Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.90%
2 ERNZ 3.84%
3 ZIG 3.46%
4 SMLL 2.33%
5 KBWD 2.12%
6 SMHB 2.02%
7 KCE 1.62%
8 JSML 1.55%
9 JSMD 1.49%
10 DRIV 1.35%
11 CSB 1.09%
12 SIXS 1.08%
13 RNMC 1.06%
14 FSCS 1.06%
15 SMCP 0.96%
16 CGV 0.96%
17 SMCF 0.88%
18 FGD 0.86%
19 SMIZ 0.86%
20 PSCF 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.37M (16.42%) -248.38K
Decreased by -2.40%
Mar 31, 25
2 Vanguard Group Inc 7.60M (12.04%) -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 (4.66%) 167.93K
Increased by +5.71%
Mar 31, 25
5 State Street Corp 2.76M (4.37%) -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 1.97M (3.12%) 381.21K
Increased by +19.34%
Mar 31, 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 (2.31%) -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 (1.95%) 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 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 4.27M (6.77%) 0.00
Increased by 0.00%
Apr 30, 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 2.12M (3.36%) 58.06K
Increased by +2.73%
Apr 30, 25
4 Schwab US Dividend Equity ETF™ 1.99M (3.15%) 342.00
Increased by +0.02%
Apr 30, 25
5 Clarkston Capital SMID Composite 1.90M (3.01%) -1.57M
Decreased by -82.59%
Sep 30, 23
6 Vanguard Small Cap Index 1.67M (2.64%) 8.19K
Increased by +0.49%
Apr 30, 25
7 iShares Russell 2000 ETF 1.63M (2.57%) 0.00
Increased by 0.00%
Apr 30, 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%) 993.00
Increased by +0.09%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 1.08M (1.71%) 3.36K
Increased by +0.31%
Apr 30, 25
12 Wasatch Small Cap Value 716.57K (1.13%) 5.05K
Increased by +0.71%
Mar 31, 25
13 Clarkston Partners Founders 685.00K (1.08%) -650.00K
Decreased by -94.89%
Sep 30, 23
14 Natixis Vaughan Nelson Small Cap A 672.62K (1.07%) 80.16K
Increased by +11.92%
Mar 31, 25
15 Invesco Global Opportunities A 631.36K (1.00%) 0.00
Increased by 0.00%
May 31, 24
16 Fidelity Small Cap Index 629.97K (1.00%) 3.72K
Increased by +0.59%
Feb 28, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 607.53K (0.96%) 620.00
Increased by +0.10%
Mar 28, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 605.06K (0.96%) 0.00
Increased by 0.00%
Apr 30, 25
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