Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 2.11%
2 PRN 1.76%
3 RW 1.66%
4 PSCI 1.61%
5 XSHQ 1.16%
6 JPSV 1.01%
7 XSMO 1.00%
8 SOVF 0.94%
9 SAWS 0.89%
10 QSML 0.88%
11 AIRR 0.87%
12 FSGS 0.87%
13 DWAS 0.85%
14 RNSC 0.85%
15 GRPZ 0.83%
16 SCDS 0.73%
17 IJT 0.70%
18 VIOG 0.70%
19 CCSO 0.68%
20 FYC 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.54M (15.34%) -61.98K
Decreased by -2.44%
Mar 31, 25
2 Vanguard Group Inc 1.81M (10.92%) -41.68K
Decreased by -2.30%
Mar 31, 25
3 State Street Corp 633.59K (3.82%) -14.48K
Decreased by -2.29%
Mar 31, 25
4 Conestoga Capital Advisors, LLC 592.77K (3.58%) -10.51K
Decreased by -1.77%
Jun 30, 25
5 Wasatch Advisors LP 589.23K (3.55%) 161.92K
Increased by +27.48%
Mar 31, 25
6 Capital World Investors 556.84K (3.36%) 0.00
Increased by 0.00%
Mar 31, 25
7 Neuberger Berman Group LLC 514.77K (3.11%) -147.73K
Decreased by -28.70%
Mar 31, 25
8 Wasatch Advisors Inc. 504.70K (3.04%) 444.12K
Increased by +88.00%
Sep 30, 23
9 JONES FINANCIAL COMPANIES LLLP 428.37K (2.58%) 428.20K
Increased by +99.96%
Mar 31, 25
10 Geode Capital Management, LLC 405.98K (2.45%) 12.13K
Increased by +2.99%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 394.13K (2.38%) -3.61K
Decreased by -0.92%
Mar 31, 25
12 State Street Corporation 345.40K (2.08%) 5.51K
Increased by +1.59%
Mar 31, 24
13 Kayne Anderson Rudnick Investment Management LLC 316.46K (1.91%) 81.14K
Increased by +25.64%
Mar 31, 25
14 First Manhattan Co. LLC 286.06K (1.73%) -10.62K
Decreased by -3.71%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 283.82K (1.71%) -23.60K
Decreased by -8.31%
Mar 31, 25
16 Champlain Investment Partners, LLC 278.52K (1.68%) 278.52K
Increased by +100.00%
Mar 31, 25
17 AllianceBernstein L.P. 267.42K (1.61%) -53.13K
Decreased by -19.87%
Mar 31, 25
18 Allspring Global Investments Holdings, LLC 259.22K (1.56%) -199.34K
Decreased by -76.90%
Sep 30, 24
19 Capital Research & Mgmt Co - Division 3 226.10K (1.36%) -8.21K
Decreased by -3.63%
Mar 31, 25
20 Northern Trust Corp 218.21K (1.32%) 553.00
Increased by +0.25%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.00M (6.04%) 0.00
Increased by 0.00%
Jul 30, 25
2 American Funds SMALLCAP World A 889.65K (5.37%) -54.10K
Decreased by -6.08%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 539.31K (3.25%) 1.73K
Increased by +0.32%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 527.31K (3.18%) 33.25K
Increased by +6.31%
Sep 30, 24
5 Vanguard Small Cap Index 410.75K (2.48%) -12.57K
Decreased by -3.06%
Jun 30, 25
6 iShares Russell 2000 ETF 390.10K (2.35%) -6.28K
Decreased by -1.61%
Jul 30, 25
7 Conestoga Small Cap Investors 329.10K (1.99%) -3.40K
Decreased by -1.03%
May 31, 25
8 Wasatch Core Growth 319.16K (1.93%) -28.71K
Decreased by -9.00%
Jun 30, 25
9 Neuberger Berman Genesis Inv 268.48K (1.62%) -45.58K
Decreased by -16.98%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 258.92K (1.56%) -2.64K
Decreased by -1.02%
Jun 30, 25
11 T. Rowe Price Small-Cap Value 250.65K (1.51%) -85.20K
Decreased by -33.99%
Dec 31, 23
12 Vanguard Small Cap Growth Index Inv 230.26K (1.39%) -2.75K
Decreased by -1.19%
Jun 30, 25
13 Champlain Small Company Fund, LLC 206.18K (1.24%) 3.59K
Increased by +1.74%
Jun 30, 25
14 Allspring Special Small Cap Value A 204.60K (1.23%) -4.10K
Decreased by -2.00%
Aug 31, 24
15 Calvert US Small-Cap Strategy 194.75K (1.17%) -14.32K
Decreased by -7.35%
Sep 30, 24
16 Calvert Small-Cap A 176.66K (1.07%) -18.09K
Decreased by -10.24%
Nov 30, 24
17 Champlain Small Company Adv 170.00K (1.03%) -60.00K
Decreased by -35.29%
Dec 31, 23
18 Fidelity Small Cap Index 169.61K (1.02%) 624.00
Increased by +0.37%
May 31, 25
19 T. Rowe Price Small-Cap Stock 162.27K (0.98%) -43.68K
Decreased by -26.92%
Jun 30, 24
20 T. Rowe Price US Small-Cap Core Equity 162.27K (0.98%) -43.68K
Decreased by -26.92%
Jun 30, 24