Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OSCV 2.18%
2 SMAP 2.00%
3 SMLV 1.16%
4 QABA 1.15%
5 FSGS 1.09%
6 RNSC 1.09%
7 BOUT 0.71%
8 FYC 0.53%
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 VTWG 0.15%
19 IWO 0.14%
20 EES 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.01M (7.72%) -13.04K
Decreased by -0.65%
Mar 31, 25
2 Vanguard Group Inc 1.89M (7.25%) 24.56K
Increased by +1.30%
Mar 31, 25
3 Neuberger Berman Group LLC 1.53M (5.88%) -10.12K
Decreased by -0.66%
Mar 31, 25
4 Victory Capital Management Inc. 1.36M (5.21%) 283.53K
Increased by +20.88%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 1.28M (4.91%) 60.18K
Increased by +4.71%
Mar 31, 25
6 Stock Yards Bank & Trust Co 1.04M (3.98%) -89.18K
Decreased by -8.61%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 935.29K (3.59%) -30.10K
Decreased by -3.22%
Mar 31, 25
8 Champlain Investment Partners, LLC 787.79K (3.02%) -117.86K
Decreased by -14.96%
Mar 31, 25
9 State Street Corp 767.75K (2.95%) -108.55K
Decreased by -14.14%
Mar 31, 25
10 State Street Corporation 749.52K (2.88%) 14.17K
Increased by +1.89%
Mar 31, 24
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 (1.82%) -14.44K
Decreased by -3.05%
Mar 31, 25
13 American Century Companies Inc 279.67K (1.07%) 2.11K
Increased by +0.75%
Mar 31, 25
14 Northern Trust Corp 267.38K (1.03%) -6.92K
Decreased by -2.59%
Mar 31, 25
15 Curi RMB Capital 256.71K (0.99%) 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 Manufacturers Life Insurance Co 224.85K (0.86%) 2.25K
Increased by +1.00%
Mar 31, 25
19 Charles Schwab Investment Management Inc 218.26K (0.84%) -4.37K
Decreased by -2.00%
Mar 31, 25
20 Ameriprise Financial Inc 212.28K (0.81%) -4.15K
Decreased by -1.95%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Small Company Opp R 1.01M (3.86%) 207.00K
Increased by +20.56%
Mar 31, 25
2 Neuberger Berman Genesis Inv 992.84K (3.81%) -9.90K
Decreased by -1.00%
Mar 31, 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 917.75K (3.52%) 957.00
Increased by +0.10%
May 31, 25
5 iShares Russell 2000 ETF 635.31K (2.44%) 0.00
Increased by 0.00%
May 31, 25
6 Champlain Small Company Fund, LLC 501.39K (1.92%) -23.62K
Decreased by -4.71%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 422.63K (1.62%) 3.11K
Increased by +0.74%
May 31, 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 (1.06%) -45.00K
Decreased by -16.36%
Mar 31, 25
11 Old Westbury Small & Mid Cap Strategies 265.00K (1.02%) -20.00K
Decreased by -7.55%
Jan 31, 25
12 Fidelity® Small Cap Index 264.21K (1.01%) 7.82K
Increased by +2.96%
Oct 31, 23
13 Fidelity Small Cap Index 255.36K (0.98%) 2.14K
Increased by +0.84%
Mar 31, 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 205.81K (0.79%) -239.00
Decreased by -0.12%
Mar 28, 24
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%
Apr 30, 25
18 Calvert US Small-Cap Strategy 182.90K (0.70%) -3.21K
Decreased by -1.75%
Mar 31, 25
19 DFA US Micro Cap I 176.09K (0.68%) 0.00
Increased by 0.00%
Apr 30, 25
20 Avantis US Small Cap Value ETF 167.21K (0.64%) 0.00
Increased by 0.00%
Apr 30, 25