Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBAY 3.02%
2 PBJ 2.54%
3 VSDA 2.37%
4 SMIG 1.77%
5 PSL 1.37%
6 SMCP 1.06%
7 FSCS 0.99%
8 QLV 0.84%
9 RNMC 0.82%
10 FSGS 0.81%
11 RNSC 0.81%
12 SMIZ 0.70%
13 EQWM 0.65%
14 QSML 0.64%
15 XMMO 0.63%
16 SDVY 0.59%
17 FVL 0.56%
18 HSMV 0.47%
19 FVD 0.46%
20 FTXG 0.45%

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 300.33K (1.51%) -4.94K
Decreased by -1.64%
Mar 31, 25
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 624.90K (3.14%) -2.02K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 612.98K (3.08%) 2.26K
Increased by +0.37%
Mar 31, 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 481.96K (2.43%) -10.67K
Decreased by -2.21%
Mar 31, 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 295.18K (1.49%) 2.04K
Increased by +0.69%
Mar 31, 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 270.32K (1.36%) -6.54K
Decreased by -2.42%
Mar 31, 25
11 Champlain Small Company Fund, LLC 238.78K (1.20%) -29.55K
Decreased by -12.38%
Mar 31, 25
12 SPDR® S&P Dividend ETF 219.92K (1.11%) 0.00
Increased by 0.00%
Apr 30, 25
13 Thrivent Small Cap Stock A 212.84K (1.07%) 0.00
Increased by 0.00%
Feb 28, 25
14 First Trust Value Line® Dividend ETF 210.03K (1.06%) 0.00
Increased by 0.00%
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 iShares Russell 2000 Growth ETF 174.10K (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
20 Diamond Hill Small-Mid Cap Equity 164.91K (0.83%) -16.39K
Decreased by -9.94%
Mar 31, 25