Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIRR 3.03%
2 PSCI 2.47%
3 GRPM 1.97%
4 VNMC 1.91%
5 ENTR 1.82%
6 XSMO 1.34%
7 RFG 1.26%
8 GRNR 1.23%
9 PXSG 1.20%
10 CGGG 1.15%
11 LSAF 1.10%
12 SMAP 1.07%
13 VIOG 0.98%
14 RZG 0.96%
15 BOUT 0.94%
16 IJT 0.90%
17 FXR 0.71%
18 CCSO 0.70%
19 QMID 0.64%
20 ESIX 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.52M (9.68%) 276.72K
Increased by +4.25%
Mar 31, 25
2 BlackRock Inc 6.37M (9.46%) -712.36K
Decreased by -11.19%
Mar 31, 25
3 JPMorgan Chase & Co 2.95M (4.37%) -39.02K
Decreased by -1.33%
Mar 31, 25
4 State Street Corporation 2.49M (3.70%) 48.83K
Increased by +1.96%
Mar 31, 24
5 Blair William & Co 2.28M (3.39%) 102.38K
Increased by +4.49%
Jun 30, 25
6 State Street Corp 2.06M (3.06%) 10.87K
Increased by +0.53%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.98M (2.94%) 624.31K
Increased by +31.51%
Mar 31, 25
8 Geneva Capital Management 1.90M (2.82%) 219.81K
Increased by +11.58%
Mar 31, 25
9 Conestoga Capital Advisors, LLC 1.86M (2.76%) -29.84K
Decreased by -1.61%
Jun 30, 25
10 Wasatch Advisors LP 1.76M (2.61%) 181.18K
Increased by +10.30%
Mar 31, 25
11 Kayne Anderson Rudnick Investment Management LLC 1.73M (2.57%) -663.13K
Decreased by -38.28%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 1.40M (2.08%) 66.54K
Increased by +4.74%
Mar 31, 25
13 T. Rowe Price Investment Management,Inc. 1.37M (2.03%) 1.39K
Increased by +0.10%
Jun 30, 24
14 Geode Capital Management, LLC 1.32M (1.95%) 77.39K
Increased by +5.89%
Mar 31, 25
15 FMR Inc 1.27M (1.88%) -105.37K
Decreased by -8.32%
Mar 31, 25
16 Pictet Asset Manangement SA 1.22M (1.81%) 1.21M
Increased by +99.18%
Mar 31, 25
17 Bank of New York Mellon Corp 1.10M (1.64%) 312.86K
Increased by +28.40%
Mar 31, 25
18 Amvescap Plc. 1.04M (1.54%) -995.49K
Decreased by -96.00%
Mar 31, 25
19 Ameriprise Financial Inc 1.03M (1.53%) -17.84K
Decreased by -1.73%
Mar 31, 25
20 Wasatch Advisors Inc. 975.85K (1.45%) -864.00
Decreased by -0.09%
Sep 30, 23

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 Vanguard Total Stock Mkt Idx Inv 2.24M (3.32%) 7.49K
Increased by +0.33%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 2.21M (3.28%) 144.00
Increased by +0.01%
Jul 30, 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 1.75M (2.60%) -5.01K
Decreased by -0.29%
Jul 31, 25
6 Vanguard Small Cap Index 1.69M (2.51%) -59.38K
Decreased by -3.51%
Jun 30, 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 (1.95%) -13.57K
Decreased by -1.04%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.55%) -8.97K
Decreased by -0.86%
Jun 30, 25
10 Virtus KAR Small-Cap Growth I 1.02M (1.51%) -490.53K
Decreased by -48.11%
Mar 31, 25
11 American Funds SMALLCAP World A 955.20K (1.42%) 504.03K
Increased by +52.77%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 937.81K (1.39%) -26.35K
Decreased by -2.81%
Jun 30, 25
13 Pictet - Global Envir Opps I USD 932.25K (1.38%) -1.25K
Decreased by -0.13%
Jun 30, 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 JPMorgan Mid Cap Growth I 711.35K (1.06%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity Small Cap Index 671.95K (1.00%) -2.96K
Decreased by -0.44%
Apr 30, 24
19 Nationwide Geneva Small Cap Gr Instl Svc 664.78K (0.99%) 49.62K
Increased by +7.46%
Jun 30, 25
20 Columbia Small Cap Growth 664.35K (0.99%) 63.12K
Increased by +9.50%
Jun 30, 25