Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PFI 1.45%
2 PSCF 1.08%
3 SEIS 1.03%
4 KBE 0.95%
5 VIOG 0.65%
6 KRE 0.62%
7 IJT 0.56%
8 SLYG 0.55%
9 FNY 0.51%
10 RZG 0.48%
11 DPST 0.45%
12 FTXO 0.43%
13 JSML 0.43%
14 FNX 0.39%
15 QVMS 0.35%
16 KRU 0.34%
17 VIOV 0.34%
18 SLYV 0.33%
19 SPSM 0.29%
20 IJR 0.29%

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 632.07K (1.25%) 38.92K
Increased by +6.16%
Dec 31, 24
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 3.05M (6.04%) -2.66K
Decreased by -0.09%
Apr 30, 25
2 Virtus KAR Small-Cap Growth I 1.72M (3.40%) -159.00K
Decreased by -9.26%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.57M (3.11%) 21.36K
Increased by +1.36%
Apr 30, 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 1.24M (2.47%) 210.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 1.23M (2.44%) 6.88K
Increased by +0.56%
Apr 30, 25
7 Champlain Mid Cap Fund, LLC 910.76K (1.81%) 75.56K
Increased by +8.30%
Apr 30, 25
8 Champlain Small Company Fund, LLC 908.67K (1.80%) -40.22K
Decreased by -4.43%
Apr 30, 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 773.10K (1.53%) 5.11K
Increased by +0.66%
Apr 30, 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 503.21K (1.00%) 2.12K
Increased by +0.42%
Feb 28, 25
13 Fidelity® Small Cap Index 478.63K (0.95%) 10.94K
Increased by +2.29%
Sep 30, 23
14 Champlain Small Company Adv 465.00K (0.92%) -45.00K
Decreased by -9.68%
Dec 31, 24
15 iShares S&P Small-Cap 600 Growth ETF 448.14K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 435.22K (0.86%) 0.00
Increased by 0.00%
Apr 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 Old Westbury Small & Mid Cap Strategies 405.00K (0.80%) 20.00K
Increased by +4.94%
Jan 31, 25
19 Vanguard Small Cap Value Index Inv 398.42K (0.79%) 1.28K
Increased by +0.32%
Apr 30, 25
20 JPM Small Cap Equity-MA 390.38K (0.77%) 13.01K
Increased by +3.33%
Mar 31, 25