Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PFI 1.49%
2 PSCF 1.09%
3 KBE 0.99%
4 KRE 0.64%
5 SEIS 0.61%
6 VIOG 0.61%
7 IJT 0.58%
8 SLYG 0.58%
9 FNY 0.52%
10 RZG 0.48%
11 FTXO 0.46%
12 DPST 0.45%
13 JSML 0.43%
14 FNX 0.39%
15 QVMS 0.37%
16 VIOV 0.34%
17 KRU 0.34%
18 SLYV 0.33%
19 VIOO 0.32%
20 IJR 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.92M (15.82%) 42.06K
Increased by +0.53%
Dec 31, 24
2 Vanguard Group Inc 5.71M (11.41%) 25.96K
Increased by +0.45%
Dec 31, 24
3 State Street Corp 2.65M (5.29%) 271.17K
Increased by +10.24%
Dec 31, 24
4 Kayne Anderson Rudnick Investment Management LLC 2.48M (4.95%) -202.33K
Decreased by -8.17%
Dec 31, 24
5 State Street Corporation 2.26M (4.51%) -66.36K
Decreased by -2.94%
Mar 31, 24
6 Champlain Investment Partners, LLC 1.31M (2.62%) -67.57K
Decreased by -5.15%
Dec 31, 24
7 Geode Capital Management, LLC 1.15M (2.30%) -7.16K
Decreased by -0.62%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 1.15M (2.29%) -13.66K
Decreased by -1.19%
Dec 31, 24
9 Principal Financial Group Inc 1.05M (2.10%) 15.92K
Increased by +1.51%
Dec 31, 24
10 Welch Group, LLC 1.04M (2.07%) -103.61K
Decreased by -10.01%
Dec 31, 24
11 Victory Capital Management Inc. 857.74K (1.71%) 442.23K
Increased by +51.56%
Dec 31, 24
12 JPMorgan Chase & Co 855.42K (1.71%) -854.67K
Decreased by -99.91%
Dec 31, 24
13 Wasatch Advisors Inc. 796.32K (1.59%) 214.88K
Increased by +26.98%
Sep 30, 23
14 Davis Asset Management, L.P. 763.56K (1.52%) -60.00K
Decreased by -7.86%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 685.42K (1.37%) 19.36K
Increased by +2.82%
Dec 31, 24
16 Wasatch Advisors LP 633.01K (1.26%) -75.30K
Decreased by -11.89%
Dec 31, 24
17 Northern Trust Corp 632.07K (1.26%) 38.92K
Increased by +6.16%
Dec 31, 24
18 NORGES BANK 560.01K (1.12%) 35.96K
Increased by +6.42%
Dec 31, 24
19 Charles Schwab Investment Management Inc 521.07K (1.04%) 29.25K
Increased by +5.61%
Dec 31, 24
20 DePrince Race & Zollo Inc 469.38K (0.94%) -1.09K
Decreased by -0.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.11M (6.20%) 1.80K
Increased by +0.06%
Mar 31, 25
2 Virtus KAR Small-Cap Growth I 1.72M (3.43%) -159.00K
Decreased by -9.26%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.54M (3.07%) 1.29K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 1.32M (2.63%) -11.44K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 1.25M (2.50%) 1.03K
Increased by +0.08%
Feb 28, 25
6 Champlain Small Company Fund, LLC 955.87K (1.91%) -4.74K
Decreased by -0.50%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 759.38K (1.52%) 1.07K
Increased by +0.14%
Feb 28, 25
8 Victory Small Cap Value CIT (Net 75) 635.00K (1.27%) 338.00K
Increased by +53.23%
Dec 31, 24
9 Victory Sycamore Small Company Opp R 635.00K (1.27%) 338.00K
Increased by +53.23%
Dec 31, 24
10 Fidelity Small Cap Index 501.09K (1.00%) -9.38K
Decreased by -1.87%
Jan 31, 25
11 Fidelity® Small Cap Index 478.63K (0.96%) 10.94K
Increased by +2.29%
Sep 30, 23
12 Champlain Mid Cap Fund, LLC 470.75K (0.94%) 177.22K
Increased by +37.65%
Feb 28, 25
13 Champlain Small Company Adv 465.00K (0.93%) -45.00K
Decreased by -9.68%
Dec 31, 24
14 iShares S&P Small-Cap 600 Growth ETF 457.38K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 435.22K (0.87%) 648.00
Increased by +0.15%
Mar 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 434.45K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
17 Vanguard Small Cap Value Index Inv 412.45K (0.82%) -1.78K
Decreased by -0.43%
Feb 28, 25
18 Old Westbury Small & Mid Cap Strategies 405.00K (0.81%) 20.00K
Increased by +4.94%
Jan 31, 25
19 JPMorgan Small Cap Equity A 385.60K (0.77%) -103.00
Decreased by -0.03%
Feb 28, 25
20 FPA Queens Road Small Cap Value Inv 384.75K (0.77%) 0.00
Increased by 0.00%
Dec 31, 24