Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.31%
2 EBIT 0.88%
3 IJT 0.17%
4 VIOG 0.17%
5 VOX 0.16%
6 IJR 0.15%
7 VIOO 0.14%
8 VIOV 0.12%
9 IJS 0.12%
10 ISCV 0.09%
11 JKL 0.09%
12 IWO 0.08%
13 IWM 0.07%
14 IWN 0.07%
15 VTWG 0.07%
16 VTWV 0.07%
17 VTWO 0.07%
18 SMLF 0.07%
19 VBR 0.05%
20 ISCB 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.44M (12.07%) 263.37K
Increased by +4.09%
Dec 31, 24
2 Vanguard Group Inc 5.32M (9.97%) 21.75K
Increased by +0.41%
Dec 31, 24
3 Clarkston Capital Partners, LLC 3.05M (5.72%) -234.45K
Decreased by -7.69%
Dec 31, 24
4 Madison Avenue Partners, LP 2.10M (3.93%) -193.41K
Decreased by -9.22%
Dec 31, 24
5 Champlain Investment Partners, LLC 2.00M (3.75%) -2.21K
Decreased by -0.11%
Sep 30, 23
6 State Street Corp 1.75M (3.29%) 66.66K
Increased by +3.80%
Dec 31, 24
7 State Street Corporation 1.60M (3.01%) -866.90K
Decreased by -54.02%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 1.51M (2.83%) -148.43K
Decreased by -9.85%
Dec 31, 24
9 Bank of New York Mellon Corp 1.12M (2.09%) -92.61K
Decreased by -8.30%
Dec 31, 24
10 Ophir Asset Management Pty Ltd 1.09M (2.05%) 38.86K
Increased by +3.55%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 1.08M (2.03%) 91.96K
Increased by +8.50%
Dec 31, 24
12 William Blair Investment Management, LLC 1.05M (1.97%) 25.67K
Increased by +2.44%
Dec 31, 24
13 Burgundy Asset Management Ltd 1.03M (1.93%) 17.58K
Increased by +1.71%
Dec 31, 24
14 Brown Advisory Holdings Inc 1.03M (1.92%) 1.03M
Increased by +100.00%
Dec 31, 24
15 Schroder Investment Management Group 988.40K (1.85%) -365.44K
Decreased by -36.97%
Dec 31, 24
16 Palisade Capital Management LLc 980.04K (1.84%) -6.98K
Decreased by -0.71%
Mar 31, 25
17 SG Capital Management, LLC 947.36K (1.78%) 251.59K
Increased by +26.56%
Dec 31, 24
18 Geode Capital Management, LLC 917.60K (1.72%) 35.89K
Increased by +3.91%
Dec 31, 24
19 Goldman Sachs Group Inc 763.66K (1.43%) -100.58K
Decreased by -13.17%
Sep 30, 23
20 Cardinal Capital Management Llc 717.71K (1.35%) -388.49K
Decreased by -54.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 2.87M (5.38%) 11.49K
Increased by +0.40%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 2.49M (4.66%) -2.33K
Decreased by -0.09%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.30M (2.45%) 1.50K
Increased by +0.12%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.30M (2.44%) 5.41K
Increased by +0.42%
Mar 31, 25
5 Schroder Global Sust Val Eq X Acc 1.09M (2.04%) -115.22K
Decreased by -10.59%
Feb 29, 24
6 Vanguard Small Cap Index 1.01M (1.90%) -30.06K
Decreased by -2.97%
Mar 31, 25
7 Clarkston Partners Founders 1.00M (1.87%) 0.00
Increased by 0.00%
Mar 31, 25
8 iShares Russell 2000 ETF 977.80K (1.83%) 165.00
Increased by +0.02%
Apr 30, 25
9 Neuberger Berman Genesis Inv 839.10K (1.57%) 839.10K
Increased by +100.00%
Mar 31, 25
10 Champlain Small Company Adv 835.00K (1.57%) 0.00
Increased by 0.00%
Sep 30, 23
11 SPDR® S&P Dividend ETF 728.17K (1.37%) 0.00
Increased by 0.00%
Dec 31, 23
12 Vanguard Small Cap Value Index Inv 656.09K (1.23%) -28.68K
Decreased by -4.37%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 652.04K (1.22%) 14.86K
Increased by +2.28%
Mar 31, 25
14 Brown Advisory Small-Cap Fdmtl Val Inv 604.07K (1.13%) -963.00
Decreased by -0.16%
Mar 31, 25
15 Palisade Small Cap Core Equity 548.55K (1.03%) -6.16K
Decreased by -1.12%
Mar 31, 25
16 Schroder Global Recovery L Acc GBP 487.05K (0.91%) 188.30K
Increased by +38.66%
Mar 31, 25
17 Calvert Small-Cap A 485.11K (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
18 DFA US Small Cap Value I 432.46K (0.81%) -21.58K
Decreased by -4.99%
Jun 30, 24
19 iShares S&P Small-Cap 600 Value ETF 422.51K (0.79%) 0.00
Increased by 0.00%
Nov 30, 24
20 Fidelity® Small Cap Index 411.53K (0.77%) 10.93K
Increased by +2.66%
Oct 31, 23