Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 5.58%
2 BOUT 3.19%
3 CBSE 1.80%
4 CBLS 1.54%
5 PEZ 1.23%
6 SDVY 0.65%
7 SDVD 0.64%
8 IWC 0.51%
9 FYC 0.45%
10 DWAS 0.42%
11 RNSC 0.36%
12 FSGS 0.36%
13 SFLO 0.31%
14 TPSC 0.29%
15 FYX 0.28%
16 CSF 0.28%
17 RUSC 0.27%
18 CSA 0.26%
19 JRNY 0.25%
20 AVSC 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 13.21M (13.21%) 2.50M
Increased by +18.92%
Jun 30, 25
2 BlackRock Inc 7.23M (7.23%) -1.05M
Decreased by -14.54%
Jun 30, 25
3 FMR Inc 4.98M (4.98%) 120.46K
Increased by +2.42%
Jun 30, 25
4 Victory Capital Management Inc. 4.03M (4.03%) 1.24M
Increased by +30.76%
Jun 30, 25
5 Macquarie Group Ltd 3.40M (3.40%) 52.27K
Increased by +1.54%
Jun 30, 25
6 Channing Capital Management, LLC 3.26M (3.25%) 4.42K
Increased by +0.14%
Jun 30, 25
7 American Century Companies Inc 2.98M (2.98%) 1.53M
Increased by +51.34%
Jun 30, 25
8 Vanguard Group Inc 2.95M (2.95%) -27.66K
Decreased by -0.94%
Jun 30, 25
9 Franklin Resources Inc 2.66M (2.65%) -252.45K
Decreased by -9.51%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 2.62M (2.61%) 585.87K
Increased by +22.40%
Jun 30, 24
11 Ranger Investment Management LP 2.53M (2.52%) -153.43K
Decreased by -6.08%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 2.48M (2.48%) -70.14K
Decreased by -2.83%
Jun 30, 25
13 Geode Capital Management, LLC 2.38M (2.38%) -79.43K
Decreased by -3.33%
Jun 30, 25
14 State Street Corp 2.30M (2.30%) 63.16K
Increased by +2.75%
Jun 30, 25
15 Wellington Management Company LLP 2.17M (2.17%) 85.06K
Increased by +3.91%
Jun 30, 25
16 First Trust Advisors L.P. 2.12M (2.12%) -32.65K
Decreased by -1.54%
Jun 30, 25
17 Eagle Asset Management, Inc. 2.05M (2.05%) -161.08K
Decreased by -7.85%
Jun 30, 24
18 Loomis, Sayles & Company LP 2.00M (2.00%) 211.11K
Increased by +10.53%
Jun 30, 25
19 Newsouth Capital Management Inc 1.96M (1.95%) -269.67K
Decreased by -13.79%
Jun 30, 25
20 Davenport & Company LLC 1.92M (1.92%) 9.15K
Increased by +0.48%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Fund Investor 2.81M (2.81%) 1.33M
Increased by +47.43%
Jun 30, 25
2 Macquarie Small Cap Core I 2.35M (2.35%) 22.23K
Increased by +0.95%
Jul 31, 25
3 iShares Russell 2000 ETF 2.32M (2.32%) 0.00
Increased by 0.00%
Aug 31, 25
4 Victory Sycamore Small Company Opp R 2.17M (2.16%) 820.00K
Increased by +37.88%
Jun 30, 25
5 American Century Small Cap Growth Inv 1.97M (1.97%) 1.15M
Increased by +58.64%
Jun 30, 25
6 American Century U.S. Small Cap Growth 1.97M (1.97%) 1.15M
Increased by +58.64%
Jun 30, 25
7 Delaware Small Cap Core I 1.97M (1.97%) 0.00
Increased by 0.00%
Oct 31, 24
8 FIAM Small Cap Core Composite 1.90M (1.90%) 213.80K
Increased by +11.26%
Mar 31, 25
9 First Trust SMID Cp Rising Div Achv ETF 1.88M (1.88%) 2.00K
Increased by +0.11%
Aug 28, 25
10 FIAM Small Cap Core CIT Cl B 1.83M (1.82%) -31.70K
Decreased by -1.74%
Jun 30, 25
11 Davenport Small Cap Focus 1.79M (1.79%) -20.00K
Decreased by -1.12%
Jul 31, 25
12 Delaware US Small Cap Core Equity (SMA) 1.74M (1.74%) 291.88K
Increased by +16.81%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 1.74M (1.74%) 291.88K
Increased by +16.81%
Mar 31, 24
14 American Funds SMALLCAP World A 1.53M (1.53%) -1.11M
Decreased by -72.72%
Jun 30, 25
15 Fidelity Small Cap Growth 1.14M (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.10M (1.10%) -488.78K
Decreased by -44.35%
Jul 31, 25
17 Loomis Sayles Small Cap Growth Instl 1.10M (1.10%) -25.46K
Decreased by -2.31%
Jul 31, 25
18 Fidelity® Small Cap Growth 1.06M (1.06%) -1.29K
Decreased by -0.12%
Oct 31, 23
19 Champlain Small Company Fund, LLC 1.04M (1.04%) -2.90K
Decreased by -0.28%
Aug 31, 25
20 Ranger Small Cap 1.02M (1.02%) -859.11K
Decreased by -83.95%
Jun 30, 25