Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.31%
2 EBIT 0.87%
3 VFQY 0.26%
4 VIOG 0.16%
5 VFMF 0.16%
6 SMLF 0.14%
7 IJT 0.12%
8 XJR 0.12%
9 SMAX 0.11%
10 VIOO 0.11%
11 VOX 0.11%
12 IJR 0.11%
13 VTWG 0.10%
14 IWO 0.10%
15 IJS 0.09%
16 VIOV 0.09%
17 ISCV 0.06%
18 JKL 0.06%
19 VTWO 0.06%
20 IWM 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.03M (15.00%) -101.88K
Decreased by -1.69%
Jun 30, 25
2 Vanguard Group Inc 4.90M (12.20%) -238.08K
Decreased by -4.86%
Jun 30, 25
3 Neuberger Berman Group LLC 2.86M (7.11%) 1.55M
Increased by +54.30%
Jun 30, 25
4 Madison Avenue Partners, LP 2.05M (5.11%) -155.37K
Decreased by -7.57%
Jun 30, 25
5 Champlain Investment Partners, LLC 2.00M (4.98%) -2.21K
Decreased by -0.11%
Sep 30, 23
6 Clarkston Capital Partners, LLC 1.89M (4.71%) -1.16M
Decreased by -61.35%
Jun 30, 25
7 State Street Corp 1.71M (4.27%) 34.78K
Increased by +2.03%
Jun 30, 25
8 State Street Corporation 1.60M (3.99%) -866.90K
Decreased by -54.02%
Mar 31, 24
9 Schroder Investment Management Group 1.55M (3.87%) -30.51K
Decreased by -1.96%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 1.50M (3.74%) -20.25K
Decreased by -1.35%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 1.32M (3.29%) 102.29K
Increased by +7.74%
Jun 30, 25
12 Brown Advisory Holdings Inc 1.23M (3.06%) 43.89K
Increased by +3.57%
Jun 30, 25
13 SG Capital Management, LLC 1.11M (2.77%) -285.41K
Decreased by -25.67%
Jun 30, 25
14 Burgundy Asset Management Ltd 1.03M (2.56%) 17.58K
Increased by +1.71%
Dec 31, 24
15 Palisade Capital Management LLc 953.04K (2.37%) -27.01K
Decreased by -2.83%
Jun 30, 25
16 Geode Capital Management, LLC 950.33K (2.36%) 14.40K
Increased by +1.52%
Jun 30, 25
17 William Blair Investment Management, LLC 931.75K (2.32%) -75.07K
Decreased by -8.06%
Jun 30, 25
18 Goldman Sachs Group Inc 763.66K (1.90%) -100.58K
Decreased by -13.17%
Sep 30, 23
19 Bank of New York Mellon Corp 760.48K (1.89%) -27.16K
Decreased by -3.57%
Jun 30, 25
20 Cardinal Capital Management Llc 717.71K (1.79%) -388.49K
Decreased by -54.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.44M (6.06%) 0.00
Increased by 0.00%
Aug 31, 25
2 Clarkston Capital SMID Composite 1.81M (4.51%) -1.06M
Decreased by -58.21%
Jun 30, 25
3 Neuberger Berman Genesis Inv 1.74M (4.32%) 898.24K
Increased by +51.70%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.30M (3.24%) 1.50K
Increased by +0.12%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.19M (2.97%) -25.41K
Decreased by -2.13%
Jul 31, 25
6 Schroder Global Sust Val Eq X Acc 1.09M (2.71%) -115.22K
Decreased by -10.59%
Feb 29, 24
7 iShares Russell 2000 ETF 993.65K (2.47%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Small Cap Index 927.46K (2.31%) -6.16K
Decreased by -0.66%
Jul 31, 25
9 Champlain Small Company Adv 835.00K (2.08%) 0.00
Increased by 0.00%
Sep 30, 23
10 SPDR® S&P Dividend ETF 728.17K (1.81%) 0.00
Increased by 0.00%
Dec 31, 23
11 Clarkston Partners Founders 700.00K (1.74%) -300.00K
Decreased by -42.86%
Jun 30, 25
12 Brown Advisory Small-Cap Fdmtl Val Inv 607.60K (1.51%) -3.91K
Decreased by -0.64%
Jul 31, 25
13 Vanguard Small Cap Value Index Inv 596.81K (1.48%) 1.87K
Increased by +0.31%
Jul 31, 25
14 Palisade Small Cap Core Equity 525.23K (1.31%) -23.33K
Decreased by -4.44%
Jun 30, 25
15 Calvert Small-Cap A 476.75K (1.19%) 0.00
Increased by 0.00%
Jul 31, 25
16 Calvert US Small-Cap Strategy 476.75K (1.19%) 0.00
Increased by 0.00%
Jun 30, 25
17 Schroder Global Recovery L Acc GBP 463.58K (1.15%) -18.27K
Decreased by -3.94%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 440.78K (1.10%) -193.75K
Decreased by -43.96%
Jul 31, 25
19 DFA US Small Cap Value I 432.46K (1.08%) -21.58K
Decreased by -4.99%
Jun 30, 24
20 iShares S&P Small-Cap 600 Value ETF 422.51K (1.05%) 0.00
Increased by 0.00%
Nov 30, 24