Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.31%
2 EBIT 0.87%
3 VFQY 0.26%
4 VFMF 0.16%
5 VIOG 0.16%
6 IJT 0.14%
7 VIOO 0.14%
8 VOX 0.14%
9 XJR 0.13%
10 SMLF 0.13%
11 VTWG 0.13%
12 SMAX 0.12%
13 VIOV 0.12%
14 IJR 0.12%
15 IWO 0.11%
16 IJS 0.10%
17 VTWO 0.07%
18 ISCV 0.07%
19 JKL 0.07%
20 IWM 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 5.14M (12.73%) -177.83K
Decreased by -3.46%
Mar 31, 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 1.58M (3.92%) 596.38K
Increased by +37.63%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.52M (3.77%) 15.70K
Increased by +1.03%
Mar 31, 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 (2.93%) 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 William Blair Investment Management, LLC 1.01M (2.49%) -46.22K
Decreased by -4.59%
Mar 31, 25
17 Palisade Capital Management LLc 980.04K (2.43%) -6.98K
Decreased by -0.71%
Mar 31, 25
18 Geode Capital Management, LLC 935.93K (2.32%) 18.33K
Increased by +1.96%
Mar 31, 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 2.43M (6.01%) -7.84K
Decreased by -0.32%
Jun 30, 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 Total Stock Mkt Idx Inv 1.31M (3.24%) 1.22K
Increased by +0.09%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.30M (3.23%) 1.50K
Increased by +0.12%
Sep 30, 24
6 Schroder Global Sust Val Eq X Acc 1.09M (2.69%) -115.22K
Decreased by -10.59%
Feb 29, 24
7 iShares Russell 2000 ETF 1.03M (2.54%) 7.13K
Increased by +0.69%
Jun 30, 25
8 Vanguard Small Cap Index 1.02M (2.53%) 3.80K
Increased by +0.37%
May 31, 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 Small Cap Value Index Inv 657.57K (1.63%) -566.00
Decreased by -0.09%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 657.28K (1.63%) 4.48K
Increased by +0.68%
May 31, 25
14 Brown Advisory Small-Cap Fdmtl Val Inv 611.51K (1.51%) 51.82K
Increased by +8.47%
Jun 30, 25
15 Palisade Small Cap Core Equity 548.55K (1.36%) -6.16K
Decreased by -1.12%
Mar 31, 25
16 Schroder Global Recovery L Acc GBP 481.84K (1.19%) 0.00
Increased by 0.00%
May 31, 25
17 Calvert Small-Cap A 476.75K (1.18%) 0.00
Increased by 0.00%
May 31, 25
18 Calvert US Small-Cap Strategy 476.75K (1.18%) 154.42K
Increased by +32.39%
Mar 31, 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