Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ECML 1.56%
2 SMCP 1.04%
3 PSCD 1.02%
4 DEEP 0.98%
5 DVP 0.98%
6 NSCS 0.95%
7 GRPZ 0.88%
8 CSB 0.83%
9 FSCC 0.77%
10 XSLV 0.75%
11 JPSV 0.59%
12 FSGS 0.59%
13 RNSC 0.59%
14 DGRS 0.59%
15 SQLV 0.57%
16 PAPI 0.56%
17 RNMC 0.54%
18 FSCS 0.54%
19 DSMC 0.53%
20 SCDS 0.51%

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 First Trust Advisors L.P. 2.00M (2.83%) 539.74K
Increased by +26.96%
Dec 31, 24
11 Capital Research Global Investors 1.92M (2.71%) 64.52K
Increased by +3.36%
Mar 31, 25
12 Geode Capital Management, LLC 1.76M (2.48%) 43.93K
Increased by +2.50%
Mar 31, 25
13 Amvescap Plc. 1.75M (2.46%) 138.06K
Increased by +7.91%
Dec 31, 24
14 Pacer Advisors, INC. 1.71M (2.42%) 1.71M
Increased by +100.00%
Dec 31, 24
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 4.37M (6.17%) -4.21K
Decreased by -0.10%
Apr 30, 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 (3.09%) 27.93K
Increased by +1.27%
Apr 30, 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 Macquarie Small Cap Core I 1.97M (2.79%) -409.37K
Decreased by -20.74%
Mar 31, 25
9 iShares Russell 2000 ETF 1.77M (2.50%) 299.00
Increased by +0.02%
Apr 30, 25
10 Vanguard Small Cap Index 1.72M (2.43%) 9.18K
Increased by +0.53%
Apr 30, 25
11 American Funds SMALLCAP World A 1.71M (2.41%) 0.00
Increased by 0.00%
Mar 31, 25
12 First Trust SMID Cp Rising Div Achv ETF 1.62M (2.29%) 1.40K
Increased by +0.09%
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 1.12M (1.58%) 1.18K
Increased by +0.11%
Apr 30, 25
15 T. Rowe Price US Smlr Cm Eq A USD 1.09M (1.54%) 33.15K
Increased by +3.05%
Mar 31, 25
16 Allspring Special Small Cap Value A 988.12K (1.39%) 400.00
Increased by +0.04%
Apr 30, 25
17 Avantis US Small Cap Value ETF 901.13K (1.27%) 0.00
Increased by 0.00%
Mar 29, 24
18 Janus Henderson Small Cap Value L 836.53K (1.18%) 0.00
Increased by 0.00%
May 31, 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