Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 6.09%
2 ZIG 3.16%
3 SMLL 2.29%
4 SMHB 2.02%
5 KCE 1.58%
6 KBWD 1.45%
7 DRIV 1.02%
8 FSCS 1.00%
9 SMCP 0.96%
10 CSB 0.95%
11 RNMC 0.90%
12 PSCF 0.84%
13 SMIZ 0.82%
14 FGD 0.81%
15 XSLV 0.76%
16 SMCF 0.74%
17 MDIV 0.66%
18 SQLV 0.62%
19 XSMO 0.61%
20 WBIY 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.68M (17.01%) -13.25K
Decreased by -0.12%
Sep 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 6.70M (10.67%) 72.11K
Increased by +1.08%
Sep 30, 24
4 State Street Corp 2.74M (4.37%) 33.72K
Increased by +1.23%
Sep 30, 24
5 Charles Schwab Investment Management Inc 2.64M (4.21%) 154.54K
Increased by +5.84%
Sep 30, 24
6 State Street Corporation 2.63M (4.18%) 43.16K
Increased by +1.64%
Mar 31, 24
7 Clarkston Capital Partners, LLC 1.90M (3.03%) -1.57M
Decreased by -82.60%
Sep 30, 23
8 Wasatch Advisors LP 1.81M (2.89%) 365.43K
Increased by +20.17%
Sep 30, 24
9 Geode Capital Management, LLC 1.78M (2.83%) 82.87K
Increased by +4.67%
Sep 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 Morgan Stanley - Brokerage Accounts 1.55M (2.46%) -1.42M
Decreased by -92.10%
Sep 30, 24
13 Channing Capital Management, LLC 1.55M (2.46%) 130.47K
Increased by +8.44%
Sep 30, 24
14 Fisher Asset Management, LLC 1.55M (2.46%) -6.90K
Decreased by -0.45%
Sep 30, 24
15 Vaughan Nelson Scarbrgh & Mccullough LP 1.53M (2.44%) 99.00K
Increased by +6.46%
Sep 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 Northern Trust Corp 883.53K (1.41%) 73.57K
Increased by +8.33%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.51M (7.18%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.17M (3.46%) 2.84K
Increased by +0.13%
Dec 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 1.78M (2.84%) 21.65K
Increased by +1.21%
Dec 31, 24
5 Schwab US Dividend Equity ETF™ 1.78M (2.83%) 1.89K
Increased by +0.11%
Dec 31, 24
6 iShares Russell 2000 ETF 1.63M (2.59%) 0.00
Increased by 0.00%
Dec 31, 24
7 Virtus KAR Small-Cap Core I 1.28M (2.04%) 0.00
Increased by 0.00%
Sep 30, 24
8 American Funds SMALLCAP World A 1.28M (2.03%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 1.18M (1.89%) -8.89K
Decreased by -0.75%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.70%) 19.93K
Increased by +1.87%
Dec 31, 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 646.67K (1.03%) 1.87K
Increased by +0.29%
Oct 31, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 637.96K (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
17 Invesco Global Opportunities A 631.36K (1.01%) 0.00
Increased by 0.00%
May 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%
Dec 31, 24