Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 2.96%
2 FEMA 1.92%
3 XMLV 1.25%
4 EQWM 1.12%
5 FSCS 1.02%
6 RNMC 1.02%
7 RNSC 1.01%
8 FSGS 1.01%
9 HSMV 1.01%
10 XMHQ 0.79%
11 XMMO 0.64%
12 PAMC 0.61%
13 FXR 0.54%
14 FVD 0.49%
15 MADE 0.47%
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 (10.53%) 22.19K
Increased by +0.57%
Dec 31, 24
2 BlackRock Inc 3.43M (9.29%) 91.53K
Increased by +2.67%
Dec 31, 24
3 JPMorgan Chase & Co 2.00M (5.42%) -1.65M
Decreased by -82.68%
Dec 31, 24
4 State Street Corp 1.85M (5.00%) 154.31K
Increased by +8.36%
Dec 31, 24
5 Apg All Pensions Group 1.84M (4.99%) -1.95M
Decreased by -105.89%
Dec 31, 24
6 State Street Corporation 1.69M (4.59%) -27.74K
Decreased by -1.64%
Mar 31, 24
7 Champlain Investment Partners, LLC 1.35M (3.67%) 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 Conestoga Capital Advisors, LLC 790.94K (2.14%) 200.22K
Increased by +25.31%
Mar 31, 25
12 Bank of New York Mellon Corp 767.63K (2.08%) 17.05K
Increased by +2.22%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 760.79K (2.06%) 4.73K
Increased by +0.62%
Dec 31, 24
14 Cooke & Bieler LP 711.44K (1.93%) 60.08K
Increased by +8.44%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 675.92K (1.83%) -137.18K
Decreased by -20.30%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 661.40K (1.79%) -101.38K
Decreased by -15.33%
Jun 30, 24
17 T. Rowe Price Investment Management,Inc. 618.82K (1.68%) -96.75K
Decreased by -15.63%
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 1.27M (3.45%) -4.10K
Decreased by -0.32%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.18M (3.21%) 777.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.18M (3.20%) 3.16K
Increased by +0.27%
Mar 31, 25
4 UBS: Global Equity 1.18M (3.19%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Index 930.50K (2.52%) -22.94K
Decreased by -2.47%
Mar 31, 25
6 Champlain Mid Cap Fund, LLC 912.02K (2.47%) 192.60K
Increased by +21.12%
Mar 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 605.79K (1.64%) 7.79K
Increased by +1.29%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 603.26K (1.64%) -24.59K
Decreased by -4.08%
Mar 31, 25
11 Champlain Small Company Fund, LLC 558.35K (1.51%) 58.20K
Increased by +10.42%
Mar 31, 25
12 JPM Small Cap Equity-MA 486.36K (1.32%) 10.05K
Increased by +2.07%
Mar 31, 25
13 JPM US Small Cap Core-Composite 486.36K (1.32%) 10.05K
Increased by +2.07%
Mar 31, 25
14 JPMorgan Small Cap Equity A 486.36K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
15 SPDR® S&P Dividend ETF 450.60K (1.22%) 0.00
Increased by 0.00%
Apr 30, 25
16 Conestoga Small Cap Investors 418.14K (1.13%) 108.82K
Increased by +26.02%
Feb 28, 25
17 JPM US Mid Cap Growth-Composite 414.84K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
18 JPMorgan Mid Cap Growth I 414.84K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Selected Value Inv 325.12K (0.88%) 26.14K
Increased by +8.04%
Mar 31, 25
20 JPM US Mid Cap Growth-MA 317.05K (0.86%) 203.25K
Increased by +64.11%
Sep 30, 23