Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.31%
2 EBIT 0.88%
3 VIOG 0.17%
4 VOX 0.16%
5 VIOO 0.15%
6 IJT 0.14%
7 VIOV 0.12%
8 IJR 0.12%
9 IJS 0.10%
10 JKL 0.07%
11 ISCV 0.07%
12 VTWG 0.07%
13 VTWV 0.07%
14 VTWO 0.07%
15 IWO 0.06%
16 IWM 0.06%
17 IWN 0.06%
18 SMLF 0.06%
19 VBR 0.06%
20 JKJ 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.13M (15.01%) -308.65K
Decreased by -5.04%
Mar 31, 25
2 Vanguard Group Inc 5.14M (12.59%) -177.83K
Decreased by -3.46%
Mar 31, 25
3 Clarkston Capital Partners, LLC 3.05M (7.48%) 4.62K
Increased by +0.15%
Mar 31, 25
4 Madison Avenue Partners, LP 2.21M (5.41%) 111.27K
Increased by +5.04%
Mar 31, 25
5 Champlain Investment Partners, LLC 2.00M (4.90%) -2.21K
Decreased by -0.11%
Sep 30, 23
6 State Street Corp 1.68M (4.11%) -75.17K
Decreased by -4.48%
Mar 31, 25
7 State Street Corporation 1.60M (3.93%) -866.90K
Decreased by -54.02%
Mar 31, 24
8 Schroder Investment Management Group 1.58M (3.88%) 596.38K
Increased by +37.63%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.52M (3.73%) 15.70K
Increased by +1.03%
Mar 31, 25
10 SG Capital Management, LLC 1.40M (3.42%) 449.98K
Increased by +32.20%
Mar 31, 25
11 Neuberger Berman Group LLC 1.31M (3.20%) 1.29M
Increased by +98.86%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.22M (2.99%) 137.60K
Increased by +11.28%
Mar 31, 25
13 Brown Advisory Holdings Inc 1.18M (2.90%) 158.19K
Increased by +13.35%
Mar 31, 25
14 Ophir Asset Management Pty Ltd 1.05M (2.58%) -40.39K
Decreased by -3.83%
Mar 31, 25
15 Burgundy Asset Management Ltd 1.03M (2.52%) 17.58K
Increased by +1.71%
Dec 31, 24
16 William Blair Investment Management, LLC 1.01M (2.47%) -46.22K
Decreased by -4.59%
Mar 31, 25
17 Palisade Capital Management LLc 980.04K (2.40%) -6.98K
Decreased by -0.71%
Mar 31, 25
18 Geode Capital Management, LLC 935.93K (2.29%) 18.33K
Increased by +1.96%
Mar 31, 25
19 Bank of New York Mellon Corp 787.64K (1.93%) -328.78K
Decreased by -41.74%
Mar 31, 25
20 Goldman Sachs Group Inc 763.66K (1.87%) -100.58K
Decreased by -13.17%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 2.87M (7.03%) 11.49K
Increased by +0.40%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 2.49M (6.09%) -2.33K
Decreased by -0.09%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.31M (3.20%) 4.60K
Increased by +0.35%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.30M (3.19%) 1.50K
Increased by +0.12%
Sep 30, 24
5 Schroder Global Sust Val Eq X Acc 1.09M (2.66%) -115.22K
Decreased by -10.59%
Feb 29, 24
6 Vanguard Small Cap Index 1.02M (2.49%) 7.97K
Increased by +0.78%
Apr 30, 25
7 Clarkston Partners Founders 1.00M (2.45%) 0.00
Increased by 0.00%
Mar 31, 25
8 iShares Russell 2000 ETF 977.80K (2.39%) 165.00
Increased by +0.02%
Apr 30, 25
9 Neuberger Berman Genesis Inv 839.10K (2.05%) 839.10K
Increased by +100.00%
Mar 31, 25
10 Champlain Small Company Adv 835.00K (2.04%) 0.00
Increased by 0.00%
Sep 30, 23
11 SPDR® S&P Dividend ETF 728.17K (1.78%) 0.00
Increased by 0.00%
Dec 31, 23
12 Vanguard Small Cap Value Index Inv 658.14K (1.61%) 2.05K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 652.80K (1.60%) 758.00
Increased by +0.12%
Apr 30, 25
14 Brown Advisory Small-Cap Fdmtl Val Inv 579.96K (1.42%) -24.11K
Decreased by -4.16%
Apr 30, 25
15 Palisade Small Cap Core Equity 548.55K (1.34%) -6.16K
Decreased by -1.12%
Mar 31, 25
16 Schroder Global Recovery L Acc GBP 487.05K (1.19%) 188.30K
Increased by +38.66%
Mar 31, 25
17 Calvert Small-Cap A 476.75K (1.17%) -8.36K
Decreased by -1.75%
Mar 31, 25
18 Calvert US Small-Cap Strategy 476.75K (1.17%) 154.42K
Increased by +32.39%
Mar 31, 25
19 DFA US Small Cap Value I 432.46K (1.06%) -21.58K
Decreased by -4.99%
Jun 30, 24
20 iShares S&P Small-Cap 600 Value ETF 422.51K (1.03%) 0.00
Increased by 0.00%
Nov 30, 24