Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PFI 1.50%
2 PSCF 1.14%
3 KBE 1.09%
4 SEIS 1.02%
5 VIOG 0.65%
6 KRE 0.60%
7 SLYG 0.59%
8 IJT 0.58%
9 FNY 0.53%
10 RZG 0.48%
11 FTXO 0.43%
12 JSML 0.43%
13 DPST 0.40%
14 FNX 0.39%
15 VIOV 0.34%
16 KRU 0.34%
17 QVMS 0.34%
18 SLYV 0.33%
19 XJR 0.32%
20 IWO 0.32%

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 5.90M (11.70%) 187.72K
Increased by +3.18%
Mar 31, 25
3 State Street Corp 2.48M (4.91%) -171.67K
Decreased by -6.93%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 2.35M (4.66%) -128.06K
Decreased by -5.45%
Mar 31, 25
5 State Street Corporation 2.26M (4.48%) -66.36K
Decreased by -2.94%
Mar 31, 24
6 Champlain Investment Partners, LLC 2.22M (4.40%) 904.45K
Increased by +40.79%
Mar 31, 25
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 (2.23%) -24.18K
Decreased by -2.15%
Mar 31, 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%) 3.40K
Increased by +0.32%
Mar 31, 25
11 Welch Group, LLC 974.18K (1.93%) -61.44K
Decreased by -6.31%
Mar 31, 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%
Mar 31, 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 560.01K (1.11%) 35.96K
Increased by +6.42%
Dec 31, 24
18 Charles Schwab Investment Management Inc 539.48K (1.07%) 18.41K
Increased by +3.41%
Mar 31, 25
19 DePrince Race & Zollo Inc 469.38K (0.93%) -1.09K
Decreased by -0.23%
Dec 31, 24
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 2.98M (5.92%) -8.36K
Decreased by -0.28%
Jun 30, 25
2 Virtus KAR Small-Cap Growth I 1.61M (3.20%) -105.00K
Decreased by -6.51%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.57M (3.11%) 1.28K
Increased by +0.08%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.55M (3.06%) 1.58K
Increased by +0.10%
Sep 30, 24
5 iShares Russell 2000 ETF 1.29M (2.55%) 8.94K
Increased by +0.69%
Jun 30, 25
6 Vanguard Small Cap Index 1.24M (2.46%) 6.57K
Increased by +0.53%
May 31, 25
7 Champlain Mid Cap Fund, LLC 1.06M (2.10%) 147.88K
Increased by +13.97%
May 31, 25
8 Champlain Small Company Fund, LLC 864.68K (1.71%) -43.99K
Decreased by -5.09%
May 31, 25
9 Victory Sycamore Small Company Opp R 790.00K (1.57%) 155.00K
Increased by +19.62%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 778.38K (1.54%) 5.28K
Increased by +0.68%
May 31, 25
11 Victory Small Cap Value CIT (Net 75) 635.00K (1.26%) 338.00K
Increased by +53.23%
Dec 31, 24
12 Fidelity Small Cap Index 511.97K (1.01%) 5.35K
Increased by +1.04%
Apr 30, 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 452.83K (0.90%) 1.12K
Increased by +0.25%
Jun 30, 25
16 iShares S&P Small-Cap 600 Growth ETF 442.45K (0.88%) 0.00
Increased by 0.00%
Jun 30, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 434.45K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 429.15K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
19 JPMorgan Small Cap Equity A 421.78K (0.84%) 0.00
Increased by 0.00%
May 31, 25
20 Old Westbury Small & Mid Cap Strategies 405.00K (0.80%) 0.00
Increased by 0.00%
Apr 30, 25