Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 5.86%
2 SCDV 2.79%
3 ALIL 2.00%
4 PYZ 1.60%
5 DGLO 1.58%
6 YUMY 1.41%
7 XSMO 1.29%
8 XSHQ 1.27%
9 HSMV 1.03%
10 SMCP 0.97%
11 XSLV 0.91%
12 SMDV 0.89%
13 VIOG 0.65%
14 SLYG 0.63%
15 IJT 0.63%
16 CAFG 0.56%
17 SCDS 0.54%
18 PAPI 0.51%
19 QSML 0.51%
20 QUSA 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.94M (15.31%) -112.43K
Decreased by -2.28%
Jun 30, 25
2 Vanguard Group Inc 3.90M (12.09%) 47.60K
Increased by +1.22%
Jun 30, 25
3 Wasatch Advisors Inc. 1.98M (6.13%) -6.55K
Decreased by -0.33%
Sep 30, 23
4 State Street Corporation 1.23M (3.81%) 16.60K
Increased by +1.35%
Mar 31, 24
5 State Street Corp 1.23M (3.80%) -1.53K
Decreased by -0.12%
Jun 30, 25
6 Apg All Pensions Group 1.16M (3.59%) -789.73K
Decreased by -68.33%
Mar 31, 25
7 Conestoga Capital Advisors, LLC 1.15M (3.56%) -19.03K
Decreased by -1.66%
Jun 30, 25
8 Geode Capital Management, LLC 980.97K (3.04%) 14.33K
Increased by +1.46%
Jun 30, 25
9 Wasatch Advisors LP 960.09K (2.98%) -108.92K
Decreased by -11.34%
Jun 30, 25
10 Geneva Capital Management 895.53K (2.78%) 64.72K
Increased by +7.23%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 862.62K (2.68%) 80.09K
Increased by +9.28%
Jun 30, 25
12 FMR Inc 703.87K (2.18%) 18.52K
Increased by +2.63%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 575.40K (1.79%) -18.35K
Decreased by -3.19%
Jun 30, 25
14 NORGES BANK 469.08K (1.46%) 38.60K
Increased by +8.23%
Jun 30, 25
15 JPMorgan Chase & Co 451.73K (1.40%) -28.00K
Decreased by -6.20%
Jun 30, 25
16 Ameriprise Financial Inc 431.05K (1.34%) -12.85K
Decreased by -2.98%
Jun 30, 24
17 Schroder Investment Management Group 407.47K (1.26%) -16.13K
Decreased by -3.96%
Jun 30, 25
18 Northern Trust Corp 395.45K (1.23%) -3.58K
Decreased by -0.91%
Jun 30, 25
19 Charles Schwab Investment Management Inc 368.47K (1.14%) -1.27K
Decreased by -0.34%
Jun 30, 25
20 Congress Asset Management Company, LLP 362.13K (1.12%) 3.63K
Increased by +1.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.94M (6.02%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.03M (3.19%) -21.75K
Decreased by -2.12%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.02M (3.17%) 735.00
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 791.45K (2.46%) -6.07K
Decreased by -0.77%
Jul 31, 25
5 iShares Russell 2000 ETF 787.97K (2.45%) 0.00
Increased by 0.00%
Aug 31, 25
6 Conestoga Small Cap Investors 721.06K (2.24%) 68.00K
Increased by +9.43%
Jul 31, 25
7 Vanguard Small Cap Growth Index Inv 445.53K (1.38%) -1.18K
Decreased by -0.27%
Jul 31, 25
8 Wasatch Core Growth 369.91K (1.15%) -52.86K
Decreased by -14.29%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 350.63K (1.09%) -151.71K
Decreased by -43.27%
Jul 31, 25
10 Fidelity Small Cap Index 329.17K (1.02%) 1.84K
Increased by +0.56%
Jun 30, 25
11 T. Rowe Price Integrated US SmCapGrEq 327.46K (1.02%) 163.73K
Increased by +50.00%
Dec 31, 24
12 Fidelity® Small Cap Index 299.46K (0.93%) 6.34K
Increased by +2.12%
Sep 30, 23
13 Conestoga Small Cap Growth 298.28K (0.93%) 8.66K
Increased by +2.90%
Jun 30, 25
14 iShares Russell 2000 Growth ETF 288.73K (0.90%) 0.00
Increased by 0.00%
Aug 31, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 288.69K (0.90%) 3.43K
Increased by +1.19%
Aug 29, 25
16 Nationwide Geneva Small Cap Gr Instl Svc 286.81K (0.89%) -5.04K
Decreased by -1.76%
Jul 31, 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 (0.87%) 0.00
Increased by 0.00%
Aug 31, 25
19 Strategic Advisers Fidelity US TtlStk 270.50K (0.84%) -26.38K
Decreased by -9.75%
Jul 31, 25
20 JPMorgan Small Cap Equity A 239.98K (0.74%) 44.39K
Increased by +18.50%
Jul 31, 25