Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLV 0.42%
2 RNSC 0.31%
3 FYT 0.23%
4 ISMD 0.21%
5 FYX 0.17%
6 AVSC 0.11%
7 DGRS 0.11%
8 DFSV 0.09%
9 EBIT 0.09%
10 DES 0.09%
11 IWN 0.09%
12 VTWV 0.08%
13 EES 0.07%
14 PRFZ 0.07%
15 FMAT 0.07%
16 BBSC 0.06%
17 HYBB 0.06%
18 FNDA 0.06%
19 RTLA 0.06%
20 VAW 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.90M (11.98%) 82.07K
Increased by +2.11%
Dec 31, 24
2 Bank of America Corp 3.51M (10.81%) 1.97M
Increased by +56.00%
Dec 31, 24
3 Allspring Global Investments Holdings, LLC 3.13M (9.62%) -18.49K
Decreased by -0.59%
Dec 31, 24
4 BlackRock Inc 3.04M (9.35%) 3.53K
Increased by +0.12%
Dec 31, 24
5 Fiduciary Management, Inc. of Milwaukee 2.61M (8.03%) -578.63K
Decreased by -22.16%
Dec 31, 24
6 Victory Capital Management Inc. 2.56M (7.88%) -596.93K
Decreased by -23.29%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 2.54M (7.82%) -35.89K
Decreased by -1.41%
Dec 31, 24
8 Wellington Management Company LLP 2.45M (7.53%) -169.74K
Decreased by -6.93%
Dec 31, 24
9 Wasatch Advisors Inc. 2.37M (7.29%) -970.43K
Decreased by -40.93%
Dec 31, 23
10 Pzena Investment Management, LLC 2.12M (6.52%) -21.93K
Decreased by -1.03%
Dec 31, 24
11 River Road Asset Management, LLC 1.41M (4.34%) -44.68K
Decreased by -3.17%
Dec 31, 24
12 Bellecapital International Ltd 1.19M (3.65%) 0.00
Increased by 0.00%
Mar 31, 25
13 Champlain Investment Partners, LLC 1.07M (3.29%) -62.08K
Decreased by -5.81%
Dec 31, 24
14 Medina Singh Partners, LLC 1.03M (3.18%) 28.85K
Increased by +2.79%
Dec 31, 24
15 Massachusetts Financial Services Company 1.03M (3.17%) -24.96K
Decreased by -2.42%
Mar 31, 25
16 State Street Corp 1.00M (3.09%) 9.84K
Increased by +0.98%
Dec 31, 24
17 State Street Corporation 956.48K (2.94%) 2.14K
Increased by +0.22%
Mar 31, 24
18 Geode Capital Management, LLC 935.25K (2.88%) -11.79K
Decreased by -1.26%
Dec 31, 24
19 Advisory Research Inc 754.09K (2.32%) 220.00K
Increased by +29.17%
Dec 31, 24
20 Franklin Resources Inc 645.89K (1.99%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 2.36M (7.25%) -105.00K
Decreased by -4.46%
Mar 31, 25
2 Victory Small Cap Value CIT (Net 75) 1.93M (5.94%) -434.90K
Decreased by -22.53%
Sep 30, 23
3 Victory Sycamore Small Company Opp R 1.93M (5.94%) -434.90K
Decreased by -22.53%
Sep 30, 23
4 FMI Common Stock Investor 1.45M (4.46%) -230.00K
Decreased by -15.86%
Dec 31, 24
5 Wasatch Core Growth 1.40M (4.29%) -204.37K
Decreased by -14.65%
Dec 31, 23
6 Vanguard Total Stock Mkt Idx Inv 1.22M (3.74%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 1.15M (3.54%) -197.60K
Decreased by -17.15%
Sep 30, 24
8 iShares Russell 2000 ETF 991.73K (3.05%) -8.06K
Decreased by -0.81%
Apr 29, 25
9 Vanguard Small Cap Index 960.81K (2.95%) -23.19K
Decreased by -2.41%
Mar 31, 25
10 Advisory Research Partners 825.00K (2.54%) 0.00
Increased by 0.00%
Mar 31, 25
11 MFS New Discovery Value I 770.99K (2.37%) -7.20K
Decreased by -0.93%
Mar 31, 25
12 Champlain Small Company Fund, LLC 739.28K (2.27%) -4.85K
Decreased by -0.66%
Feb 28, 25
13 Vanguard Small Cap Value Index Inv 623.58K (1.92%) -24.96K
Decreased by -4.00%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 592.73K (1.82%) 15.43K
Increased by +2.60%
Mar 31, 25
15 Templeton Global Smaller Comp A 565.19K (1.74%) 0.00
Increased by 0.00%
Oct 31, 24
16 Templeton Global Smaller Comp Fund A 565.19K (1.74%) 0.00
Increased by 0.00%
Mar 31, 25
17 DFA US Small Cap Value I 564.29K (1.74%) 0.00
Increased by 0.00%
Mar 31, 25
18 Wasatch Ultra Growth 540.59K (1.66%) 0.00
Increased by 0.00%
Sep 30, 23
19 Kennedy Micro Cap 450.52K (1.39%) 244.88K
Increased by +54.36%
Mar 31, 25
20 JHancock Small Cap Value NAV 444.19K (1.37%) -44.04K
Decreased by -9.91%
Jan 31, 25