Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 6.69%
2 SCDV 2.79%
3 ALIL 2.04%
4 YUMY 1.41%
5 DGLO 1.33%
6 XSHQ 1.29%
7 XSMO 1.29%
8 SMDV 1.05%
9 HSMV 1.01%
10 SMCP 0.97%
11 XSLV 0.95%
12 CAFG 0.87%
13 PYZ 0.68%
14 PAPI 0.60%
15 QSML 0.57%
16 SCDS 0.55%
17 FESM 0.53%
18 ESIX 0.52%
19 QUSA 0.51%
20 SAWS 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.84M (15.16%) -69.07K
Decreased by -1.43%
Mar 31, 26
2 Vanguard Group Inc 3.88M (12.13%) -17.38K
Decreased by -0.45%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.19M (6.87%) 2.19M
Increased by +100.00%
Mar 31, 26
4 Wasatch Advisors Inc. 1.98M (6.19%) -6.55K
Decreased by -0.33%
Sep 30, 23
5 Vanguard Capital Management, LLC 1.43M (4.48%) 1.43M
Increased by +100.00%
Mar 31, 26
6 Wasatch Advisors LP 1.42M (4.46%) 241.70K
Increased by +16.98%
Mar 31, 26
7 Conestoga Capital Advisors, LLC 1.25M (3.92%) 46.87K
Increased by +3.75%
Mar 31, 26
8 State Street Corp 1.24M (3.88%) 30.64K
Increased by +2.47%
Mar 31, 26
9 State Street Corporation 1.23M (3.85%) 16.60K
Increased by +1.35%
Mar 31, 24
10 Apg All Pensions Group 1.16M (3.62%) -789.73K
Decreased by -68.33%
Mar 31, 25
11 Geode Capital Management, LLC 1.05M (3.28%) 41.38K
Increased by +3.95%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 857.37K (2.68%) -68.79K
Decreased by -8.02%
Mar 31, 26
13 Geneva Capital Management 846.50K (2.65%) -61.31K
Decreased by -7.24%
Mar 31, 26
14 FMR Inc 598.67K (1.87%) 63.28K
Increased by +10.57%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 596.73K (1.87%) -1.22K
Decreased by -0.21%
Mar 31, 26
16 First Trust Advisors L.P. 453.34K (1.42%) 180.77K
Increased by +39.88%
Mar 31, 26
17 Congress Asset Management Company, LLP 445.81K (1.40%) 67.07K
Increased by +15.04%
Mar 31, 26
18 Ameriprise Financial Inc 431.05K (1.35%) -12.85K
Decreased by -2.98%
Jun 30, 24
19 Two Sigma Investments LLC 430.21K (1.35%) 227.50K
Increased by +52.88%
Mar 31, 26
20 JPMorgan Chase & Co 427.00K (1.34%) -84.03K
Decreased by -19.68%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.97M (6.16%) 690.00
Increased by +0.04%
May 29, 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 1.02M (3.18%) 2.59K
Increased by +0.25%
Apr 30, 26
4 iShares Russell 2000 ETF 786.49K (2.46%) 7.28K
Increased by +0.93%
May 29, 26
5 Vanguard Small Cap Index 737.70K (2.31%) -1.82K
Decreased by -0.25%
Apr 30, 26
6 Wasatch Core Growth 562.46K (1.76%) 95.89K
Increased by +17.05%
Mar 31, 26
7 Conestoga Small Cap Investors 552.00K (1.73%) -12.13K
Decreased by -2.20%
Apr 30, 26
8 Vanguard Small Cap Growth Index Inv 414.47K (1.30%) 461.00
Increased by +0.11%
Apr 30, 26
9 First Trust SMID Cp Rising Div Achv ETF 410.42K (1.28%) -1.03K
Decreased by -0.25%
May 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 365.60K (1.14%) 3.66K
Increased by +1.00%
Apr 30, 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 321.72K (1.01%) 514.00
Increased by +0.16%
Mar 31, 26
13 Strategic Advisers Fidelity US TtlStk 300.59K (0.94%) 5.16K
Increased by +1.72%
Apr 30, 26
14 Fidelity® Small Cap Index 299.46K (0.94%) 6.34K
Increased by +2.12%
Sep 30, 23
15 State Street SPDR Port S&P 600 Sm CpETF 298.55K (0.93%) 0.00
Increased by 0.00%
May 29, 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 268.02K (0.84%) -1.75K
Decreased by -0.65%
May 29, 26