Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 5.60%
2 BOUT 3.19%
3 CBLS 2.82%
4 CBSE 2.79%
5 AFSC 2.34%
6 PEZ 2.14%
7 PSCD 1.07%
8 RZG 0.82%
9 SDVY 0.56%
10 SDVD 0.56%
11 IWC 0.51%
12 FFTY 0.50%
13 OMFS 0.46%
14 FYC 0.45%
15 DWAS 0.42%
16 RNSC 0.36%
17 FSGS 0.36%
18 SFLO 0.31%
19 VIOG 0.31%
20 TPSC 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 15.43M (15.64%) 1.42M
Increased by +9.21%
Mar 31, 26
2 BlackRock Inc 9.94M (10.07%) 2.56M
Increased by +25.77%
Mar 31, 26
3 Delaware Management Holdings Inc 4.47M (4.52%) 1.43M
Increased by +32.04%
Mar 31, 26
4 Bank of America Corp 3.99M (4.04%) 3.18M
Increased by +79.80%
Mar 31, 26
5 Reinhart Mahoney Capital Management Inc 3.96M (4.02%) 78.02K
Increased by +1.97%
Jun 30, 26
6 State Street Corp 3.82M (3.87%) 1.56M
Increased by +40.95%
Mar 31, 26
7 Channing Capital Management, LLC 3.78M (3.83%) 572.30K
Increased by +15.12%
Mar 31, 26
8 Victory Capital Management Inc. 3.72M (3.77%) 194.56K
Increased by +5.23%
Mar 31, 26
9 Macquarie Group Ltd 3.60M (3.65%) 197.84K
Increased by +5.50%
Sep 30, 25
10 Vanguard Group Inc 3.02M (3.06%) 89.19K
Increased by +2.96%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 2.62M (2.65%) 585.87K
Increased by +22.40%
Jun 30, 24
12 Ranger Investment Management LP 2.53M (2.56%) -153.43K
Decreased by -6.08%
Mar 31, 25
13 Geode Capital Management, LLC 2.52M (2.55%) 11.75K
Increased by +0.47%
Mar 31, 26
14 FMR Inc 2.42M (2.45%) -1.92M
Decreased by -79.65%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 2.34M (2.37%) 27.31K
Increased by +1.17%
Mar 31, 26
16 First Trust Advisors L.P. 2.31M (2.34%) -865.72K
Decreased by -37.42%
Mar 31, 26
17 Wellington Management Company LLP 2.17M (2.20%) 64.14K
Increased by +2.96%
Mar 31, 26
18 Eagle Asset Management, Inc. 2.05M (2.08%) -161.08K
Decreased by -7.85%
Jun 30, 24
19 Loomis, Sayles & Company LP 1.93M (1.96%) -161.43K
Decreased by -8.34%
Mar 31, 26
20 Vanguard Portfolio Management, LLC 1.93M (1.96%) 1.93M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.11M (6.19%) 0.00
Increased by 0.00%
Jun 30, 26
2 Ariel Fund Investor 3.14M (3.18%) 0.00
Increased by 0.00%
Jun 30, 26
3 iShares Russell 2000 ETF 2.42M (2.45%) 0.00
Increased by 0.00%
Jun 30, 26
4 Victory Small Cap Value CIT (Net 75) 2.36M (2.39%) 2.30M
Increased by +97.57%
Dec 31, 25
5 Macquarie Small Cap Core I 2.35M (2.38%) 22.23K
Increased by +0.95%
Jul 31, 25
6 Victory Small Cap Value CIT Fd (Net 75) 2.26M (2.29%) 2.18M
Increased by +96.38%
Jun 30, 26
7 Victory Sycamore Small Company Opp R 2.26M (2.29%) -300.00K
Decreased by -13.27%
Jun 30, 26
8 First Trust SMID Cp Rising Div Achv ETF 2.06M (2.09%) 0.00
Increased by 0.00%
Jun 30, 26
9 Delaware Small Cap Core I 1.97M (1.99%) 0.00
Increased by 0.00%
Oct 31, 24
10 American Funds SMALLCAP World A 1.81M (1.83%) 280.66K
Increased by +15.51%
Jun 30, 26
11 Delaware US Small Cap Core Equity (SMA) 1.74M (1.76%) 291.88K
Increased by +16.81%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 1.74M (1.76%) 291.88K
Increased by +16.81%
Mar 31, 24
13 Nomura Small Cap Core I 1.58M (1.60%) -54.08K
Decreased by -3.42%
May 31, 26
14 Nomura US Small Cap Core Equity 1.56M (1.59%) -109.94K
Decreased by -7.03%
Jun 30, 26
15 FIAM Small Cap Core Composite 1.51M (1.53%) -187.87K
Decreased by -12.47%
Mar 31, 26
16 Neumeier Poma Small Cap Value 1.31M (1.33%) 125.83K
Increased by +9.58%
Jun 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.18%) 10.69K
Increased by +0.92%
Jun 30, 26
18 Ariel Appreciation Investor 1.15M (1.17%) -58.56K
Decreased by -5.08%
Jun 30, 26
19 Fidelity Small Cap Growth 1.14M (1.16%) 0.00
Increased by 0.00%
Jun 30, 25
20 Delaware Sm-Cap Val Eq 1.10M (1.11%) 1.10M
Increased by +100.00%
Mar 31, 26