Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 2.76%
2 FEMA 1.92%
3 XMLV 1.34%
4 EQWM 1.12%
5 RNMC 0.99%
6 RNSC 0.97%
7 FSCS 0.96%
8 FSGS 0.93%
9 XMHQ 0.83%
10 HSMV 0.81%
11 PAMC 0.65%
12 XMMO 0.64%
13 JHSC 0.57%
14 MADE 0.55%
15 MDYG 0.44%
16 IJK 0.43%
17 BTAL 0.43%
18 SIXL 0.42%
19 IVOG 0.42%
20 SDY 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.86M (10.39%) 26.40K
Increased by +0.68%
Sep 30, 24
2 Apg All Pensions Group 3.79M (10.19%) -878.67K
Decreased by -23.19%
Sep 30, 24
3 BlackRock Inc 3.24M (8.70%) 16.96K
Increased by +0.52%
Jun 30, 24
4 JPMorgan Chase & Co 1.83M (4.91%) -51.10K
Decreased by -2.80%
Sep 30, 24
5 State Street Corporation 1.69M (4.56%) -27.74K
Decreased by -1.64%
Mar 31, 24
6 State Street Corp 1.69M (4.55%) 40.57K
Increased by +2.40%
Sep 30, 24
7 Select Equity Group LP 969.31K (2.61%) -807.49K
Decreased by -83.31%
Dec 31, 23
8 T. Rowe Price Associates, Inc. 860.25K (2.31%) 1.31K
Increased by +0.15%
Sep 30, 24
9 UBS Asset Mgmt Americas Inc 813.10K (2.19%) -77.69K
Decreased by -9.55%
Sep 30, 24
10 Geode Capital Management, LLC 781.71K (2.10%) 169.17K
Increased by +21.64%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 756.06K (2.03%) 17.11K
Increased by +2.26%
Sep 30, 24
12 Bank of New York Mellon Corp 750.58K (2.02%) -20.06K
Decreased by -2.67%
Sep 30, 24
13 T. Rowe Price Investment Management,Inc. 715.56K (1.92%) 378.68K
Increased by +52.92%
Sep 30, 24
14 Champlain Investment Partners, LLC 679.75K (1.83%) -69.70K
Decreased by -10.25%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 661.40K (1.78%) -101.38K
Decreased by -15.33%
Jun 30, 24
16 Goldman Sachs Group Inc 586.41K (1.58%) 379.43K
Increased by +64.70%
Dec 31, 23
17 Brown Advisory Holdings Inc 544.55K (1.46%) -52.52K
Decreased by -9.64%
Sep 30, 24
18 Cooke & Bieler LP 519.91K (1.40%) 198.98K
Increased by +38.27%
Sep 30, 24
19 NORGES BANK 461.68K (1.24%) 57.42K
Increased by +12.44%
Jun 30, 24
20 Conestoga Capital Advisors, LLC 440.32K (1.18%) 133.37K
Increased by +30.29%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.26M (3.40%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.17%) -4.60K
Decreased by -0.39%
Oct 31, 24
3 UBS: Global Equity 1.18M (3.16%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Small Cap Index 937.70K (2.52%) 1.85K
Increased by +0.20%
Oct 31, 24
5 Vanguard Small Cap Value Index Inv 633.47K (1.70%) -220.00
Decreased by -0.03%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 569.54K (1.53%) -2.09K
Decreased by -0.37%
Oct 31, 24
7 SPDR® S&P Dividend ETF 505.28K (1.36%) 0.00
Increased by 0.00%
Nov 30, 24
8 Champlain Small Company Fund, LLC 503.47K (1.35%) 24.71K
Increased by +4.91%
Nov 30, 24
9 JPMorgan Small Cap Equity A 423.20K (1.14%) 53.08K
Increased by +12.54%
Oct 31, 24
10 JPM US Mid Cap Growth-Composite 417.10K (1.12%) 54.80K
Increased by +13.14%
Sep 30, 24
11 JPMorgan Mid Cap Growth I 417.10K (1.12%) 0.00
Increased by 0.00%
Oct 31, 24
12 US Small-Cap Growth II Equity Comp 390.32K (1.05%) -1.39K
Decreased by -0.36%
Sep 30, 24
13 T. Rowe Price New Horizons 390.06K (1.05%) -253.00
Decreased by -0.06%
Oct 31, 24
14 UBS (Lux) ES L/T Thms $Q 378.18K (1.02%) 0.00
Increased by 0.00%
Aug 31, 24
15 JPM Small Cap Equity-MA 370.12K (1.00%) -33.50K
Decreased by -9.05%
Sep 30, 24
16 JPM US Small Cap Core-Composite 370.12K (1.00%) -33.50K
Decreased by -9.05%
Sep 30, 24
17 JPM US Mid Cap Growth-MA 317.05K (0.85%) 203.25K
Increased by +64.11%
Sep 30, 23
18 SPDR® S&P MIDCAP 400 ETF Trust 309.52K (0.83%) -4.56K
Decreased by -1.47%
Oct 31, 24
19 Conestoga Small Cap Investors 309.32K (0.83%) 76.00K
Increased by +24.57%
Oct 31, 24
20 Champlain Small Company Adv 300.88K (0.81%) 10.88K
Increased by +3.61%
Jun 30, 24