Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMAP 2.08%
2 SMLV 1.16%
3 QABA 1.14%
4 FSGS 1.09%
5 RNSC 1.09%
6 BOUT 0.96%
7 FYC 0.53%
8 AVSC 0.31%
9 KRE 0.30%
10 FYX 0.29%
11 BFOR 0.27%
12 TPSC 0.22%
13 CSA 0.21%
14 CSF 0.21%
15 DPST 0.21%
16 JSML 0.21%
17 IWN 0.17%
18 VTWV 0.15%
19 EES 0.13%
20 DES 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.02M (7.77%) -5.33K
Decreased by -0.26%
Dec 31, 24
2 Vanguard Group Inc 1.86M (7.15%) -1.47K
Decreased by -0.08%
Dec 31, 24
3 Neuberger Berman Group LLC 1.54M (5.92%) 298.21K
Increased by +19.33%
Dec 31, 24
4 Kayne Anderson Rudnick Investment Management LLC 1.22M (4.68%) -16.05K
Decreased by -1.32%
Dec 31, 24
5 Victory Capital Management Inc. 1.07M (4.12%) 586.55K
Increased by +54.58%
Dec 31, 24
6 Stock Yards Bank & Trust Co 1.04M (3.98%) -89.18K
Decreased by -8.61%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 965.40K (3.71%) 24.01K
Increased by +2.49%
Dec 31, 24
8 Champlain Investment Partners, LLC 905.65K (3.48%) -124.26K
Decreased by -13.72%
Dec 31, 24
9 State Street Corp 876.29K (3.36%) 97.80K
Increased by +11.16%
Dec 31, 24
10 State Street Corporation 749.52K (2.88%) 14.17K
Increased by +1.89%
Mar 31, 24
11 Geode Capital Management, LLC 631.09K (2.42%) -5.66K
Decreased by -0.90%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 487.91K (1.87%) -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 (1.05%) 31.53K
Increased by +11.49%
Dec 31, 24
15 Curi RMB Capital 253.02K (0.97%) 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 (0.91%) -144.91K
Decreased by -60.90%
Dec 31, 24
18 Charles Schwab Investment Management Inc 222.63K (0.85%) 3.60K
Increased by +1.62%
Dec 31, 24
19 Manufacturers Life Insurance Co 222.60K (0.85%) -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 Victory Sycamore Small Company Opp R 1.01M (3.87%) 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 (3.55%) 1.70K
Increased by +0.18%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 912.80K (3.50%) 4.80K
Increased by +0.53%
Mar 31, 25
5 iShares Russell 2000 ETF 622.40K (2.39%) 105.00
Increased by +0.02%
Apr 30, 25
6 Champlain Small Company Fund, LLC 543.85K (2.09%) -465.00
Decreased by -0.09%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 418.97K (1.61%) 9.99K
Increased by +2.38%
Mar 31, 25
8 Victory Small Cap Value CIT (Net 75) 357.18K (1.37%) 357.18K
Increased by +100.00%
Sep 30, 24
9 Champlain Small Company Adv 320.00K (1.23%) -60.00K
Decreased by -18.75%
Dec 31, 24
10 Virtus KAR Small-Cap Value I 318.29K (1.22%) -15.00K
Decreased by -4.71%
Dec 31, 24
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 253.22K (0.97%) 384.00
Increased by +0.15%
Feb 28, 25
14 iShares Russell 2000 Value ETF 244.35K (0.94%) -830.00
Decreased by -0.34%
Apr 30, 25
15 iShares Russell 2000 Growth ETF 205.81K (0.79%) -239.00
Decreased by -0.12%
Mar 28, 24
16 Calvert Small-Cap A 186.11K (0.71%) 0.00
Increased by 0.00%
Feb 28, 25
17 Calvert US Small-Cap Strategy 186.11K (0.71%) 4.05K
Increased by +2.18%
Dec 31, 24
18 SPDR® S&P Regional Banking ETF 185.59K (0.71%) 440.00
Increased by +0.24%
Dec 31, 24
19 DFA US Micro Cap I 176.09K (0.68%) -8.90K
Decreased by -5.06%
Mar 31, 25
20 Avantis US Small Cap Value ETF 167.21K (0.64%) 0.00
Increased by 0.00%
Apr 30, 25