Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PGAL 3.35%
2 BUYN 3.03%
3 XKST 2.79%
4 GRPM 1.73%
5 ECML 1.64%
6 HAIL 1.59%
7 DRIV 1.14%
8 JSML 1.13%
9 SMAP 1.07%
10 RNMC 1.06%
11 FSCS 1.06%
12 JSMD 1.04%
13 PEXL 0.99%
14 FSGS 0.91%
15 RNSC 0.91%
16 RFV 0.86%
17 SFLO 0.71%
18 BSVO 0.70%
19 IDRV 0.69%
20 SCDS 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.81M (14.21%) -83.31K
Decreased by -2.19%
Mar 31, 25
2 Vanguard Group Inc 2.88M (10.76%) -26.39K
Decreased by -0.92%
Mar 31, 25
3 American Century Companies Inc 1.73M (6.45%) 279.71K
Increased by +16.19%
Mar 31, 25
4 Victory Capital Management Inc. 1.18M (4.42%) -72.37K
Decreased by -6.11%
Mar 31, 25
5 Amvescap Plc. 1.18M (4.42%) 62.61K
Increased by +5.29%
Dec 31, 24
6 State Street Corp 1.07M (4.01%) 5.75K
Increased by +0.54%
Mar 31, 25
7 Wellington Management Company LLP 1.07M (3.98%) -615.15K
Decreased by -57.72%
Mar 31, 25
8 State Street Corporation 1.05M (3.92%) 23.25K
Increased by +2.21%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.04M (3.87%) 192.53K
Increased by +18.57%
Mar 31, 25
10 Massachusetts Financial Services Company 795.01K (2.97%) -113.70K
Decreased by -14.30%
Mar 31, 25
11 UBS Group AG 776.12K (2.90%) 691.87K
Increased by +89.14%
Dec 31, 24
12 Geode Capital Management, LLC 685.33K (2.56%) 14.97K
Increased by +2.18%
Mar 31, 25
13 FIFTHDELTA Ltd 681.68K (2.54%) 260.67K
Increased by +38.24%
Mar 31, 25
14 Westfield Capital Management Company, LP 664.14K (2.48%) 65.59K
Increased by +9.88%
Sep 30, 23
15 JPMorgan Chase & Co 614.87K (2.29%) -41.48K
Decreased by -6.75%
Mar 31, 25
16 T. Rowe Price Investment Management,Inc. 546.10K (2.04%) 156.57K
Increased by +28.67%
Mar 31, 25
17 Bank of New York Mellon Corp 526.74K (1.97%) -114.11K
Decreased by -21.66%
Mar 31, 25
18 Citadel Advisors Llc 401.70K (1.50%) 104.39K
Increased by +25.99%
Sep 30, 24
19 Berkley W R Corp 400.20K (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
20 Millennium Management LLC 397.12K (1.48%) -171.42K
Decreased by -43.16%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Century Small Cap Value Inv 905.00K (3.38%) 150.00K
Increased by +16.57%
Mar 31, 25
2 American Century U.S. Small Cap Value 905.00K (3.38%) 150.00K
Increased by +16.57%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 894.25K (3.34%) -3.51K
Decreased by -0.39%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 885.48K (3.30%) 660.00
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 879.76K (3.28%) 3.19K
Increased by +0.36%
Apr 30, 25
6 Victory Small Cap Value CIT (Net 75) 734.00K (2.74%) -41.00K
Decreased by -5.59%
Sep 30, 24
7 Vanguard Small Cap Index 679.84K (2.54%) 3.00K
Increased by +0.44%
Apr 30, 25
8 iShares Russell 2000 ETF 673.28K (2.51%) 114.00
Increased by +0.02%
Apr 30, 25
9 Avantis US Small Cap Value ETF 521.67K (1.95%) 0.00
Increased by 0.00%
Apr 30, 25
10 Victory Sycamore Small Company Opp R 500.00K (1.87%) -70.00K
Decreased by -14.00%
Mar 31, 25
11 Hartford MidCap Y 497.29K (1.86%) -53.34K
Decreased by -10.73%
Feb 29, 24
12 Vanguard Small Cap Value Index Inv 439.53K (1.64%) 1.41K
Increased by +0.32%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 429.67K (1.60%) 501.00
Increased by +0.12%
Apr 30, 25
14 Vanguard Small Cap Growth Index Inv 385.94K (1.44%) -1.73K
Decreased by -0.45%
Aug 31, 24
15 Invesco OFI Small Cap Growth 358.90K (1.34%) 8.19K
Increased by +2.28%
Sep 30, 23
16 UBS: US Equity Small Cap Growth 332.84K (1.24%) 0.00
Increased by 0.00%
Dec 31, 23
17 T. Rowe Price Small-Cap Value 300.75K (1.12%) 59.75K
Increased by +19.87%
Mar 31, 25
18 JPMorgan Small Cap Growth A 293.34K (1.09%) 3.66K
Increased by +1.25%
Mar 31, 25
19 MFS New Discovery I 279.89K (1.04%) -44.03K
Decreased by -15.73%
Feb 28, 25
20 MFS New Discovery Value I 278.88K (1.04%) -2.60K
Decreased by -0.93%
Mar 31, 25