Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ECML 1.53%
2 SMCP 1.04%
3 DVP 1.02%
4 DEEP 1.01%
5 PSCD 1.00%
6 NSCS 0.95%
7 GRPZ 0.89%
8 MYLD 0.87%
9 CSB 0.80%
10 FSCC 0.77%
11 XSLV 0.75%
12 JPSV 0.59%
13 FSGS 0.59%
14 RNSC 0.59%
15 DGRS 0.57%
16 SQLV 0.57%
17 PAPI 0.56%
18 FSCS 0.54%
19 RNMC 0.54%
20 DSMC 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.94M (15.45%) -680.95K
Decreased by -6.22%
Mar 31, 25
2 Vanguard Group Inc 8.32M (11.74%) 218.78K
Increased by +2.63%
Mar 31, 25
3 Wellington Management Company LLP 4.80M (6.78%) 84.57K
Increased by +1.76%
Mar 31, 25
4 Macquarie Group Ltd 3.79M (5.34%) -601.36K
Decreased by -15.88%
Mar 31, 25
5 State Street Corporation 2.75M (3.88%) 39.98K
Increased by +1.46%
Mar 31, 24
6 State Street Corp 2.71M (3.82%) -139.98K
Decreased by -5.17%
Mar 31, 25
7 FMR Inc 2.57M (3.63%) 1.76M
Increased by +68.57%
Mar 31, 25
8 T. Rowe Price Investment Management,Inc. 2.45M (3.46%) 106.03K
Increased by +4.32%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 2.21M (3.11%) 349.88K
Increased by +15.87%
Mar 31, 25
10 Capital Research Global Investors 1.92M (2.71%) 64.52K
Increased by +3.36%
Mar 31, 25
11 First Trust Advisors L.P. 1.80M (2.54%) -206.11K
Decreased by -11.48%
Mar 31, 25
12 Geode Capital Management, LLC 1.76M (2.48%) 43.93K
Increased by +2.50%
Mar 31, 25
13 Pacer Advisors, INC. 1.71M (2.42%) 1.71M
Increased by +100.00%
Dec 31, 24
14 Amvescap Plc. 1.61M (2.28%) -132.85K
Decreased by -8.24%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.58M (2.22%) 162.77K
Increased by +10.33%
Mar 31, 25
16 Allspring Global Investments Holdings, LLC 1.46M (2.05%) 332.69K
Increased by +22.86%
Mar 31, 25
17 Victory Capital Management Inc. 1.21M (1.71%) 384.98K
Increased by +31.75%
Mar 31, 25
18 Qube Research & Technologies 1.17M (1.65%) 519.17K
Increased by +44.39%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.10M (1.55%) -26.06K
Decreased by -2.38%
Mar 31, 25
20 Cramer Rosenthal McGlynn LLC 1.09M (1.54%) -97.94K
Decreased by -8.99%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.32M (6.10%) 0.00
Increased by 0.00%
May 31, 25
2 Delaware US Small Cap Core Equity (SMA) 2.57M (3.63%) -30.13K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 2.57M (3.63%) -30.13K
Decreased by -1.17%
Mar 31, 24
4 Delaware Small Cap Core I 2.38M (3.36%) -109.33K
Decreased by -4.59%
Oct 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.19M (3.10%) 1.69K
Increased by +0.08%
May 31, 25
6 Vanguard Explorer Inv 2.13M (3.00%) 224.04K
Increased by +10.53%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 2.11M (2.98%) -123.97K
Decreased by -5.87%
Sep 30, 24
8 iShares Russell 2000 ETF 1.79M (2.53%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Index 1.73M (2.44%) 6.37K
Increased by +0.37%
May 31, 25
10 American Funds SMALLCAP World A 1.71M (2.41%) 0.00
Increased by 0.00%
Mar 31, 25
11 First Trust SMID Cp Rising Div Achv ETF 1.62M (2.29%) 2.45K
Increased by +0.15%
May 29, 25
12 Macquarie Small Cap Core I 1.58M (2.23%) -396.41K
Decreased by -25.14%
Apr 30, 25
13 Pacer US Small Cap Cash Cows 100 ETF 1.48M (2.09%) -10.74K
Decreased by -0.73%
Feb 28, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.13M (1.59%) 7.60K
Increased by +0.68%
May 31, 25
15 T. Rowe Price US Smlr Cm Eq A USD 1.05M (1.49%) -34.69K
Decreased by -3.29%
Apr 30, 25
16 T. Rowe Price US Smlr Coms Eq A 1.05M (1.49%) -34.69K
Decreased by -3.29%
Apr 30, 25
17 Allspring Special Small Cap Value A 988.12K (1.39%) 0.00
Increased by 0.00%
May 31, 25
18 Avantis US Small Cap Value ETF 901.13K (1.27%) 0.00
Increased by 0.00%
Mar 29, 24
19 Calvert Small-Cap A 774.47K (1.09%) 98.57K
Increased by +12.73%
May 31, 24
20 Calvert US Small-Cap Strategy 774.47K (1.09%) 98.57K
Increased by +12.73%
Jun 30, 24