Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLV 0.61%
2 KRUZ 0.36%
3 RNSC 0.31%
4 RUSC 0.30%
5 ISMD 0.25%
6 FYT 0.23%
7 FYX 0.17%
8 AVSC 0.11%
9 DGRS 0.11%
10 IWN 0.10%
11 FMAT 0.10%
12 DFSV 0.09%
13 EBIT 0.09%
14 VTWV 0.09%
15 VAW 0.09%
16 DES 0.09%
17 EES 0.07%
18 PRFZ 0.07%
19 BBSC 0.06%
20 HYBB 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.72M (11.76%) -155.32K
Decreased by -4.18%
Jun 30, 25
2 Bank of America Corp 3.65M (11.54%) 136.76K
Increased by +3.75%
Mar 31, 25
3 Allspring Global Investments Holdings, LLC 3.05M (9.64%) -77.97K
Decreased by -2.56%
Mar 31, 25
4 BlackRock Inc 3.03M (9.58%) -10.49K
Decreased by -0.35%
Mar 31, 25
5 Fiduciary Management, Inc. of Milwaukee 2.61M (8.26%) -578.63K
Decreased by -22.16%
Dec 31, 24
6 Victory Capital Management Inc. 2.56M (8.10%) -596.93K
Decreased by -23.29%
Sep 30, 23
7 Wasatch Advisors Inc. 2.37M (7.50%) -970.43K
Decreased by -40.93%
Dec 31, 23
8 Dimensional Fund Advisors, Inc. 2.37M (7.49%) -30.78K
Decreased by -1.30%
Jun 30, 25
9 Pzena Investment Management, LLC 2.14M (6.75%) 14.94K
Increased by +0.70%
Mar 31, 25
10 River Road Asset Management, LLC 1.39M (4.40%) -18.13K
Decreased by -1.30%
Mar 31, 25
11 Medina Singh Partners, LLC 1.21M (3.84%) 180.01K
Increased by +14.82%
Mar 31, 25
12 Bellecapital International Ltd 1.19M (3.75%) 0.00
Increased by 0.00%
Jun 30, 25
13 Champlain Investment Partners, LLC 1.07M (3.38%) -62.08K
Decreased by -5.81%
Dec 31, 24
14 Advisory Research Inc 1.05M (3.31%) 54.02K
Increased by +5.16%
Jun 30, 25
15 Massachusetts Financial Services Company 980.53K (3.10%) -48.99K
Decreased by -5.00%
Jun 30, 25
16 State Street Corp 974.19K (3.08%) -29.77K
Decreased by -3.06%
Mar 31, 25
17 State Street Corporation 956.48K (3.02%) 2.14K
Increased by +0.22%
Mar 31, 24
18 Geode Capital Management, LLC 951.18K (3.01%) 15.92K
Increased by +1.67%
Mar 31, 25
19 Irenic Capital Management LP 853.48K (2.70%) 853.48K
Increased by +100.00%
Mar 31, 25
20 Wellington Management Company LLP 782.75K (2.47%) -579.20K
Decreased by -73.99%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 2.09M (6.62%) -143.63K
Decreased by -6.86%
Jul 31, 25
2 Victory Small Cap Value CIT (Net 75) 1.93M (6.10%) -434.90K
Decreased by -22.53%
Sep 30, 23
3 Victory Sycamore Small Company Opp R 1.93M (6.10%) -434.90K
Decreased by -22.53%
Sep 30, 23
4 FMI Common Stock Investor 1.45M (4.58%) -230.00K
Decreased by -15.86%
Dec 31, 24
5 Wasatch Core Growth 1.40M (4.41%) -204.37K
Decreased by -14.65%
Dec 31, 23
6 Vanguard Total Stock Mkt Idx Inv 1.19M (3.75%) -50.62K
Decreased by -4.27%
Jul 31, 25
7 Vanguard US Total Market Shares ETF 1.15M (3.64%) -197.60K
Decreased by -17.15%
Sep 30, 24
8 Vanguard Small Cap Index 887.88K (2.81%) -5.78K
Decreased by -0.65%
Jul 31, 25
9 Advisory Research Partners 885.00K (2.80%) 0.00
Increased by 0.00%
Jun 30, 25
10 iShares Russell 2000 ETF 785.96K (2.49%) -14.91K
Decreased by -1.90%
Jul 31, 25
11 Champlain Small Company Fund, LLC 739.28K (2.34%) -4.85K
Decreased by -0.66%
Feb 28, 25
12 MFS New Discovery Value I 713.39K (2.26%) -5.38K
Decreased by -0.75%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 571.70K (1.81%) 1.26K
Increased by +0.22%
Jul 31, 25
14 Templeton Global Smaller Comp A 565.19K (1.79%) 0.00
Increased by 0.00%
Jun 30, 25
15 Templeton Global Smaller Comp Fund A 565.19K (1.79%) 0.00
Increased by 0.00%
Jun 30, 25
16 DFA US Small Cap Value I 564.29K (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
17 Wasatch Ultra Growth 540.59K (1.71%) 0.00
Increased by 0.00%
Sep 30, 23
18 Kennedy Micro Cap 485.59K (1.54%) 35.07K
Increased by +7.22%
Jun 30, 25
19 JHancock Small Cap Value NAV 444.19K (1.40%) -44.04K
Decreased by -9.91%
Jan 31, 25
20 Fidelity Small Cap Index 412.18K (1.30%) 117.00
Increased by +0.03%
May 31, 25