Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNSC 0.31%
2 FYT 0.23%
3 ISMD 0.19%
4 FYX 0.17%
5 SMLV 0.13%
6 AVSC 0.11%
7 DGRS 0.11%
8 DFSV 0.09%
9 EBIT 0.09%
10 DES 0.09%
11 EES 0.07%
12 PRFZ 0.07%
13 IWN 0.07%
14 VTWV 0.07%
15 BBSC 0.06%
16 FMAT 0.06%
17 HYBB 0.06%
18 FNDA 0.06%
19 VAW 0.06%
20 RTLA 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.81M (11.39%) -390.50K
Decreased by -10.24%
Sep 30, 24
2 Fiduciary Management, Inc. of Milwaukee 3.19M (9.52%) -4.25K
Decreased by -0.13%
Sep 30, 24
3 Allspring Global Investments Holdings, LLC 3.15M (9.39%) 51.70K
Increased by +1.64%
Sep 30, 24
4 BlackRock Inc 3.04M (9.07%) -95.44K
Decreased by -3.14%
Sep 30, 24
5 Wellington Management Company LLP 2.62M (7.82%) 252.54K
Increased by +9.64%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 2.58M (7.70%) 46.45K
Increased by +1.80%
Sep 30, 24
7 Victory Capital Management Inc. 2.56M (7.65%) -596.93K
Decreased by -23.29%
Sep 30, 23
8 Wasatch Advisors Inc. 2.37M (7.08%) -970.43K
Decreased by -40.93%
Dec 31, 23
9 Pzena Investment Management, LLC 2.14M (6.40%) -117.95K
Decreased by -5.51%
Sep 30, 24
10 Bank of America Corp 1.55M (4.62%) 1.06M
Increased by +68.34%
Sep 30, 24
11 River Road Asset Management, LLC 1.46M (4.35%) -16.00K
Decreased by -1.10%
Sep 30, 24
12 Champlain Investment Partners, LLC 1.13M (3.38%) -780.48K
Decreased by -69.05%
Sep 30, 24
13 Massachusetts Financial Services Company 1.06M (3.16%) -29.83K
Decreased by -2.82%
Sep 30, 24
14 Medina Singh Partners, LLC 1.01M (3.00%) 33.10K
Increased by +3.29%
Sep 30, 24
15 State Street Corp 994.11K (2.97%) 39.50K
Increased by +3.97%
Sep 30, 24
16 State Street Corporation 956.48K (2.86%) 2.14K
Increased by +0.22%
Mar 31, 24
17 Geode Capital Management, LLC 947.05K (2.83%) -24.30K
Decreased by -2.57%
Sep 30, 24
18 Franklin Resources Inc 645.89K (1.93%) -57.00
Decreased by -0.01%
Sep 30, 24
19 Barington Capital Group L P 608.00K (1.82%) 25.00K
Increased by +4.11%
Sep 30, 24
20 Charles Schwab Investment Management Inc 582.85K (1.74%) 4.98K
Increased by +0.85%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 2.55M (7.62%) 0.00
Increased by 0.00%
Dec 31, 24
2 Victory Small Cap Value CIT (Net 75) 1.93M (5.76%) -434.90K
Decreased by -22.53%
Sep 30, 23
3 Victory Sycamore Small Company Opp R 1.93M (5.76%) -434.90K
Decreased by -22.53%
Sep 30, 23
4 FMI Common Stock Investor 1.68M (5.02%) 0.00
Increased by 0.00%
Sep 30, 24
5 Wasatch Core Growth 1.40M (4.17%) -204.37K
Decreased by -14.65%
Dec 31, 23
6 Vanguard Total Stock Mkt Idx Inv 1.22M (3.63%) 0.00
Increased by 0.00%
Dec 31, 24
7 iShares Russell 2000 ETF 1.06M (3.18%) -4.08K
Decreased by -0.38%
Dec 31, 24
8 Vanguard Small Cap Index 981.45K (2.93%) 5.81K
Increased by +0.59%
Dec 31, 24
9 MFS New Discovery Value I 793.68K (2.37%) -5.21K
Decreased by -0.66%
Nov 30, 24
10 Champlain Small Company Fund, LLC 746.25K (2.23%) -37.89K
Decreased by -5.08%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 651.61K (1.95%) -5.92K
Decreased by -0.91%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 576.09K (1.72%) 13.81K
Increased by +2.40%
Dec 31, 24
13 DFA US Small Cap Value I 569.39K (1.70%) 0.00
Increased by 0.00%
Nov 30, 24
14 Templeton Global Smaller Comp A 565.19K (1.69%) 0.00
Increased by 0.00%
Oct 31, 24
15 Templeton Global Smaller Comp Fund A 565.19K (1.69%) 0.00
Increased by 0.00%
Dec 31, 24
16 Wasatch Ultra Growth 540.59K (1.61%) 0.00
Increased by 0.00%
Sep 30, 23
17 JHancock Small Cap Value NAV 496.34K (1.48%) 0.00
Increased by 0.00%
Nov 30, 24
18 Old Westbury Small & Mid Cap Strategies 458.94K (1.37%) 0.00
Increased by 0.00%
Jul 31, 24
19 AMG River Road Small Cap Value N 422.19K (1.26%) -9.38K
Decreased by -2.22%
Dec 31, 24
20 Champlain Small Company Adv 420.00K (1.25%) -350.00K
Decreased by -83.33%
Sep 30, 24