Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OSCV 1.89%
2 SMAP 1.73%
3 SMLV 1.16%
4 QABA 0.93%
5 RNSC 0.81%
6 FSGS 0.81%
7 BOUT 0.71%
8 FYC 0.45%
9 FYX 0.29%
10 BFOR 0.27%
11 KRE 0.26%
12 AVSC 0.23%
13 TPSC 0.22%
14 CSA 0.21%
15 CSF 0.21%
16 JSML 0.21%
17 DPST 0.17%
18 EES 0.13%
19 DES 0.13%
20 BBSC 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.93M (7.39%) -20.71K
Decreased by -1.08%
Dec 31, 25
2 BlackRock Inc 1.92M (7.38%) -10.95K
Decreased by -0.57%
Sep 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 1.39M (5.33%) -130.83K
Decreased by -9.43%
Dec 31, 25
4 Stock Yards Bank & Trust Co 1.34M (5.14%) 366.48K
Increased by +27.38%
Dec 31, 25
5 Neuberger Berman Group LLC 1.07M (4.11%) -591.68K
Decreased by -55.25%
Dec 31, 25
6 Victory Capital Management Inc. 1.06M (4.07%) -108.12K
Decreased by -10.20%
Dec 31, 25
7 State Street Corp 927.65K (3.56%) 184.85K
Increased by +19.93%
Sep 30, 25
8 Dimensional Fund Advisors, Inc. 893.38K (3.43%) -16.58K
Decreased by -1.86%
Dec 31, 25
9 State Street Corporation 749.52K (2.88%) 14.17K
Increased by +1.89%
Mar 31, 24
10 Geode Capital Management, LLC 649.63K (2.50%) -5.06K
Decreased by -0.78%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 519.40K (2.00%) -7.04K
Decreased by -1.36%
Sep 30, 25
12 Champlain Investment Partners, LLC 408.76K (1.57%) -253.03K
Decreased by -61.90%
Dec 31, 25
13 Curi Capital, LLC 291.82K (1.12%) -6.29K
Decreased by -2.16%
Dec 31, 25
14 Northern Trust Corp 263.46K (1.01%) -2.46K
Decreased by -0.93%
Sep 30, 25
15 Curi RMB Capital 256.71K (0.99%) 3.69K
Increased by +1.44%
Mar 31, 25
16 DePrince Race & Zollo Inc 249.87K (0.96%) 57.77K
Increased by +23.12%
Sep 30, 24
17 Goldman Sachs Group Inc 237.95K (0.91%) -144.91K
Decreased by -60.90%
Dec 31, 24
18 American Century Companies Inc 230.63K (0.89%) -49.04K
Decreased by -21.26%
Jun 30, 25
19 Natixis Advisors, LLC. 227.44K (0.87%) 227.44K
Increased by +100.00%
Jun 30, 25
20 Charles Schwab Investment Management Inc 226.76K (0.87%) -854.00
Decreased by -0.38%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 1.08M (4.13%) 83.53K
Increased by +7.76%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 923.61K (3.55%) 1.70K
Increased by +0.18%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 897.03K (3.45%) 3.69K
Increased by +0.41%
Feb 28, 26
4 Victory Small Cap Value CIT (Net 75) 785.00K (3.02%) 762.60K
Increased by +97.15%
Dec 31, 25
5 Victory Sycamore Small Company Opp R 785.00K (3.02%) -75.00K
Decreased by -9.55%
Dec 31, 25
6 Neuberger Genesis Inv 661.10K (2.54%) -400.76K
Decreased by -60.62%
Dec 31, 25
7 iShares Russell 2000 ETF 632.29K (2.43%) 28.81K
Increased by +4.56%
Feb 28, 26
8 Champlain Small Company Fund, LLC 323.08K (1.24%) -47.24K
Decreased by -14.62%
Feb 28, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 300.92K (1.16%) 2.46K
Increased by +0.82%
Feb 28, 26
10 Virtus KAR Small-Cap Value I 277.79K (1.07%) -50.00K
Decreased by -18.00%
Dec 31, 25
11 Fidelity® Small Cap Index 264.21K (1.01%) 7.82K
Increased by +2.96%
Oct 31, 23
12 Fidelity Small Cap Index 256.86K (0.99%) -8.67K
Decreased by -3.38%
Dec 31, 25
13 iShares Russell 2000 Value ETF 232.02K (0.89%) 0.00
Increased by 0.00%
May 31, 25
14 Old Westbury Small & Mid Cap Strategies 215.00K (0.83%) -20.00K
Decreased by -9.30%
Oct 31, 25
15 iShares Russell 2000 Growth ETF 206.59K (0.79%) 522.00
Increased by +0.25%
Feb 28, 26
16 Champlain Small Company Adv 197.50K (0.76%) -12.50K
Decreased by -6.33%
Dec 31, 25
17 SPDR® S&P Regional Banking ETF 185.59K (0.71%) 440.00
Increased by +0.24%
Dec 31, 24
18 RMB Small Cap Focus 184.44K (0.71%) 21.98K
Increased by +11.92%
Sep 30, 25
19 Calvert Small-Cap A 182.90K (0.70%) 0.00
Increased by 0.00%
Jun 30, 25
20 Calvert US Small-Cap Strategy 182.90K (0.70%) 0.00
Increased by 0.00%
Jun 30, 25