Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 3.17%
2 GLRY 2.60%
3 FEMA 1.92%
4 GOAU 1.77%
5 GRPM 1.70%
6 GVAL 1.61%
7 GXG 1.50%
8 REGL 1.44%
9 FEMD 1.43%
10 TMDV 1.43%
11 OUSM 1.34%
12 XMLV 1.16%
13 LOHA 1.02%
14 RNMC 1.02%
15 FSCS 1.01%
16 RNSC 0.99%
17 FSGS 0.99%
18 PAMC 0.97%
19 HSMV 0.85%
20 EQWM 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.79M (10.48%) 82.31K
Increased by +2.17%
Dec 31, 25
2 BlackRock Inc 3.25M (8.99%) 72.95K
Increased by +2.24%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 1.84M (5.09%) 1.84M
Increased by +100.00%
Mar 31, 26
4 Ruane, Cunniff & Goldfarb L.P. 1.78M (4.91%) -35.35K
Decreased by -1.99%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.70M (4.71%) 1.70M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 1.69M (4.68%) -27.74K
Decreased by -1.64%
Mar 31, 24
7 State Street Corp 1.54M (4.25%) -61.92K
Decreased by -4.02%
Mar 31, 26
8 APG Asset Management 1.50M (4.14%) 0.00
Increased by 0.00%
Mar 31, 26
9 Apg All Pensions Group 1.50M (4.14%) 0.00
Increased by 0.00%
Mar 31, 26
10 T. Rowe Price Associates, Inc. 1.15M (3.17%) 25.28K
Increased by +2.20%
Jun 30, 25
11 Select Equity Group LP 969.31K (2.68%) -807.49K
Decreased by -83.31%
Dec 31, 23
12 Cooke & Bieler LP 845.49K (2.34%) -53.54K
Decreased by -6.33%
Mar 31, 26
13 JPMorgan Chase & Co 759.69K (2.10%) -203.06K
Decreased by -26.73%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 758.34K (2.10%) -6.32K
Decreased by -0.83%
Mar 31, 26
15 M&G PLC 698.00K (1.93%) -30.73K
Decreased by -4.40%
Mar 31, 26
16 Bank of New York Mellon Corp 697.19K (1.93%) -9.05K
Decreased by -1.30%
Mar 31, 26
17 Geode Capital Management, LLC 692.02K (1.91%) 35.22K
Increased by +5.09%
Mar 31, 26
18 T. Rowe Price Investment Management,Inc. 685.74K (1.89%) -275.40K
Decreased by -40.16%
Mar 31, 26
19 Fiduciary Management, Inc. of Milwaukee 678.99K (1.88%) -36.46K
Decreased by -5.37%
Mar 31, 26
20 Conestoga Capital Advisors, LLC 664.81K (1.84%) -86.36K
Decreased by -12.99%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.24M (3.42%) 234.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.23M (3.40%) 3.23K
Increased by +0.26%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.18M (3.27%) 777.00
Increased by +0.07%
Sep 30, 24
4 UBS: Global Equity 1.18M (3.25%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Index 893.38K (2.47%) -1.86K
Decreased by -0.21%
Apr 30, 26
6 Sequoia 672.23K (1.86%) 0.00
Increased by 0.00%
Mar 31, 26
7 US Small-Cap Growth II Equity Comp 608.81K (1.68%) -11.13K
Decreased by -1.83%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 573.85K (1.59%) 4.17K
Increased by +0.73%
Apr 30, 26
9 T. Rowe Price New Horizons 566.92K (1.57%) -41.88K
Decreased by -7.39%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 411.89K (1.14%) 4.08K
Increased by +0.99%
Apr 30, 26
11 SPDR® S&P Dividend ETF 399.57K (1.10%) 0.00
Increased by 0.00%
Aug 31, 25
12 First Trust SMID Cp Rising Div Achv ETF 384.18K (1.06%) -962.00
Decreased by -0.25%
May 31, 26
13 State Street® SPDR® S&P® Dividend ETF 359.81K (0.99%) 0.00
Increased by 0.00%
May 31, 26
14 Vanguard Selected Value Inv 359.19K (0.99%) -12.80K
Decreased by -3.56%
Mar 31, 26
15 Champlain Small Company Fund, LLC 341.27K (0.94%) -27.33K
Decreased by -8.01%
Jan 31, 26
16 FMI Common Stock Investor 335.00K (0.93%) -35.00K
Decreased by -10.45%
Mar 31, 26
17 Old Westbury Small & Mid Cap Strategies 328.77K (0.91%) 27.64K
Increased by +8.41%
Apr 30, 25
18 JPM US Mid Cap Growth-Composite 323.11K (0.89%) -91.73K
Decreased by -28.39%
Jun 30, 25
19 JPMorgan Mid Cap Growth I 322.09K (0.89%) -1.02K
Decreased by -0.32%
Jul 31, 25
20 JPM US Mid Cap Growth-MA 317.05K (0.88%) 203.25K
Increased by +64.11%
Sep 30, 23