Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.47%
2 EATV 4.19%
3 DGRS 1.18%
4 CSB 1.13%
5 XSLV 0.91%
6 FVD 0.59%
7 ANEW 0.49%
8 SMN 0.44%
9 ESIX 0.37%
10 SMLE 0.36%
11 DES 0.33%
12 SLYV 0.31%
13 VIOV 0.31%
14 IJS 0.31%
15 QVMS 0.31%
16 FYT 0.27%
17 VIOO 0.27%
18 IJR 0.27%
19 SPSM 0.27%
20 TPSC 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.64M (15.92%) 113.72K
Increased by +1.71%
Dec 31, 23
2 Winder Investment Pte Ltd 6.30M (15.12%) 0.00
Increased by 0.00%
Jun 30, 23
3 Winder Pte Ltd 6.30M (15.12%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Group Inc 5.39M (12.93%) 64.68K
Increased by +1.20%
Dec 31, 23
5 HHG PLC 2.47M (5.92%) -102.77K
Decreased by -4.16%
Dec 31, 23
6 State Street Corporation 1.61M (3.86%) 18.55K
Increased by +1.15%
Dec 31, 23
7 Nordea Investment Mgmt Bank Demark A/s 1.55M (3.71%) -141.01K
Decreased by -9.11%
Mar 31, 24
8 Champlain Investment Partners, LLC 1.36M (3.25%) 220.25K
Increased by +16.23%
Dec 31, 23
9 Dimensional Fund Advisors, Inc. 1.16M (2.79%) 129.39K
Increased by +11.14%
Dec 31, 23
10 First Trust Advisors L.P. 1.12M (2.69%) 119.23K
Increased by +10.62%
Sep 30, 23
11 Geode Capital Management, LLC 887.80K (2.13%) 43.63K
Increased by +4.91%
Dec 31, 23
12 Northern Trust Corp 570.15K (1.37%) -29.18K
Decreased by -5.12%
Dec 31, 23
13 NORGES BANK 548.30K (1.32%) 141.39K
Increased by +25.79%
Dec 31, 23
14 Charles Schwab Investment Management Inc 545.92K (1.31%) 32.01K
Increased by +5.86%
Dec 31, 23
15 BTIM Corp 540.60K (1.30%) 1.62K
Increased by +0.30%
Mar 31, 24
16 Snyder Capital Management LP 538.84K (1.29%) -49.92K
Decreased by -9.26%
Dec 31, 23
17 Bank of New York Mellon Corp 528.98K (1.27%) 20.60K
Increased by +3.89%
Dec 31, 23
18 Pictet Asset Manangement SA 487.16K (1.17%) 51.57K
Increased by +10.59%
Dec 31, 23
19 Segall Bryant & Hamill 465.29K (1.12%) 25.09K
Increased by +5.39%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 455.95K (1.09%) 43.13K
Increased by +9.46%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.83M (6.78%) 1.09K
Increased by +0.04%
Apr 30, 24
2 Janus Henderson Triton D 1.57M (3.77%) -5.50K
Decreased by -0.35%
Feb 29, 24
3 Janus Henderson US SMID Cap Growth 1.51M (3.63%) -63.86K
Decreased by -4.23%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.32M (3.18%) 6.10K
Increased by +0.46%
Mar 31, 24
5 Nordea 1 - Global Climate & Envir BI EUR 1.20M (2.88%) -26.59K
Decreased by -2.21%
Mar 31, 24
6 Vanguard Small Cap Index 1.08M (2.59%) -8.59K
Decreased by -0.79%
Mar 31, 24
7 Champlain Small Company Fund, LLC 1.00M (2.41%) -15.76K
Decreased by -1.57%
Mar 31, 24
8 iShares Russell 2000 ETF 977.09K (2.34%) -7.80K
Decreased by -0.80%
Apr 30, 24
9 First Trust Value Line® Dividend ETF 775.43K (1.86%) -660.00
Decreased by -0.09%
Apr 30, 24
10 Vanguard Small Cap Value Index Inv 728.17K (1.75%) -15.41K
Decreased by -2.12%
Mar 31, 24
11 Janus Henderson Venture D 675.17K (1.62%) -8.64K
Decreased by -1.28%
Feb 29, 24
12 Janus Henderson US Small Cap Growth 647.07K (1.55%) -36.75K
Decreased by -5.68%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 631.25K (1.51%) 8.27K
Increased by +1.31%
Mar 31, 24
14 Champlain Small Company Adv 545.00K (1.31%) 70.00K
Increased by +12.84%
Dec 31, 23
15 Fidelity Small Cap Index 429.32K (1.03%) 4.45K
Increased by +1.04%
Feb 29, 24
16 Fidelity® Small Cap Index 394.14K (0.95%) 8.39K
Increased by +2.13%
Sep 30, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 374.59K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares Russell 2000 Growth ETF 356.34K (0.85%) -852.00
Decreased by -0.24%
Apr 30, 24
19 Vanguard Tax-Managed Small Cap Adm 326.14K (0.78%) -3.94K
Decreased by -1.21%
Mar 31, 24
20 Old Westbury Small & Mid Cap Strategies 320.00K (0.77%) 0.00
Increased by 0.00%
Jan 31, 24