Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 2.48%
2 SYNB 2.36%
3 TINT 2.08%
4 PYZ 1.08%
5 TSME 1.07%
6 DEEP 0.86%
7 DVP 0.86%
8 NIXT 0.59%
9 IFRA 0.56%
10 SBM 0.55%
11 SMN 0.55%
12 SMIZ 0.49%
13 FYT 0.39%
14 JPSE 0.28%
15 SLYV 0.23%
16 ISMD 0.23%
17 EES 0.21%
18 AVSC 0.19%
19 ESIX 0.19%
20 SAGP 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.71M (15.79%) -266.44K
Decreased by -4.66%
Mar 31, 25
2 Vanguard Group Inc 4.08M (11.28%) -81.03K
Decreased by -1.98%
Mar 31, 25
3 Wellington Management Company LLP 2.30M (6.35%) 59.34K
Increased by +2.58%
Mar 31, 25
4 State Street Corp 1.55M (4.28%) -64.06K
Decreased by -4.14%
Mar 31, 25
5 American Century Companies Inc 1.48M (4.08%) 19.38K
Increased by +1.31%
Mar 31, 25
6 State Street Corporation 1.39M (3.83%) 17.90K
Increased by +1.29%
Mar 31, 24
7 Segall Bryant & Hamill 1.28M (3.54%) -8.02K
Decreased by -0.63%
Mar 31, 25
8 Thrivent Financial For Lutherans 1.25M (3.45%) -134.61K
Decreased by -10.78%
Dec 31, 24
9 Millennium Management LLC 1.23M (3.39%) 90.96K
Increased by +7.42%
Mar 31, 25
10 Royce & Associates, LP 1.21M (3.34%) 65.85K
Increased by +5.45%
Mar 31, 25
11 Brown Advisory Holdings Inc 938.82K (2.59%) 10.60K
Increased by +1.13%
Mar 31, 25
12 Victory Capital Management Inc. 839.34K (2.32%) -134.62K
Decreased by -16.04%
Mar 31, 25
13 Geode Capital Management, LLC 838.84K (2.32%) 24.29K
Increased by +2.90%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 817.69K (2.26%) 24.27K
Increased by +2.97%
Mar 31, 25
15 LSV Asset Management 761.96K (2.11%) -31.58K
Decreased by -4.14%
Dec 31, 24
16 Charles Schwab Investment Management Inc 701.75K (1.94%) 55.49K
Increased by +7.91%
Mar 31, 25
17 Inclusive Capital Partners LP 667.93K (1.85%) -483.48K
Decreased by -72.38%
Sep 30, 24
18 SouthernSun Asset Management, LLC 612.15K (1.69%) -74.34K
Decreased by -12.14%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 600.38K (1.66%) 454.58K
Increased by +75.72%
Mar 31, 25
20 Maple Rock Capital Partners, Inc. 536.82K (1.48%) 107.00K
Increased by +19.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.18M (6.03%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.19M (3.29%) 1.84K
Increased by +0.15%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.17M (3.24%) 29.78K
Increased by +2.54%
Apr 30, 25
4 American Century Small Cap Value Inv 1.08M (2.98%) 0.00
Increased by 0.00%
Mar 31, 25
5 American Century U.S. Small Cap Value 1.08M (2.98%) 0.00
Increased by 0.00%
Mar 31, 25
6 iShares Russell 2000 ETF 912.68K (2.52%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 911.32K (2.52%) 5.23K
Increased by +0.57%
Apr 30, 25
8 Victory Small Cap Value CIT (Net 75) 790.00K (2.18%) -90.00K
Decreased by -11.39%
Dec 31, 23
9 Victory Sycamore Small Company Opp R 790.00K (2.18%) -90.00K
Decreased by -11.39%
Dec 31, 23
10 Thrivent Small Cap Stock A 725.59K (2.01%) 721.00
Increased by +0.10%
Mar 31, 25
11 Fidelity Value 608.00K (1.68%) 213.02K
Increased by +35.04%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 589.96K (1.63%) 1.85K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 567.39K (1.57%) 857.00
Increased by +0.15%
Apr 30, 25
14 Wellington - SMID Opp Value Select 558.47K (1.54%) 50.76K
Increased by +9.09%
Mar 31, 25
15 Hartford Capital Appreciation Y 553.66K (1.53%) -4.81K
Decreased by -0.87%
Apr 30, 25
16 Vanguard Small Cap Growth Index Inv 463.92K (1.28%) 87.00
Increased by +0.02%
Jan 31, 24
17 SouthernSun Small Cap 463.25K (1.28%) -52.70K
Decreased by -11.37%
Mar 31, 25
18 Royce Small-Cap Quality Value Composite 460.53K (1.27%) 8.83K
Increased by +1.92%
Mar 31, 25
19 Royce Small-Cap Total Return Invmt 460.53K (1.27%) 8.83K
Increased by +1.92%
Mar 31, 25
20 Brown Advisory Small-Cap Fdmtl Val Inv 453.75K (1.25%) -18.87K
Decreased by -4.16%
Apr 30, 25