Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBAY 3.02%
2 PBJ 2.54%
3 VSDA 2.37%
4 REGL 1.93%
5 SMIG 1.85%
6 TMDV 1.61%
7 PSL 1.41%
8 SMCP 1.06%
9 FSCS 1.00%
10 RNMC 1.00%
11 SMDV 0.99%
12 BSMC 0.90%
13 RNSC 0.86%
14 QLV 0.84%
15 FSGS 0.84%
16 SDVD 0.83%
17 SDVY 0.83%
18 QOWZ 0.73%
19 SMIZ 0.71%
20 EQWM 0.65%

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 First Trust Advisors L.P. 566.75K (2.85%) 301.63K
Increased by +53.22%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 517.69K (2.61%) 7.22K
Increased by +1.40%
Mar 31, 25
9 London Company of Virginia 453.24K (2.28%) 2.74K
Increased by +0.61%
Mar 31, 25
10 Victory Capital Management Inc. 415.63K (2.09%) 86.99K
Increased by +20.93%
Dec 31, 23
11 Thrivent Financial For Lutherans 354.86K (1.79%) -45.92K
Decreased by -12.94%
Dec 31, 24
12 Champlain Investment Partners, LLC 347.79K (1.75%) -96.23K
Decreased by -27.67%
Mar 31, 25
13 Silvercrest Asset Management Group LLC 336.26K (1.69%) -12.25K
Decreased by -3.64%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 333.56K (1.68%) -27.63K
Decreased by -8.28%
Mar 31, 25
15 Renaissance Technologies Corp 322.48K (1.62%) 9.76K
Increased by +3.03%
Mar 31, 25
16 BTIM Corp 300.33K (1.51%) -4.94K
Decreased by -1.64%
Mar 31, 25
17 Northern Trust Corp 287.75K (1.45%) -2.38K
Decreased by -0.83%
Mar 31, 25
18 Charles Schwab Investment Management Inc 285.90K (1.44%) -102.00
Decreased by -0.04%
Mar 31, 25
19 Grantham, Mayo, Van Otterloo & Co., LLC 275.00K (1.38%) 43.07K
Increased by +15.66%
Mar 31, 25
20 GW&K Investment Management, LLC 266.21K (1.34%) -946.00
Decreased by -0.36%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 628.99K (3.17%) 336.00
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 619.27K (3.12%) 456.00
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 612.52K (3.08%) 341.00
Increased by +0.06%
Sep 30, 24
4 iShares Russell 2000 ETF 499.41K (2.51%) 3.48K
Increased by +0.70%
Jun 30, 25
5 Vanguard Small Cap Index 487.26K (2.45%) 2.73K
Increased by +0.56%
May 31, 25
6 First Trust SMID Cp Rising Div Achv ETF 388.06K (1.95%) 756.00
Increased by +0.19%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 300.36K (1.51%) 2.08K
Increased by +0.69%
May 31, 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 268.45K (1.35%) -1.43K
Decreased by -0.53%
May 31, 25
11 Champlain Small Company Fund, LLC 222.75K (1.12%) 928.00
Increased by +0.42%
Jun 30, 25
12 First Trust Value Line® Dividend ETF 219.48K (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
13 Thrivent Small Cap Stock A 213.17K (1.07%) 117.00
Increased by +0.05%
Apr 30, 25
14 Fidelity Small Cap Index 197.80K (1.00%) 2.16K
Increased by +1.09%
Apr 30, 25
15 SPDR® S&P Dividend ETF 194.35K (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity® Small Cap Index 188.47K (0.95%) 5.17K
Increased by +2.74%
Oct 31, 23
17 iShares Russell 2000 Growth ETF 176.69K (0.89%) 436.00
Increased by +0.25%
Jun 30, 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 William Blair SMID Growth CIT 1 173.12K (0.87%) -2.00K
Decreased by -1.16%
May 31, 25
20 William Blair SMID Growth CIT 5 173.12K (0.87%) -2.00K
Decreased by -1.16%
May 31, 25