Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 4.03%
2 PILL 3.12%
3 PSCH 3.11%
4 PJP 2.98%
5 CSMD 2.91%
6 SAEF 2.64%
7 IHE 2.04%
8 BFIT 1.50%
9 CAFG 1.41%
10 SIXS 1.18%
11 ODDS 1.14%
12 HSMV 1.08%
13 JPSV 1.01%
14 SMCP 0.98%
15 XSLV 0.97%
16 FTXH 0.88%
17 DSMC 0.69%
18 SQLV 0.63%
19 AFMC 0.62%
20 BETZ 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.43M (17.25%) 238.18K
Increased by +2.83%
Dec 31, 24
2 Vanguard Group Inc 5.69M (11.65%) 8.13K
Increased by +0.14%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.91M (5.95%) -51.95K
Decreased by -1.79%
Dec 31, 24
4 Ariel Investments, LLC 2.76M (5.65%) -20.82K
Decreased by -0.75%
Dec 31, 24
5 Macquarie Group Ltd 2.31M (4.73%) -365.47K
Decreased by -15.83%
Dec 31, 24
6 State Street Corp 2.06M (4.22%) 57.41K
Increased by +2.78%
Dec 31, 24
7 State Street Corporation 2.01M (4.12%) 12.12K
Increased by +0.60%
Mar 31, 24
8 Victory Capital Management Inc. 1.66M (3.40%) -405.24K
Decreased by -24.37%
Dec 31, 24
9 Allspring Global Investments Holdings, LLC 1.62M (3.32%) 49.33K
Increased by +3.04%
Dec 31, 24
10 Geode Capital Management, LLC 1.35M (2.76%) 21.95K
Increased by +1.63%
Dec 31, 24
11 Kayne Anderson Rudnick Investment Management LLC 1.09M (2.23%) 1.09M
Increased by +100.00%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 1.09M (2.22%) -34.35K
Decreased by -3.16%
Dec 31, 24
13 Amvescap Plc. 1.06M (2.17%) 24.39K
Increased by +2.30%
Dec 31, 24
14 FMR Inc 1.00M (2.06%) 59.00K
Increased by +5.87%
Jun 30, 24
15 Congress Asset Management Company, LLP 991.58K (2.03%) 82.84K
Increased by +8.35%
Mar 31, 25
16 BTIM Corp 819.28K (1.68%) -12.35K
Decreased by -1.51%
Mar 31, 25
17 Northern Trust Corp 813.08K (1.66%) 80.06K
Increased by +9.85%
Dec 31, 24
18 Westwood Holdings Group Inc 804.48K (1.65%) -55.51K
Decreased by -6.90%
Dec 31, 24
19 Goldman Sachs Group Inc 692.43K (1.42%) 230.54K
Increased by +33.29%
Dec 31, 23
20 Massachusetts Financial Services Company 666.20K (1.36%) -57.99K
Decreased by -8.70%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.01M (6.15%) -2.62K
Decreased by -0.09%
Apr 30, 25
2 Delaware US Small Cap Core Equity (SMA) 1.67M (3.42%) -19.58K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 1.67M (3.42%) -19.58K
Decreased by -1.17%
Mar 31, 24
4 Delaware Small Cap Core I 1.62M (3.31%) -10.04K
Decreased by -0.62%
Sep 30, 24
5 Vanguard US Total Market Shares ETF 1.58M (3.23%) 1.47K
Increased by +0.09%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.57M (3.22%) 5.79K
Increased by +0.37%
Mar 31, 25
7 Macquarie Small Cap Core I 1.39M (2.84%) 39.39K
Increased by +2.84%
Mar 31, 25
8 Vanguard Small Cap Index 1.24M (2.53%) -24.72K
Decreased by -2.00%
Mar 31, 25
9 iShares Russell 2000 ETF 1.22M (2.50%) -9.89K
Decreased by -0.81%
Apr 29, 25
10 Ariel Fund Investor 1.04M (2.12%) -104.31K
Decreased by -10.06%
Mar 31, 25
11 Allspring Special Small Cap Value A 967.91K (1.98%) -63.60K
Decreased by -6.57%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 801.42K (1.64%) -29.59K
Decreased by -3.69%
Mar 31, 25
13 Victory Small Cap Value CIT (Net 75) 765.00K (1.57%) -290.00K
Decreased by -37.91%
Dec 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 757.46K (1.55%) 5.77K
Increased by +0.76%
Mar 31, 25
15 Fidelity® Small Cap Value 710.00K (1.45%) 0.00
Increased by 0.00%
Oct 31, 23
16 T. Rowe Price Integrated US SmCapGrEq 602.35K (1.23%) 301.18K
Increased by +50.00%
Dec 31, 24
17 Fidelity Small Cap Value Fund 575.00K (1.18%) 0.00
Increased by 0.00%
Jun 30, 24
18 DFA US Small Cap Value I 568.18K (1.16%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity Small Cap Index 489.51K (1.00%) 1.98K
Increased by +0.40%
Feb 28, 25
20 Fidelity® Small Cap Index 480.02K (0.98%) 14.04K
Increased by +2.92%
Oct 31, 23