Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.22%
2 PYZ 1.82%
3 YUMY 1.41%
4 XSHQ 1.29%
5 XSMO 1.29%
6 SMCP 0.97%
7 XSLV 0.92%
8 CAFG 0.90%
9 SMDV 0.89%
10 HSMV 0.89%
11 VIOG 0.75%
12 IJT 0.74%
13 SLYG 0.73%
14 SCDS 0.61%
15 ESIX 0.53%
16 MMSC 0.51%
17 SAWS 0.50%
18 NUSC 0.46%
19 SLY 0.46%
20 OASC 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.05M (15.63%) -114.83K
Decreased by -2.27%
Mar 31, 25
2 Vanguard Group Inc 3.85M (11.93%) -111.20K
Decreased by -2.89%
Mar 31, 25
3 Wasatch Advisors Inc. 1.98M (6.12%) -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%) -47.92K
Decreased by -3.90%
Mar 31, 25
6 Apg All Pensions Group 1.16M (3.58%) -789.73K
Decreased by -68.33%
Mar 31, 25
7 Conestoga Capital Advisors, LLC 1.15M (3.55%) -19.03K
Decreased by -1.66%
Jun 30, 25
8 Wasatch Advisors LP 1.07M (3.31%) -133.35K
Decreased by -12.47%
Mar 31, 25
9 Geode Capital Management, LLC 966.63K (2.99%) 28.13K
Increased by +2.91%
Mar 31, 25
10 Geneva Capital Management 895.53K (2.77%) 64.72K
Increased by +7.23%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 782.52K (2.42%) -11.97K
Decreased by -1.53%
Mar 31, 25
12 FMR Inc 685.35K (2.12%) 108.35K
Increased by +15.81%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 593.75K (1.84%) -38.26K
Decreased by -6.44%
Mar 31, 25
14 JPMorgan Chase & Co 479.74K (1.49%) -29.75K
Decreased by -6.20%
Mar 31, 25
15 Ameriprise Financial Inc 431.05K (1.34%) -12.85K
Decreased by -2.98%
Jun 30, 24
16 NORGES BANK 430.48K (1.33%) 43.01K
Increased by +9.99%
Dec 31, 24
17 Schroder Investment Management Group 423.60K (1.31%) 56.37K
Increased by +13.31%
Mar 31, 25
18 Northern Trust Corp 399.03K (1.24%) -8.02K
Decreased by -2.01%
Mar 31, 25
19 Charles Schwab Investment Management Inc 369.74K (1.15%) -1.17K
Decreased by -0.32%
Mar 31, 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 1.95M (6.03%) 278.00
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.05M (3.25%) 3.09K
Increased by +0.29%
Jun 30, 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 797.52K (2.47%) -23.22K
Decreased by -2.91%
Jun 30, 25
5 iShares Russell 2000 ETF 771.03K (2.39%) -14.70K
Decreased by -1.91%
Jul 31, 25
6 Conestoga Small Cap Investors 653.06K (2.02%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 502.33K (1.56%) -4.63K
Decreased by -0.92%
Jun 30, 25
8 Vanguard Small Cap Growth Index Inv 446.71K (1.38%) -5.18K
Decreased by -1.16%
Jun 30, 25
9 Wasatch Core Growth 369.91K (1.15%) -52.86K
Decreased by -14.29%
Jun 30, 25
10 T. Rowe Price Integrated US SmCapGrEq 327.46K (1.01%) 163.73K
Increased by +50.00%
Dec 31, 24
11 Fidelity Small Cap Index 327.33K (1.01%) 1.43K
Increased by +0.44%
May 31, 25
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 (0.92%) 8.66K
Increased by +2.90%
Jun 30, 25
14 Strategic Advisers Fidelity US TtlStk 296.87K (0.92%) -8.11K
Decreased by -2.73%
Jun 30, 25
15 Nationwide Geneva Small Cap Gr Instl Svc 291.85K (0.90%) 21.97K
Increased by +7.53%
Jun 30, 25
16 iShares Russell 2000 Growth ETF 288.73K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 285.57K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 285.07K (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 282.77K (0.88%) 156.00
Increased by +0.06%
Jul 31, 25
20 ClearBridge Small Cap Growth 236.09K (0.73%) 0.00
Increased by 0.00%
Jun 30, 25