Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 3.71%
2 GLRY 2.73%
3 FEMA 1.92%
4 REGL 1.83%
5 GVAL 1.61%
6 TMDV 1.61%
7 GRPM 1.60%
8 OUSM 1.52%
9 XMLV 1.18%
10 RNSC 1.01%
11 FSGS 1.01%
12 HSMV 1.01%
13 RNMC 0.98%
14 FSCS 0.98%
15 EQWM 0.92%
16 XMHQ 0.92%
17 XMMO 0.64%
18 SDVY 0.63%
19 SDVD 0.61%
20 QMID 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.81M (10.38%) -16.45K
Decreased by -0.43%
Jun 30, 25
2 BlackRock Inc 3.37M (9.20%) -16.48K
Decreased by -0.49%
Jun 30, 25
3 Apg All Pensions Group 1.87M (5.09%) 40.84K
Increased by +2.19%
Jun 30, 25
4 JPMorgan Chase & Co 1.81M (4.93%) -219.40K
Decreased by -12.13%
Jun 30, 25
5 State Street Corp 1.71M (4.67%) -56.57K
Decreased by -3.30%
Jun 30, 25
6 State Street Corporation 1.69M (4.62%) -27.74K
Decreased by -1.64%
Mar 31, 24
7 Champlain Investment Partners, LLC 1.67M (4.55%) -70.62K
Decreased by -4.23%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 1.15M (3.13%) 25.28K
Increased by +2.20%
Jun 30, 25
9 Select Equity Group LP 969.31K (2.64%) -807.49K
Decreased by -83.31%
Dec 31, 23
10 Ruane, Cunniff & Goldfarb L.P. 949.07K (2.59%) 949.07K
Increased by +100.00%
Jun 30, 25
11 Geode Capital Management, LLC 833.93K (2.27%) -2.80K
Decreased by -0.34%
Jun 30, 25
12 Cooke & Bieler LP 813.76K (2.22%) 102.32K
Increased by +12.57%
Jun 30, 25
13 Conestoga Capital Advisors, LLC 784.92K (2.14%) -6.01K
Decreased by -0.77%
Jun 30, 25
14 T. Rowe Price Investment Management,Inc. 775.00K (2.11%) 206.35K
Increased by +26.63%
Jun 30, 25
15 Bank of New York Mellon Corp 753.39K (2.05%) -11.10K
Decreased by -1.47%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 738.17K (2.01%) -681.00
Decreased by -0.09%
Jun 30, 25
17 M&G PLC 722.25K (1.97%) 709.60K
Increased by +98.25%
Jun 30, 25
18 First Trust Advisors L.P. 614.89K (1.68%) 66.98K
Increased by +10.89%
Jun 30, 25
19 Goldman Sachs Group Inc 586.41K (1.60%) 379.43K
Increased by +64.70%
Dec 31, 23
20 Fiduciary Management, Inc. of Milwaukee 528.25K (1.44%) 528.25K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.28M (3.49%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.18M (3.22%) 777.00
Increased by +0.07%
Sep 30, 24
3 UBS: Global Equity 1.18M (3.20%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.17M (3.19%) -29.23K
Decreased by -2.50%
Jul 31, 25
5 Vanguard Small Cap Index 906.47K (2.47%) -5.85K
Decreased by -0.65%
Jul 31, 25
6 Champlain Mid Cap Fund, LLC 876.23K (2.39%) 6.82K
Increased by +0.78%
Aug 31, 25
7 US Small-Cap Growth II Equity Comp 608.81K (1.66%) -11.13K
Decreased by -1.83%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 582.86K (1.59%) 688.00
Increased by +0.12%
Jul 31, 25
9 T. Rowe Price New Horizons 566.92K (1.55%) -41.88K
Decreased by -7.39%
Jul 31, 25
10 JPM Small Cap Equity-MA 468.17K (1.28%) -18.19K
Decreased by -3.88%
Jun 30, 25
11 JPM US Small Cap Core-Composite 468.17K (1.28%) -18.19K
Decreased by -3.88%
Jun 30, 25
12 JPMorgan Small Cap Equity A 439.69K (1.20%) -28.48K
Decreased by -6.48%
Jul 31, 25
13 Conestoga Small Cap Investors 431.20K (1.18%) 0.00
Increased by 0.00%
Jul 31, 25
14 Champlain Small Company Fund, LLC 423.59K (1.15%) -85.21K
Decreased by -20.12%
Aug 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 421.72K (1.15%) -182.20K
Decreased by -43.20%
Jul 31, 25
16 SPDR® S&P Dividend ETF 399.57K (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
17 Champlain Mid Cap Adv 375.00K (1.02%) -35.00K
Decreased by -9.33%
Jun 30, 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 (0.90%) 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