Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBE 1.09%
2 SMCP 1.01%
3 XSVM 1.00%
4 PSCF 0.94%
5 KRE 0.66%
6 BSVO 0.62%
7 FYT 0.55%
8 IJS 0.53%
9 SLYV 0.52%
10 VIOV 0.50%
11 BFOR 0.48%
12 DPST 0.48%
13 RZV 0.38%
14 EES 0.35%
15 ESIX 0.35%
16 KRU 0.32%
17 AVSC 0.30%
18 TPSC 0.28%
19 IWN 0.28%
20 VTWV 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.30M (9.98%) -80.70K
Decreased by -0.87%
Mar 31, 25
2 Vanguard Group Inc 8.79M (9.44%) 1.58M
Increased by +18.00%
Mar 31, 25
3 State Street Corp 4.22M (4.53%) 169.59K
Increased by +4.02%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 3.92M (4.21%) -102.45K
Decreased by -2.62%
Mar 31, 25
5 Victory Capital Management Inc. 3.80M (4.08%) -174.11K
Decreased by -4.58%
Mar 31, 25
6 State Street Corporation 2.64M (2.84%) 31.16K
Increased by +1.18%
Mar 31, 24
7 Westwood Holdings Group Inc 2.12M (2.28%) 362.83K
Increased by +17.10%
Mar 31, 25
8 Macquarie Group Ltd 2.06M (2.21%) 1.12M
Increased by +54.48%
Mar 31, 25
9 Allspring Global Investments Holdings, LLC 1.83M (1.96%) 82.17K
Increased by +4.50%
Mar 31, 25
10 Wellington Management Company LLP 1.59M (1.71%) 1.11M
Increased by +69.96%
Mar 31, 25
11 Jennison Associates LLC 1.57M (1.68%) 393.32K
Increased by +25.10%
Mar 31, 25
12 Geode Capital Management, LLC 1.49M (1.60%) 50.45K
Increased by +3.39%
Mar 31, 25
13 DePrince Race & Zollo Inc 1.26M (1.36%) -20.07K
Decreased by -1.59%
Mar 31, 25
14 Millennium Management LLC 1.26M (1.35%) 837.80K
Increased by +66.62%
Sep 30, 24
15 Goldman Sachs Group Inc 1.21M (1.30%) -80.22K
Decreased by -6.64%
Mar 31, 25
16 Frontier Capital Management CO Inc 1.13M (1.21%) -9.78K
Decreased by -0.87%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.07M (1.15%) 435.07K
Increased by +40.77%
Mar 31, 25
18 Adage Capital Partners Gp LLC 996.18K (1.07%) 323.46K
Increased by +32.47%
Mar 31, 25
19 William Blair Investment Management, LLC 989.58K (1.06%) -45.02K
Decreased by -4.55%
Mar 31, 25
20 Palisade Capital Management LLc 985.06K (1.06%) -14.67K
Decreased by -1.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.59M (6.00%) -4.98K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.89M (3.10%) 34.84K
Increased by +1.21%
Apr 30, 25
3 Victory Small Cap Value CIT (Net 75) 2.80M (3.01%) -125.00K
Decreased by -4.46%
Dec 31, 24
4 Victory Sycamore Small Company Opp R 2.58M (2.76%) -225.00K
Decreased by -8.74%
Mar 31, 25
5 iShares Russell 2000 ETF 2.30M (2.46%) 388.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 2.27M (2.43%) 13.95K
Increased by +0.62%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 1.88M (2.02%) 1.64K
Increased by +0.09%
Sep 30, 24
8 Macquarie Small Cap Core I 1.69M (1.81%) 47.92K
Increased by +2.84%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 1.46M (1.57%) 5.16K
Increased by +0.35%
Apr 30, 25
10 Allspring Special Small Cap Value A 1.43M (1.54%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.53%) 1.41K
Increased by +0.10%
Apr 30, 25
12 American Beacon Small Cp Val R5 926.44K (0.99%) 409.31K
Increased by +44.18%
Mar 31, 25
13 iShares S&P Small-Cap 600 Value ETF 913.13K (0.98%) 768.00
Increased by +0.08%
Apr 30, 25
14 iShares Russell 2000 Value ETF 884.54K (0.95%) -3.00K
Decreased by -0.34%
Apr 30, 25
15 DFA US Small Cap Value I 840.25K (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 796.77K (0.86%) 0.00
Increased by 0.00%
Apr 30, 25
17 Delaware Small Cap Core I 766.88K (0.82%) 0.00
Increased by 0.00%
Oct 31, 24
18 Dimensional US Targeted Value ETF 641.70K (0.69%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity Small Cap Index 622.82K (0.67%) 7.35K
Increased by +1.18%
Feb 28, 25
20 Jennison SMid Cap Core Equity 609.10K (0.65%) 157.63K
Increased by +25.88%
Mar 31, 25