Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 3.84%
2 PSCH 3.05%
3 PJP 2.87%
4 CSMD 2.77%
5 PILL 2.70%
6 SAEF 2.64%
7 IHE 1.93%
8 BFIT 1.50%
9 CAFG 1.36%
10 SIXS 1.14%
11 ODDS 1.10%
12 HSMV 1.04%
13 JPSV 1.02%
14 SMCP 0.98%
15 FTXH 0.84%
16 XSLV 0.83%
17 DSMC 0.69%
18 SQLV 0.60%
19 AFMC 0.59%
20 BETZ 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.18M (16.75%) -248.52K
Decreased by -3.04%
Mar 31, 25
2 Vanguard Group Inc 5.64M (11.53%) -54.86K
Decreased by -0.97%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.72M (5.56%) -190.35K
Decreased by -7.01%
Mar 31, 25
4 Ariel Investments, LLC 2.52M (5.16%) -243.08K
Decreased by -9.65%
Mar 31, 25
5 Macquarie Group Ltd 2.25M (4.61%) -56.53K
Decreased by -2.51%
Mar 31, 25
6 State Street Corporation 2.01M (4.12%) 12.12K
Increased by +0.60%
Mar 31, 24
7 State Street Corp 2.00M (4.09%) -65.72K
Decreased by -3.29%
Mar 31, 25
8 Allspring Global Investments Holdings, LLC 1.62M (3.31%) -8.51K
Decreased by -0.53%
Mar 31, 25
9 Kayne Anderson Rudnick Investment Management LLC 1.58M (3.24%) 493.20K
Increased by +31.20%
Mar 31, 25
10 Geode Capital Management, LLC 1.40M (2.87%) 54.84K
Increased by +3.91%
Mar 31, 25
11 Victory Capital Management Inc. 1.14M (2.34%) -519.07K
Decreased by -45.39%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.07M (2.19%) -15.53K
Decreased by -1.45%
Mar 31, 25
13 Amvescap Plc. 1.06M (2.17%) 24.39K
Increased by +2.30%
Dec 31, 24
14 Congress Asset Management Company, LLP 991.58K (2.03%) 82.84K
Increased by +8.35%
Mar 31, 25
15 Westwood Holdings Group Inc 861.28K (1.76%) 56.80K
Increased by +6.60%
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 FMR Inc 766.99K (1.57%) 188.02K
Increased by +24.51%
Mar 31, 25
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 Total Stock Mkt Idx Inv 1.59M (3.25%) 15.10K
Increased by +0.95%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 1.58M (3.23%) 1.47K
Increased by +0.09%
Sep 30, 24
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 (2.55%) 6.96K
Increased by +0.56%
Apr 30, 25
9 iShares Russell 2000 ETF 1.22M (2.50%) 206.00
Increased by +0.02%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 803.96K (1.65%) 2.54K
Increased by +0.32%
Apr 30, 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 762.12K (1.56%) 4.67K
Increased by +0.61%
Apr 30, 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