Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 1.42%
2 XRT 0.98%
3 RETL 0.62%
4 PSCD 0.57%
5 SSLY 0.40%
6 IJS 0.18%
7 SLYV 0.17%
8 VIOV 0.13%
9 ESIX 0.12%
10 SMLE 0.11%
11 VIOO 0.10%
12 TPSC 0.09%
13 SPSM 0.09%
14 IJR 0.09%
15 VTWV 0.08%
16 RWJ 0.07%
17 BBSC 0.07%
18 IWN 0.07%
19 SAA 0.06%
20 CSA 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 29.48M (16.65%) 1.58M
Increased by +5.37%
Dec 31, 23
2 Ariel Investments, LLC 29.23M (16.51%) 4.24M
Increased by +14.52%
Dec 31, 23
3 Vanguard Group Inc 19.12M (10.80%) 492.42K
Increased by +2.58%
Dec 31, 23
4 Clarkston Capital Partners, LLC 18.24M (10.31%) 2.38M
Increased by +13.05%
Dec 31, 23
5 Kayne Anderson Rudnick Investment Management LLC 17.02M (9.62%) -91.83K
Decreased by -0.54%
Dec 31, 23
6 Champlain Investment Partners, LLC 14.82M (8.37%) -527.11K
Decreased by -3.56%
Dec 31, 23
7 State Street Corporation 7.67M (4.33%) 321.56K
Increased by +4.19%
Dec 31, 23
8 HHG PLC 7.16M (4.05%) 448.06K
Increased by +6.25%
Dec 31, 23
9 River Road Asset Management, LLC 5.29M (2.99%) -67.53K
Decreased by -1.28%
Sep 30, 23
10 Davenport & Company LLC 4.52M (2.55%) 500.29K
Increased by +11.07%
Mar 31, 24
11 Geode Capital Management, LLC 3.96M (2.24%) 190.68K
Increased by +4.81%
Dec 31, 23
12 Bank of New York Mellon Corp 3.01M (1.70%) -202.60K
Decreased by -6.73%
Dec 31, 23
13 Goldman Sachs Group Inc 2.82M (1.60%) 1.63M
Increased by +57.73%
Dec 31, 23
14 Northern Trust Corp 2.82M (1.59%) 394.91K
Increased by +14.03%
Dec 31, 23
15 Allspring Global Investments Holdings, LLC 2.63M (1.49%) 404.63K
Increased by +15.36%
Dec 31, 23
16 Natixis Advisors, LLC. 2.46M (1.39%) 230.06K
Increased by +9.35%
Mar 31, 24
17 Capital Research Global Investors 2.20M (1.24%) -1.27M
Decreased by -57.72%
Dec 31, 23
18 Private Management Group Inc 2.16M (1.22%) 506.62K
Increased by +23.42%
Sep 30, 23
19 Marshall Wace Asset Management Ltd 2.12M (1.20%) 1.75M
Increased by +82.42%
Sep 30, 23
20 Granite Investment Partners, LLC 2.11M (1.19%) 907.71K
Increased by +42.98%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 18.24M (10.30%) 2.38M
Increased by +13.03%
Dec 31, 23
2 iShares Core S&P Small-Cap ETF 12.44M (7.03%) 5.57K
Increased by +0.04%
Apr 30, 24
3 Ariel Fund Investor 9.93M (5.61%) -3.99M
Decreased by -40.22%
Mar 31, 24
4 Champlain Mid Cap Fund, LLC 9.74M (5.50%) -2.62K
Decreased by -0.03%
Apr 30, 24
5 Clarkston Partners Founders 6.66M (3.76%) 0.00
Increased by 0.00%
Mar 31, 24
6 Janus Henderson Triton D 6.44M (3.64%) -22.55K
Decreased by -0.35%
Feb 29, 24
7 Janus Henderson US SMID Cap Growth 6.42M (3.63%) -32.81K
Decreased by -0.51%
Mar 31, 24
8 Vanguard Total Stock Mkt Idx Inv 5.21M (2.94%) 8.02K
Increased by +0.15%
Mar 31, 24
9 Champlain Mid Cap Adv 5.05M (2.85%) -175.00K
Decreased by -3.47%
Dec 31, 23
10 Davenport Small Cap Focus 4.32M (2.44%) 152.73K
Increased by +3.53%
Mar 31, 24
11 Vanguard Small Cap Index 4.25M (2.40%) -20.22K
Decreased by -0.48%
Mar 31, 24
12 iShares Russell 2000 ETF 4.16M (2.35%) -33.18K
Decreased by -0.80%
Apr 30, 24
13 Champlain Small Company Fund, LLC 3.38M (1.91%) -2.80K
Decreased by -0.08%
Apr 30, 24
14 Virtus KAR Small-Cap Value I 3.21M (1.82%) 0.00
Increased by 0.00%
Dec 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 2.77M (1.56%) 37.16K
Increased by +1.34%
Mar 31, 24
16 Pictet-Water I EUR 2.54M (1.43%) -49.70K
Decreased by -1.96%
Jul 31, 23
17 Vanguard Small Cap Growth Index Inv 2.40M (1.35%) 2.31K
Increased by +0.10%
Mar 31, 24
18 iShares S&P Small-Cap 600 Value ETF 2.25M (1.27%) -2.09K
Decreased by -0.09%
Apr 30, 24
19 American Funds SMALLCAP World A 2.20M (1.24%) -1.27M
Decreased by -57.72%
Dec 31, 23
20 Champlain Small Company Adv 1.87M (1.06%) -150.00K
Decreased by -8.02%
Dec 31, 23