Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 10.54%
2 ZIG 3.39%
3 SMLL 2.58%
4 KBWD 2.04%
5 SMHB 2.02%
6 KCE 1.65%
7 DRIV 1.18%
8 SMCP 1.07%
9 CSB 1.04%
10 FSCS 0.98%
11 RNMC 0.98%
12 FGD 0.88%
13 PSCF 0.86%
14 SMCF 0.76%
15 XSLV 0.76%
16 SQLV 0.69%
17 MDIV 0.66%
18 WBIY 0.62%
19 XSMO 0.61%
20 DSMC 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.69M (17.03%) 121.91K
Increased by +1.14%
Jun 30, 24
2 Vanguard Group Inc 8.02M (12.77%) 237.14K
Increased by +2.96%
Sep 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 6.63M (10.55%) 160.30K
Increased by +2.42%
Jun 30, 24
4 Morgan Stanley - Brokerage Accounts 2.97M (4.73%) -924.88K
Decreased by -31.13%
Jun 30, 24
5 State Street Corp 2.71M (4.31%) 81.51K
Increased by +3.01%
Jun 30, 24
6 Charles Schwab Investment Management Inc 2.64M (4.21%) 154.54K
Increased by +5.84%
Sep 30, 24
7 State Street Corporation 2.63M (4.18%) 43.16K
Increased by +1.64%
Mar 31, 24
8 Clarkston Capital Partners, LLC 1.90M (3.03%) -1.57M
Decreased by -82.60%
Sep 30, 23
9 Geode Capital Management, LLC 1.69M (2.70%) 127.23K
Increased by +7.52%
Jun 30, 24
10 Goldman Sachs Group Inc 1.64M (2.61%) -703.91K
Decreased by -42.90%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 1.64M (2.61%) 18.51K
Increased by +1.13%
Sep 30, 24
12 Channing Capital Management, LLC 1.55M (2.46%) 130.47K
Increased by +8.44%
Sep 30, 24
13 Fisher Asset Management, LLC 1.55M (2.46%) -6.90K
Decreased by -0.45%
Sep 30, 24
14 Wasatch Advisors LP 1.45M (2.30%) 106.90K
Increased by +7.39%
Jun 30, 24
15 Vaughan Nelson Scarbrgh & Mccullough LP 1.43M (2.28%) 102.42K
Increased by +7.14%
Jun 30, 24
16 Capital World Investors 1.28M (2.04%) 0.00
Increased by 0.00%
Sep 30, 24
17 Wasatch Advisors Inc. 1.26M (2.01%) -355.00K
Decreased by -28.11%
Sep 30, 23
18 Victory Capital Management Inc. 1.12M (1.79%) 202.07K
Increased by +18.01%
Sep 30, 24
19 Royce & Associates, LP 1.03M (1.64%) -18.32K
Decreased by -1.78%
Sep 30, 24
20 Amvescap Plc. 951.32K (1.52%) -130.52K
Decreased by -13.72%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.44M (7.06%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.18M (3.47%) -12.46K
Decreased by -0.57%
Oct 31, 24
3 Clarkston Capital SMID Composite 1.90M (3.03%) -1.57M
Decreased by -82.59%
Sep 30, 23
4 Vanguard Small Cap Index 1.75M (2.79%) 3.45K
Increased by +0.20%
Oct 31, 24
5 Schwab US Dividend Equity ETF™ 1.73M (2.75%) 1.52K
Increased by +0.09%
Oct 31, 24
6 iShares Russell 2000 ETF 1.63M (2.59%) 0.00
Increased by 0.00%
Oct 31, 24
7 Virtus KAR Small-Cap Core I 1.28M (2.04%) 96.00K
Increased by +7.50%
Jun 30, 24
8 American Funds SMALLCAP World A 1.28M (2.03%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Small Cap Value Index Inv 1.18M (1.89%) -408.00
Decreased by -0.03%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.67%) -18.91K
Decreased by -1.81%
Sep 30, 24
11 Wasatch Small Cap Value 1.01M (1.60%) 258.30K
Increased by +25.67%
Sep 30, 24
12 Federated Hermes Kaufmann Small Cap A 750.00K (1.19%) -175.00K
Decreased by -23.33%
Sep 30, 24
13 Federated Hermes Kaufmann Small Cap Grow 750.00K (1.19%) -175.00K
Decreased by -23.33%
Sep 30, 24
14 Clarkston Partners Founders 685.00K (1.09%) -650.00K
Decreased by -94.89%
Sep 30, 23
15 Fidelity Small Cap Index 648.47K (1.03%) -14.79K
Decreased by -2.28%
Aug 31, 24
16 Invesco Global Opportunities A 631.36K (1.01%) 0.00
Increased by 0.00%
May 31, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 619.43K (0.99%) 4.68K
Increased by +0.76%
Oct 31, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 607.53K (0.97%) 620.00
Increased by +0.10%
Mar 28, 24
19 Fidelity® Small Cap Index 591.59K (0.94%) 15.38K
Increased by +2.60%
Oct 31, 23
20 iShares Russell 2000 Growth ETF 563.03K (0.90%) 0.00
Increased by 0.00%
Oct 31, 24