Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 3.10%
2 REGL 1.95%
3 FEMA 1.92%
4 GRPM 1.73%
5 TMDV 1.66%
6 XMLV 1.36%
7 EQWM 1.12%
8 HSMV 1.06%
9 FSCS 1.02%
10 RNMC 1.02%
11 RNSC 1.01%
12 FSGS 1.01%
13 GVAL 0.93%
14 XMHQ 0.93%
15 SDVY 0.68%
16 SDVD 0.68%
17 XMMO 0.64%
18 QMID 0.64%
19 SNPD 0.54%
20 MADE 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.82M (10.39%) -60.88K
Decreased by -1.59%
Mar 31, 25
2 BlackRock Inc 3.39M (9.22%) -36.48K
Decreased by -1.08%
Mar 31, 25
3 JPMorgan Chase & Co 2.03M (5.51%) 27.69K
Increased by +1.37%
Mar 31, 25
4 Apg All Pensions Group 1.83M (4.96%) -14.46K
Decreased by -0.79%
Mar 31, 25
5 State Street Corp 1.77M (4.81%) -75.54K
Decreased by -4.27%
Mar 31, 25
6 Champlain Investment Partners, LLC 1.74M (4.73%) 384.37K
Increased by +22.11%
Mar 31, 25
7 State Street Corporation 1.69M (4.60%) -27.74K
Decreased by -1.64%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 1.12M (3.05%) -9.06K
Decreased by -0.81%
Mar 31, 25
9 Select Equity Group LP 969.31K (2.63%) -807.49K
Decreased by -83.31%
Dec 31, 23
10 Geode Capital Management, LLC 836.73K (2.27%) 30.29K
Increased by +3.62%
Mar 31, 25
11 Conestoga Capital Advisors, LLC 784.92K (2.13%) -6.01K
Decreased by -0.77%
Jun 30, 25
12 Bank of New York Mellon Corp 764.49K (2.08%) -3.14K
Decreased by -0.41%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 738.85K (2.01%) -21.94K
Decreased by -2.97%
Mar 31, 25
14 Cooke & Bieler LP 711.44K (1.93%) 60.08K
Increased by +8.44%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 661.40K (1.80%) -101.38K
Decreased by -15.33%
Jun 30, 24
16 Goldman Sachs Group Inc 586.41K (1.59%) 379.43K
Increased by +64.70%
Dec 31, 23
17 T. Rowe Price Investment Management,Inc. 568.65K (1.55%) -50.17K
Decreased by -8.82%
Mar 31, 25
18 First Trust Advisors L.P. 547.91K (1.49%) 263.36K
Increased by +48.07%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 533.17K (1.45%) -142.74K
Decreased by -26.77%
Mar 31, 25
20 Channing Capital Management, LLC 493.65K (1.34%) 13.46K
Increased by +2.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.28M (3.49%) 84.00
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.20M (3.26%) 3.06K
Increased by +0.26%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.18M (3.21%) 777.00
Increased by +0.07%
Sep 30, 24
4 UBS: Global Equity 1.18M (3.19%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Index 912.32K (2.48%) -28.32K
Decreased by -3.10%
Jun 30, 25
6 Champlain Mid Cap Fund, LLC 887.95K (2.41%) -3.24K
Decreased by -0.36%
Jun 30, 25
7 T. Rowe Price New Horizons 608.81K (1.65%) -3.03K
Decreased by -0.50%
Jun 30, 25
8 US Small-Cap Growth II Equity Comp 608.81K (1.65%) -11.13K
Decreased by -1.83%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 603.92K (1.64%) -9.53K
Decreased by -1.58%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 582.17K (1.58%) -22.48K
Decreased by -3.86%
Jun 30, 25
11 Champlain Small Company Fund, LLC 514.08K (1.40%) -3.44K
Decreased by -0.67%
Jun 30, 25
12 JPM Small Cap Equity-MA 468.17K (1.27%) -18.19K
Decreased by -3.88%
Jun 30, 25
13 JPM US Small Cap Core-Composite 468.17K (1.27%) -18.19K
Decreased by -3.88%
Jun 30, 25
14 JPMorgan Small Cap Equity A 468.17K (1.27%) -16.09K
Decreased by -3.44%
Jun 30, 25
15 Conestoga Small Cap Investors 431.20K (1.17%) 0.00
Increased by 0.00%
May 31, 25
16 SPDR® S&P Dividend ETF 424.21K (1.15%) 0.00
Increased by 0.00%
Jul 31, 25
17 Champlain Mid Cap Adv 410.00K (1.11%) 115.00K
Increased by +28.05%
Mar 31, 25
18 Vanguard Selected Value Inv 351.76K (0.96%) 26.64K
Increased by +7.57%
Jun 30, 25
19 Old Westbury Small & Mid Cap Strategies 328.77K (0.89%) 27.64K
Increased by +8.41%
Apr 30, 25
20 JPM US Mid Cap Growth-Composite 323.11K (0.88%) -91.73K
Decreased by -28.39%
Jun 30, 25