Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.03%
2 PXMG 3.28%
3 PSCU 0.98%
4 HAPY 0.96%
5 SMCP 0.94%
6 SMDY 0.74%
7 FYT 0.69%
8 RNSC 0.65%
9 FSGS 0.65%
10 DGRS 0.63%
11 WCEO 0.63%
12 NIXT 0.60%
13 SQLV 0.58%
14 CSB 0.49%
15 MIDZ 0.44%
16 EQAL 0.43%
17 EBIT 0.36%
18 ETHO 0.34%
19 FYX 0.33%
20 QSML 0.32%

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 Davenport & Company LLC 242.96K (4.78%) 173.38K
Increased by +71.36%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 225.75K (4.44%) 58.99K
Increased by +26.13%
Mar 31, 25
11 State Street Corp 196.24K (3.86%) -6.98K
Decreased by -3.56%
Mar 31, 25
12 Massachusetts Financial Services Company 186.76K (3.68%) -88.78K
Decreased by -47.54%
Jun 30, 24
13 Artisan Partners Limited Partnership 160.72K (3.16%) 24.90K
Increased by +15.49%
Mar 31, 25
14 Neuberger Berman Group LLC 152.88K (3.01%) -25.87K
Decreased by -16.92%
Jun 30, 24
15 Private Management Group Inc 152.57K (3.00%) 38.97K
Increased by +25.54%
Mar 31, 25
16 State Street Corporation 148.68K (2.93%) 98.00
Increased by +0.07%
Mar 31, 24
17 Brown Advisory Holdings Inc 131.58K (2.59%) 42.61K
Increased by +32.38%
Mar 31, 25
18 Geode Capital Management, LLC 124.02K (2.44%) 6.30K
Increased by +5.08%
Mar 31, 25
19 Novo A/S 118.40K (2.33%) 0.00
Increased by 0.00%
Sep 30, 24
20 Millennium Management LLC 116.24K (2.29%) 112.46K
Increased by +96.75%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 274.16K (5.40%) -2.08K
Decreased by -0.76%
Jun 30, 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 Davenport Small Cap Focus 150.54K (2.96%) 75.00K
Increased by +49.82%
May 31, 25
7 Vanguard Total Stock Mkt Idx Inv 143.12K (2.82%) 0.00
Increased by 0.00%
May 31, 25
8 iShares Core S&P Mid-Cap ETF 141.65K (2.79%) 0.00
Increased by 0.00%
Mar 28, 24
9 Vanguard US Total Market Shares ETF 141.10K (2.78%) 176.00
Increased by +0.12%
Sep 30, 24
10 Vanguard Windsor Investor Shares 134.39K (2.65%) 0.00
Increased by 0.00%
Sep 30, 23
11 iShares Russell 2000 ETF 129.21K (2.54%) 902.00
Increased by +0.70%
Jun 30, 25
12 Clarkston Partners Founders 120.00K (2.36%) 26.00K
Increased by +21.67%
Mar 31, 25
13 Vanguard Small Cap Index 113.08K (2.23%) 380.00
Increased by +0.34%
May 31, 25
14 Avantis US Small Cap Value ETF 106.97K (2.11%) 132.00
Increased by +0.12%
Jun 28, 25
15 Neuberger Berman Genesis Inv 100.37K (1.98%) -3.49K
Decreased by -3.48%
Jun 30, 24
16 MFS Research A 98.66K (1.94%) -804.00
Decreased by -0.81%
Jun 30, 24
17 MFS Research Equity 98.66K (1.94%) -1.69K
Decreased by -1.71%
Jun 30, 24
18 Hartford MidCap Y 78.14K (1.54%) -1.48K
Decreased by -1.90%
Dec 31, 23
19 Vanguard Small Cap Value Index Inv 72.86K (1.43%) -102.00
Decreased by -0.14%
May 31, 25
20 Artisan U.S. Mid-Cap Value 72.41K (1.43%) 11.47K
Increased by +15.84%
Mar 31, 25