Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 3.01%
2 REGL 2.06%
3 FEMA 1.92%
4 TMDV 1.74%
5 GRPM 1.70%
6 XMLV 1.26%
7 EQWM 1.12%
8 RNMC 1.07%
9 FSCS 1.07%
10 FSGS 1.01%
11 RNSC 1.01%
12 HSMV 0.98%
13 GVAL 0.96%
14 XMHQ 0.90%
15 SDVY 0.66%
16 XMMO 0.64%
17 QMID 0.63%
18 FXR 0.54%
19 SNPD 0.51%
20 MADE 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.82M (10.38%) -60.88K
Decreased by -1.59%
Mar 31, 25
2 BlackRock Inc 3.39M (9.20%) -36.48K
Decreased by -1.08%
Mar 31, 25
3 JPMorgan Chase & Co 2.03M (5.50%) 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 (4.80%) -75.54K
Decreased by -4.27%
Mar 31, 25
6 Champlain Investment Partners, LLC 1.74M (4.72%) 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 790.94K (2.15%) 200.22K
Increased by +25.31%
Mar 31, 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 (1.54%) -50.17K
Decreased by -8.82%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 533.17K (1.45%) -142.74K
Decreased by -26.77%
Mar 31, 25
19 Channing Capital Management, LLC 493.65K (1.34%) 13.46K
Increased by +2.73%
Mar 31, 25
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 1.27M (3.46%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.19M (3.24%) 13.42K
Increased by +1.12%
Apr 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 936.19K (2.54%) 5.69K
Increased by +0.61%
Apr 30, 25
6 Champlain Mid Cap Fund, LLC 891.19K (2.42%) -14.99K
Decreased by -1.68%
May 31, 25
7 T. Rowe Price New Horizons 619.93K (1.68%) -8.38K
Decreased by -1.35%
Mar 31, 25
8 US Small-Cap Growth II Equity Comp 619.93K (1.68%) -17.03K
Decreased by -2.75%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 607.98K (1.65%) 2.19K
Increased by +0.36%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 605.16K (1.64%) 1.90K
Increased by +0.31%
Apr 30, 25
11 Champlain Small Company Fund, LLC 517.52K (1.40%) -39.53K
Decreased by -7.64%
May 31, 25
12 JPMorgan Small Cap Equity A 488.99K (1.33%) 2.63K
Increased by +0.54%
Apr 30, 25
13 JPM Small Cap Equity-MA 486.36K (1.32%) 10.05K
Increased by +2.07%
Mar 31, 25
14 JPM US Small Cap Core-Composite 486.36K (1.32%) 10.05K
Increased by +2.07%
Mar 31, 25
15 Conestoga Small Cap Investors 431.20K (1.17%) -5.42K
Decreased by -1.26%
Apr 30, 25
16 SPDR® S&P Dividend ETF 427.67K (1.16%) -146.00
Decreased by -0.03%
May 31, 25
17 JPM US Mid Cap Growth-Composite 414.84K (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
18 JPMorgan Mid Cap Growth I 414.84K (1.13%) 0.00
Increased by 0.00%
Apr 30, 25
19 Champlain Mid Cap Adv 410.00K (1.11%) 115.00K
Increased by +28.05%
Mar 31, 25
20 Vanguard Selected Value Inv 325.12K (0.88%) 26.14K
Increased by +8.04%
Mar 31, 25