Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBAY 3.02%
2 PBJ 2.54%
3 VSDA 2.37%
4 SMIG 1.80%
5 PSL 1.34%
6 SMCP 1.06%
7 QLV 0.84%
8 FSCS 0.81%
9 RNMC 0.81%
10 RNSC 0.81%
11 FSGS 0.80%
12 SMIZ 0.71%
13 QSML 0.65%
14 EQWM 0.65%
15 XMMO 0.63%
16 SDVY 0.60%
17 FVL 0.56%
18 HSMV 0.47%
19 FTXG 0.45%
20 FVD 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.62M (13.17%) 110.80K
Increased by +4.24%
Mar 31, 25
2 Vanguard Group Inc 2.19M (11.02%) -10.68K
Decreased by -0.49%
Mar 31, 25
3 State Street Corporation 1.03M (5.16%) -27.06K
Decreased by -2.64%
Mar 31, 24
4 State Street Corp 1.01M (5.06%) -29.90K
Decreased by -2.98%
Mar 31, 25
5 William Blair Investment Management, LLC 720.30K (3.63%) -118.06K
Decreased by -16.39%
Mar 31, 25
6 Geode Capital Management, LLC 586.27K (2.95%) 24.36K
Increased by +4.15%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 517.69K (2.61%) 7.22K
Increased by +1.40%
Mar 31, 25
8 London Company of Virginia 453.24K (2.28%) 2.74K
Increased by +0.61%
Mar 31, 25
9 Victory Capital Management Inc. 415.63K (2.09%) 86.99K
Increased by +20.93%
Dec 31, 23
10 Thrivent Financial For Lutherans 354.86K (1.79%) -45.92K
Decreased by -12.94%
Dec 31, 24
11 Champlain Investment Partners, LLC 347.79K (1.75%) -96.23K
Decreased by -27.67%
Mar 31, 25
12 Silvercrest Asset Management Group LLC 336.26K (1.69%) -12.25K
Decreased by -3.64%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 333.56K (1.68%) -27.63K
Decreased by -8.28%
Mar 31, 25
14 Renaissance Technologies Corp 322.48K (1.62%) 9.76K
Increased by +3.03%
Mar 31, 25
15 BTIM Corp 300.33K (1.51%) -4.94K
Decreased by -1.64%
Mar 31, 25
16 Northern Trust Corp 290.13K (1.46%) 28.96K
Increased by +9.98%
Dec 31, 24
17 Charles Schwab Investment Management Inc 285.90K (1.44%) -102.00
Decreased by -0.04%
Mar 31, 25
18 Grantham, Mayo, Van Otterloo & Co., LLC 275.00K (1.38%) 43.07K
Increased by +15.66%
Mar 31, 25
19 GW&K Investment Management, LLC 266.21K (1.34%) -946.00
Decreased by -0.36%
Mar 31, 25
20 First Trust Advisors L.P. 265.12K (1.33%) -34.41K
Decreased by -12.98%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 624.90K (3.15%) -2.02K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 618.81K (3.12%) 5.84K
Increased by +0.94%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 612.52K (3.08%) 341.00
Increased by +0.06%
Sep 30, 24
4 Vanguard Small Cap Index 484.54K (2.44%) 2.58K
Increased by +0.53%
Apr 30, 25
5 iShares Russell 2000 ETF 481.28K (2.42%) 81.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 298.28K (1.50%) 3.10K
Increased by +1.04%
Apr 30, 25
7 First Trust SMID Cp Rising Div Achv ETF 282.39K (1.42%) 244.00
Increased by +0.09%
Apr 30, 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 Vanguard Small Cap Growth Index Inv 269.88K (1.36%) -440.00
Decreased by -0.16%
Apr 30, 25
11 Champlain Small Company Fund, LLC 233.12K (1.17%) -5.67K
Decreased by -2.43%
Apr 30, 25
12 Thrivent Small Cap Stock A 212.84K (1.07%) 0.00
Increased by 0.00%
Feb 28, 25
13 First Trust Value Line® Dividend ETF 210.03K (1.06%) 0.00
Increased by 0.00%
Apr 30, 25
14 SPDR® S&P Dividend ETF 196.52K (0.99%) -23.40K
Decreased by -11.91%
Apr 30, 25
15 ProShares S&P MidCap 400 Dividend Arst 194.54K (0.98%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity Small Cap Index 194.05K (0.98%) 910.00
Increased by +0.47%
Feb 28, 25
17 Fidelity® Small Cap Index 188.47K (0.95%) 5.17K
Increased by +2.74%
Oct 31, 23
18 William Blair Sml-Mid Cap Grwth CIT Cl A 176.17K (0.89%) 176.17K
Increased by +100.00%
Sep 30, 24
19 William Blair SMID Growth CIT 1 175.12K (0.88%) 26.27K
Increased by +15.00%
Apr 30, 25
20 iShares Russell 2000 Growth ETF 174.10K (0.88%) 0.00
Increased by 0.00%
Apr 30, 25