased by +51.76%
Sep 30, 25
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 William Blair Investment Management, LLC 1.32M (2.29%) -110.58K
Decreased by -8.38%
Jun 30, 25
14 Charles Schwab Investment Management Inc 1.23M (2.14%) 119.00K
Increased by +9.66%
Dec 31, 25
15 TimesSquare Capital Management, LLC 1.14M (1.97%) 97.26K
Increased by +8.57%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 1.05M (1.82%) 13.88K
Increased by +1.32%
Sep 30, 25
17 Ameriprise Financial Inc 921.82K (1.60%) 518.28K
Increased by +56.22%
Sep 30, 25
18 Boston Partners Global Investors, Inc 919.56K (1.60%) 919.56K
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 Nuance Mid Cap Value Separate Account 3.82M (6.63%) 386.12K
Increased by +10.11%
Dec 31, 25
2 iShares Core S&P Small-Cap ETF 3.53M (6.12%) -355.13K
Decreased by -10.07%
Feb 28, 26
3 Victory Small Cap Value CIT (Net 75) 3.06M (5.30%) 68.00K
Increased by +2.23%
Dec 31, 24
4 Victory Sycamore Small Company Opp R 2.34M (4.06%) -735.00K
Decreased by -31.41%
Jun 30, 25
5 Nuance Mid Cap Value Institutional 2.20M (3.82%) 308.66K
Increased by +14.02%
Oct 31, 25
6 Avantis US Small Cap Value ETF 2.12M (3.67%) 4.83K
Increased by +0.23%
Feb 28, 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 1.77M (3.08%) 0.00
Increased by 0.00%
Jan 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 1.40M (2.43%) 180.93K
Increased by +12.93%
Feb 28, 26
11 DFA US Small Cap Value I 1.20M (2.09%) -74.29K
Decreased by -6.18%
Jan 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 1.17M (2.03%) 58.48K
Increased by +4.99%
Dec 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 636.98K (1.11%) -1.27K
Decreased by -0.20%
Jan 31, 26
15 Fidelity Enhanced Small Cap ETF 612.86K (1.06%) 0.00
Increased by 0.00%
Feb 27, 26
16 Columbia Small Cap Value Discv A 610.17K (1.06%) 361.02K
Increased by +59.17%
Jan 31, 26
17 Columbia Small Cap Value Discovery Fund 603.87K (1.05%) 109.30K
Increased by +18.10%
Dec 31, 25
18 Columbia Small Cap Value I 600.69K (1.04%) 198.14K
Increased by +32.99%
Mar 31, 25
19 Columbia Small Cap Value I A 600.69K (1.04%) 0.00
Increased by 0.00%
Apr 30, 25
20 Fidelity Small Cap Index 573.01K (0.99%) -16.20K
Decreased by -2.83%
Dec 31, 25