Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OSCV 1.62%
2 SMDV 1.06%
3 QABA 0.76%
4 AIRR 0.68%
5 SVAL 0.54%
6 DGRS 0.49%
7 SMLV 0.40%
8 FYC 0.39%
9 IWC 0.27%
10 FSGS 0.21%
11 RNSC 0.21%
12 AVSC 0.15%
13 FYX 0.14%
14 JSML 0.12%
15 IWN 0.11%
16 VTWV 0.11%
17 SEIS 0.10%
18 EES 0.10%
19 DES 0.09%
20 PSC 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.50M (6.97%) 66.53K
Increased by +2.67%
Mar 31, 25
2 Vanguard Group Inc 2.11M (5.88%) 357.36K
Increased by +16.96%
Mar 31, 25
3 Franklin Resources Inc 1.80M (5.01%) 46.42K
Increased by +2.59%
Mar 31, 25
4 Champlain Investment Partners, LLC 1.17M (3.26%) -24.27K
Decreased by -2.08%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 1.16M (3.23%) 17.68K
Increased by +1.53%
Mar 31, 25
6 Charles Schwab Investment Management Inc 1.11M (3.10%) 109.79K
Increased by +9.90%
Mar 31, 25
7 Geode Capital Management, LLC 835.14K (2.33%) 140.16K
Increased by +16.78%
Mar 31, 25
8 State Street Corp 768.40K (2.15%) -11.02K
Decreased by -1.43%
Mar 31, 25
9 State Street Corporation 713.74K (1.99%) 48.32K
Increased by +6.77%
Mar 31, 24
10 German American Bancorp Inc 535.72K (1.50%) 44.71K
Increased by +8.35%
Mar 31, 25
11 Royce & Associates, LP 429.76K (1.20%) 112.54K
Increased by +26.19%
Mar 31, 25
12 Manufacturers Life Insurance Co 318.38K (0.89%) 4.99K
Increased by +1.57%
Mar 31, 25
13 Northern Trust Corp 289.11K (0.81%) 11.72K
Increased by +4.05%
Mar 31, 25
14 AllianceBernstein L.P. 257.22K (0.72%) 227.24K
Increased by +88.34%
Mar 31, 25
15 BTIM Corp 241.72K (0.67%) 5.05K
Increased by +2.09%
Sep 30, 23
16 First Trust Advisors L.P. 227.82K (0.64%) 64.45K
Increased by +28.29%
Jun 30, 24
17 Aptus Capital Advisors, LLC 212.29K (0.59%) 23.96K
Increased by +11.29%
Mar 31, 25
18 Mutual Of America Capital Management LLC 194.43K (0.54%) 0.00
Increased by 0.00%
Mar 31, 25
19 ProShare Advisors LLC 188.16K (0.53%) 9.41K
Increased by +5.00%
Mar 31, 25
20 Bank of New York Mellon Corp 187.22K (0.52%) -9.13K
Decreased by -4.87%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Small Cap Value A 1.10M (3.08%) 0.00
Increased by 0.00%
May 31, 25
2 Franklin Small Cap Value SMA Composite 1.10M (3.08%) 0.00
Increased by 0.00%
Mar 31, 25
3 Franklin US Small Cap Value Equity 1.10M (3.08%) 0.00
Increased by 0.00%
Mar 31, 25
4 Schwab US Dividend Equity ETF™ 1.06M (2.96%) 260.00
Increased by +0.02%
Jun 28, 25
5 Vanguard Total Stock Mkt Idx Inv 1.03M (2.89%) 986.00
Increased by +0.10%
May 31, 25
6 Vanguard US Total Market Shares ETF 891.93K (2.49%) 0.00
Increased by 0.00%
Sep 30, 24
7 iShares Russell 2000 ETF 861.36K (2.40%) 5.99K
Increased by +0.69%
Jun 30, 25
8 Champlain Small Company Fund, LLC 746.20K (2.08%) -40.01K
Decreased by -5.36%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 599.92K (1.67%) 4.48K
Increased by +0.75%
May 31, 25
10 Champlain Small Company Adv 405.00K (1.13%) -15.00K
Decreased by -3.70%
Mar 31, 25
11 Old Westbury Small & Mid Cap Strategies 350.00K (0.98%) 0.00
Increased by 0.00%
Apr 30, 25
12 iShares Russell 2000 Value ETF 322.51K (0.90%) 1.16K
Increased by +0.36%
Jun 30, 25
13 Franklin Small Cap Value VIP 1 298.87K (0.83%) 0.00
Increased by 0.00%
May 31, 25
14 Royce Small-Cap Quality Value Composite 285.14K (0.80%) 60.64K
Increased by +21.27%
Mar 31, 25
15 Royce Small-Cap Total Return Invmt 285.14K (0.80%) 60.64K
Increased by +21.27%
Mar 31, 25
16 Fidelity Small Cap Index 285.00K (0.80%) 301.00
Increased by +0.11%
Apr 30, 25
17 Fidelity® Small Cap Index 272.74K (0.76%) 7.38K
Increased by +2.71%
Oct 31, 23
18 Opus Small Cap Value Plus ETF 232.97K (0.65%) 0.00
Increased by 0.00%
Jun 30, 25
19 First Trust RBA Amer Indl RenaisTM ETF 217.43K (0.61%) 616.00
Increased by +0.28%
Jun 30, 24
20 Fidelity Extended Market Index 203.67K (0.57%) -9.41K
Decreased by -4.62%
May 31, 25