Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.03%
2 PXMG 3.28%
3 HAPY 0.96%
4 SMCP 0.94%
5 PSCU 0.87%
6 SMDY 0.74%
7 RNSC 0.65%
8 FSGS 0.65%
9 DGRS 0.63%
10 WCEO 0.63%
11 NIXT 0.60%
12 FYT 0.54%
13 SQLV 0.50%
14 CSB 0.49%
15 MIDZ 0.44%
16 EQAL 0.43%
17 ETHO 0.34%
18 QSML 0.32%
19 RNMC 0.30%
20 PSC 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 817.03K (16.08%) -61.99K
Decreased by -7.59%
Mar 31, 25
2 Vanguard Group Inc 539.54K (10.62%) -34.38K
Decreased by -6.37%
Mar 31, 25
3 Burgundy Asset Management Ltd 402.40K (7.92%) 86.02K
Increased by +21.38%
Mar 31, 25
4 Clarkston Capital Partners, LLC 357.19K (7.03%) 90.93K
Increased by +25.46%
Mar 31, 25
5 American Century Companies Inc 327.20K (6.44%) 55.47K
Increased by +16.95%
Mar 31, 25
6 Canada Pension Plan Investment Board 323.30K (6.36%) 117.39K
Increased by +36.31%
Mar 31, 25
7 Franklin Resources Inc 295.37K (5.81%) -14.17K
Decreased by -4.80%
Mar 31, 25
8 Rothschild & Co Wealth Management UK Ltd 292.20K (5.75%) -2.20K
Decreased by -0.75%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 225.75K (4.44%) 58.99K
Increased by +26.13%
Mar 31, 25
10 State Street Corp 196.24K (3.86%) -6.98K
Decreased by -3.56%
Mar 31, 25
11 Massachusetts Financial Services Company 186.76K (3.68%) -88.78K
Decreased by -47.54%
Jun 30, 24
12 Artisan Partners Limited Partnership 160.72K (3.16%) 24.90K
Increased by +15.49%
Mar 31, 25
13 Neuberger Berman Group LLC 152.88K (3.01%) -25.87K
Decreased by -16.92%
Jun 30, 24
14 Private Management Group Inc 152.57K (3.00%) 38.97K
Increased by +25.54%
Mar 31, 25
15 State Street Corporation 148.68K (2.93%) 98.00
Increased by +0.07%
Mar 31, 24
16 Brown Advisory Holdings Inc 131.58K (2.59%) 42.61K
Increased by +32.38%
Mar 31, 25
17 Geode Capital Management, LLC 124.02K (2.44%) 6.30K
Increased by +5.08%
Mar 31, 25
18 Novo A/S 118.40K (2.33%) 0.00
Increased by 0.00%
Sep 30, 24
19 Millennium Management LLC 116.24K (2.29%) 112.46K
Increased by +96.75%
Mar 31, 25
20 Wellington Management Company LLP 106.57K (2.10%) -25.64K
Decreased by -24.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 276.48K (5.44%) 0.00
Increased by 0.00%
May 31, 25
2 Clarkston Capital SMID Composite 252.67K (4.97%) 1.34K
Increased by +0.53%
Mar 31, 25
3 Franklin Small Cap Value A 186.02K (3.66%) 0.00
Increased by 0.00%
Apr 30, 25
4 Franklin Small Cap Value SMA Composite 186.02K (3.66%) -16.34K
Decreased by -8.79%
Mar 31, 25
5 Franklin US Small Cap Value Equity 186.02K (3.66%) -16.34K
Decreased by -8.79%
Mar 31, 25
6 American Century Small Cap Value Inv 155.00K (3.05%) 15.00K
Increased by +9.68%
Mar 31, 25
7 American Century U.S. Small Cap Value 155.00K (3.05%) 15.00K
Increased by +9.68%
Mar 31, 25
8 Vanguard Total Stock Mkt Idx Inv 143.12K (2.82%) 0.00
Increased by 0.00%
May 31, 25
9 iShares Core S&P Mid-Cap ETF 141.65K (2.79%) 0.00
Increased by 0.00%
Mar 28, 24
10 Vanguard US Total Market Shares ETF 141.10K (2.78%) 176.00
Increased by +0.12%
Sep 30, 24
11 iShares Russell 2000 ETF 140.47K (2.77%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Windsor Investor Shares 134.39K (2.65%) 0.00
Increased by 0.00%
Sep 30, 23
13 Clarkston Partners Founders 120.00K (2.36%) 26.00K
Increased by +21.67%
Mar 31, 25
14 Vanguard Small Cap Index 113.08K (2.23%) 380.00
Increased by +0.34%
May 31, 25
15 Avantis US Small Cap Value ETF 104.35K (2.05%) 204.00
Increased by +0.20%
May 31, 25
16 Neuberger Berman Genesis Inv 100.37K (1.98%) -3.49K
Decreased by -3.48%
Jun 30, 24
17 MFS Research A 98.66K (1.94%) -804.00
Decreased by -0.81%
Jun 30, 24
18 MFS Research Equity 98.66K (1.94%) -1.69K
Decreased by -1.71%
Jun 30, 24
19 Hartford MidCap Y 78.14K (1.54%) -1.48K
Decreased by -1.90%
Dec 31, 23
20 Davenport Small Cap Focus 75.54K (1.49%) 5.97K
Increased by +7.91%
Apr 30, 25