Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CPAI 1.94%
2 DVP 0.82%
3 DEEP 0.78%
4 XRT 0.38%
5 SSLY 0.34%
6 SAEF 0.30%
7 RETL 0.25%
8 SLY 0.17%
9 PSCD 0.13%
10 EBIT 0.08%
11 RWJ 0.08%
12 SLYV 0.06%
13 QSML 0.06%
14 VIOV 0.05%
15 ESIX 0.05%
16 TPSC 0.04%
17 RFLR 0.03%
18 SPSM 0.03%
19 VIOO 0.03%
20 BBSC 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 58.18M (32.02%) 7.65M
Increased by +13.15%
Mar 31, 25
2 Clarkston Capital Partners, LLC 23.19M (12.76%) 138.65K
Increased by +0.60%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 16.02M (8.82%) -1.21M
Decreased by -7.53%
Jun 30, 24
4 BlackRock Inc 13.09M (7.21%) -16.32M
Decreased by -124.61%
Mar 31, 25
5 Vanguard Group Inc 10.11M (5.56%) -895.48K
Decreased by -8.86%
Mar 31, 25
6 State Street Corporation 7.79M (4.29%) 122.65K
Increased by +1.57%
Mar 31, 24
7 HHG PLC 7.32M (4.03%) -727.00
Decreased by -0.01%
Jun 30, 24
8 Private Management Group Inc 5.70M (3.14%) 709.66K
Increased by +12.44%
Mar 31, 25
9 River Road Asset Management, LLC 5.29M (2.91%) -67.53K
Decreased by -1.28%
Sep 30, 23
10 Davenport & Company LLC 5.22M (2.87%) 702.40K
Increased by +13.45%
Jun 30, 24
11 T. Rowe Price Investment Management,Inc. 5.11M (2.81%) 5.11M
Increased by +100.00%
Jun 30, 24
12 Geode Capital Management, LLC 4.44M (2.44%) 214.34K
Increased by +4.83%
Mar 31, 25
13 Champlain Investment Partners, LLC 3.96M (2.18%) -10.50M
Decreased by -265.41%
Jun 30, 24
14 State Street Corp 3.67M (2.02%) -4.74M
Decreased by -129.06%
Mar 31, 25
15 Goldman Sachs Group Inc 3.62M (1.99%) -1.50M
Decreased by -41.42%
Mar 31, 25
16 Allspring Global Investments Holdings, LLC 3.14M (1.73%) 258.69K
Increased by +8.25%
Dec 31, 24
17 Renaissance Technologies Corp 2.94M (1.62%) -494.19K
Decreased by -16.80%
Mar 31, 25
18 Millennium Management LLC 2.87M (1.58%) 593.07K
Increased by +20.66%
Mar 31, 25
19 CLEARFIELD CAPITAL MANAGEMENT LP 2.83M (1.56%) -1.87M
Decreased by -65.99%
Sep 30, 24
20 Granite Investment Partners, LLC 2.68M (1.47%) 566.90K
Increased by +21.16%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Fund Investor 32.00M (17.61%) 6.61M
Increased by +20.67%
Dec 31, 24
2 Clarkston Capital SMID Composite 21.87M (12.04%) 158.15K
Increased by +0.72%
Mar 31, 25
3 iShares Core S&P Small-Cap ETF 11.83M (6.51%) 0.00
Increased by 0.00%
Jan 29, 25
4 Champlain Mid Cap Fund, LLC 9.74M (5.36%) -2.62K
Decreased by -0.03%
Apr 30, 24
5 Clarkston Partners Founders 8.41M (4.63%) 0.00
Increased by 0.00%
Mar 31, 25
6 Janus Henderson Triton D 6.42M (3.54%) 0.00
Increased by 0.00%
Jul 31, 24
7 Janus Henderson US SMID Cap Growth 6.42M (3.54%) 0.00
Increased by 0.00%
Jun 30, 24
8 Vanguard US Total Market Shares ETF 5.32M (2.93%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Russell 2000 ETF 4.92M (2.71%) 0.00
Increased by 0.00%
May 31, 25
10 Champlain Mid Cap Adv 4.90M (2.70%) -145.00K
Decreased by -2.96%
Mar 31, 24
11 Vanguard Total Stock Mkt Idx Inv 3.70M (2.04%) 0.00
Increased by 0.00%
May 31, 25
12 Virtus KAR Small-Cap Value I 3.21M (1.77%) 0.00
Increased by 0.00%
Jun 30, 24
13 Champlain Small Company Fund, LLC 2.96M (1.63%) -5.55K
Decreased by -0.19%
Jun 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 2.95M (1.62%) 0.00
Increased by 0.00%
May 31, 25
15 Pictet-Water I EUR 2.54M (1.40%) -49.70K
Decreased by -1.96%
Jul 31, 23
16 Vanguard Small Cap Growth Index Inv 2.34M (1.29%) -10.34K
Decreased by -0.44%
Aug 31, 24
17 Allspring Common Stock A 2.28M (1.25%) -55.83K
Decreased by -2.45%
Dec 31, 24
18 Allspring Select SMID Cap Equity 2.28M (1.25%) 188.23K
Increased by +8.27%
Dec 31, 24
19 American Funds SMALLCAP World A 2.20M (1.21%) -1.27M
Decreased by -57.72%
Dec 31, 23
20 Vanguard Small Cap Index 2.09M (1.15%) 4.10K
Increased by +0.20%
Oct 31, 24