Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.38%
2 ERNZ 3.80%
3 ZIG 3.49%
4 SMLL 2.39%
5 KBWD 2.12%
6 SMHB 2.02%
7 KCE 1.68%
8 DRIV 1.32%
9 CSB 1.08%
10 RNMC 1.08%
11 FSCS 1.07%
12 SIXS 1.07%
13 CGV 1.02%
14 SMCP 0.96%
15 SMCF 0.88%
16 SMIZ 0.86%
17 FGD 0.84%
18 PSCF 0.82%
19 WBIY 0.75%
20 XSLV 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.62M (16.83%) -63.83K
Decreased by -0.60%
Dec 31, 24
2 Vanguard Group Inc 8.10M (12.83%) 78.98K
Increased by +0.98%
Dec 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 6.56M (10.40%) -137.44K
Decreased by -2.09%
Dec 31, 24
4 State Street Corp 2.86M (4.53%) 113.53K
Increased by +3.97%
Dec 31, 24
5 Charles Schwab Investment Management Inc 2.77M (4.39%) 128.72K
Increased by +4.64%
Dec 31, 24
6 State Street Corporation 2.63M (4.16%) 43.16K
Increased by +1.64%
Mar 31, 24
7 Vaughan Nelson Scarbrgh & Mccullough LP 1.97M (3.12%) 381.21K
Increased by +19.34%
Mar 31, 25
8 Clarkston Capital Partners, LLC 1.90M (3.02%) -1.57M
Decreased by -82.60%
Sep 30, 23
9 Geode Capital Management, LLC 1.81M (2.87%) 38.28K
Increased by +2.11%
Dec 31, 24
10 Channing Capital Management, LLC 1.77M (2.81%) 224.46K
Increased by +12.68%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.63M (2.58%) -10.34K
Decreased by -0.64%
Dec 31, 24
12 Fisher Asset Management, LLC 1.50M (2.38%) -46.52K
Decreased by -3.10%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.50M (2.38%) -47.49K
Decreased by -3.17%
Dec 31, 24
14 Wasatch Advisors LP 1.38M (2.19%) -431.96K
Decreased by -31.30%
Dec 31, 24
15 Capital World Investors 1.28M (2.03%) -1.54K
Decreased by -0.12%
Dec 31, 24
16 Wasatch Advisors Inc. 1.26M (2.00%) -355.00K
Decreased by -28.11%
Sep 30, 23
17 Victory Capital Management Inc. 1.19M (1.88%) 67.08K
Increased by +5.64%
Dec 31, 24
18 Royce & Associates, LP 1.04M (1.64%) 4.21K
Increased by +0.41%
Dec 31, 24
19 Northern Trust Corp 903.99K (1.43%) 20.46K
Increased by +2.26%
Dec 31, 24
20 Wells Fargo & Co 733.55K (1.16%) -40.64K
Decreased by -5.54%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.36M (6.92%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 2.19M (3.47%) 139.15K
Increased by +6.35%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.07M (3.27%) -115.25K
Decreased by -5.58%
Mar 31, 25
4 Schwab US Dividend Equity ETF™ 1.94M (3.07%) 1.52K
Increased by +0.08%
Mar 29, 25
5 Clarkston Capital SMID Composite 1.90M (3.02%) -1.57M
Decreased by -82.59%
Sep 30, 23
6 Vanguard Small Cap Index 1.66M (2.63%) -127.66K
Decreased by -7.68%
Mar 31, 25
7 iShares Russell 2000 ETF 1.63M (2.58%) 0.00
Increased by 0.00%
Mar 31, 25
8 Virtus KAR Small-Cap Core I 1.28M (2.03%) 0.00
Increased by 0.00%
Dec 31, 24
9 American Funds SMALLCAP World A 1.28M (2.02%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.72%) 16.25K
Increased by +1.50%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 1.08M (1.71%) -102.51K
Decreased by -9.53%
Mar 31, 25
12 Wasatch Small Cap Value 711.52K (1.13%) -294.52K
Decreased by -41.39%
Dec 31, 24
13 Clarkston Partners Founders 685.00K (1.09%) -650.00K
Decreased by -94.89%
Sep 30, 23
14 Invesco Global Opportunities A 631.36K (1.00%) 0.00
Increased by 0.00%
May 31, 24
15 Fidelity Small Cap Index 626.24K (0.99%) -11.73K
Decreased by -1.87%
Jan 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 607.53K (0.96%) 620.00
Increased by +0.10%
Mar 28, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 605.06K (0.96%) 904.00
Increased by +0.15%
Mar 31, 25
18 Federated Hermes Kaufmann Small Cap A 596.70K (0.95%) -153.30K
Decreased by -25.69%
Dec 31, 24
19 Federated Hermes Kaufmann Small Cap Grow 596.70K (0.95%) -153.30K
Decreased by -25.69%
Dec 31, 24
20 Natixis Vaughan Nelson Small Cap Value A 592.46K (0.94%) 27.11K
Increased by +4.58%
Feb 28, 25