Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.09%
2 ERNZ 3.84%
3 ZIG 3.30%
4 SMLL 2.51%
5 SMHB 2.02%
6 XSHQ 1.77%
7 JSML 1.64%
8 KBWD 1.64%
9 KCE 1.62%
10 JSMD 1.57%
11 DRIV 1.17%
12 CSB 1.16%
13 SIXS 1.15%
14 RNMC 0.99%
15 FSCS 0.96%
16 SMCF 0.96%
17 SMCP 0.96%
18 FYLD 0.94%
19 CGV 0.91%
20 OUSM 0.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.37M (16.41%) -248.38K
Decreased by -2.40%
Mar 31, 25
2 Vanguard Group Inc 7.60M (12.03%) -497.36K
Decreased by -6.54%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 6.54M (10.36%) -18.16K
Decreased by -0.28%
Mar 31, 25
4 Charles Schwab Investment Management Inc 2.94M (4.65%) 167.93K
Increased by +5.71%
Mar 31, 25
5 State Street Corp 2.76M (4.36%) -99.71K
Decreased by -3.62%
Mar 31, 25
6 State Street Corporation 2.63M (4.16%) 43.16K
Increased by +1.64%
Mar 31, 24
7 Vaughan Nelson Scarbrgh & Mccullough LP 2.46M (3.90%) 493.30K
Increased by +20.02%
Jun 30, 25
8 Clarkston Capital Partners, LLC 1.90M (3.01%) -1.57M
Decreased by -82.60%
Sep 30, 23
9 Geode Capital Management, LLC 1.86M (2.95%) 50.41K
Increased by +2.70%
Mar 31, 25
10 Channing Capital Management, LLC 1.73M (2.73%) -44.82K
Decreased by -2.60%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 1.62M (2.56%) -7.09K
Decreased by -0.44%
Mar 31, 25
12 Fisher Asset Management, LLC 1.46M (2.30%) -43.11K
Decreased by -2.96%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 1.43M (2.27%) -67.41K
Decreased by -4.71%
Mar 31, 25
14 Wasatch Advisors LP 1.36M (2.16%) -16.50K
Decreased by -1.21%
Mar 31, 25
15 Capital World Investors 1.30M (2.06%) 17.63K
Increased by +1.36%
Mar 31, 25
16 Wasatch Advisors Inc. 1.26M (2.00%) -355.00K
Decreased by -28.11%
Sep 30, 23
17 Victory Capital Management Inc. 1.23M (1.94%) 39.58K
Increased by +3.22%
Mar 31, 25
18 Royce & Associates, LP 1.07M (1.69%) 31.21K
Increased by +2.93%
Mar 31, 25
19 Northern Trust Corp 895.91K (1.42%) -8.08K
Decreased by -0.90%
Mar 31, 25
20 Wells Fargo & Co 733.28K (1.16%) -270.00
Decreased by -0.04%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.21M (6.66%) 618.00
Increased by +0.01%
Jul 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 2.13M (3.38%) 8.51K
Increased by +0.40%
Jun 30, 25
4 Schwab US Dividend Equity ETF™ 2.00M (3.17%) -342.00
Decreased by -0.02%
Jul 31, 25
5 Clarkston Capital SMID Composite 1.90M (3.01%) -1.57M
Decreased by -82.59%
Sep 30, 23
6 Vanguard Small Cap Index 1.63M (2.59%) -41.30K
Decreased by -2.53%
Jun 30, 25
7 iShares Russell 2000 ETF 1.51M (2.39%) -28.66K
Decreased by -1.90%
Jul 31, 25
8 Virtus KAR Small-Cap Core I 1.28M (2.03%) 0.00
Increased by 0.00%
Mar 31, 25
9 American Funds SMALLCAP World A 1.28M (2.02%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.71%) -8.34K
Decreased by -0.77%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 1.04M (1.65%) -35.19K
Decreased by -3.37%
Jun 30, 25
12 Natixis Vaughan Nelson Small Cap A 825.93K (1.31%) -9.62K
Decreased by -1.16%
Jun 30, 25
13 Wasatch Small Cap Value 716.57K (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
14 Clarkston Partners Founders 685.00K (1.08%) -650.00K
Decreased by -94.89%
Sep 30, 23
15 Fidelity Small Cap Index 643.38K (1.02%) -1.19K
Decreased by -0.18%
May 31, 25
16 Invesco Global Opportunities A 631.36K (1.00%) 0.00
Increased by 0.00%
May 31, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 612.25K (0.97%) 339.00
Increased by +0.06%
Jul 31, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 607.53K (0.96%) 620.00
Increased by +0.10%
Mar 28, 24
19 Natixis Vaughan Nelson Small Cap Value A 592.46K (0.94%) 27.11K
Increased by +4.58%
Feb 28, 25
20 Fidelity® Small Cap Index 591.59K (0.94%) 15.38K
Increased by +2.60%
Oct 31, 23