Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 ITOT 1000.00%
3 ISCV 1000.00%
4 ISCB 1000.00%
5 JKK 1000.00%
6 JKJ 1000.00%
7 IWV 1000.00%
8 IWO 1000.00%
9 IWN 1000.00%
10 IWM 1000.00%
11 XRT 1.73%
12 SAEF 1.48%
13 RETL 1.40%
14 PSCD 0.78%
15 SSLY 0.68%
16 VIOV 0.22%
17 SLYV 0.22%
18 ESIX 0.19%
19 VIOG 0.14%
20 FYT 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.89M (15.73%) 3.10M
Increased by +11.11%
Sep 30, 23
2 Ariel Investments, LLC 24.99M (14.09%) 8.40M
Increased by +33.61%
Sep 30, 23
3 Vanguard Group Inc 18.62M (10.50%) 647.84K
Increased by +3.48%
Sep 30, 23
4 Kayne Anderson Rudnick Investment Management LLC 17.12M (9.65%) 6.08M
Increased by +35.52%
Sep 30, 23
5 Clarkston Capital Partners, LLC 15.86M (8.94%) 6.35M
Increased by +40.01%
Sep 30, 23
6 Champlain Investment Partners, LLC 15.34M (8.65%) -51.96K
Decreased by -0.34%
Sep 30, 23
7 State Street Corporation 7.35M (4.14%) 1.03M
Increased by +13.99%
Sep 30, 23
8 HHG PLC 6.72M (3.79%) 99.77K
Increased by +1.49%
Sep 30, 23
9 River Road Asset Management, LLC 5.29M (2.98%) -67.53K
Decreased by -1.28%
Sep 30, 23
10 Geode Capital Management, LLC 3.77M (2.13%) 418.07K
Increased by +11.08%
Sep 30, 23
11 Capital Research Global Investors 3.47M (1.96%) 327.55K
Increased by +9.43%
Sep 30, 23
12 Bank of New York Mellon Corp 3.21M (1.81%) 324.51K
Increased by +10.10%
Sep 30, 23
13 Davenport & Company LLC 3.17M (1.79%) 3.07M
Increased by +96.85%
Sep 30, 23
14 Northern Trust Corp 2.42M (1.36%) -228.45K
Decreased by -9.44%
Sep 30, 23
15 Wells Fargo & Co 2.30M (1.30%) 541.12K
Increased by +23.50%
Sep 30, 23
16 Allspring Global Investments Holdings, LLC 2.23M (1.26%) -3.52M
Decreased by -157.72%
Sep 30, 23
17 Private Management Group Inc 2.16M (1.22%) 506.62K
Increased by +23.42%
Sep 30, 23
18 Marshall Wace Asset Management Ltd 2.12M (1.20%) 1.75M
Increased by +82.42%
Sep 30, 23
19 Raymond James & Associates 1.97M (1.11%) 687.94K
Increased by +34.87%
Sep 30, 23
20 Reinhart Mahoney Capital Management Inc 1.95M (1.10%) 923.85K
Increased by +47.28%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 15.86M (8.94%) 6.35M
Increased by +40.01%
Sep 30, 23
2 Ariel Fund Investor 13.92M (7.85%) 2.46M
Increased by +17.64%
Dec 31, 23
3 iShares Core S&P Small-Cap ETF 12.32M (6.95%) 5.63K
Increased by +0.05%
Dec 29, 23
4 Champlain Mid Cap Fund, LLC 10.07M (5.68%) -126.40K
Decreased by -1.26%
Nov 30, 23
5 Janus Henderson Triton D 5.96M (3.36%) 0.00
Increased by 0.00%
Sep 30, 23
6 Janus Henderson US SMID Cap Growth 5.96M (3.36%) 0.00
Increased by 0.00%
Sep 30, 23
7 Clarkston Partners Founders 5.68M (3.20%) 2.26M
Increased by +39.72%
Sep 30, 23
8 Vanguard Total Stock Mkt Idx Inv 5.40M (3.04%) 0.00
Increased by 0.00%
Nov 30, 23
9 Champlain Mid Cap Adv 5.22M (2.94%) 0.00
Increased by 0.00%
Sep 30, 23
10 iShares Russell 2000 ETF 4.75M (2.68%) 30.23K
Increased by +0.64%
Dec 29, 23
11 Vanguard Small Cap Index 4.30M (2.42%) 13.15K
Increased by +0.31%
Nov 30, 23
12 Davenport Small Cap Focus 3.86M (2.18%) 400.00K
Increased by +10.35%
Nov 30, 23
13 Champlain Small Company Fund, LLC 3.71M (2.09%) -4.45K
Decreased by -0.12%
Nov 30, 23
14 American Funds SMALLCAP World A 3.47M (1.96%) 327.55K
Increased by +9.43%
Sep 30, 23
15 Virtus KAR Small-Cap Value I 3.21M (1.81%) 1.03M
Increased by +32.16%
Sep 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 2.65M (1.49%) 21.36K
Increased by +0.81%
Nov 30, 23
17 Pictet-Water I EUR 2.59M (1.46%) -25.85K
Decreased by -1.00%
Jun 30, 23
18 iShares S&P Small-Cap 600 Value ETF 2.57M (1.45%) -11.66K
Decreased by -0.45%
Dec 29, 23
19 Vanguard Small Cap Growth Index Inv 2.39M (1.35%) 12.20K
Increased by +0.51%
Nov 30, 23
20 Champlain Small Company Adv 2.02M (1.14%) 0.00
Increased by 0.00%
Sep 30, 23