Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 6.46%
2 SCDV 2.71%
3 ALIL 2.06%
4 YUMY 1.41%
5 DGLO 1.33%
6 XSMO 1.29%
7 XSHQ 1.25%
8 SMDV 1.05%
9 HSMV 0.99%
10 SMCP 0.97%
11 CAFG 0.88%
12 XSLV 0.86%
13 PYZ 0.65%
14 PAPI 0.60%
15 SCDS 0.55%
16 QSML 0.53%
17 ESIX 0.52%
18 QUSA 0.51%
19 SAWS 0.50%
20 SLY 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.91M (15.39%) 75.61K
Increased by +1.54%
Dec 31, 25
2 Vanguard Group Inc 3.88M (12.15%) -17.38K
Decreased by -0.45%
Dec 31, 25
3 Wasatch Advisors Inc. 1.98M (6.20%) -6.55K
Decreased by -0.33%
Sep 30, 23
4 Wasatch Advisors LP 1.42M (4.46%) 241.70K
Increased by +16.98%
Mar 31, 26
5 Conestoga Capital Advisors, LLC 1.25M (3.92%) 46.87K
Increased by +3.75%
Mar 31, 26
6 State Street Corporation 1.23M (3.85%) 16.60K
Increased by +1.35%
Mar 31, 24
7 State Street Corp 1.21M (3.79%) 9.22K
Increased by +0.76%
Dec 31, 25
8 Apg All Pensions Group 1.16M (3.62%) -789.73K
Decreased by -68.33%
Mar 31, 25
9 Geode Capital Management, LLC 1.01M (3.15%) 9.99K
Increased by +0.99%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 926.16K (2.90%) 19.81K
Increased by +2.14%
Dec 31, 25
11 Geneva Capital Management 846.50K (2.65%) -61.31K
Decreased by -7.24%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 596.73K (1.87%) -1.22K
Decreased by -0.21%
Mar 31, 26
13 FMR Inc 535.39K (1.68%) 2.27K
Increased by +0.42%
Dec 31, 25
14 JPMorgan Chase & Co 511.02K (1.60%) -603.19K
Decreased by -118.04%
Dec 31, 25
15 Congress Asset Management Company, LLP 445.81K (1.40%) 67.07K
Increased by +15.04%
Mar 31, 26
16 Ameriprise Financial Inc 431.05K (1.35%) -12.85K
Decreased by -2.98%
Jun 30, 24
17 NORGES BANK 418.44K (1.31%) -50.64K
Decreased by -12.10%
Dec 31, 25
18 Schroder Investment Management Group 407.53K (1.28%) 10.15K
Increased by +2.49%
Dec 31, 25
19 Nuveen, LLC 396.22K (1.24%) 18.45K
Increased by +4.66%
Dec 31, 25
20 Northern Trust Corp 365.24K (1.14%) -20.38K
Decreased by -5.58%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.97M (6.18%) 417.00
Increased by +0.02%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 1.02M (3.20%) 735.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.01M (3.18%) -12.16K
Decreased by -1.20%
Mar 31, 26
4 iShares Russell 2000 ETF 767.43K (2.41%) 6.49K
Increased by +0.85%
Apr 30, 26
5 Vanguard Small Cap Index 739.51K (2.32%) 3.81K
Increased by +0.51%
Mar 31, 26
6 Conestoga Small Cap Investors 564.13K (1.77%) -100.10K
Decreased by -17.74%
Mar 31, 26
7 Wasatch Core Growth 562.46K (1.76%) 95.89K
Increased by +17.05%
Mar 31, 26
8 Vanguard Small Cap Growth Index Inv 414.01K (1.30%) 5.44K
Increased by +1.31%
Mar 31, 26
9 First Trust SMID Cp Rising Div Achv ETF 406.22K (1.27%) 546.00
Increased by +0.13%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 361.94K (1.13%) 8.76K
Increased by +2.42%
Mar 31, 26
11 T. Rowe Price Integrated US SmCapGrEq 327.46K (1.03%) 163.73K
Increased by +50.00%
Dec 31, 24
12 Fidelity Small Cap Index 321.21K (1.01%) 3.46K
Increased by +1.08%
Feb 28, 26
13 Fidelity® Small Cap Index 299.46K (0.94%) 6.34K
Increased by +2.12%
Sep 30, 23
14 State Street SPDR Port S&P 600 Sm CpETF 295.80K (0.93%) 102.00
Increased by +0.03%
Apr 30, 26
15 Strategic Advisers Fidelity US TtlStk 295.43K (0.93%) -5.22K
Decreased by -1.77%
Mar 31, 26
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 288.69K (0.90%) 3.43K
Increased by +1.19%
Aug 29, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 285.57K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 280.66K (0.88%) 0.00
Increased by 0.00%
Aug 31, 25
19 Conestoga Small Cap Growth 278.60K (0.87%) 12.35K
Increased by +4.43%
Mar 31, 26
20 iShares Russell 2000 Growth ETF 269.40K (0.84%) 1.48K
Increased by +0.55%
Apr 30, 26