Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PFI 1.50%
2 PSCF 1.14%
3 KBE 1.10%
4 SEIS 1.02%
5 KRE 0.63%
6 IJT 0.61%
7 SLYG 0.61%
8 VIOG 0.56%
9 FNY 0.53%
10 RZG 0.48%
11 FTXO 0.45%
12 JSML 0.43%
13 DPST 0.41%
14 FNX 0.39%
15 QVMS 0.34%
16 KRU 0.34%
17 VIOV 0.34%
18 SLYV 0.33%
19 XJR 0.33%
20 IWO 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.82M (15.50%) -102.83K
Decreased by -1.32%
Mar 31, 25
2 Vanguard Group Inc 5.95M (11.79%) 45.57K
Increased by +0.77%
Jun 30, 25
3 Champlain Investment Partners, LLC 2.57M (5.09%) 349.18K
Increased by +13.61%
Jun 30, 25
4 State Street Corp 2.48M (4.91%) -171.67K
Decreased by -6.93%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 2.35M (4.66%) -128.06K
Decreased by -5.45%
Mar 31, 25
6 State Street Corporation 2.26M (4.48%) -66.36K
Decreased by -2.94%
Mar 31, 24
7 Geode Capital Management, LLC 1.18M (2.34%) 31.50K
Increased by +2.67%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 1.12M (2.22%) -2.72K
Decreased by -0.24%
Jun 30, 25
9 Victory Capital Management Inc. 1.07M (2.13%) 214.88K
Increased by +20.03%
Mar 31, 25
10 Principal Financial Group Inc 1.06M (2.10%) 679.00
Increased by +0.06%
Jun 30, 25
11 Welch Group, LLC 974.16K (1.93%) -27.00
Decreased by -0.00%
Jun 30, 25
12 Wasatch Advisors Inc. 796.32K (1.58%) 214.88K
Increased by +26.98%
Sep 30, 23
13 Davis Asset Management, L.P. 763.56K (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
14 JPMorgan Chase & Co 714.47K (1.42%) -140.95K
Decreased by -19.73%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 642.01K (1.27%) -43.41K
Decreased by -6.76%
Mar 31, 25
16 Northern Trust Corp 623.24K (1.24%) -8.82K
Decreased by -1.42%
Mar 31, 25
17 NORGES BANK 610.36K (1.21%) 50.35K
Increased by +8.25%
Jun 30, 25
18 Charles Schwab Investment Management Inc 534.24K (1.06%) -5.24K
Decreased by -0.98%
Jun 30, 25
19 DePrince Race & Zollo Inc 465.21K (0.92%) 96.10K
Increased by +20.66%
Jun 30, 25
20 Goldman Sachs Group Inc 458.82K (0.91%) 63.21K
Increased by +13.78%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.00M (5.95%) 434.00
Increased by +0.01%
Jul 31, 25
2 Virtus KAR Small-Cap Growth I 1.61M (3.20%) -105.00K
Decreased by -6.51%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.55M (3.06%) 1.58K
Increased by +0.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.54M (3.06%) -32.24K
Decreased by -2.09%
Jul 31, 25
5 Champlain Mid Cap Fund, LLC 1.37M (2.71%) 174.67K
Increased by +12.77%
Jul 31, 25
6 iShares Russell 2000 ETF 1.21M (2.40%) -23.00K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Small Cap Index 1.19M (2.37%) -8.05K
Decreased by -0.67%
Jul 31, 25
8 Champlain Small Company Fund, LLC 910.92K (1.81%) -15.00
Decreased by -0.00%
Jul 31, 25
9 Victory Sycamore Small Company Opp R 780.00K (1.55%) -10.00K
Decreased by -1.28%
Jun 30, 25
10 Victory Small Cap Value CIT (Net 75) 635.00K (1.26%) 338.00K
Increased by +53.23%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 538.59K (1.07%) -235.54K
Decreased by -43.73%
Jul 31, 25
12 Fidelity Small Cap Index 513.58K (1.02%) 1.61K
Increased by +0.31%
May 31, 25
13 Champlain Small Company Adv 480.00K (0.95%) 15.00K
Increased by +3.13%
Mar 31, 25
14 Fidelity® Small Cap Index 478.63K (0.95%) 10.94K
Increased by +2.29%
Sep 30, 23
15 iShares Russell 2000 Growth ETF 452.43K (0.90%) 0.00
Increased by 0.00%
Jul 31, 25
16 iShares S&P Small-Cap 600 Growth ETF 438.50K (0.87%) 0.00
Increased by 0.00%
Jul 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 437.15K (0.87%) 243.00
Increased by +0.06%
Jul 31, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 434.45K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
19 JPM Small Cap Equity-MA 429.51K (0.85%) 39.13K
Increased by +9.11%
Jun 30, 25
20 JPM US Small Cap Core-Composite 429.51K (0.85%) 39.13K
Increased by +9.11%
Jun 30, 25