Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLV 0.47%
2 RNSC 0.31%
3 KRUZ 0.29%
4 ISMD 0.23%
5 FYT 0.23%
6 FYX 0.17%
7 AVSC 0.11%
8 DGRS 0.11%
9 DFSV 0.09%
10 EBIT 0.09%
11 VTWV 0.09%
12 DES 0.09%
13 IWN 0.08%
14 FMAT 0.07%
15 EES 0.07%
16 PRFZ 0.07%
17 VAW 0.07%
18 BBSC 0.06%
19 HYBB 0.06%
20 FNDA 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.87M (12.30%) -22.01K
Decreased by -0.57%
Mar 31, 25
2 Bank of America Corp 3.65M (11.59%) 136.76K
Increased by +3.75%
Mar 31, 25
3 Allspring Global Investments Holdings, LLC 3.05M (9.68%) -77.97K
Decreased by -2.56%
Mar 31, 25
4 BlackRock Inc 3.03M (9.62%) -10.49K
Decreased by -0.35%
Mar 31, 25
5 Fiduciary Management, Inc. of Milwaukee 2.61M (8.29%) -578.63K
Decreased by -22.16%
Dec 31, 24
6 Victory Capital Management Inc. 2.56M (8.14%) -596.93K
Decreased by -23.29%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 2.40M (7.62%) -142.08K
Decreased by -5.92%
Mar 31, 25
8 Wasatch Advisors Inc. 2.37M (7.53%) -970.43K
Decreased by -40.93%
Dec 31, 23
9 Pzena Investment Management, LLC 2.14M (6.78%) 14.94K
Increased by +0.70%
Mar 31, 25
10 River Road Asset Management, LLC 1.39M (4.42%) -18.13K
Decreased by -1.30%
Mar 31, 25
11 Wellington Management Company LLP 1.36M (4.32%) -1.09M
Decreased by -79.86%
Mar 31, 25
12 Medina Singh Partners, LLC 1.21M (3.86%) 180.01K
Increased by +14.82%
Mar 31, 25
13 Bellecapital International Ltd 1.19M (3.76%) 0.00
Increased by 0.00%
Mar 31, 25
14 Champlain Investment Partners, LLC 1.07M (3.39%) -62.08K
Decreased by -5.81%
Dec 31, 24
15 Massachusetts Financial Services Company 1.03M (3.27%) -24.96K
Decreased by -2.42%
Mar 31, 25
16 Advisory Research Inc 992.78K (3.15%) 238.69K
Increased by +24.04%
Mar 31, 25
17 State Street Corp 974.19K (3.09%) -29.77K
Decreased by -3.06%
Mar 31, 25
18 State Street Corporation 956.48K (3.04%) 2.14K
Increased by +0.22%
Mar 31, 24
19 Geode Capital Management, LLC 951.18K (3.02%) 15.92K
Increased by +1.67%
Mar 31, 25
20 Kennedy Capital Management Inc 877.83K (2.79%) 392.11K
Increased by +44.67%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 2.32M (7.35%) -41.40K
Decreased by -1.79%
May 31, 25
2 Victory Small Cap Value CIT (Net 75) 1.93M (6.13%) -434.90K
Decreased by -22.53%
Sep 30, 23
3 Victory Sycamore Small Company Opp R 1.93M (6.13%) -434.90K
Decreased by -22.53%
Sep 30, 23
4 FMI Common Stock Investor 1.45M (4.60%) -230.00K
Decreased by -15.86%
Dec 31, 24
5 Wasatch Core Growth 1.40M (4.43%) -204.37K
Decreased by -14.65%
Dec 31, 23
6 Vanguard Total Stock Mkt Idx Inv 1.24M (3.93%) 21.80K
Increased by +1.76%
May 31, 25
7 Vanguard US Total Market Shares ETF 1.15M (3.66%) -197.60K
Decreased by -17.15%
Sep 30, 24
8 iShares Russell 2000 ETF 1.02M (3.22%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Index 972.65K (3.09%) 3.61K
Increased by +0.37%
May 31, 25
10 Advisory Research Partners 825.00K (2.62%) 0.00
Increased by 0.00%
Mar 31, 25
11 Champlain Small Company Fund, LLC 739.28K (2.35%) -4.85K
Decreased by -0.66%
Feb 28, 25
12 MFS New Discovery Value I 717.81K (2.28%) -53.17K
Decreased by -7.41%
Apr 30, 25
13 Vanguard Small Cap Value Index Inv 624.57K (1.98%) -935.00
Decreased by -0.15%
May 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 598.19K (1.90%) 4.48K
Increased by +0.75%
May 31, 25
15 Templeton Global Smaller Comp A 565.19K (1.79%) 0.00
Increased by 0.00%
Apr 30, 25
16 Templeton Global Smaller Comp Fund A 565.19K (1.79%) 0.00
Increased by 0.00%
May 31, 25
17 DFA US Small Cap Value I 564.29K (1.79%) 0.00
Increased by 0.00%
Apr 30, 25
18 Wasatch Ultra Growth 540.59K (1.72%) 0.00
Increased by 0.00%
Sep 30, 23
19 Kennedy Micro Cap 450.52K (1.43%) 244.88K
Increased by +54.36%
Mar 31, 25
20 JHancock Small Cap Value NAV 444.19K (1.41%) -44.04K
Decreased by -9.91%
Jan 31, 25