Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 1.98%
2 FKU 1.48%
3 KLDW 1.08%
4 DSTX 0.99%
5 HDMV 0.74%
6 FENI 0.61%
7 SCDS 0.56%
8 DWMF 0.55%
9 INTF 0.46%
10 JPIN 0.45%
11 DIM 0.44%
12 SCHY 0.41%
13 FYC 0.39%
14 SEIE 0.37%
15 EUDG 0.30%
16 EWU 0.30%
17 FLGB 0.30%
18 RFAP 0.30%
19 CIL 0.29%
20 CIZ 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 6.32M (15.39%) 229.28K
Increased by +3.63%
Dec 31, 20
2 BAMCO Inc 5.10M (12.41%) -250.00K
Decreased by -4.90%
Dec 31, 20
3 Neuberger Berman Group LLC 4.89M (11.90%) 1.06M
Increased by +21.60%
Dec 31, 20
4 Vanguard Group Inc 4.08M (9.92%) 911.08K
Increased by +22.35%
Dec 31, 20
5 Southpoint Capital Advisors LP 4.00M (9.73%) 1.25M
Increased by +31.25%
Sep 30, 20
6 Morgan Stanley - Brokerage Accounts 3.36M (8.17%) -120.57K
Decreased by -3.59%
Sep 30, 20
7 Goldman Sachs Group Inc 3.06M (7.45%) 1.53M
Increased by +49.86%
Dec 31, 20
8 Engle Capital Management, L.P. 2.10M (5.11%) 0.00
Increased by 0.00%
Dec 31, 20
9 Champlain Investment Partners, LLC 1.70M (4.13%) 926.80K
Increased by +54.66%
Dec 31, 20
10 Wells Fargo & Co 1.66M (4.05%) 579.58K
Increased by +34.83%
Dec 31, 20
11 Scopus Asset Management, LLC 1.40M (3.41%) 1.40M
Increased by +100.00%
Sep 30, 20
12 ClearBridge Advisors, LLC 1.21M (2.93%) -198.01K
Decreased by -16.42%
Dec 31, 20
13 Lazard Asset Management LLC 1.19M (2.90%) 72.75K
Increased by +6.10%
Dec 31, 20
14 Manufacturers Life Insurance Co 939.58K (2.29%) -182.16K
Decreased by -19.39%
Dec 31, 20
15 Jennison Associates LLC 797.98K (1.94%) 204.07K
Increased by +25.57%
Dec 31, 20
16 JPMorgan Chase & Co 660.25K (1.61%) 305.52K
Increased by +46.27%
Dec 31, 20
17 Geode Capital Management, LLC 357.85K (0.87%) 357.85K
Increased by +100.00%
Dec 31, 20
18 UBS Group AG 328.68K (0.80%) -2.98K
Decreased by -0.91%
Dec 31, 20
19 Holocene Advisors, LP 325.00K (0.79%) 0.00
Increased by 0.00%
Dec 31, 20
20 Bank of America Corp 310.01K (0.75%) 76.37K
Increased by +24.64%
Dec 31, 20

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Champlain Small Company Fund, LLC 3.84M (9.35%) -19.93K
Decreased by -0.52%
May 31, 24
2 Baron Opp. Small Cap Growth Strategy 3.25M (7.91%) 0.00
Increased by 0.00%
Mar 31, 24
3 Baron Small Cap Retail 3.25M (7.91%) 0.00
Increased by 0.00%
Mar 31, 24
4 Neuberger Berman Genesis Inv 2.67M (6.50%) -64.28K
Decreased by -2.41%
Mar 31, 24
5 JPM US Small Cap Core-Composite 2.47M (6.02%) -784.37K
Decreased by -31.70%
Mar 31, 24
6 JPMorgan Small Cap Equity A 2.47M (6.02%) 0.00
Increased by 0.00%
Apr 30, 24
7 Champlain Small Company Adv 2.09M (5.09%) -189.56K
Decreased by -9.07%
Mar 31, 24
8 Vanguard Total Stock Mkt Idx Inv 1.90M (4.62%) 0.00
Increased by 0.00%
May 31, 24
9 T. Rowe Price Small-Cap Stock 1.79M (4.36%) 131.95K
Increased by +7.37%
Mar 31, 24
10 T. Rowe Price US Small-Cap Core Equity 1.79M (4.36%) 131.95K
Increased by +7.37%
Mar 31, 24
11 iShares Russell 2000 ETF 1.63M (3.96%) 12.36K
Increased by +0.76%
May 30, 24
12 Vanguard Small Cap Index 1.55M (3.78%) 3.66K
Increased by +0.24%
May 31, 24
13 CT American Smaller Coms(US) InstAccGBP 1.46M (3.56%) 15.26K
Increased by +1.04%
May 31, 24
14 CT (Lux) American Smaller Com 9U USD 1.37M (3.34%) 42.07K
Increased by +3.06%
May 31, 24
15 Old Westbury Small & Mid Cap Strategies 1.31M (3.20%) 0.00
Increased by 0.00%
Jan 31, 24
16 DF Dent Mid Cap Growth 1.25M (3.05%) -367.56K
Decreased by -29.33%
May 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (2.50%) 7.59K
Increased by +0.74%
May 31, 24
18 T. Rowe Price U.S. SC Core Eq Tr-Z 925.57K (2.25%) 34.65K
Increased by +3.74%
Mar 31, 24
19 Vanguard Small Cap Growth Index Inv 883.86K (2.15%) 9.02K
Increased by +1.02%
May 31, 24
20 T. Rowe Price Small-Cap Value 873.00K (2.12%) 873.00K
Increased by +100.00%
Mar 31, 24