Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.31%
2 EBIT 0.85%
3 VIOV 0.30%
4 IJS 0.29%
5 VOX 0.18%
6 VIOO 0.15%
7 IJR 0.15%
8 JKL 0.09%
9 ISCV 0.09%
10 VTWG 0.07%
11 VTWO 0.07%
12 SMLF 0.07%
13 IWO 0.07%
14 IWM 0.07%
15 IWN 0.06%
16 VBR 0.06%
17 VTWV 0.06%
18 JKJ 0.05%
19 ISCB 0.05%
20 VB 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.31M (15.16%) -326.56K
Decreased by -5.17%
Jun 30, 24
2 Vanguard Group Inc 5.30M (12.72%) -70.52K
Decreased by -1.33%
Sep 30, 24
3 Clarkston Capital Partners, LLC 3.28M (7.89%) -116.51K
Decreased by -3.55%
Sep 30, 24
4 Champlain Investment Partners, LLC 2.00M (4.81%) -2.21K
Decreased by -0.11%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 1.66M (3.98%) -268.87K
Decreased by -16.24%
Sep 30, 24
6 Madison Avenue Partners, LP 1.63M (3.92%) 263.75K
Increased by +16.18%
Jun 30, 24
7 State Street Corporation 1.60M (3.85%) -866.90K
Decreased by -54.02%
Mar 31, 24
8 State Street Corp 1.57M (3.78%) -30.17K
Decreased by -1.92%
Jun 30, 24
9 Schroder Investment Management Group 1.40M (3.36%) 8.86K
Increased by +0.63%
Jun 30, 24
10 Bank of New York Mellon Corp 1.30M (3.13%) 24.21K
Increased by +1.86%
Jun 30, 24
11 Ophir Asset Management Pty Ltd 1.05M (2.53%) 1.05M
Increased by +100.00%
Sep 30, 24
12 William Blair Investment Management, LLC 1.03M (2.47%) -31.26K
Decreased by -3.04%
Sep 30, 24
13 Burgundy Asset Management Ltd 1.01M (2.43%) 22.64K
Increased by +2.24%
Sep 30, 24
14 Palisade Capital Management LLc 934.81K (2.25%) -58.69K
Decreased by -6.28%
Sep 30, 24
15 Geode Capital Management, LLC 882.00K (2.12%) 22.15K
Increased by +2.51%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 830.72K (2.00%) 103.36K
Increased by +12.44%
Jun 30, 24
17 Goldman Sachs Group Inc 763.66K (1.83%) -100.58K
Decreased by -13.17%
Sep 30, 23
18 Cardinal Capital Management Llc 717.71K (1.72%) -388.49K
Decreased by -54.13%
Sep 30, 23
19 Amvescap Plc. 713.98K (1.71%) -78.51K
Decreased by -11.00%
Jun 30, 24
20 SG Capital Management, LLC 695.77K (1.67%) 695.77K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 3.08M (7.40%) -114.85K
Decreased by -3.73%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 2.63M (6.31%) 2.54K
Increased by +0.10%
Oct 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.30M (3.11%) -8.95K
Decreased by -0.69%
Oct 31, 24
4 Clarkston Partners Founders 1.11M (2.67%) -124.94K
Decreased by -11.26%
Sep 30, 24
5 Schroder Global Sust Val Eq X Acc 1.09M (2.61%) -115.22K
Decreased by -10.59%
Feb 29, 24
6 Vanguard Small Cap Index 1.02M (2.45%) 2.00K
Increased by +0.20%
Oct 31, 24
7 iShares Russell 2000 ETF 938.89K (2.26%) -2.11K
Decreased by -0.23%
Oct 31, 24
8 Champlain Small Company Adv 835.00K (2.01%) 0.00
Increased by 0.00%
Sep 30, 23
9 SPDR® S&P Dividend ETF 728.17K (1.75%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Small Cap Value Index Inv 690.86K (1.66%) -240.00
Decreased by -0.03%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 622.17K (1.49%) -23.41K
Decreased by -3.76%
Sep 30, 24
12 Palisade Small Cap Core Equity 515.95K (1.24%) -51.63K
Decreased by -10.01%
Sep 30, 24
13 Brown Advisory Small-Cap Fdmtl Val Inv 444.88K (1.07%) 444.88K
Increased by +100.00%
Oct 31, 24
14 DFA US Small Cap Value I 432.46K (1.04%) -21.58K
Decreased by -4.99%
Jun 30, 24
15 iShares S&P Small-Cap 600 Value ETF 423.32K (1.02%) 372.00
Increased by +0.09%
Oct 31, 24
16 Fidelity® Small Cap Index 411.53K (0.99%) 10.93K
Increased by +2.66%
Oct 31, 23
17 Federated Hermes SDG Enggmt Eq X USD Acc 403.79K (0.97%) -2.05K
Decreased by -0.51%
Oct 31, 23
18 William Blair Small Cap Value I 394.78K (0.95%) -5.12K
Decreased by -1.30%
Sep 30, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 381.91K (0.92%) 78.00
Increased by +0.02%
Feb 29, 24
20 Schroder Global Recovery L Acc GBP 381.43K (0.92%) 0.00
Increased by 0.00%
Jul 31, 24