Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 2.81%
2 PSCI 2.47%
3 AIRR 2.45%
4 GRPM 2.40%
5 RSMC 2.10%
6 VNMC 1.91%
7 ENTR 1.82%
8 RFG 1.53%
9 CGGG 1.39%
10 XSMO 1.34%
11 SMAP 1.26%
12 GRNR 1.23%
13 PXSG 1.20%
14 LSAF 1.10%
15 VIOG 0.98%
16 RZG 0.96%
17 BOUT 0.94%
18 IJT 0.90%
19 CCSO 0.76%
20 QMID 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.50M (9.64%) -19.71K
Decreased by -0.30%
Jun 30, 25
2 BlackRock Inc 6.39M (9.48%) 24.36K
Increased by +0.38%
Jun 30, 25
3 State Street Corporation 2.49M (3.70%) 48.83K
Increased by +1.96%
Mar 31, 24
4 Blair William & Co 2.28M (3.38%) 102.38K
Increased by +4.49%
Jun 30, 25
5 Morgan Stanley - Brokerage Accounts 2.19M (3.26%) 213.13K
Increased by +9.71%
Jun 30, 25
6 State Street Corp 2.05M (3.04%) -16.81K
Decreased by -0.82%
Jun 30, 25
7 Geneva Capital Management 2.04M (3.02%) 139.02K
Increased by +6.83%
Jun 30, 25
8 Conestoga Capital Advisors, LLC 1.86M (2.76%) -29.84K
Decreased by -1.61%
Jun 30, 25
9 Wasatch Advisors LP 1.68M (2.50%) -76.07K
Decreased by -4.52%
Jun 30, 25
10 Kayne Anderson Rudnick Investment Management LLC 1.62M (2.41%) -109.67K
Decreased by -6.76%
Jun 30, 25
11 JPMorgan Chase & Co 1.44M (2.14%) -1.50M
Decreased by -103.97%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 1.43M (2.12%) 24.01K
Increased by +1.68%
Jun 30, 25
13 FMR Inc 1.38M (2.04%) 110.94K
Increased by +8.05%
Jun 30, 25
14 T. Rowe Price Investment Management,Inc. 1.37M (2.03%) 1.39K
Increased by +0.10%
Jun 30, 24
15 Geode Capital Management, LLC 1.34M (1.99%) 26.30K
Increased by +1.96%
Jun 30, 25
16 Pictet Asset Manangement SA 1.22M (1.81%) 5.66K
Increased by +0.46%
Jun 30, 25
17 Champlain Investment Partners, LLC 1.18M (1.75%) 1.18M
Increased by +100.00%
Jun 30, 25
18 Ameriprise Financial Inc 1.12M (1.66%) 87.43K
Increased by +7.80%
Jun 30, 25
19 Bank of New York Mellon Corp 1.10M (1.64%) 312.86K
Increased by +28.40%
Mar 31, 25
20 Amvescap Plc. 1.04M (1.54%) -995.49K
Decreased by -96.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.55M (6.76%) -5.81K
Decreased by -0.13%
Mar 28, 24
2 iShares Core S&P Mid-Cap ETF 2.20M (3.26%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.18M (3.24%) -55.70K
Decreased by -2.55%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 2.08M (3.09%) 1.71K
Increased by +0.08%
Sep 30, 24
5 First Trust RBA Amer Indl RenaisTM ETF 1.87M (2.78%) 11.70K
Increased by +0.63%
Aug 28, 25
6 Vanguard Small Cap Index 1.68M (2.49%) -10.94K
Decreased by -0.65%
Jul 31, 25
7 iShares Russell 2000 ETF 1.65M (2.46%) 3.45K
Increased by +0.21%
Mar 28, 24
8 Conestoga Small Cap Investors 1.31M (1.94%) 0.00
Increased by 0.00%
Jul 31, 25
9 Champlain Mid Cap Fund, LLC 1.31M (1.94%) 357.12K
Increased by +27.26%
Aug 31, 25
10 American Funds SMALLCAP World A 955.20K (1.42%) 504.03K
Increased by +52.77%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 937.45K (1.39%) -359.00
Decreased by -0.04%
Jul 31, 25
12 Virtus KAR Small-Cap Growth I 933.66K (1.39%) -85.87K
Decreased by -9.20%
Jun 30, 25
13 Pictet - Global Envir Opps I USD 932.02K (1.38%) -230.00
Decreased by -0.02%
Jul 31, 25
14 JPM US Mid Cap Growth-Composite 837.17K (1.24%) -133.09K
Decreased by -15.90%
Mar 31, 25
15 BlackRock Mid-Cap Growth Equity Instl 773.73K (1.15%) 33.23K
Increased by +4.29%
Feb 28, 25
16 T. Rowe Price Integrated US SmCapGrEq 727.42K (1.08%) 405.21K
Increased by +55.70%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 726.26K (1.08%) -315.85K
Decreased by -43.49%
Jul 31, 25
18 JPMorgan Mid Cap Growth I 711.35K (1.06%) 0.00
Increased by 0.00%
May 31, 25
19 Fidelity Small Cap Index 671.95K (1.00%) -2.96K
Decreased by -0.44%
Apr 30, 24
20 Columbia Small Cap Growth 664.35K (0.99%) 63.12K
Increased by +9.50%
Jun 30, 25