Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.83%
2 MYLD 1.04%
3 XSLV 0.82%
4 SMIZ 0.82%
5 XSVM 0.76%
6 FYT 0.49%
7 HAPS 0.48%
8 XSHQ 0.46%
9 BSVO 0.38%
10 SVAL 0.36%
11 FYX 0.34%
12 AVUV 0.32%
13 SLYV 0.28%
14 TPSC 0.28%
15 CSA 0.25%
16 ROGS 0.25%
17 AVSC 0.24%
18 VIOV 0.23%
19 CSML 0.20%
20 IJS 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.80M (13.66%) -19.42K
Decreased by -0.25%
Sep 30, 25
2 Vanguard Group Inc 5.80M (10.17%) 20.82K
Increased by +0.36%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 3.28M (5.75%) -27.76K
Decreased by -0.85%
Dec 31, 25
4 State Street Corp 2.18M (3.82%) 5.18K
Increased by +0.24%
Sep 30, 25
5 LSV Asset Management 2.12M (3.72%) 738.86K
Increased by +34.79%
Dec 31, 25
6 State Street Corporation 2.12M (3.71%) 152.58K
Increased by +7.21%
Mar 31, 24
7 Victory Capital Management Inc. 2.03M (3.56%) -184.89K
Decreased by -9.10%
Dec 31, 25
8 American Century Companies Inc 1.97M (3.46%) 82.60K
Increased by +4.18%
Dec 31, 25
9 Allspring Global Investments Holdings, LLC 1.92M (3.37%) 54.93K
Increased by +2.85%
Dec 31, 25
10 Westwood Holdings Group Inc 1.14M (1.99%) -2.89K
Decreased by -0.25%
Sep 30, 25
11 Champlain Investment Partners, LLC 1.07M (1.87%) -336.43K
Decreased by -31.49%
Sep 30, 25
12 Geode Capital Management, LLC 1.04M (1.82%) 17.26K
Increased by +1.66%
Dec 31, 25
13 Armistice Capital, LLC 1.03M (1.80%) 229.32K
Increased by +22.37%
Mar 31, 25
14 GW&K Investment Management, LLC 1.00M (1.75%) -22.26K
Decreased by -2.23%
Dec 31, 25
15 Manufacturers Life Insurance Co 964.38K (1.69%) 129.50K
Increased by +13.43%
Dec 31, 25
16 Silvercrest Asset Management Group LLC 940.17K (1.65%) -167.53K
Decreased by -17.82%
Dec 31, 25
17 JPMorgan Chase & Co 901.35K (1.58%) 436.49K
Increased by +48.43%
Sep 30, 25
18 Charles Schwab Investment Management Inc 893.40K (1.56%) 7.55K
Increased by +0.84%
Dec 31, 25
19 William Blair Investment Management, LLC 831.43K (1.46%) 63.01K
Increased by +7.58%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 771.97K (1.35%) -454.03K
Decreased by -58.81%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.14M (5.49%) -468.36K
Decreased by -14.94%
Feb 28, 26
2 Avantis US Small Cap Value ETF 1.79M (3.13%) 3.77K
Increased by +0.21%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 1.61M (2.82%) 0.00
Increased by 0.00%
Feb 28, 26
4 Victory Small Cap Value CIT (Net 75) 1.48M (2.60%) 1.44M
Increased by +97.27%
Dec 31, 25
5 Victory Sycamore Small Company Opp R 1.48M (2.60%) -37.70K
Decreased by -2.54%
Dec 31, 25
6 Vanguard US Total Market Shares ETF 1.40M (2.45%) 0.00
Increased by 0.00%
Sep 30, 24
7 Allspring Special Small Cap Value A 1.27M (2.23%) -37.88K
Decreased by -2.97%
Feb 28, 26
8 iShares Russell 2000 ETF 1.19M (2.08%) 87.19K
Increased by +7.36%
Feb 28, 26
9 Vanguard Small Cap Index 1.12M (1.96%) 2.33K
Increased by +0.21%
Feb 28, 26
10 JHancock Small Cap Core NAV 889.69K (1.56%) 128.31K
Increased by +14.42%
Jan 31, 26
11 Champlain Small Company Fund, LLC 721.05K (1.26%) -2.10K
Decreased by -0.29%
Aug 31, 25
12 DFA US Small Cap Value I 720.10K (1.26%) -1.66K
Decreased by -0.23%
Jan 31, 26
13 Vanguard Small Cap Value Index Inv 716.08K (1.25%) 863.00
Increased by +0.12%
Feb 28, 26
14 Vanguard Consumer Staples ETF 567.67K (0.99%) 21.40K
Increased by +3.77%
Feb 28, 26
15 iShares S&P Small-Cap 600 Value ETF 503.22K (0.88%) -124.78K
Decreased by -24.80%
Feb 28, 26
16 State Street SPDR Port S&P 600 Sm CpETF 480.51K (0.84%) 1.33K
Increased by +0.28%
Feb 27, 26
17 SPDR® Portfolio S&P 600 Sm Cap ETF 474.43K (0.83%) 0.00
Increased by 0.00%
Apr 30, 24
18 Champlain Small Company Adv 460.00K (0.81%) -65.00K
Decreased by -14.13%
Jun 30, 25
19 Old Westbury Small & Mid Cap Strategies 445.00K (0.78%) 0.00
Increased by 0.00%
Apr 30, 25
20 iShares Russell 2000 Value ETF 439.31K (0.77%) 118.28K
Increased by +26.92%
Feb 28, 26