Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CVAR 3.32%
2 PXJ 3.11%
3 IVENC 2.29%
4 XES 0.91%
5 PSCE 0.84%
6 IEZ 0.42%
7 FSGS 0.27%
8 RNSC 0.27%
9 OIH 0.25%
10 CCNR 0.22%
11 SMD 0.17%
12 DDG 0.14%
13 EQWM 0.14%
14 DUG 0.14%
15 TXSS 0.13%
16 FYC 0.12%
17 IJS 0.11%
18 AVSC 0.11%
19 ESIX 0.10%
20 VIOV 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 13.66M (30.07%) -112.57K
Decreased by -0.82%
Dec 31, 25
2 BlackRock Inc 7.26M (15.98%) -74.06K
Decreased by -1.02%
Sep 30, 25
3 Disciplined Growth Investors Inc 5.17M (11.37%) -802.95K
Decreased by -15.54%
Dec 31, 25
4 Earnest Partners LLC 3.22M (7.09%) -206.62K
Decreased by -6.41%
Dec 31, 25
5 Vanguard Group Inc 3.08M (6.78%) 32.49K
Increased by +1.05%
Dec 31, 25
6 State Street Corporation 2.04M (4.49%) -36.79K
Decreased by -1.80%
Dec 31, 23
7 T. Rowe Price Investment Management,Inc. 1.98M (4.36%) 1.07M
Increased by +54.16%
Dec 31, 25
8 State Street Corp 1.98M (4.35%) -185.87K
Decreased by -9.40%
Sep 30, 25
9 Congress Asset Management Company, LLP 1.61M (3.54%) 240.99K
Increased by +15.00%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 1.23M (2.71%) 118.53K
Increased by +9.64%
Dec 31, 25
11 Geode Capital Management, LLC 1.11M (2.45%) 8.50K
Increased by +0.76%
Dec 31, 25
12 Ameriprise Financial Inc 1.09M (2.40%) 127.12K
Increased by +11.67%
Dec 31, 23
13 Fisher Asset Management, LLC 774.98K (1.71%) -49.60K
Decreased by -6.40%
Dec 31, 25
14 Royce & Associates, LP 772.36K (1.70%) -198.83K
Decreased by -25.74%
Jun 30, 25
15 Charles Schwab Investment Management Inc 737.55K (1.62%) 80.31K
Increased by +10.89%
Dec 31, 25
16 Gendell Jeffrey L 648.46K (1.43%) 78.99K
Increased by +12.18%
Dec 31, 25
17 CWA Asset Management Group, LLC 622.45K (1.37%) 622.45K
Increased by +100.00%
Dec 31, 25
18 BTIM Corp 610.89K (1.34%) -6.45K
Decreased by -1.06%
Mar 31, 25
19 Northern Trust Corp 577.73K (1.27%) -30.63K
Decreased by -5.30%
Sep 30, 25
20 Hotchkis & Wiley Capital Management LLC 551.12K (1.21%) -8.51K
Decreased by -1.54%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Fund Investor 6.21M (13.67%) -308.63K
Decreased by -4.97%
Dec 31, 25
2 iShares Core S&P Small-Cap ETF 2.83M (6.24%) -291.37K
Decreased by -10.29%
Feb 28, 26
3 EARNEST Small Cap Value 1.89M (4.16%) 1.89M
Increased by +99.88%
Dec 31, 23
4 Ariel Appreciation Investor 1.51M (3.33%) 0.00
Increased by 0.00%
Dec 31, 25
5 Vanguard US Total Market Shares ETF 1.48M (3.27%) 0.00
Increased by 0.00%
Sep 30, 24
6 Disciplined Growth - Mid Cap Growth 1.38M (3.04%) -90.43K
Decreased by -6.55%
Sep 30, 25
7 Harbor Small Cap Value Instl 1.18M (2.60%) -61.88K
Decreased by -5.25%
Dec 31, 25
8 iShares Russell 2000 ETF 1.13M (2.50%) 1.13M
Increased by +100.00%
Feb 28, 26
9 Congress Small Cap Growth Institutional 1.08M (2.39%) 25.00K
Increased by +2.30%
Mar 31, 24
10 Vanguard Total Stock Mkt Idx Inv 1.07M (2.35%) 0.00
Increased by 0.00%
Feb 28, 26
11 T. Rowe Price US Smlr Cm Eq A USD 892.90K (1.97%) -45.82K
Decreased by -5.13%
Apr 30, 25
12 T. Rowe Price US Smlr Coms Eq A 879.99K (1.94%) 0.00
Increased by 0.00%
Jan 31, 26
13 M&G (ACS) EarnestPtnrsUSSmCpValGBPZ1AAcc 578.58K (1.27%) -63.21K
Decreased by -10.92%
Jan 31, 24
14 Royce Small-Cap Quality Value Composite 573.04K (1.26%) -116.55K
Decreased by -20.34%
Jun 30, 25
15 Royce Small-Cap Total Return Invmt 573.04K (1.26%) -116.55K
Decreased by -20.34%
Jun 30, 25
16 Vanguard Small Cap Index 568.84K (1.25%) -3.76K
Decreased by -0.66%
Jul 31, 25
17 Boston Trust Walden Small Cap 511.33K (1.13%) -7.19K
Decreased by -1.41%
Apr 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 507.41K (1.12%) 6.45K
Increased by +1.27%
Feb 28, 26
19 CT American Smaller Coms(US) InstAccGBP 467.15K (1.03%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fidelity Small Cap Index 460.76K (1.01%) -12.53K
Decreased by -2.72%
Dec 31, 25