Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GXG 5.73%
2 PKB 3.13%
3 PRN 2.49%
4 PIE 2.43%
5 FFTY 2.00%
6 JSML 1.38%
7 DEEP 1.09%
8 FFSM 1.04%
9 BOUT 0.98%
10 FSGS 0.98%
11 RNSC 0.98%
12 SDVY 0.85%
13 SDVD 0.85%
14 EHLS 0.75%
15 RYJ 0.71%
16 FYC 0.52%
17 SEIS 0.52%
18 FSST 0.44%
19 CCSO 0.38%
20 TFPN 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.44M (21.77%) 30.35K
Increased by +0.56%
Mar 31, 25
2 Wellington Management Company LLP 1.88M (7.53%) 254.69K
Increased by +13.52%
Mar 31, 25
3 BlackRock Inc 1.57M (6.29%) -58.57K
Decreased by -3.73%
Mar 31, 25
4 Capital World Investors 1.12M (4.47%) 821.51K
Increased by +73.47%
Mar 31, 25
5 Macquarie Group Ltd 1.08M (4.31%) 71.90K
Increased by +6.68%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 1.02M (4.07%) 23.32K
Increased by +2.29%
Mar 31, 25
7 William Blair Investment Management, LLC 980.94K (3.92%) -47.24K
Decreased by -4.82%
Mar 31, 25
8 American Century Companies Inc 816.17K (3.26%) 87.79K
Increased by +10.76%
Mar 31, 25
9 Cooke & Bieler LP 797.88K (3.19%) 12.64K
Increased by +1.58%
Mar 31, 25
10 Polaris Capital Management, LLC 783.96K (3.14%) -77.00K
Decreased by -9.82%
Mar 31, 25
11 Owls Nest Partners IA, LLC 615.93K (2.46%) -103.71K
Decreased by -16.84%
Mar 31, 25
12 Vanguard Group Inc 540.31K (2.16%) 22.88K
Increased by +4.23%
Mar 31, 25
13 Geode Capital Management, LLC 528.45K (2.11%) 28.01K
Increased by +5.30%
Mar 31, 25
14 State Street Corp 445.73K (1.78%) -3.31K
Decreased by -0.74%
Mar 31, 25
15 Medina Singh Partners, LLC 389.28K (1.56%) 139.39K
Increased by +35.81%
Dec 31, 23
16 Frontier Capital Management CO Inc 382.67K (1.53%) 12.02K
Increased by +3.14%
Sep 30, 24
17 Millennium Management LLC 368.92K (1.48%) 325.01K
Increased by +88.10%
Mar 31, 24
18 ClearBridge Advisors, LLC 351.34K (1.41%) -30.01K
Decreased by -8.54%
Sep 30, 24
19 Adage Capital Partners Gp LLC 341.64K (1.37%) 341.64K
Increased by +100.00%
Jun 30, 24
20 Driehaus Capital Management LLC 304.70K (1.22%) -683.00
Decreased by -0.22%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.12M (4.47%) 821.51K
Increased by +73.47%
Mar 31, 25
2 First Trust SMID Cp Rising Div Achv ETF 1.01M (4.03%) 1.53K
Increased by +0.15%
May 29, 25
3 Delaware US Small Cap Core Equity (SMA) 901.76K (3.61%) -10.55K
Decreased by -1.17%
Mar 31, 24
4 Macquarie US Small Cap Core Equity 901.76K (3.61%) -10.55K
Decreased by -1.17%
Mar 31, 24
5 Macquarie Small Cap Core I 897.18K (3.59%) 12.46K
Increased by +1.39%
Apr 30, 25
6 Delaware Small Cap Core I 736.69K (2.95%) -4.57K
Decreased by -0.62%
Sep 30, 24
7 Fidelity® Value 669.90K (2.68%) 353.90K
Increased by +52.83%
Nov 30, 23
8 Fidelity VIP Contrafund Initial 604.50K (2.42%) 14.50K
Increased by +2.40%
Apr 30, 25
9 Fidelity Small Cap Growth 573.31K (2.29%) -510.00
Decreased by -0.09%
Mar 31, 25
10 iShares Russell 2000 ETF 563.12K (2.25%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity® Small Cap Growth 558.16K (2.23%) -678.00
Decreased by -0.12%
Oct 31, 23
12 Fidelity 466.30K (1.87%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity Advisor New Insights I 463.70K (1.85%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity Small Cap Value Fund 445.08K (1.78%) 0.00
Increased by 0.00%
Aug 31, 24
15 Fidelity Value 438.10K (1.75%) 0.00
Increased by 0.00%
Apr 30, 25
16 Avantis US Small Cap Value ETF 416.18K (1.66%) 11.70K
Increased by +2.81%
May 31, 25
17 FIAM Small Cap Core Composite 379.50K (1.52%) -11.40K
Decreased by -3.00%
Dec 31, 24
18 FIAM Small Cap Core CIT Cl B 375.60K (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
19 Strategic Advisers Fidelity US TtlStk 356.80K (1.43%) 0.00
Increased by 0.00%
Apr 30, 25
20 American Century Small Cap Value Inv 355.00K (1.42%) 30.00K
Increased by +8.45%
Mar 31, 25