Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBAY 3.02%
2 PBJ 2.54%
3 VSDA 2.37%
4 SMIG 2.08%
5 PSL 1.52%
6 FSGS 1.26%
7 RNSC 1.26%
8 FSCS 1.18%
9 RNMC 1.18%
10 SMCP 1.06%
11 SMIZ 0.87%
12 QLV 0.84%
13 QSML 0.80%
14 SDVY 0.72%
15 EQWM 0.65%
16 XMMO 0.63%
17 FVL 0.56%
18 XMHQ 0.52%
19 FVD 0.49%
20 FTXG 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.50M (12.60%) 40.44K
Increased by +1.61%
Dec 31, 24
2 Vanguard Group Inc 2.20M (11.07%) 30.99K
Increased by +1.41%
Dec 31, 24
3 State Street Corp 1.04M (5.21%) 6.80K
Increased by +0.66%
Dec 31, 24
4 State Street Corporation 1.03M (5.16%) -27.06K
Decreased by -2.64%
Mar 31, 24
5 William Blair Investment Management, LLC 838.37K (4.22%) -134.12K
Decreased by -16.00%
Dec 31, 24
6 Geode Capital Management, LLC 561.91K (2.83%) 5.69K
Increased by +1.01%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 510.47K (2.57%) 1.50K
Increased by +0.29%
Dec 31, 24
8 London Company of Virginia 450.49K (2.27%) 12.50K
Increased by +2.77%
Dec 31, 24
9 Champlain Investment Partners, LLC 444.02K (2.23%) -98.28K
Decreased by -22.13%
Dec 31, 24
10 Victory Capital Management Inc. 415.63K (2.09%) 86.99K
Increased by +20.93%
Dec 31, 23
11 Diamond Hill Capital Management Inc 413.84K (2.08%) -57.20K
Decreased by -13.82%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 361.19K (1.82%) -30.21K
Decreased by -8.37%
Dec 31, 24
13 Thrivent Financial For Lutherans 354.86K (1.79%) -45.92K
Decreased by -12.94%
Dec 31, 24
14 Silvercrest Asset Management Group LLC 348.51K (1.75%) -14.39K
Decreased by -4.13%
Dec 31, 24
15 Renaissance Technologies Corp 312.72K (1.57%) -31.66K
Decreased by -10.12%
Dec 31, 24
16 BTIM Corp 305.26K (1.54%) 52.03K
Increased by +17.04%
Dec 31, 24
17 Northern Trust Corp 290.13K (1.46%) 28.96K
Increased by +9.98%
Dec 31, 24
18 Charles Schwab Investment Management Inc 286.00K (1.44%) 5.17K
Increased by +1.81%
Dec 31, 24
19 Goldman Sachs Group Inc 267.48K (1.35%) 127.84K
Increased by +47.79%
Dec 31, 23
20 GW&K Investment Management, LLC 267.16K (1.34%) 2.64K
Increased by +0.99%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 629.54K (3.17%) 210.00
Increased by +0.03%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 610.72K (3.07%) 468.00
Increased by +0.08%
Feb 28, 25
3 iShares Russell 2000 ETF 512.97K (2.58%) -4.46K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 492.63K (2.48%) 399.00
Increased by +0.08%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 293.14K (1.48%) 400.00
Increased by +0.14%
Feb 28, 25
6 First Trust SMID Cp Rising Div Achv ETF 284.10K (1.43%) 61.00
Increased by +0.02%
Mar 31, 25
7 Vanguard Small Cap Growth Index Inv 276.86K (1.39%) -1.46K
Decreased by -0.53%
Feb 28, 25
8 Victory Small Cap Value CIT (Net 75) 275.00K (1.38%) 60.00K
Increased by +21.82%
Dec 31, 23
9 Victory Sycamore Small Company Opp R 275.00K (1.38%) 60.00K
Increased by +21.82%
Dec 31, 23
10 Champlain Small Company Fund, LLC 268.34K (1.35%) -40.17K
Decreased by -14.97%
Feb 28, 25
11 First Trust Value Line® Dividend ETF 232.07K (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
12 SPDR® S&P Dividend ETF 213.14K (1.07%) -576.00
Decreased by -0.27%
Mar 31, 25
13 Thrivent Small Cap Stock A 212.84K (1.07%) 0.00
Increased by 0.00%
Jan 31, 25
14 Fidelity Small Cap Index 193.14K (0.97%) -3.62K
Decreased by -1.87%
Jan 31, 25
15 Fidelity® Small Cap Index 188.47K (0.95%) 5.17K
Increased by +2.74%
Oct 31, 23
16 Diamond Hill Small-Mid Cap Equity 181.30K (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
17 ProShares S&P MidCap 400 Dividend Arst 176.46K (0.89%) 0.00
Increased by 0.00%
Mar 31, 25
18 William Blair Sml-Mid Cap Grwth CIT Cl A 176.17K (0.89%) 176.17K
Increased by +100.00%
Sep 30, 24
19 iShares Russell 2000 Growth ETF 173.48K (0.87%) -824.00
Decreased by -0.47%
Mar 31, 25
20 Diamond Hill Small-Mid Cap I 163.66K (0.82%) -3.10K
Decreased by -1.89%
Sep 30, 24