Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 2.95%
2 IMOM 2.03%
3 FGM 1.45%
4 CGXU 1.36%
5 NATO 1.17%
6 FLGR 1.12%
7 DAX 1.11%
8 EWG 0.97%
9 DBGR 0.90%
10 PYZ 0.90%
11 CGIE 0.82%
12 XSLV 0.73%
13 XSVM 0.61%
14 UIVM 0.56%
15 AVIV 0.48%
16 FEUZ 0.47%
17 FYT 0.47%
18 HAPS 0.43%
19 DXGE 0.36%
20 TFPN 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.56M (17.76%) -149.31K
Decreased by -2.68%
Mar 31, 25
2 Vanguard Group Inc 3.67M (11.74%) -47.18K
Decreased by -1.28%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.15M (6.88%) -74.34K
Decreased by -3.45%
Mar 31, 25
4 FMR Inc 2.00M (6.38%) 234.10K
Increased by +11.73%
Mar 31, 25
5 Macquarie Group Ltd 1.79M (5.71%) 49.86K
Increased by +2.79%
Mar 31, 25
6 State Street Corp 1.27M (4.04%) -46.20K
Decreased by -3.65%
Mar 31, 25
7 State Street Corporation 1.25M (4.00%) 17.25K
Increased by +1.38%
Mar 31, 24
8 American Century Companies Inc 1.07M (3.41%) 206.91K
Increased by +19.37%
Mar 31, 25
9 Geode Capital Management, LLC 906.48K (2.90%) 33.36K
Increased by +3.68%
Mar 31, 25
10 Snyder Capital Management LP 610.35K (1.95%) -20.03K
Decreased by -3.28%
Mar 31, 25
11 BTIM Corp 604.24K (1.93%) -10.29K
Decreased by -1.70%
Mar 31, 25
12 William Blair Investment Management, LLC 554.83K (1.77%) -10.54K
Decreased by -1.90%
Dec 31, 23
13 Allspring Global Investments Holdings, LLC 543.55K (1.74%) 32.34K
Increased by +5.95%
Mar 31, 25
14 Charles Schwab Investment Management Inc 538.80K (1.72%) -16.36K
Decreased by -3.04%
Mar 31, 25
15 Nuveen Asset Management, LLC 528.77K (1.69%) -119.76K
Decreased by -22.65%
Dec 31, 24
16 Northern Trust Corp 498.93K (1.59%) 43.55K
Increased by +8.73%
Dec 31, 24
17 GW&K Investment Management, LLC 406.01K (1.30%) -13.60K
Decreased by -3.35%
Mar 31, 25
18 Bank of America Corp 395.98K (1.26%) -38.81K
Decreased by -9.80%
Mar 31, 25
19 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 393.29K (1.26%) 28.88K
Increased by +7.34%
Mar 31, 25
20 Ameriprise Financial Inc 392.36K (1.25%) -43.86K
Decreased by -11.18%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.94M (6.19%) -1.85K
Decreased by -0.10%
Apr 30, 25
2 Delaware US Small Cap Core Equity (SMA) 1.36M (4.34%) -89.25K
Decreased by -6.56%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 1.36M (4.34%) -89.25K
Decreased by -6.56%
Mar 31, 24
4 Macquarie Small Cap Core I 1.30M (4.15%) 36.92K
Increased by +2.84%
Mar 31, 25
5 Delaware Small Cap Core I 1.26M (4.03%) 0.00
Increased by 0.00%
Oct 31, 24
6 Vanguard Total Stock Mkt Idx Inv 1.03M (3.29%) 3.90K
Increased by +0.38%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 1.03M (3.28%) 1.22K
Increased by +0.12%
Sep 30, 24
8 Vanguard Small Cap Index 801.37K (2.56%) 6.24K
Increased by +0.78%
Apr 30, 25
9 iShares Russell 2000 ETF 787.18K (2.51%) 133.00
Increased by +0.02%
Apr 30, 25
10 American Century Small Cap Value Inv 690.00K (2.20%) 85.00K
Increased by +12.32%
Mar 31, 25
11 American Century U.S. Small Cap Value 690.00K (2.20%) 85.00K
Increased by +12.32%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 517.67K (1.65%) 1.62K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 497.90K (1.59%) 589.00
Increased by +0.12%
Apr 30, 25
14 DFA US Small Cap Value I 476.53K (1.52%) -492.00
Decreased by -0.10%
Mar 31, 25
15 First Trust SMID Cp Rising Div Achv ETF 470.37K (1.50%) 404.00
Increased by +0.09%
Apr 30, 25
16 Victory Small Cap Value CIT (Net 75) 430.00K (1.37%) -105.00K
Decreased by -24.42%
Dec 31, 24
17 Victory Sycamore Small Company Opp R 430.00K (1.37%) -105.00K
Decreased by -24.42%
Dec 31, 24
18 Allspring Special Small Cap Value A 375.16K (1.20%) 0.00
Increased by 0.00%
Apr 30, 25
19 Global X US Infrastructure Dev ETF 337.51K (1.08%) -136.00
Decreased by -0.04%
Apr 30, 25
20 Fidelity Stock Selector Small Cap 328.44K (1.05%) 15.20K
Increased by +4.63%
Feb 28, 25