Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMAP 1.83%
2 SMLV 1.16%
3 FSGS 1.07%
4 RNSC 1.07%
5 QABA 1.06%
6 FYC 0.56%
7 BFOR 0.33%
8 AVSC 0.29%
9 FYX 0.29%
10 KRE 0.27%
11 TPSC 0.22%
12 CSA 0.21%
13 CSF 0.21%
14 JSML 0.21%
15 DPST 0.19%
16 IWN 0.15%
17 VTWV 0.14%
18 EES 0.13%
19 DES 0.13%
20 BBSC 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.02M (7.81%) -5.33K
Decreased by -0.26%
Dec 31, 24
2 Vanguard Group Inc 1.86M (7.19%) -1.47K
Decreased by -0.08%
Dec 31, 24
3 Neuberger Berman Group LLC 1.54M (5.95%) 298.21K
Increased by +19.33%
Dec 31, 24
4 Kayne Anderson Rudnick Investment Management LLC 1.22M (4.70%) -16.05K
Decreased by -1.32%
Dec 31, 24
5 Stock Yards Bank & Trust Co 1.13M (4.34%) -34.22K
Decreased by -3.04%
Dec 31, 24
6 Victory Capital Management Inc. 1.07M (4.14%) 586.55K
Increased by +54.58%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 965.40K (3.72%) 24.01K
Increased by +2.49%
Dec 31, 24
8 Champlain Investment Partners, LLC 905.65K (3.49%) -124.26K
Decreased by -13.72%
Dec 31, 24
9 State Street Corp 876.29K (3.38%) 97.80K
Increased by +11.16%
Dec 31, 24
10 State Street Corporation 749.52K (2.89%) 14.17K
Increased by +1.89%
Mar 31, 24
11 Geode Capital Management, LLC 631.09K (2.43%) -5.66K
Decreased by -0.90%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 487.91K (1.88%) -61.44K
Decreased by -12.59%
Dec 31, 24
13 American Century Companies Inc 277.56K (1.07%) 5.66K
Increased by +2.04%
Dec 31, 24
14 Northern Trust Corp 274.30K (1.06%) 31.53K
Increased by +11.49%
Dec 31, 24
15 Curi RMB Capital 253.02K (0.98%) 2.65K
Increased by +1.05%
Dec 31, 24
16 DePrince Race & Zollo Inc 249.87K (0.96%) 57.77K
Increased by +23.12%
Sep 30, 24
17 Goldman Sachs Group Inc 237.95K (0.92%) -144.91K
Decreased by -60.90%
Dec 31, 24
18 Charles Schwab Investment Management Inc 222.63K (0.86%) 3.60K
Increased by +1.62%
Dec 31, 24
19 Manufacturers Life Insurance Co 222.60K (0.86%) -1.77K
Decreased by -0.80%
Dec 31, 24
20 Ameriprise Financial Inc 216.43K (0.83%) -3.83K
Decreased by -1.77%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 1.00M (3.87%) 181.91K
Increased by +18.14%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 908.00K (3.50%) 957.00
Increased by +0.11%
Feb 28, 25
3 Victory Sycamore Small Company Opp R 800.00K (3.09%) 442.82K
Increased by +55.35%
Dec 31, 24
4 iShares Russell 2000 ETF 677.21K (2.61%) -7.96K
Decreased by -1.17%
Feb 28, 25
5 Champlain Small Company Fund, LLC 544.31K (2.10%) -74.77K
Decreased by -13.74%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 408.98K (1.58%) 609.00
Increased by +0.15%
Feb 28, 25
7 Victory Small Cap Value CIT (Net 75) 357.18K (1.38%) 357.18K
Increased by +100.00%
Sep 30, 24
8 Champlain Small Company Adv 320.00K (1.23%) -60.00K
Decreased by -18.75%
Dec 31, 24
9 Virtus KAR Small-Cap Value I 318.29K (1.23%) -15.00K
Decreased by -4.71%
Dec 31, 24
10 Old Westbury Small & Mid Cap Strategies 285.00K (1.10%) 10.00K
Increased by +3.51%
Oct 31, 24
11 Fidelity® Small Cap Index 264.21K (1.02%) 7.82K
Increased by +2.96%
Oct 31, 23
12 Fidelity Small Cap Index 257.57K (0.99%) -2.62K
Decreased by -1.02%
Dec 31, 24
13 iShares Russell 2000 Value ETF 232.89K (0.90%) -1.77K
Decreased by -0.76%
Feb 28, 25
14 iShares Russell 2000 Growth ETF 205.81K (0.79%) -239.00
Decreased by -0.12%
Mar 28, 24
15 DFA US Micro Cap I 194.59K (0.75%) 0.00
Increased by 0.00%
Jan 31, 25
16 Calvert Small-Cap A 186.11K (0.72%) 0.00
Increased by 0.00%
Jan 31, 25
17 Calvert US Small-Cap Strategy 186.11K (0.72%) 4.05K
Increased by +2.18%
Dec 31, 24
18 SPDR® S&P Regional Banking ETF 185.59K (0.72%) 440.00
Increased by +0.24%
Dec 31, 24
19 DFA US Small Cap I 184.69K (0.71%) -9.60K
Decreased by -5.20%
Jan 31, 25
20 Avantis US Small Cap Value ETF 174.24K (0.67%) 0.00
Increased by 0.00%
Feb 28, 25