Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 4.08%
2 GLRY 2.60%
3 GRPM 1.95%
4 FEMA 1.92%
5 GOAU 1.77%
6 FEMD 1.67%
7 GVAL 1.58%
8 TMDV 1.53%
9 OUSM 1.51%
10 GXG 1.42%
11 REGL 1.39%
12 XMLV 1.16%
13 FSCS 1.02%
14 RNMC 1.02%
15 FSGS 1.01%
16 RNSC 1.01%
17 PAMC 0.97%
18 HSMV 0.91%
19 XMHQ 0.78%
20 EQWM 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.79M (10.45%) 82.31K
Increased by +2.17%
Dec 31, 25
2 BlackRock Inc 3.19M (8.80%) -182.62K
Decreased by -5.72%
Sep 30, 25
3 JPMorgan Chase & Co 3.03M (8.34%) 1.22M
Increased by +40.23%
Sep 30, 25
4 Ruane, Cunniff & Goldfarb L.P. 1.81M (4.99%) 106.35K
Increased by +5.87%
Dec 31, 25
5 State Street Corporation 1.69M (4.67%) -27.74K
Decreased by -1.64%
Mar 31, 24
6 State Street Corp 1.66M (4.58%) -52.45K
Decreased by -3.16%
Sep 30, 25
7 APG Asset Management 1.50M (4.13%) -2.77M
Decreased by -184.85%
Dec 31, 25
8 Apg All Pensions Group 1.50M (4.13%) -143.63K
Decreased by -9.59%
Dec 31, 25
9 T. Rowe Price Associates, Inc. 1.15M (3.16%) 25.28K
Increased by +2.20%
Jun 30, 25
10 Champlain Investment Partners, LLC 1.06M (2.92%) -411.66K
Decreased by -38.80%
Dec 31, 25
11 Select Equity Group LP 969.31K (2.67%) -807.49K
Decreased by -83.31%
Dec 31, 23
12 T. Rowe Price Investment Management,Inc. 961.14K (2.65%) 192.62K
Increased by +20.04%
Dec 31, 25
13 Cooke & Bieler LP 899.03K (2.48%) 74.41K
Increased by +8.28%
Dec 31, 25
14 Dimensional Fund Advisors, Inc. 764.66K (2.11%) 9.91K
Increased by +1.30%
Dec 31, 25
15 Conestoga Capital Advisors, LLC 751.17K (2.07%) -16.46K
Decreased by -2.19%
Dec 31, 25
16 M&G PLC 728.73K (2.01%) 4.90K
Increased by +0.67%
Dec 31, 25
17 Bank of New York Mellon Corp 717.84K (1.98%) -35.55K
Decreased by -4.95%
Sep 30, 25
18 Fiduciary Management, Inc. of Milwaukee 715.44K (1.97%) 81.25K
Increased by +11.36%
Dec 31, 25
19 Geode Capital Management, LLC 656.80K (1.81%) 6.68K
Increased by +1.02%
Dec 31, 25
20 First Trust Advisors L.P. 626.86K (1.73%) 10.17K
Increased by +1.62%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.23M (3.40%) 11.69K
Increased by +0.95%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 1.19M (3.28%) 15.69K
Increased by +1.32%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 1.18M (3.26%) 777.00
Increased by +0.07%
Sep 30, 24
4 UBS: Global Equity 1.18M (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Index 889.10K (2.45%) 2.30K
Increased by +0.26%
Feb 28, 26
6 Sequoia 672.23K (1.85%) 672.23K
Increased by +100.00%
Dec 31, 25
7 US Small-Cap Growth II Equity Comp 608.81K (1.68%) -11.13K
Decreased by -1.83%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 571.03K (1.57%) 1.63K
Increased by +0.29%
Feb 28, 26
9 T. Rowe Price New Horizons 566.92K (1.56%) -41.88K
Decreased by -7.39%
Jul 31, 25
10 Champlain Mid Cap Fund, LLC 472.50K (1.30%) -187.56K
Decreased by -39.69%
Feb 28, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 401.14K (1.11%) 3.38K
Increased by +0.84%
Feb 28, 26
12 SPDR® S&P Dividend ETF 399.57K (1.10%) 0.00
Increased by 0.00%
Aug 31, 25
13 JPM Small Cap Equity-MA 399.26K (1.10%) -19.60K
Decreased by -4.91%
Dec 31, 25
14 JPM US Small Cap Core-Composite 399.26K (1.10%) -19.60K
Decreased by -4.91%
Dec 31, 25
15 Vanguard Selected Value Inv 371.99K (1.03%) 25.73K
Increased by +6.92%
Dec 31, 25
16 FMI Common Stock Investor 370.00K (1.02%) 370.00K
Increased by +100.00%
Dec 31, 25
17 First Trust SMID Cp Rising Div Achv ETF 364.20K (1.00%) 213.00
Increased by +0.06%
Feb 26, 26
18 Conestoga Small Cap Investors 360.00K (0.99%) -20.00K
Decreased by -5.56%
Jan 31, 26
19 JPMorgan Small Cap Equity A 359.14K (0.99%) -40.12K
Decreased by -11.17%
Jan 31, 26
20 Champlain Small Company Fund, LLC 341.27K (0.94%) -27.33K
Decreased by -8.01%
Jan 31, 26