Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 2.91%
2 FEMA 1.92%
3 FXR 0.77%
4 XMMO 0.67%
5 FNY 0.59%
6 MDYG 0.50%
7 IJK 0.50%
8 HSMV 0.50%
9 IVOG 0.49%
10 BTAL 0.44%
11 SDY 0.42%
12 PAMC 0.36%
13 MIDE 0.35%
14 ETHO 0.35%
15 JKK 0.33%
16 ISCG 0.33%
17 MMSC 0.32%
18 DFAS 0.31%
19 SMDY 0.30%
20 QVMM 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Apg All Pensions Group 4.51M (12.11%) 339.33K
Increased by +7.53%
Dec 31, 23
2 Vanguard Group Inc 3.83M (10.28%) 23.53K
Increased by +0.61%
Dec 31, 23
3 BlackRock Inc 3.19M (8.56%) 26.04K
Increased by +0.82%
Dec 31, 23
4 JPMorgan Chase & Co 2.15M (5.77%) 14.64K
Increased by +0.68%
Dec 31, 23
5 State Street Corporation 1.72M (4.62%) -71.87K
Decreased by -4.17%
Dec 31, 23
6 UBS Asset Mgmt Americas Inc 1.02M (2.74%) -71.74K
Decreased by -7.03%
Dec 31, 23
7 Select Equity Group LP 969.31K (2.60%) -807.49K
Decreased by -83.31%
Dec 31, 23
8 Bank of New York Mellon Corp 770.84K (2.07%) -29.96K
Decreased by -3.89%
Dec 31, 23
9 Dimensional Fund Advisors, Inc. 720.52K (1.94%) 17.01K
Increased by +2.36%
Dec 31, 23
10 Brown Advisory Holdings Inc 663.25K (1.78%) -8.06K
Decreased by -1.22%
Mar 31, 24
11 Champlain Investment Partners, LLC 657.86K (1.77%) 75.03K
Increased by +11.41%
Dec 31, 23
12 T. Rowe Price Associates, Inc. 641.01K (1.72%) 55.73K
Increased by +8.69%
Dec 31, 23
13 Goldman Sachs Group Inc 586.41K (1.58%) 379.43K
Increased by +64.70%
Dec 31, 23
14 Geode Capital Management, LLC 571.94K (1.54%) 19.47K
Increased by +3.40%
Dec 31, 23
15 Principal Financial Group Inc 464.04K (1.25%) -980.00
Decreased by -0.21%
Mar 31, 24
16 NORGES BANK 404.26K (1.09%) 43.74K
Increased by +10.82%
Dec 31, 23
17 Charles Schwab Investment Management Inc 381.72K (1.03%) 4.07K
Increased by +1.07%
Dec 31, 23
18 Watch Point Trust Co 377.73K (1.01%) 0.00
Increased by 0.00%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 374.11K (1.00%) 45.92K
Increased by +12.27%
Dec 31, 23
20 Channing Capital Management, LLC 363.61K (0.98%) -70.61K
Decreased by -19.42%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 1.18M (3.16%) -380.18K
Decreased by -32.34%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.16%) 4.34K
Increased by +0.37%
Mar 31, 24
3 iShares Core S&P Mid-Cap ETF 1.15M (3.08%) -205.00
Decreased by -0.02%
Apr 30, 24
4 Vanguard Small Cap Index 952.79K (2.56%) -9.81K
Decreased by -1.03%
Mar 31, 24
5 Vanguard Small Cap Value Index Inv 641.34K (1.72%) -15.30K
Decreased by -2.39%
Mar 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 551.90K (1.48%) 4.56K
Increased by +0.83%
Mar 31, 24
7 Champlain Small Company Fund, LLC 533.32K (1.43%) -6.71K
Decreased by -1.26%
Mar 31, 24
8 SPDR® S&P Dividend ETF 503.43K (1.35%) -320.00
Decreased by -0.06%
Apr 30, 24
9 UBS (Lux) ES L/T Thms $Q 476.03K (1.28%) 22.84K
Increased by +4.80%
Jan 31, 24
10 JPM US Small Cap Core-Composite 433.71K (1.16%) -87.49K
Decreased by -20.17%
Mar 31, 24
11 JPMorgan Small Cap Equity A 433.71K (1.16%) -26.63K
Decreased by -6.14%
Mar 31, 24
12 JPMorgan Mid Cap Growth I 373.10K (1.00%) 0.00
Increased by 0.00%
Mar 31, 24
13 JPM US Mid Cap Growth-MA 317.05K (0.85%) 203.25K
Increased by +64.11%
Sep 30, 23
14 T. Rowe Price New Horizons 304.54K (0.82%) 41.74K
Increased by +13.71%
Mar 31, 24
15 US Small-Cap Growth II Equity Comp 304.54K (0.82%) 41.74K
Increased by +13.71%
Mar 31, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 302.12K (0.81%) 6.98K
Increased by +2.31%
Mar 31, 24
17 JPMorgan Small Cap Growth A 288.54K (0.78%) -10.49K
Decreased by -3.64%
Mar 31, 24
18 Champlain Small Company Adv 275.00K (0.74%) 34.49K
Increased by +12.54%
Dec 31, 23
19 DFA US Small Cap I 256.42K (0.69%) 0.00
Increased by 0.00%
Mar 31, 24
20 iShares S&P Mid-Cap 400 Growth ETF 252.49K (0.68%) 118.00
Increased by +0.05%
Apr 30, 24