Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PFI 1.50%
2 PSCF 1.05%
3 SEIS 1.02%
4 KBE 0.99%
5 KRE 0.60%
6 VIOG 0.56%
7 IJT 0.56%
8 SLYG 0.56%
9 JSML 0.54%
10 FNY 0.53%
11 JSMD 0.49%
12 RZG 0.48%
13 FTXO 0.48%
14 SMIZ 0.45%
15 DPST 0.41%
16 FNX 0.39%
17 QUSA 0.37%
18 VIOV 0.34%
19 KRU 0.34%
20 SLYV 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.61M (15.09%) -204.90K
Decreased by -2.69%
Jun 30, 25
2 Vanguard Group Inc 5.95M (11.78%) 45.57K
Increased by +0.77%
Jun 30, 25
3 Champlain Investment Partners, LLC 2.57M (5.08%) 349.18K
Increased by +13.61%
Jun 30, 25
4 State Street Corp 2.40M (4.75%) -80.24K
Decreased by -3.35%
Jun 30, 25
5 State Street Corporation 2.26M (4.48%) -66.36K
Decreased by -2.94%
Mar 31, 24
6 Kayne Anderson Rudnick Investment Management LLC 2.14M (4.23%) -212.89K
Decreased by -9.96%
Jun 30, 25
7 Geode Capital Management, LLC 1.18M (2.33%) -3.99K
Decreased by -0.34%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 1.12M (2.22%) -2.72K
Decreased by -0.24%
Jun 30, 25
9 Victory Capital Management Inc. 1.06M (2.11%) -9.48K
Decreased by -0.89%
Jun 30, 25
10 Principal Financial Group Inc 1.06M (2.10%) 679.00
Increased by +0.06%
Jun 30, 25
11 Welch Group, LLC 974.16K (1.93%) -27.00
Decreased by -0.00%
Jun 30, 25
12 Wasatch Advisors Inc. 796.32K (1.58%) 214.88K
Increased by +26.98%
Sep 30, 23
13 Davis Asset Management, L.P. 763.56K (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
14 JPMorgan Chase & Co 762.39K (1.51%) 47.93K
Increased by +6.29%
Jun 30, 25
15 Gotham Asset Management, LLC 722.95K (1.43%) 612.80K
Increased by +84.76%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 642.89K (1.27%) 878.00
Increased by +0.14%
Jun 30, 25
17 Northern Trust Corp 627.78K (1.24%) 4.54K
Increased by +0.72%
Jun 30, 25
18 NORGES BANK 610.36K (1.21%) 50.35K
Increased by +8.25%
Jun 30, 25
19 Charles Schwab Investment Management Inc 534.24K (1.06%) -5.24K
Decreased by -0.98%
Jun 30, 25
20 Wasatch Advisors LP 507.32K (1.01%) 56.66K
Increased by +11.17%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.99M (5.92%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.55M (3.06%) 1.58K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.54M (3.06%) -32.24K
Decreased by -2.09%
Jul 31, 25
4 Virtus KAR Small-Cap Growth I 1.44M (2.85%) -173.81K
Decreased by -12.09%
Jun 30, 25
5 Champlain Mid Cap Fund, LLC 1.39M (2.75%) 22.27K
Increased by +1.60%
Aug 31, 25
6 iShares Russell 2000 ETF 1.25M (2.47%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 1.19M (2.36%) -8.05K
Decreased by -0.67%
Jul 31, 25
8 Champlain Small Company Fund, LLC 908.22K (1.80%) -2.70K
Decreased by -0.30%
Aug 31, 25
9 Victory Sycamore Small Company Opp R 780.00K (1.55%) -10.00K
Decreased by -1.28%
Jun 30, 25
10 Victory Small Cap Value CIT (Net 75) 635.00K (1.26%) 338.00K
Increased by +53.23%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 538.59K (1.07%) -235.54K
Decreased by -43.73%
Jul 31, 25
12 Fidelity Small Cap Index 516.93K (1.02%) 3.35K
Increased by +0.65%
Jun 30, 25
13 Champlain Mid Cap Adv 505.00K (1.00%) 125.00K
Increased by +24.75%
Jun 30, 25
14 Fidelity® Small Cap Index 478.63K (0.95%) 10.94K
Increased by +2.29%
Sep 30, 23
15 iShares Russell 2000 Growth ETF 452.43K (0.90%) 0.00
Increased by 0.00%
Aug 31, 25
16 Champlain Small Company Adv 445.00K (0.88%) -35.00K
Decreased by -7.87%
Jun 30, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 444.28K (0.88%) 5.35K
Increased by +1.20%
Aug 29, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 434.45K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
19 iShares S&P Small-Cap 600 Growth ETF 432.33K (0.86%) 0.00
Increased by 0.00%
Aug 31, 25
20 JPM Small Cap Equity-MA 429.51K (0.85%) 39.13K
Increased by +9.11%
Jun 30, 25