Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.35%
2 WBIY 3.30%
3 XSHD 2.17%
4 MPAY 1.09%
5 DEEP 1.08%
6 DVP 1.06%
7 NSCS 1.02%
8 PSCD 0.92%
9 CSB 0.68%
10 MMSC 0.44%
11 PSC 0.35%
12 DES 0.33%
13 SSLY 0.29%
14 FSGS 0.28%
15 RNSC 0.28%
16 OASC 0.27%
17 IJS 0.25%
18 VIOV 0.24%
19 ISMD 0.24%
20 HSMV 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.92M (15.19%) -305.52K
Decreased by -6.21%
Mar 31, 25
2 Vanguard Group Inc 3.71M (11.45%) -136.31K
Decreased by -3.67%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 2.21M (6.83%) -739.95K
Decreased by -33.43%
Mar 31, 25
4 River Road Asset Management, LLC 1.84M (5.66%) -303.01K
Decreased by -16.51%
Mar 31, 25
5 Wellington Management Company LLP 1.70M (5.25%) 3.55K
Increased by +0.21%
Mar 31, 24
6 Irth Capital Management LP 1.63M (5.02%) 0.00
Increased by 0.00%
Mar 31, 25
7 DePrince Race & Zollo Inc 1.62M (5.01%) 263.91K
Increased by +16.26%
Mar 31, 25
8 Earnest Partners LLC 1.54M (4.75%) -1.05M
Decreased by -68.31%
Mar 31, 25
9 Bank of America Corp 1.54M (4.75%) -229.62K
Decreased by -14.93%
Mar 31, 25
10 Susquehanna International Group, LLP 1.44M (4.44%) 115.48K
Increased by +8.02%
Sep 30, 24
11 JANE STREET GROUP, LLC 1.35M (4.16%) 1.30M
Increased by +96.15%
Jun 30, 24
12 Cooper Creek Partners Management LLC 1.35M (4.15%) 186.30K
Increased by +13.84%
Sep 30, 24
13 State Street Corp 1.26M (3.88%) -50.61K
Decreased by -4.03%
Mar 31, 25
14 State Street Corporation 1.24M (3.84%) 8.26K
Increased by +0.66%
Mar 31, 24
15 Fidelity International Ltd 1.22M (3.76%) 813.85K
Increased by +66.71%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 1.21M (3.73%) 762.50K
Increased by +63.10%
Mar 31, 25
17 Stephens Inv Mgmt Group LLC 1.16M (3.57%) 64.97K
Increased by +5.62%
Dec 31, 24
18 Arrowstreet Capital Limited Partnership 1.10M (3.38%) -22.13K
Decreased by -2.02%
Mar 31, 25
19 Westwood Holdings Group Inc 916.17K (2.83%) -201.07K
Decreased by -21.95%
Mar 31, 25
20 SEI Investments Co 842.42K (2.60%) -658.32K
Decreased by -78.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.96M (6.04%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity Greater Canada Sr F 1.10M (3.39%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.06M (3.27%) 1.06K
Increased by +0.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.02M (3.15%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 834.58K (2.58%) 0.00
Increased by 0.00%
May 31, 25
6 Stephens SMID Select Growth 803.31K (2.48%) 30.04K
Increased by +3.74%
Dec 31, 24
7 EARNEST Partners Smid Cap Core Founders 801.33K (2.47%) -4.84K
Decreased by -0.60%
May 31, 25
8 Vanguard Small Cap Index 778.88K (2.40%) 5.46K
Increased by +0.70%
Apr 30, 25
9 T. Rowe Price Small-Cap Value 661.78K (2.04%) -151.64K
Decreased by -22.91%
Mar 31, 25
10 Vanguard Explorer Inv 616.87K (1.90%) 18.04K
Increased by +2.92%
Dec 31, 24
11 Dynamic Premium Yield Fund I 591.10K (1.82%) 0.00
Increased by 0.00%
Jun 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 509.59K (1.57%) 652.00
Increased by +0.13%
Apr 30, 25
13 Vanguard Small Cap Value Index Inv 503.54K (1.55%) 1.56K
Increased by +0.31%
Apr 30, 25
14 Vanguard Small Cap Growth Index Inv 473.00K (1.46%) 418.00
Increased by +0.09%
Mar 31, 24
15 Dynamic Premium Yield PLUS F 450.00K (1.39%) 0.00
Increased by 0.00%
Jan 31, 25
16 T. Rowe Price Small-Cap Stock 439.49K (1.36%) -101.40K
Decreased by -23.07%
Mar 31, 25
17 T. Rowe Price US Small-Cap Core Equity 439.49K (1.36%) -166.75K
Decreased by -37.94%
Mar 31, 25
18 American Beacon Small Cp Val R5 430.47K (1.33%) -201.37K
Decreased by -46.78%
Apr 30, 25
19 JPMorgan Small Cap Growth A 416.58K (1.29%) -15.15K
Decreased by -3.64%
Mar 31, 24
20 T. Rowe Price U.S. SC Value Eq Tr-D 410.33K (1.27%) -113.11K
Decreased by -27.57%
Mar 31, 25