Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 2.57%
2 PSCT 2.05%
3 JSML 1.88%
4 SRHQ 1.69%
5 ROGS 1.09%
6 MPAY 0.99%
7 SMCP 0.93%
8 XSHQ 0.90%
9 XSLV 0.89%
10 SMIZ 0.79%
11 VAMO 0.78%
12 PXSG 0.71%
13 XSMO 0.71%
14 SSLY 0.70%
15 JSMD 0.64%
16 LST 0.56%
17 JPSV 0.54%
18 AVUV 0.54%
19 CALF 0.46%
20 FLQS 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.42M (16.64%) -173.31K
Decreased by -3.92%
Mar 31, 25
2 Vanguard Group Inc 3.66M (13.80%) 22.53K
Increased by +0.62%
Jun 30, 25
3 Disciplined Growth Investors Inc 1.65M (6.20%) -4.80K
Decreased by -0.29%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 1.37M (5.18%) -41.14K
Decreased by -2.99%
Jun 30, 25
5 State Street Corporation 1.07M (4.02%) 16.59K
Increased by +1.55%
Mar 31, 24
6 State Street Corp 1.04M (3.90%) -44.74K
Decreased by -4.32%
Mar 31, 25
7 BNP Paribas Investment Partners SA 975.61K (3.68%) 6.26K
Increased by +0.64%
Mar 31, 25
8 Fiduciary Management, Inc. of Milwaukee 937.95K (3.53%) -6.81K
Decreased by -0.73%
Mar 31, 25
9 American Century Companies Inc 765.77K (2.89%) 87.55K
Increased by +11.43%
Jun 30, 25
10 Earnest Partners LLC 744.53K (2.81%) -14.00K
Decreased by -1.88%
Mar 31, 25
11 Geode Capital Management, LLC 667.66K (2.52%) 20.45K
Increased by +3.06%
Mar 31, 25
12 Silvercrest Asset Management Group LLC 571.83K (2.15%) -7.63K
Decreased by -1.34%
Mar 31, 25
13 Victory Capital Management Inc. 546.25K (2.06%) -20.54K
Decreased by -3.76%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 467.43K (1.76%) 54.31K
Increased by +11.62%
Mar 31, 25
15 Charles Schwab Investment Management Inc 407.34K (1.53%) -14.10K
Decreased by -3.46%
Jun 30, 25
16 Fuller & Thaler Asset Management Inc 396.51K (1.49%) 48.00K
Increased by +12.11%
Jun 30, 25
17 Westfield Capital Management Company, LP 384.25K (1.45%) 85.99K
Increased by +22.38%
Mar 31, 24
18 BTIM Corp 369.41K (1.39%) -8.84K
Decreased by -2.39%
Jun 30, 25
19 Nuveen Asset Management, LLC 351.56K (1.32%) 21.91K
Increased by +6.23%
Dec 31, 24
20 Northern Trust Corp 330.43K (1.25%) -1.67K
Decreased by -0.50%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.62M (6.10%) 236.00
Increased by +0.01%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 879.99K (3.32%) 968.00
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 874.31K (3.29%) 3.45K
Increased by +0.39%
Jun 30, 25
4 Avantis US Small Cap Value ETF 701.62K (2.64%) 648.00
Increased by +0.09%
Jul 31, 25
5 Vanguard Small Cap Index 662.11K (2.49%) -20.42K
Decreased by -3.08%
Jun 30, 25
6 iShares Russell 2000 ETF 633.83K (2.39%) -12.07K
Decreased by -1.91%
Jul 31, 25
7 Vanguard Information Technology ETF 620.76K (2.34%) 3.60K
Increased by +0.58%
Jun 30, 25
8 BNP Paribas Disrpt Tech Cl D 540.09K (2.04%) 133.00
Increased by +0.02%
Jun 30, 25
9 FMI Common Stock Investor 505.00K (1.90%) 0.00
Increased by 0.00%
Jun 30, 25
10 Disciplined Growth - Mid Cap Growth 493.88K (1.86%) -187.40K
Decreased by -37.94%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 422.36K (1.59%) -16.08K
Decreased by -3.81%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 417.13K (1.57%) -2.35K
Decreased by -0.56%
Jun 30, 25
13 EARNEST Small Cap Value 386.46K (1.46%) 385.87K
Increased by +99.85%
Dec 31, 23
14 FullerThaler Behavioral Sm-Cp Eq R6 334.58K (1.26%) 183.68K
Increased by +54.90%
Mar 31, 25
15 FullerThaler Behavioral Small-Cap Equity 334.58K (1.26%) 183.68K
Increased by +54.90%
Mar 31, 25
16 Harbor Small Cap Value Instl 293.01K (1.10%) -14.91K
Decreased by -5.09%
Jun 30, 25
17 Fidelity Small Cap Index 271.39K (1.02%) 1.04K
Increased by +0.39%
May 31, 25
18 Victory Small Cap Value CIT (Net 75) 265.00K (1.00%) -5.00K
Decreased by -1.89%
Sep 30, 23
19 Victory Sycamore Small Company Opp R 265.00K (1.00%) -5.00K
Decreased by -1.89%
Sep 30, 23
20 Fidelity® Small Cap Index 264.33K (1.00%) 7.41K
Increased by +2.80%
Oct 31, 23