Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 2.98%
2 FEMA 1.92%
3 XMLV 1.18%
4 EQWM 1.12%
5 RNSC 1.02%
6 FSGS 1.02%
7 FSCS 0.97%
8 HSMV 0.95%
9 RNMC 0.93%
10 XMHQ 0.79%
11 XMMO 0.64%
12 PAMC 0.59%
13 FXR 0.51%
14 MADE 0.50%
15 FVD 0.45%
16 MDYG 0.44%
17 BTAL 0.43%
18 SIXL 0.42%
19 JHSC 0.41%
20 FNY 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.88M (10.55%) 22.19K
Increased by +0.57%
Dec 31, 24
2 BlackRock Inc 3.43M (9.31%) 91.53K
Increased by +2.67%
Dec 31, 24
3 JPMorgan Chase & Co 2.00M (5.43%) -1.65M
Decreased by -82.68%
Dec 31, 24
4 State Street Corp 1.85M (5.01%) 154.31K
Increased by +8.36%
Dec 31, 24
5 Apg All Pensions Group 1.84M (5.00%) -1.95M
Decreased by -105.89%
Dec 31, 24
6 State Street Corporation 1.69M (4.60%) -27.74K
Decreased by -1.64%
Mar 31, 24
7 Champlain Investment Partners, LLC 1.35M (3.68%) 674.56K
Increased by +49.81%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 1.13M (3.07%) 271.26K
Increased by +23.97%
Dec 31, 24
9 Select Equity Group LP 969.31K (2.63%) -807.49K
Decreased by -83.31%
Dec 31, 23
10 Geode Capital Management, LLC 806.44K (2.19%) 24.73K
Increased by +3.07%
Dec 31, 24
11 Bank of New York Mellon Corp 767.63K (2.08%) 17.05K
Increased by +2.22%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 760.79K (2.07%) 4.73K
Increased by +0.62%
Dec 31, 24
13 UBS Asset Mgmt Americas Inc 675.92K (1.84%) -137.18K
Decreased by -20.30%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 661.40K (1.80%) -101.38K
Decreased by -15.33%
Jun 30, 24
15 Cooke & Bieler LP 651.37K (1.77%) 131.46K
Increased by +20.18%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 618.82K (1.68%) -96.75K
Decreased by -15.63%
Dec 31, 24
17 Conestoga Capital Advisors, LLC 590.72K (1.60%) 150.40K
Increased by +25.46%
Dec 31, 24
18 Goldman Sachs Group Inc 586.41K (1.59%) 379.43K
Increased by +64.70%
Dec 31, 23
19 Channing Capital Management, LLC 480.19K (1.30%) 43.76K
Increased by +9.11%
Dec 31, 24
20 Ameriprise Financial Inc 448.08K (1.22%) 65.04K
Increased by +14.51%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.28M (3.48%) 2.23K
Increased by +0.17%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.20%) 631.00
Increased by +0.05%
Feb 28, 25
3 UBS: Global Equity 1.18M (3.19%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 953.44K (2.59%) 777.00
Increased by +0.08%
Feb 28, 25
5 Champlain Mid Cap Fund, LLC 719.43K (1.95%) 107.27K
Increased by +14.91%
Feb 28, 25
6 US Small-Cap Growth II Equity Comp 636.96K (1.73%) 246.64K
Increased by +38.72%
Dec 31, 24
7 T. Rowe Price New Horizons 628.32K (1.71%) -8.46K
Decreased by -1.35%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 627.86K (1.71%) -2.30K
Decreased by -0.37%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 597.99K (1.62%) 2.18K
Increased by +0.37%
Feb 28, 25
10 Champlain Small Company Fund, LLC 500.15K (1.36%) 10.93K
Increased by +2.19%
Feb 28, 25
11 JPMorgan Small Cap Equity A 486.36K (1.32%) 4.54K
Increased by +0.93%
Feb 28, 25
12 JPM Small Cap Equity-MA 476.31K (1.29%) 106.19K
Increased by +22.29%
Dec 31, 24
13 JPM US Small Cap Core-Composite 476.31K (1.29%) 106.19K
Increased by +22.29%
Dec 31, 24
14 SPDR® S&P Dividend ETF 436.58K (1.19%) -1.18K
Decreased by -0.27%
Mar 31, 25
15 Conestoga Small Cap Investors 418.14K (1.14%) 108.82K
Increased by +26.02%
Feb 28, 25
16 JPM US Mid Cap Growth-Composite 414.84K (1.13%) -2.25K
Decreased by -0.54%
Dec 31, 24
17 JPMorgan Mid Cap Growth I 414.84K (1.13%) 0.00
Increased by 0.00%
Feb 28, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 317.59K (0.86%) 3.03K
Increased by +0.95%
Feb 28, 25
19 JPM US Mid Cap Growth-MA 317.05K (0.86%) 203.25K
Increased by +64.11%
Sep 30, 23
20 Old Westbury Small & Mid Cap Strategies 301.13K (0.82%) 35.47K
Increased by +11.78%
Jan 31, 25