Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 2.69%
2 PSCI 1.74%
3 NSCS 1.63%
4 CAFG 1.26%
5 SMCP 1.07%
6 SMDV 1.04%
7 JPSV 0.88%
8 XSMO 0.68%
9 DGRS 0.54%
10 ESIX 0.47%
11 DWAS 0.41%
12 SLYG 0.41%
13 IJT 0.41%
14 FYC 0.39%
15 QVMS 0.36%
16 XJR 0.36%
17 VIOG 0.36%
18 JPSE 0.34%
19 SPSM 0.33%
20 SMAX 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.23M (15.48%) -107.41K
Decreased by -3.32%
Mar 31, 25
2 Vanguard Group Inc 2.32M (11.09%) 2.67K
Increased by +0.12%
Jun 30, 25
3 FMR Inc 1.24M (5.94%) -1.48K
Decreased by -0.12%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.00M (4.79%) -57.85K
Decreased by -5.78%
Jun 30, 25
5 State Street Corp 804.48K (3.85%) -31.74K
Decreased by -3.95%
Mar 31, 25
6 State Street Corporation 801.95K (3.84%) 10.63K
Increased by +1.33%
Mar 31, 24
7 Wasatch Advisors LP 794.88K (3.81%) 794.88K
Increased by +100.00%
Mar 31, 25
8 T. Rowe Price Investment Management,Inc. 764.14K (3.66%) -177.35K
Decreased by -23.21%
Jun 30, 25
9 Capital World Investors 755.32K (3.62%) 100.72K
Increased by +13.33%
Jun 30, 25
10 Amvescap Plc. 705.28K (3.38%) -12.18K
Decreased by -1.73%
Mar 31, 25
11 Brown Advisory Holdings Inc 673.62K (3.23%) -61.46K
Decreased by -9.12%
Mar 31, 25
12 Capital Research & Mgmt Co - Division 3 646.28K (3.09%) -162.51K
Decreased by -25.15%
Jun 30, 25
13 Neuberger Berman Group LLC 534.89K (2.56%) -2.77K
Decreased by -0.52%
Mar 31, 25
14 Geode Capital Management, LLC 494.81K (2.37%) 15.63K
Increased by +3.16%
Mar 31, 25
15 Gamco Investors, Inc. Et Al 391.91K (1.88%) -46.80K
Decreased by -11.94%
Mar 31, 25
16 Congress Asset Management Company, LLP 341.56K (1.64%) 2.80K
Increased by +0.82%
Jun 30, 25
17 Wellington Management Company LLP 292.55K (1.40%) 23.84K
Increased by +8.15%
Jun 30, 25
18 Trigran Investments Inc 278.25K (1.33%) -5.66K
Decreased by -2.03%
Mar 31, 25
19 Nuveen Asset Management, LLC 269.20K (1.29%) -29.06K
Decreased by -10.80%
Dec 31, 23
20 Paradice Investment Management LLC 268.57K (1.29%) -39.10K
Decreased by -14.56%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.40M (6.71%) -61.79K
Decreased by -4.41%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 1.26M (6.02%) 180.00
Increased by +0.01%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 681.50K (3.26%) 4.66K
Increased by +0.68%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 660.88K (3.16%) 682.00
Increased by +0.10%
Sep 30, 24
5 Vanguard Small Cap Index 514.37K (2.46%) -20.52K
Decreased by -3.99%
Jun 30, 25
6 iShares Russell 2000 ETF 497.91K (2.38%) -9.45K
Decreased by -1.90%
Jul 31, 25
7 Wasatch Core Growth 480.81K (2.30%) 118.66K
Increased by +24.68%
Jun 30, 25
8 Fidelity Low-Priced Stock 428.56K (2.05%) -789.00
Decreased by -0.18%
May 31, 25
9 Fidelity® Low-Priced Stock 373.51K (1.79%) -389.00
Decreased by -0.10%
Oct 31, 23
10 Neuberger Berman Genesis Inv 333.41K (1.60%) -12.77K
Decreased by -3.83%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 328.08K (1.57%) -15.53K
Decreased by -4.73%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 324.83K (1.56%) -551.00
Decreased by -0.17%
Jun 30, 25
13 Fidelity® Small Cap Value 267.00K (1.28%) 0.00
Increased by 0.00%
Oct 31, 23
14 Fidelity Small Cap Value Fund 233.82K (1.12%) -55.00K
Decreased by -23.52%
May 31, 25
15 Jennison SMid Cap Core Equity 213.62K (1.02%) 1.50K
Increased by +0.70%
Mar 31, 24
16 PGIM Jennison Small Company A 213.62K (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fidelity Small Cap Index 212.83K (1.02%) 698.00
Increased by +0.33%
May 31, 25
18 1290 VT GAMCO Small Company Value IB 212.00K (1.02%) -4.50K
Decreased by -2.12%
Jun 30, 25
19 Harvey Partners Small-Cap Opportunity 211.37K (1.01%) 12.17K
Increased by +5.76%
Mar 31, 25
20 T. Rowe Price Small-Cap Stock 209.55K (1.00%) -99.94K
Decreased by -47.69%
Jun 30, 25