Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 5.58%
2 BOUT 3.19%
3 CBSE 2.62%
4 CBLS 1.54%
5 PEZ 1.23%
6 FYC 0.52%
7 IWC 0.51%
8 SDVY 0.47%
9 SDVD 0.47%
10 DWAS 0.42%
11 FSGS 0.36%
12 RNSC 0.36%
13 RUSC 0.33%
14 SFLO 0.31%
15 TPSC 0.29%
16 FYX 0.28%
17 CSF 0.28%
18 CSA 0.26%
19 AVSC 0.26%
20 JRNY 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 10.71M (11.26%) 2.93M
Increased by +27.37%
Mar 31, 25
2 BlackRock Inc 8.28M (8.71%) 175.20K
Increased by +2.12%
Mar 31, 25
3 FMR Inc 4.86M (5.11%) 466.24K
Increased by +9.60%
Mar 31, 25
4 Macquarie Group Ltd 3.35M (3.52%) 1.02M
Increased by +30.55%
Mar 31, 25
5 Channing Capital Management, LLC 3.26M (3.42%) 4.42K
Increased by +0.14%
Jun 30, 25
6 American Century Companies Inc 2.98M (3.13%) 1.53M
Increased by +51.34%
Jun 30, 25
7 Vanguard Group Inc 2.95M (3.11%) -27.66K
Decreased by -0.94%
Jun 30, 25
8 Victory Capital Management Inc. 2.79M (2.93%) 2.67M
Increased by +95.88%
Mar 31, 25
9 Franklin Resources Inc 2.66M (2.79%) -252.45K
Decreased by -9.51%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 2.62M (2.75%) 585.87K
Increased by +22.40%
Jun 30, 24
11 Ranger Investment Management LP 2.53M (2.65%) -153.43K
Decreased by -6.08%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 2.48M (2.61%) -70.14K
Decreased by -2.83%
Jun 30, 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 2.17M (2.29%) 85.06K
Increased by +3.91%
Jun 30, 25
18 First Trust Advisors L.P. 2.15M (2.27%) 1.86M
Increased by +86.23%
Mar 31, 25
19 Eagle Asset Management, Inc. 2.05M (2.16%) -161.08K
Decreased by -7.85%
Jun 30, 24
20 Loomis, Sayles & Company LP 2.00M (2.11%) 211.11K
Increased by +10.53%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Fund Investor 2.81M (2.95%) 1.33M
Increased by +47.43%
Jun 30, 25
2 Macquarie Small Cap Core I 2.33M (2.45%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Russell 2000 ETF 2.27M (2.38%) -43.05K
Decreased by -1.90%
Jul 31, 25
4 Victory Sycamore Small Company Opp R 2.17M (2.28%) 820.00K
Increased by +37.88%
Jun 30, 25
5 American Century Small Cap Growth Inv 1.97M (2.07%) 1.15M
Increased by +58.64%
Jun 30, 25
6 American Century U.S. Small Cap Growth 1.97M (2.07%) 1.15M
Increased by +58.64%
Jun 30, 25
7 Delaware Small Cap Core I 1.97M (2.07%) 0.00
Increased by 0.00%
Oct 31, 24
8 FIAM Small Cap Core Composite 1.90M (2.00%) 213.80K
Increased by +11.26%
Mar 31, 25
9 FIAM Small Cap Core CIT Cl B 1.86M (1.95%) -15.90K
Decreased by -0.86%
May 31, 25
10 First Trust SMID Cp Rising Div Achv ETF 1.85M (1.94%) -3.60K
Decreased by -0.19%
Jul 31, 25
11 Davenport Small Cap Focus 1.81M (1.90%) 0.00
Increased by 0.00%
Jun 30, 25
12 Delaware US Small Cap Core Equity (SMA) 1.74M (1.83%) 291.88K
Increased by +16.81%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 1.74M (1.83%) 291.88K
Increased by +16.81%
Mar 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.59M (1.67%) -37.86K
Decreased by -2.38%
Jun 30, 25
15 American Funds SMALLCAP World A 1.53M (1.61%) -1.11M
Decreased by -72.72%
Jun 30, 25
16 Fidelity Small Cap Growth 1.14M (1.20%) 220.40K
Increased by +19.31%
May 31, 25
17 Loomis Sayles Small Cap Growth Instl 1.13M (1.19%) -19.84K
Decreased by -1.76%
Jun 30, 25
18 Fidelity® Small Cap Growth 1.06M (1.12%) -1.29K
Decreased by -0.12%
Oct 31, 23
19 Champlain Small Company Fund, LLC 1.04M (1.09%) 156.51K
Increased by +15.04%
Jul 31, 25
20 Ranger Small Cap 1.02M (1.08%) -859.11K
Decreased by -83.95%
Jun 30, 25