Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 3.37%
2 GLRY 2.60%
3 FEMA 1.92%
4 GRPM 1.87%
5 GOAU 1.77%
6 GXG 1.76%
7 GVAL 1.69%
8 REGL 1.56%
9 TMDV 1.48%
10 OUSM 1.45%
11 FEMD 1.43%
12 XMLV 1.16%
13 FSCS 1.02%
14 RNMC 1.02%
15 FSGS 1.01%
16 RNSC 1.01%
17 PAMC 0.97%
18 HSMV 0.92%
19 XMHQ 0.76%
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 3.18M (8.78%) -13.22K
Decreased by -0.42%
Dec 31, 25
3 Ruane, Cunniff & Goldfarb L.P. 1.78M (4.91%) -35.35K
Decreased by -1.99%
Mar 31, 26
4 State Street Corporation 1.69M (4.68%) -27.74K
Decreased by -1.64%
Mar 31, 24
5 State Street Corp 1.60M (4.42%) -60.46K
Decreased by -3.78%
Dec 31, 25
6 APG Asset Management 1.50M (4.14%) 0.00
Increased by 0.00%
Mar 31, 26
7 Apg All Pensions Group 1.50M (4.14%) 0.00
Increased by 0.00%
Mar 31, 26
8 T. Rowe Price Associates, Inc. 1.15M (3.17%) 25.28K
Increased by +2.20%
Jun 30, 25
9 Select Equity Group LP 969.31K (2.68%) -807.49K
Decreased by -83.31%
Dec 31, 23
10 T. Rowe Price Investment Management,Inc. 961.14K (2.66%) 192.62K
Increased by +20.04%
Dec 31, 25
11 Cooke & Bieler LP 899.03K (2.48%) 74.41K
Increased by +8.28%
Dec 31, 25
12 JPMorgan Chase & Co 759.69K (2.10%) -203.06K
Decreased by -26.73%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 758.34K (2.10%) -6.32K
Decreased by -0.83%
Mar 31, 26
14 M&G PLC 728.73K (2.01%) 4.90K
Increased by +0.67%
Dec 31, 25
15 Fiduciary Management, Inc. of Milwaukee 715.44K (1.98%) 81.25K
Increased by +11.36%
Dec 31, 25
16 Bank of New York Mellon Corp 697.19K (1.93%) -9.05K
Decreased by -1.30%
Mar 31, 26
17 Conestoga Capital Advisors, LLC 664.81K (1.84%) -86.36K
Decreased by -12.99%
Mar 31, 26
18 Geode Capital Management, LLC 656.80K (1.82%) 6.68K
Increased by +1.02%
Dec 31, 25
19 Champlain Investment Partners, LLC 641.88K (1.77%) -419.17K
Decreased by -65.30%
Mar 31, 26
20 First Trust Advisors L.P. 626.86K (1.73%) 10.17K
Increased by +1.62%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.23M (3.40%) -624.00
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.23M (3.39%) -6.72K
Decreased by -0.55%
Mar 31, 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 895.24K (2.47%) 6.14K
Increased by +0.69%
Mar 31, 26
6 Sequoia 672.23K (1.86%) 672.23K
Increased by +100.00%
Dec 31, 25
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 569.68K (1.57%) -1.35K
Decreased by -0.24%
Mar 31, 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 407.81K (1.13%) 6.67K
Increased by +1.64%
Mar 31, 26
11 SPDR® S&P Dividend ETF 399.57K (1.10%) 0.00
Increased by 0.00%
Aug 31, 25
12 JPM Small Cap Equity-MA 399.26K (1.10%) -19.60K
Decreased by -4.91%
Dec 31, 25
13 First Trust SMID Cp Rising Div Achv ETF 380.25K (1.05%) 511.00
Increased by +0.13%
Apr 30, 26
14 FMI Common Stock Investor 370.00K (1.02%) 20.00K
Increased by +5.41%
Dec 31, 25
15 Vanguard Selected Value Inv 359.19K (0.99%) -12.80K
Decreased by -3.56%
Mar 31, 26
16 Champlain Mid Cap Fund, LLC 351.27K (0.97%) -29.34K
Decreased by -8.35%
Apr 30, 26
17 Champlain Small Company Fund, LLC 341.27K (0.94%) -27.33K
Decreased by -8.01%
Jan 31, 26
18 Old Westbury Small & Mid Cap Strategies 328.77K (0.91%) 27.64K
Increased by +8.41%
Apr 30, 25
19 State Street® SPDR® S&P® Dividend ETF 327.84K (0.91%) 224.00
Increased by +0.07%
Apr 30, 26
20 JPM US Mid Cap Growth-Composite 323.11K (0.89%) -91.73K
Decreased by -28.39%
Jun 30, 25