Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CPAI 1.94%
2 DVP 0.82%
3 DEEP 0.78%
4 XRT 0.38%
5 SSLY 0.34%
6 RETL 0.25%
7 SLY 0.17%
8 SAEF 0.16%
9 PSCD 0.13%
10 EBIT 0.08%
11 RWJ 0.08%
12 SLYV 0.06%
13 QSML 0.06%
14 VIOV 0.05%
15 ESIX 0.05%
16 TPSC 0.04%
17 RFLR 0.03%
18 SPSM 0.03%
19 VIOO 0.03%
20 BBSC 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Investments, LLC 60.90M (669.69%) 2.73M
Increased by +4.48%
Jun 30, 25
2 Kayne Anderson Rudnick Investment Management LLC 16.02M (176.11%) -1.21M
Decreased by -7.53%
Jun 30, 24
3 Clarkston Capital Partners, LLC 14.04M (154.35%) -9.15M
Decreased by -65.22%
Jun 30, 25
4 Vanguard Group Inc 8.24M (90.65%) -1.86M
Decreased by -22.62%
Jun 30, 25
5 State Street Corporation 7.79M (85.69%) 122.65K
Increased by +1.57%
Mar 31, 24
6 HHG PLC 7.32M (80.49%) -727.00
Decreased by -0.01%
Jun 30, 24
7 Private Management Group Inc 5.59M (61.47%) -112.65K
Decreased by -2.02%
Jun 30, 25
8 River Road Asset Management, LLC 5.29M (58.18%) -67.53K
Decreased by -1.28%
Sep 30, 23
9 Davenport & Company LLC 5.22M (57.42%) 702.40K
Increased by +13.45%
Jun 30, 24
10 T. Rowe Price Investment Management,Inc. 5.11M (56.20%) 5.11M
Increased by +100.00%
Jun 30, 24
11 AQR Capital Management LLC 4.39M (48.32%) 3.14M
Increased by +71.46%
Jun 30, 25
12 BlackRock Inc 4.39M (48.24%) -8.71M
Decreased by -198.48%
Jun 30, 25
13 Champlain Investment Partners, LLC 3.96M (43.52%) -10.50M
Decreased by -265.41%
Jun 30, 24
14 Millennium Management LLC 3.93M (43.26%) 1.06M
Increased by +27.01%
Jun 30, 25
15 State Street Corp 3.67M (40.36%) -4.74M
Decreased by -129.06%
Mar 31, 25
16 Jane Street Group LLC 3.57M (39.26%) 1.36M
Increased by +38.00%
Jun 30, 25
17 Allspring Global Investments Holdings, LLC 3.14M (34.48%) 258.69K
Increased by +8.25%
Dec 31, 24
18 Renaissance Technologies Corp 2.94M (32.35%) -494.19K
Decreased by -16.80%
Mar 31, 25
19 CLEARFIELD CAPITAL MANAGEMENT LP 2.83M (31.12%) -1.87M
Decreased by -65.99%
Sep 30, 24
20 Granite Investment Partners, LLC 2.68M (29.46%) 566.90K
Increased by +21.16%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ariel Fund Investor 32.00M (351.88%) 6.61M
Increased by +20.67%
Dec 31, 24
2 Clarkston Capital SMID Composite 13.44M (147.74%) -8.43M
Decreased by -62.77%
Jun 30, 25
3 iShares Core S&P Small-Cap ETF 11.83M (130.12%) 0.00
Increased by 0.00%
Jan 29, 25
4 Champlain Mid Cap Fund, LLC 9.74M (107.12%) -2.62K
Decreased by -0.03%
Apr 30, 24
5 Janus Henderson Triton D 6.42M (70.65%) 0.00
Increased by 0.00%
Jul 31, 24
6 Janus Henderson US SMID Cap Growth 6.42M (70.65%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard US Total Market Shares ETF 5.32M (58.52%) 0.00
Increased by 0.00%
Sep 30, 24
8 Clarkston Partners Founders 5.07M (55.73%) -3.35M
Decreased by -66.04%
Jun 30, 25
9 Champlain Mid Cap Adv 4.90M (53.89%) -145.00K
Decreased by -2.96%
Mar 31, 24
10 Vanguard Total Stock Mkt Idx Inv 3.62M (39.79%) -79.08K
Decreased by -2.19%
Jul 31, 25
11 Virtus KAR Small-Cap Value I 3.21M (35.33%) 0.00
Increased by 0.00%
Jun 30, 24
12 Champlain Small Company Fund, LLC 2.96M (32.58%) -5.55K
Decreased by -0.19%
Jun 30, 24
13 Pictet-Water I EUR 2.54M (27.91%) -49.70K
Decreased by -1.96%
Jul 31, 23
14 Vanguard Small Cap Growth Index Inv 2.34M (25.68%) -10.34K
Decreased by -0.44%
Aug 31, 24
15 Allspring Common Stock A 2.28M (25.02%) -55.83K
Decreased by -2.45%
Dec 31, 24
16 Allspring Select SMID Cap Equity 2.28M (25.02%) 188.23K
Increased by +8.27%
Dec 31, 24
17 Vanguard Explorer Value Inv 2.21M (24.29%) 618.76K
Increased by +28.01%
Jun 30, 25
18 American Funds SMALLCAP World A 2.20M (24.21%) -1.27M
Decreased by -57.72%
Dec 31, 23
19 Vanguard Small Cap Index 2.09M (22.98%) 4.10K
Increased by +0.20%
Oct 31, 24
20 iShares S&P Small-Cap 600 Value ETF 2.09M (22.93%) 0.00
Increased by 0.00%
Jan 29, 25