Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 4.84%
2 BOUT 2.91%
3 CBSE 2.08%
4 CBLS 1.54%
5 PEZ 1.23%
6 FYC 0.55%
7 IWC 0.51%
8 SDVY 0.46%
9 SDVD 0.46%
10 DWAS 0.42%
11 FSGS 0.36%
12 RNSC 0.36%
13 SFLO 0.31%
14 TPSC 0.29%
15 FYX 0.28%
16 CSF 0.28%
17 CSA 0.26%
18 JRNY 0.25%
19 AVSC 0.24%
20 SCDS 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 10.71M (11.29%) 2.93M
Increased by +27.37%
Mar 31, 25
2 BlackRock Inc 8.28M (8.73%) 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 (3.43%) 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 (2.76%) 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 (2.35%) -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 1.91M (2.01%) -622.10K
Decreased by -32.54%
Mar 31, 25

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 2.54M (2.68%) 0.00
Increased by 0.00%
May 31, 25
3 Macquarie Small Cap Core I 2.33M (2.45%) 32.32K
Increased by +1.39%
Apr 30, 25
4 Delaware Small Cap Core I 1.97M (2.07%) 0.00
Increased by 0.00%
Oct 31, 24
5 FIAM Small Cap Core CIT Cl B 1.90M (2.00%) 252.90K
Increased by +13.31%
Mar 31, 25
6 Ranger Small Cap 1.88M (1.98%) -28.03K
Decreased by -1.49%
Mar 31, 25
7 First Trust SMID Cp Rising Div Achv ETF 1.85M (1.95%) 2.80K
Increased by +0.15%
May 29, 25
8 Davenport Small Cap Focus 1.81M (1.90%) 23.20K
Increased by +1.28%
Apr 30, 25
9 Delaware US Small Cap Core Equity (SMA) 1.74M (1.83%) 291.88K
Increased by +16.81%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.74M (1.83%) 291.88K
Increased by +16.81%
Mar 31, 24
11 FIAM Small Cap Core Composite 1.69M (1.78%) -27.80K
Decreased by -1.65%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.63M (1.72%) 11.11K
Increased by +0.68%
May 31, 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%
Mar 31, 25
17 Bridge Builder Small/Mid Cap Growth 1.04M (1.10%) 43.67K
Increased by +4.19%
May 31, 25
18 Neumeier Poma Small Cap Value 1.02M (1.07%) 324.45K
Increased by +31.90%
Mar 31, 25
19 Loomis Sayles Small Cap Growth Instl 1.01M (1.07%) -27.70K
Decreased by -2.73%
Apr 30, 25
20 Fidelity Small Cap Index 1.00M (1.06%) 7.45K
Increased by +0.74%
Mar 31, 25