Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 4.84%
2 BOUT 2.91%
3 CBSE 2.61%
4 CBLS 1.54%
5 PEZ 1.23%
6 FYC 0.54%
7 IWC 0.50%
8 DWAS 0.42%
9 FSGS 0.36%
10 RNSC 0.36%
11 SFLO 0.31%
12 TPSC 0.29%
13 FYX 0.28%
14 CSF 0.28%
15 CSA 0.26%
16 JRNY 0.25%
17 AVSC 0.23%
18 SCDS 0.21%
19 CSML 0.19%
20 IWO 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 10.71M (11.28%) 2.93M
Increased by +27.37%
Mar 31, 25
2 BlackRock Inc 8.28M (8.72%) 175.20K
Increased by +2.12%
Mar 31, 25
3 FMR Inc 4.86M (5.12%) 466.24K
Increased by +9.60%
Mar 31, 25
4 Macquarie Group Ltd 3.35M (3.53%) 1.02M
Increased by +30.55%
Mar 31, 25
5 Channing Capital Management, LLC 3.25M (3.42%) 416.61K
Increased by +12.81%
Mar 31, 25
6 Vanguard Group Inc 2.98M (3.14%) 253.11K
Increased by +8.49%
Mar 31, 25
7 Franklin Resources Inc 2.91M (3.06%) -339.42K
Decreased by -11.67%
Mar 31, 25
8 Victory Capital Management Inc. 2.79M (2.94%) 2.67M
Increased by +95.88%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 2.64M (2.78%) 109.21K
Increased by +4.14%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 2.62M (2.75%) 585.87K
Increased by +22.40%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 2.55M (2.69%) -61.23K
Decreased by -2.40%
Mar 31, 25
12 Ranger Investment Management LP 2.53M (2.66%) -153.43K
Decreased by -6.08%
Mar 31, 25
13 Geode Capital Management, LLC 2.46M (2.59%) 49.86K
Increased by +2.03%
Mar 31, 25
14 State Street Corp 2.24M (2.35%) -28.26K
Decreased by -1.26%
Mar 31, 25
15 Select Equity Group LP 2.23M (2.34%) -2.94M
Decreased by -132.08%
Dec 31, 24
16 Newsouth Capital Management Inc 2.22M (2.34%) -215.99K
Decreased by -9.71%
Mar 31, 25
17 Wellington Management Company LLP 2.09M (2.20%) -3.04K
Decreased by -0.15%
Mar 31, 25
18 Eagle Asset Management, Inc. 2.05M (2.16%) -161.08K
Decreased by -7.85%
Jun 30, 24
19 Davenport & Company LLC 1.91M (2.01%) -622.10K
Decreased by -32.54%
Mar 31, 25
20 Driehaus Capital Management LLC 1.86M (1.96%) -18.16K
Decreased by -0.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.64M (2.78%) 109.21K
Increased by +4.14%
Mar 31, 25
2 iShares Russell 2000 ETF 2.50M (2.63%) 421.00
Increased by +0.02%
Apr 30, 25
3 Macquarie Small Cap Core I 2.30M (2.42%) 65.23K
Increased by +2.84%
Mar 31, 25
4 Delaware Small Cap Core I 1.97M (2.07%) 0.00
Increased by 0.00%
Oct 31, 24
5 Ranger Small Cap 1.88M (1.98%) -28.03K
Decreased by -1.49%
Mar 31, 25
6 First Trust SMID Cp Rising Div Achv ETF 1.85M (1.95%) 1.60K
Increased by +0.09%
Apr 30, 25
7 Davenport Small Cap Focus 1.78M (1.88%) 0.00
Increased by 0.00%
Mar 31, 25
8 Delaware US Small Cap Core Equity (SMA) 1.74M (1.83%) 291.88K
Increased by +16.81%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 1.74M (1.83%) 291.88K
Increased by +16.81%
Mar 31, 24
10 FIAM Small Cap Core Composite 1.69M (1.77%) -27.80K
Decreased by -1.65%
Dec 31, 24
11 FIAM Small Cap Core CIT Cl B 1.65M (1.73%) -39.10K
Decreased by -2.37%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.70%) 1.88K
Increased by +0.12%
Apr 30, 25
13 Ariel Fund Investor 1.48M (1.55%) 1.48M
Increased by +100.00%
Mar 31, 25
14 Victory Sycamore Small Company Opp R 1.34M (1.42%) 1.34M
Increased by +100.00%
Mar 31, 25
15 Fidelity® Small Cap Growth 1.06M (1.12%) -1.29K
Decreased by -0.12%
Oct 31, 23
16 Fidelity Small Cap Growth 1.05M (1.11%) 0.00
Increased by 0.00%
Feb 28, 25
17 Loomis Sayles Small Cap Growth Instl 1.04M (1.10%) 0.00
Increased by 0.00%
Mar 31, 25
18 Neumeier Poma Small Cap Value 1.02M (1.07%) 324.45K
Increased by +31.90%
Mar 31, 25
19 Bridge Builder Small/Mid Cap Growth 997.82K (1.05%) 71.42K
Increased by +7.16%
Apr 30, 25
20 Fidelity Small Cap Index 996.54K (1.05%) 3.04K
Increased by +0.31%
Feb 28, 25