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 IJT 0.14%
7 SMLF 0.13%
8 XJR 0.13%
9 SMAX 0.12%
10 VIOO 0.12%
11 VOX 0.12%
12 IJR 0.12%
13 IWO 0.11%
14 VTWG 0.11%
15 IJS 0.10%
16 VIOV 0.10%
17 ISCV 0.07%
18 JKL 0.07%
19 IWM 0.06%
20 VTWO 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.13M (15.18%) -308.65K
Decreased by -5.04%
Mar 31, 25
2 Vanguard Group Inc 4.90M (12.14%) -238.08K
Decreased by -4.86%
Jun 30, 25
3 Clarkston Capital Partners, LLC 3.05M (7.56%) 4.62K
Increased by +0.15%
Mar 31, 25
4 Madison Avenue Partners, LP 2.21M (5.47%) 111.27K
Increased by +5.04%
Mar 31, 25
5 Champlain Investment Partners, LLC 2.00M (4.96%) -2.21K
Decreased by -0.11%
Sep 30, 23
6 State Street Corp 1.68M (4.16%) -75.17K
Decreased by -4.48%
Mar 31, 25
7 State Street Corporation 1.60M (3.97%) -866.90K
Decreased by -54.02%
Mar 31, 24
8 Schroder Investment Management Group 1.55M (3.85%) -30.51K
Decreased by -1.96%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 1.50M (3.72%) -20.25K
Decreased by -1.35%
Jun 30, 25
10 SG Capital Management, LLC 1.40M (3.46%) 449.98K
Increased by +32.20%
Mar 31, 25
11 Neuberger Berman Group LLC 1.31M (3.23%) 1.29M
Increased by +98.86%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.22M (3.02%) 137.60K
Increased by +11.28%
Mar 31, 25
13 Brown Advisory Holdings Inc 1.18M (2.94%) 158.19K
Increased by +13.35%
Mar 31, 25
14 Ophir Asset Management Pty Ltd 1.05M (2.61%) -40.39K
Decreased by -3.83%
Mar 31, 25
15 Burgundy Asset Management Ltd 1.03M (2.55%) 17.58K
Increased by +1.71%
Dec 31, 24
16 Palisade Capital Management LLc 980.04K (2.43%) -6.98K
Decreased by -0.71%
Mar 31, 25
17 Geode Capital Management, LLC 935.93K (2.32%) 18.33K
Increased by +1.96%
Mar 31, 25
18 William Blair Investment Management, LLC 931.75K (2.31%) -75.07K
Decreased by -8.06%
Jun 30, 25
19 Bank of New York Mellon Corp 787.64K (1.95%) -328.78K
Decreased by -41.74%
Mar 31, 25
20 Goldman Sachs Group Inc 763.66K (1.89%) -100.58K
Decreased by -13.17%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.45M (6.06%) 380.00
Increased by +0.02%
Jul 31, 25
2 Clarkston Capital SMID Composite 1.81M (4.49%) -1.06M
Decreased by -58.21%
Jun 30, 25
3 Neuberger Berman Genesis Inv 1.74M (4.30%) 898.24K
Increased by +51.70%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.30M (3.23%) 1.50K
Increased by +0.12%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.22M (3.02%) -86.65K
Decreased by -7.10%
Jun 30, 25
6 Schroder Global Sust Val Eq X Acc 1.09M (2.70%) -115.22K
Decreased by -10.59%
Feb 29, 24
7 iShares Russell 2000 ETF 972.35K (2.41%) -18.48K
Decreased by -1.90%
Jul 31, 25
8 Vanguard Small Cap Index 933.62K (2.31%) -89.02K
Decreased by -9.53%
Jun 30, 25
9 Champlain Small Company Adv 835.00K (2.07%) 0.00
Increased by 0.00%
Sep 30, 23
10 SPDR® S&P Dividend ETF 728.17K (1.80%) 0.00
Increased by 0.00%
Dec 31, 23
11 Clarkston Partners Founders 700.00K (1.73%) -300.00K
Decreased by -42.86%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 634.53K (1.57%) -22.75K
Decreased by -3.59%
Jun 30, 25
13 Brown Advisory Small-Cap Fdmtl Val Inv 611.51K (1.51%) 51.82K
Increased by +8.47%
Jun 30, 25
14 Vanguard Small Cap Value Index Inv 594.94K (1.47%) -62.64K
Decreased by -10.53%
Jun 30, 25
15 Palisade Small Cap Core Equity 525.23K (1.30%) -23.33K
Decreased by -4.44%
Jun 30, 25
16 Schroder Global Recovery L Acc GBP 481.84K (1.19%) 0.00
Increased by 0.00%
Jun 30, 25
17 Calvert Small-Cap A 476.75K (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
18 Calvert US Small-Cap Strategy 476.75K (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
19 DFA US Small Cap Value I 432.46K (1.07%) -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