Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.27%
2 SQLT 0.16%
3 ISCG 0.14%
4 IWMW 0.14%
5 IWM 0.14%
6 JKK 0.14%
7 MADE 0.13%
8 TEXN 0.07%
9 ISCB 0.07%
10 JKJ 0.07%
11 SMMD 0.06%
12 ESML 0.05%
13 WSML 0.04%
14 ITOT 0.01%
15 IWV 0.01%
16 ITDH 0.00%
17 ITDJ 0.00%
18 ITDI 0.00%
19 DGRO 0.00%
20 ITDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.39M (14.86%) -17.45K
Decreased by -0.73%
 Mar 31, 26
2 Vanguard Group Inc 1.76M (10.92%) -27.91K
Decreased by -1.59%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 897.66K (5.58%) 897.66K
Increased by +100.00%
 Mar 31, 26
4 Wasatch Advisors LP 873.66K (5.43%) 207.19K
Increased by +23.71%
 Mar 31, 26
5 Vanguard Capital Management, LLC 732.55K (4.55%) 732.55K
Increased by +100.00%
 Mar 31, 26
6 Capital World Investors 716.05K (4.45%) -336.43K
Decreased by -46.98%
 Mar 31, 26
7 State Street Corp 641.10K (3.99%) 3.45K
Increased by +0.54%
 Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 595.45K (3.70%) -74.15K
Decreased by -12.45%
 Mar 31, 26
9 Conestoga Capital Advisors, LLC 578.43K (3.60%) -54.82K
Decreased by -9.48%
 Mar 31, 26
10 First Trust Advisors L.P. 437.46K (2.72%) 55.29K
Increased by +12.64%
 Mar 31, 26
11 Geode Capital Management, LLC 389.11K (2.42%) -3.69K
Decreased by -0.95%
 Mar 31, 26
12 Kayne Anderson Rudnick Investment Management LLC 375.43K (2.33%) -16.68K
Decreased by -4.44%
 Mar 31, 26
13 Neuberger Berman Group LLC 371.86K (2.31%) -18.40K
Decreased by -4.95%
 Mar 31, 26
14 Dimensional Fund Advisors, Inc. 306.35K (1.90%) 2.46K
Increased by +0.80%
 Mar 31, 26
15 Channing Capital Management, LLC 305.36K (1.90%) 154.91K
Increased by +50.73%
 Mar 31, 26
16 NORGES BANK 294.43K (1.83%) 97.79K
Increased by +33.21%
 Dec 31, 25
17 First Manhattan Co. LLC 269.77K (1.68%) -3.65K
Decreased by -1.35%
 Mar 31, 26
18 T. Rowe Price Investment Management,Inc. 262.79K (1.63%) -23.97K
Decreased by -9.12%
 Mar 31, 26
19 Congress Asset Management Company, LLP 252.35K (1.57%) 30.90K
Increased by +12.24%
 Mar 31, 26
20 Northern Trust Corp 203.82K (1.27%) 4.02K
Increased by +1.97%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 998.34K (6.21%) 350.00
Increased by +0.04%
 May 29, 26
2 American Funds SMALLCAP World A 945.73K (5.88%) -329.64K
Decreased by -34.86%
 Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 523.67K (3.26%) 4.08K
Increased by +0.78%
 Apr 30, 26
4 iShares Russell 2000 ETF 382.20K (2.38%) 3.54K
Increased by +0.93%
 May 29, 26
5 Vanguard Small Cap Index 379.64K (2.36%) -775.00
Decreased by -0.20%
 Apr 30, 26
6 Wasatch Core Growth 276.73K (1.72%) 39.96K
Increased by +14.44%
 Mar 31, 26
7 Conestoga Small Cap Investors 253.82K (1.58%) -7.50K
Decreased by -2.95%
 Apr 30, 26
8 First Trust RBA Amer Indl RenaisTM ETF 233.05K (1.45%) 142.00
Increased by +0.06%
 May 31, 26
9 Neuberger Genesis Inv 220.48K (1.37%) -18.16K
Decreased by -8.24%
 Mar 31, 26
10 Vanguard Small Cap Growth Index Inv 212.92K (1.32%) -242.00
Decreased by -0.11%
 Apr 30, 26
11 Calvert US Small-Cap Strategy 186.04K (1.16%) -59.95K
Decreased by -32.23%
 Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 185.74K (1.15%) 1.79K
Increased by +0.96%
 Apr 30, 26
13 Calvert Small-Cap A 175.34K (1.09%) -10.70K
Decreased by -6.10%
 Apr 30, 26
14 Congress Small Cap Growth Institutional 160.00K (0.99%) 25.00K
Increased by +15.63%
 Apr 30, 26
15 Fidelity Small Cap Index 156.86K (0.98%) -2.70K
Decreased by -1.72%
 Mar 31, 26
16 State Street SPDR Port S&P 600 Sm CpETF 151.91K (0.94%) 0.00
Increased by 0.00%
 May 29, 26
17 Champlain Small Company Fund, LLC 148.87K (0.93%) -6.42K
Decreased by -4.32%
 May 31, 26
18 iShares Russell 2000 Growth ETF 130.14K (0.81%) -845.00
Decreased by -0.65%
 May 29, 26
19 Conestoga Small Cap Growth 127.00K (0.79%) -9.57K
Decreased by -7.54%
 Mar 31, 26
20 Global X US Infrastructure Dev ETF 122.40K (0.76%) -175.00
Decreased by -0.14%
 May 29, 26