Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 2.51%
2 PSCT 2.22%
3 JSML 1.88%
4 SRHQ 1.74%
5 ROGS 1.09%
6 MPAY 0.99%
7 XSHQ 0.99%
8 SMCP 0.93%
9 XSLV 0.89%
10 VAMO 0.85%
11 SMIZ 0.79%
12 XSMO 0.76%
13 SSLY 0.70%
14 JPSV 0.65%
15 JSMD 0.64%
16 AVUV 0.55%
17 CALF 0.49%
18 SCDS 0.46%
19 FLQS 0.45%
20 FESM 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.42M (16.59%) -173.31K
Decreased by -3.92%
Mar 31, 25
2 Vanguard Group Inc 3.64M (13.67%) -8.56K
Decreased by -0.24%
Mar 31, 25
3 Disciplined Growth Investors Inc 1.65M (6.20%) -25.80K
Decreased by -1.56%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.42M (5.32%) -129.69K
Decreased by -9.16%
Mar 31, 25
5 State Street Corporation 1.07M (4.01%) 16.59K
Increased by +1.55%
Mar 31, 24
6 State Street Corp 1.04M (3.89%) -44.74K
Decreased by -4.32%
Mar 31, 25
7 BNP Paribas Investment Partners SA 975.61K (3.66%) 6.26K
Increased by +0.64%
Mar 31, 25
8 Fiduciary Management, Inc. of Milwaukee 937.95K (3.52%) -6.81K
Decreased by -0.73%
Mar 31, 25
9 Earnest Partners LLC 744.53K (2.80%) -14.00K
Decreased by -1.88%
Mar 31, 25
10 American Century Companies Inc 678.22K (2.55%) 134.21K
Increased by +19.79%
Mar 31, 25
11 Geode Capital Management, LLC 667.66K (2.51%) 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 (2.05%) -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 421.44K (1.58%) 393.00
Increased by +0.09%
Mar 31, 25
16 Westfield Capital Management Company, LP 384.25K (1.44%) 85.99K
Increased by +22.38%
Mar 31, 24
17 BTIM Corp 378.25K (1.42%) -6.04K
Decreased by -1.60%
Mar 31, 25
18 Nuveen Asset Management, LLC 351.56K (1.32%) 21.91K
Increased by +6.23%
Dec 31, 24
19 Fuller & Thaler Asset Management Inc 348.51K (1.31%) 190.36K
Increased by +54.62%
Mar 31, 25
20 Bank of New York Mellon Corp 332.68K (1.25%) -46.60K
Decreased by -14.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.62M (6.10%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 879.99K (3.31%) 968.00
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 870.21K (3.27%) 2.81K
Increased by +0.32%
Apr 30, 25
4 Vanguard Small Cap Index 678.88K (2.55%) 3.73K
Increased by +0.55%
Apr 30, 25
5 iShares Russell 2000 ETF 672.48K (2.53%) 0.00
Increased by 0.00%
May 31, 25
6 Avantis US Small Cap Value ETF 650.32K (2.44%) 1.78K
Increased by +0.27%
May 31, 25
7 Vanguard Information Technology ETF 614.51K (2.31%) 5.26K
Increased by +0.86%
Apr 30, 25
8 BNP Paribas Disrpt Tech Cl D 539.33K (2.03%) -13.25K
Decreased by -2.46%
Apr 30, 25
9 FMI Common Stock Investor 505.00K (1.90%) 10.00K
Increased by +1.98%
Mar 31, 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 438.84K (1.65%) 1.39K
Increased by +0.32%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 415.92K (1.56%) 1.38K
Increased by +0.33%
Apr 30, 25
13 EARNEST Small Cap Value 386.46K (1.45%) 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 Harbor Small Cap Value Instl 307.92K (1.16%) -2.16K
Decreased by -0.70%
Mar 31, 25
16 Fidelity Small Cap Index 267.75K (1.01%) 2.09K
Increased by +0.78%
Mar 31, 25
17 Victory Small Cap Value CIT (Net 75) 265.00K (1.00%) -5.00K
Decreased by -1.89%
Sep 30, 23
18 Victory Sycamore Small Company Opp R 265.00K (1.00%) -5.00K
Decreased by -1.89%
Sep 30, 23
19 Fidelity® Small Cap Index 264.33K (0.99%) 7.41K
Increased by +2.80%
Oct 31, 23
20 Thrivent Small Cap Stock A 245.45K (0.92%) -110.91K
Decreased by -45.19%
Sep 30, 24