Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OSCV 2.27%
2 SMAP 2.11%
3 QABA 1.18%
4 SMLV 1.16%
5 FSGS 1.09%
6 RNSC 0.92%
7 BOUT 0.71%
8 FYC 0.47%
9 AVSC 0.29%
10 FYX 0.29%
11 BFOR 0.27%
12 KRE 0.25%
13 TPSC 0.22%
14 CSA 0.21%
15 CSF 0.21%
16 JSML 0.21%
17 DPST 0.17%
18 IWO 0.14%
19 VTWG 0.14%
20 EES 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.01M (7.71%) -13.04K
Decreased by -0.65%
Mar 31, 25
2 Vanguard Group Inc 1.93M (7.39%) 40.71K
Increased by +2.11%
Jun 30, 25
3 Neuberger Berman Group LLC 1.53M (5.87%) -10.12K
Decreased by -0.66%
Mar 31, 25
4 Victory Capital Management Inc. 1.36M (5.20%) 283.53K
Increased by +20.88%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 1.28M (4.90%) 60.18K
Increased by +4.71%
Mar 31, 25
6 Stock Yards Bank & Trust Co 995.77K (3.81%) -40.15K
Decreased by -4.03%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 915.80K (3.51%) -19.49K
Decreased by -2.13%
Jun 30, 25
8 State Street Corp 767.75K (2.94%) -108.55K
Decreased by -14.14%
Mar 31, 25
9 State Street Corporation 749.52K (2.87%) 14.17K
Increased by +1.89%
Mar 31, 24
10 Champlain Investment Partners, LLC 736.62K (2.82%) -51.17K
Decreased by -6.95%
Jun 30, 25
11 Geode Capital Management, LLC 649.30K (2.49%) 18.21K
Increased by +2.81%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 473.47K (1.81%) -14.44K
Decreased by -3.05%
Mar 31, 25
13 Northern Trust Corp 267.38K (1.02%) -6.92K
Decreased by -2.59%
Mar 31, 25
14 Curi Capital, LLC 256.71K (0.98%) 3.69K
Increased by +1.44%
Mar 31, 25
15 Curi RMB Capital 256.71K (0.98%) 3.69K
Increased by +1.44%
Mar 31, 25
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 (0.91%) -144.91K
Decreased by -60.90%
Dec 31, 24
18 American Century Companies Inc 230.63K (0.88%) -49.04K
Decreased by -21.26%
Jun 30, 25
19 Charles Schwab Investment Management Inc 223.80K (0.86%) 5.55K
Increased by +2.48%
Jun 30, 25
20 Manufacturers Life Insurance Co 219.87K (0.84%) -4.98K
Decreased by -2.27%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 1.08M (4.12%) 83.53K
Increased by +7.76%
Jun 30, 25
2 Victory Sycamore Small Company Opp R 985.00K (3.77%) -22.00K
Decreased by -2.23%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 923.61K (3.54%) 1.70K
Increased by +0.18%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 922.61K (3.53%) 4.86K
Increased by +0.53%
Jun 30, 25
5 iShares Russell 2000 ETF 616.51K (2.36%) -11.76K
Decreased by -1.91%
Jul 31, 25
6 Champlain Small Company Fund, LLC 488.40K (1.87%) -4.47K
Decreased by -0.91%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 417.43K (1.60%) -5.20K
Decreased by -1.25%
Jun 30, 25
8 Victory Small Cap Value CIT (Net 75) 357.18K (1.37%) 357.18K
Increased by +100.00%
Sep 30, 24
9 Virtus KAR Small-Cap Value I 327.79K (1.26%) 9.50K
Increased by +2.90%
Mar 31, 25
10 Champlain Small Company Adv 275.00K (1.05%) -45.00K
Decreased by -16.36%
Mar 31, 25
11 Fidelity® Small Cap Index 264.21K (1.01%) 7.82K
Increased by +2.96%
Oct 31, 23
12 Fidelity Small Cap Index 258.78K (0.99%) 1.12K
Increased by +0.43%
May 31, 25
13 Old Westbury Small & Mid Cap Strategies 235.00K (0.90%) -30.00K
Decreased by -12.77%
Apr 30, 25
14 iShares Russell 2000 Value ETF 232.02K (0.89%) 0.00
Increased by 0.00%
May 31, 25
15 iShares Russell 2000 Growth ETF 218.34K (0.84%) 0.00
Increased by 0.00%
Jul 31, 25
16 SPDR® S&P Regional Banking ETF 185.59K (0.71%) 440.00
Increased by +0.24%
Dec 31, 24
17 Calvert Small-Cap A 182.90K (0.70%) 0.00
Increased by 0.00%
Jun 30, 25
18 Calvert US Small-Cap Strategy 182.90K (0.70%) 0.00
Increased by 0.00%
Jun 30, 25
19 Opus Small Cap Value Plus ETF 176.39K (0.68%) 536.00
Increased by +0.30%
Jul 31, 25
20 Avantis US Small Cap Value ETF 167.21K (0.64%) 0.00
Increased by 0.00%
Apr 30, 25