Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 2.48%
2 JSML 1.88%
3 SRHQ 1.69%
4 PSCT 1.67%
5 ROGS 1.09%
6 XSHQ 1.02%
7 MPAY 0.99%
8 SMCP 0.93%
9 XSLV 0.89%
10 VAMO 0.85%
11 SMIZ 0.79%
12 JPSV 0.78%
13 PXSG 0.72%
14 XSMO 0.72%
15 SSLY 0.70%
16 JSMD 0.64%
17 AVUV 0.59%
18 LST 0.57%
19 FLQS 0.49%
20 SCDS 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.27M (16.22%) -145.44K
Decreased by -3.40%
Jun 30, 25
2 Vanguard Group Inc 3.66M (13.90%) 22.53K
Increased by +0.62%
Jun 30, 25
3 Disciplined Growth Investors Inc 1.65M (6.25%) -4.80K
Decreased by -0.29%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 1.37M (5.22%) -41.14K
Decreased by -2.99%
Jun 30, 25
5 State Street Corporation 1.07M (4.05%) 16.59K
Increased by +1.55%
Mar 31, 24
6 State Street Corp 1.06M (4.02%) 24.11K
Increased by +2.28%
Jun 30, 25
7 Fiduciary Management, Inc. of Milwaukee 934.34K (3.55%) -3.61K
Decreased by -0.39%
Jun 30, 25
8 BNP Paribas Investment Partners SA 880.06K (3.34%) -95.55K
Decreased by -10.86%
Jun 30, 25
9 American Century Companies Inc 765.77K (2.91%) 87.55K
Increased by +11.43%
Jun 30, 25
10 Earnest Partners LLC 746.77K (2.84%) 2.24K
Increased by +0.30%
Jun 30, 25
11 Geode Capital Management, LLC 664.07K (2.52%) -3.58K
Decreased by -0.54%
Jun 30, 25
12 Victory Capital Management Inc. 546.25K (2.07%) -20.54K
Decreased by -3.76%
Sep 30, 23
13 Silvercrest Asset Management Group LLC 536.98K (2.04%) -34.85K
Decreased by -6.49%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 531.44K (2.02%) 64.01K
Increased by +12.05%
Jun 30, 25
15 Charles Schwab Investment Management Inc 407.34K (1.55%) -14.10K
Decreased by -3.46%
Jun 30, 25
16 Fuller & Thaler Asset Management Inc 396.51K (1.51%) 48.00K
Increased by +12.11%
Jun 30, 25
17 Westfield Capital Management Company, LP 384.25K (1.46%) 85.99K
Increased by +22.38%
Mar 31, 24
18 BTIM Corp 369.41K (1.40%) -8.84K
Decreased by -2.39%
Jun 30, 25
19 Nuveen Asset Management, LLC 351.56K (1.33%) 21.91K
Increased by +6.23%
Dec 31, 24
20 Northern Trust Corp 336.04K (1.28%) 5.60K
Increased by +1.67%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.61M (6.12%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 879.99K (3.34%) 968.00
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 856.30K (3.25%) -18.01K
Decreased by -2.10%
Jul 31, 25
4 Avantis US Small Cap Value ETF 721.37K (2.74%) 1.78K
Increased by +0.25%
Aug 30, 25
5 Vanguard Small Cap Index 657.75K (2.50%) -4.36K
Decreased by -0.66%
Jul 31, 25
6 iShares Russell 2000 ETF 650.22K (2.47%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Information Technology ETF 627.15K (2.38%) 6.39K
Increased by +1.02%
Jul 31, 25
8 BNP Paribas Disrpt Tech Cl D 538.64K (2.05%) -1.45K
Decreased by -0.27%
Jul 31, 25
9 FMI Common Stock Investor 505.00K (1.92%) 0.00
Increased by 0.00%
Jun 30, 25
10 Disciplined Growth - Mid Cap Growth 493.88K (1.88%) -187.40K
Decreased by -37.94%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 423.59K (1.61%) 1.23K
Increased by +0.29%
Jul 31, 25
12 EARNEST Small Cap Value 386.46K (1.47%) 385.87K
Increased by +99.85%
Dec 31, 23
13 FullerThaler Behavioral Sm-Cp Eq R6 377.86K (1.43%) 43.28K
Increased by +11.45%
Jun 30, 25
14 FullerThaler Behavioral Small-Cap Equity 377.86K (1.43%) 43.28K
Increased by +11.45%
Jun 30, 25
15 Harbor Small Cap Value Instl 293.01K (1.11%) -14.91K
Decreased by -5.09%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 291.15K (1.11%) -125.98K
Decreased by -43.27%
Jul 31, 25
17 Fidelity Small Cap Index 269.39K (1.02%) -2.01K
Decreased by -0.74%
Jun 30, 25
18 Victory Small Cap Value CIT (Net 75) 265.00K (1.01%) -5.00K
Decreased by -1.89%
Sep 30, 23
19 Victory Sycamore Small Company Opp R 265.00K (1.01%) -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