Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 2.73%
2 TXUE 2.50%
3 FGM 2.46%
4 EPIN 2.13%
5 IMOM 1.98%
6 CGXU 1.57%
7 DAX 1.23%
8 FLGR 1.22%
9 NATO 1.17%
10 CGIE 0.99%
11 EWG 0.97%
12 DBGR 0.90%
13 PYZ 0.86%
14 XSLV 0.77%
15 XSVM 0.61%
16 UIVM 0.60%
17 RINT 0.50%
18 AVIV 0.50%
19 FEUZ 0.47%
20 FYT 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.56M (17.97%) -149.31K
Decreased by -2.68%
Mar 31, 25
2 Vanguard Group Inc 3.67M (11.87%) -47.18K
Decreased by -1.28%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.15M (6.96%) -74.34K
Decreased by -3.45%
Mar 31, 25
4 FMR Inc 2.00M (6.45%) 234.10K
Increased by +11.73%
Mar 31, 25
5 Macquarie Group Ltd 1.79M (5.78%) 49.86K
Increased by +2.79%
Mar 31, 25
6 State Street Corp 1.27M (4.09%) -46.20K
Decreased by -3.65%
Mar 31, 25
7 State Street Corporation 1.25M (4.05%) 17.25K
Increased by +1.38%
Mar 31, 24
8 American Century Companies Inc 1.07M (3.45%) 206.91K
Increased by +19.37%
Mar 31, 25
9 Geode Capital Management, LLC 906.48K (2.93%) 33.36K
Increased by +3.68%
Mar 31, 25
10 Snyder Capital Management LP 610.35K (1.97%) -20.03K
Decreased by -3.28%
Mar 31, 25
11 BTIM Corp 604.24K (1.95%) -10.29K
Decreased by -1.70%
Mar 31, 25
12 William Blair Investment Management, LLC 554.83K (1.79%) -10.54K
Decreased by -1.90%
Dec 31, 23
13 Allspring Global Investments Holdings, LLC 543.55K (1.76%) 32.34K
Increased by +5.95%
Mar 31, 25
14 Charles Schwab Investment Management Inc 538.80K (1.74%) -16.36K
Decreased by -3.04%
Mar 31, 25
15 First Trust Advisors L.P. 529.19K (1.71%) 498.62K
Increased by +94.22%
Mar 31, 25
16 Nuveen Asset Management, LLC 528.77K (1.71%) -119.76K
Decreased by -22.65%
Dec 31, 24
17 Nuveen, LLC 521.90K (1.69%) 521.90K
Increased by +100.00%
Mar 31, 25
18 Northern Trust Corp 481.58K (1.56%) -17.34K
Decreased by -3.60%
Mar 31, 25
19 GW&K Investment Management, LLC 406.01K (1.31%) -13.60K
Decreased by -3.35%
Mar 31, 25
20 Bank of America Corp 395.98K (1.28%) -38.81K
Decreased by -9.80%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.88M (6.09%) -11.95K
Decreased by -0.63%
Jun 30, 25
2 Delaware US Small Cap Core Equity (SMA) 1.36M (4.39%) -89.25K
Decreased by -6.56%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 1.36M (4.39%) -89.25K
Decreased by -6.56%
Mar 31, 24
4 Macquarie Small Cap Core I 1.32M (4.26%) 0.00
Increased by 0.00%
May 31, 25
5 Delaware Small Cap Core I 1.26M (4.08%) 0.00
Increased by 0.00%
Oct 31, 24
6 Vanguard Total Stock Mkt Idx Inv 1.03M (3.33%) 1.10K
Increased by +0.11%
May 31, 25
7 Vanguard US Total Market Shares ETF 1.03M (3.32%) 1.22K
Increased by +0.12%
Sep 30, 24
8 Vanguard Small Cap Index 804.31K (2.60%) 2.94K
Increased by +0.37%
May 31, 25
9 iShares Russell 2000 ETF 800.07K (2.58%) 5.58K
Increased by +0.70%
Jun 30, 25
10 American Century Small Cap Value Inv 750.00K (2.42%) 60.00K
Increased by +8.00%
Jun 30, 25
11 American Century U.S. Small Cap Value 750.00K (2.42%) 60.00K
Increased by +8.00%
Jun 30, 25
12 Vanguard Small Cap Value Index Inv 517.38K (1.67%) -288.00
Decreased by -0.06%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 501.42K (1.62%) 3.52K
Increased by +0.70%
May 31, 25
14 DFA US Small Cap Value I 476.53K (1.54%) 0.00
Increased by 0.00%
May 31, 25
15 First Trust SMID Cp Rising Div Achv ETF 470.04K (1.52%) 918.00
Increased by +0.20%
Jun 30, 25
16 Victory Small Cap Value CIT (Net 75) 430.00K (1.39%) -105.00K
Decreased by -24.42%
Dec 31, 24
17 Victory Sycamore Small Company Opp R 430.00K (1.39%) -105.00K
Decreased by -24.42%
Dec 31, 24
18 Allspring Special Small Cap Value A 375.16K (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
19 Global X US Infrastructure Dev ETF 342.67K (1.11%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity Stock Selector Small Cap 328.44K (1.06%) 0.00
Increased by 0.00%
Apr 30, 25