Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NSCS 1.63%
2 PSCI 1.60%
3 PRN 1.16%
4 SMDV 1.13%
5 CAFG 1.12%
6 SMCP 1.07%
7 JPSV 1.05%
8 XSMO 0.68%
9 DGRS 0.50%
10 ESIX 0.42%
11 DWAS 0.41%
12 FYC 0.39%
13 SLYG 0.36%
14 IJT 0.36%
15 QVMS 0.33%
16 XJR 0.33%
17 VIOG 0.33%
18 FSGS 0.31%
19 RNSC 0.31%
20 JPSE 0.31%

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 2.31M (11.08%) -20.40K
Decreased by -0.88%
Mar 31, 25
3 FMR Inc 1.24M (5.94%) -1.48K
Decreased by -0.12%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.06M (5.07%) -78.59K
Decreased by -7.43%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 941.49K (4.51%) -9.20K
Decreased by -0.98%
Mar 31, 25
6 Capital Research & Mgmt Co - Division 3 808.79K (3.87%) -155.68K
Decreased by -19.25%
Mar 31, 25
7 State Street Corp 804.48K (3.85%) -31.74K
Decreased by -3.95%
Mar 31, 25
8 State Street Corporation 801.95K (3.84%) 10.63K
Increased by +1.33%
Mar 31, 24
9 Wasatch Advisors LP 794.88K (3.81%) 794.88K
Increased by +100.00%
Mar 31, 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 World Investors 654.60K (3.14%) 23.55K
Increased by +3.60%
Mar 31, 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 338.76K (1.62%) 25.00K
Increased by +7.38%
Mar 31, 25
17 Royce & Associates, LP 282.29K (1.35%) -54.85K
Decreased by -19.43%
Mar 31, 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 Wellington Management Company LLP 268.71K (1.29%) -46.17K
Decreased by -17.18%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.46M (7.01%) -132.13K
Decreased by -9.03%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 1.26M (6.04%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 676.27K (3.24%) 17.15K
Increased by +2.54%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 660.88K (3.17%) 682.00
Increased by +0.10%
Sep 30, 24
5 Vanguard Small Cap Index 531.94K (2.55%) 2.88K
Increased by +0.54%
Apr 30, 25
6 iShares Russell 2000 ETF 526.95K (2.52%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity Low-Priced Stock 429.35K (2.06%) -729.00
Decreased by -0.17%
Mar 31, 25
8 Fidelity® Low-Priced Stock 373.51K (1.79%) -389.00
Decreased by -0.10%
Oct 31, 23
9 Wasatch Core Growth 362.15K (1.73%) 362.15K
Increased by +100.00%
Mar 31, 25
10 Neuberger Berman Genesis Inv 346.18K (1.66%) -3.45K
Decreased by -1.00%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 343.90K (1.65%) 1.08K
Increased by +0.31%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 322.42K (1.54%) 2.17K
Increased by +0.67%
Apr 30, 25
13 Fidelity Small Cap Value Fund 313.94K (1.50%) -60.00K
Decreased by -19.11%
Mar 31, 25
14 T. Rowe Price Small-Cap Stock 284.08K (1.36%) -61.00
Decreased by -0.02%
Mar 31, 25
15 T. Rowe Price US Small-Cap Core Equity 284.08K (1.36%) -8.98K
Decreased by -3.16%
Mar 31, 25
16 Fidelity® Small Cap Value 267.00K (1.28%) 0.00
Increased by 0.00%
Oct 31, 23
17 1290 VT GAMCO Small Company Value IB 218.00K (1.04%) -500.00
Decreased by -0.23%
Apr 30, 25
18 Jennison SMid Cap Core Equity 213.62K (1.02%) 1.50K
Increased by +0.70%
Mar 31, 24
19 PGIM Jennison Small Company A 213.62K (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
20 Harvey Partners Small-Cap Opportunity 211.37K (1.01%) 12.17K
Increased by +5.76%
Mar 31, 25