Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 5.58%
2 CBSE 2.51%
3 BOUT 2.38%
4 CBLS 1.54%
5 PEZ 1.23%
6 FYC 0.55%
7 IWC 0.51%
8 SDVY 0.49%
9 SDVD 0.49%
10 DWAS 0.42%
11 FSGS 0.36%
12 RNSC 0.36%
13 RUSC 0.34%
14 SFLO 0.31%
15 TPSC 0.29%
16 FYX 0.28%
17 CSF 0.28%
18 AVSC 0.26%
19 CSA 0.26%
20 JRNY 0.25%

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 (2.36%) -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 First Trust Advisors L.P. 2.15M (2.27%) 1.86M
Increased by +86.23%
Mar 31, 25
18 Wellington Management Company LLP 2.09M (2.20%) -3.04K
Decreased by -0.15%
Mar 31, 25
19 Eagle Asset Management, Inc. 2.05M (2.16%) -161.08K
Decreased by -7.85%
Jun 30, 24
20 Davenport & Company LLC 1.92M (2.02%) 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 (2.96%) 1.33M
Increased by +47.43%
Jun 30, 25
2 iShares Russell 2000 ETF 2.42M (2.55%) 16.81K
Increased by +0.69%
Jun 30, 25
3 Macquarie Small Cap Core I 2.33M (2.45%) 0.00
Increased by 0.00%
May 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 1.87M (1.97%) -26.60K
Decreased by -1.42%
Apr 30, 25
10 First Trust SMID Cp Rising Div Achv ETF 1.85M (1.95%) 3.60K
Increased by +0.19%
Jun 30, 25
11 Davenport Small Cap Focus 1.81M (1.90%) 0.00
Increased by 0.00%
May 31, 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 1.63M (1.72%) 11.11K
Increased by +0.68%
May 31, 25
15 American Funds SMALLCAP World A 1.53M (1.61%) -1.11M
Decreased by -72.72%
Jun 30, 25
16 Loomis Sayles Small Cap Growth Instl 1.15M (1.21%) 132.25K
Increased by +11.53%
May 31, 25
17 Fidelity® Small Cap Growth 1.06M (1.12%) -1.29K
Decreased by -0.12%
Oct 31, 23
18 Bridge Builder Small/Mid Cap Growth 1.04M (1.10%) 1.80K
Increased by +0.17%
Jun 30, 25
19 Ranger Small Cap 1.02M (1.08%) -859.11K
Decreased by -83.95%
Jun 30, 25
20 Neumeier Poma Small Cap Value 1.02M (1.07%) 1.65K
Increased by +0.16%
Jun 30, 25