Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 2.11%
2 PSCI 1.90%
3 PRN 1.76%
4 SAWS 1.38%
5 XSHQ 1.36%
6 OMFS 1.21%
7 XSMO 1.11%
8 JPSV 1.01%
9 QSML 0.88%
10 FSGS 0.88%
11 RNSC 0.88%
12 DWAS 0.85%
13 VIOG 0.76%
14 RZG 0.73%
15 SOVF 0.73%
16 SCDS 0.73%
17 TXSS 0.71%
18 IJT 0.71%
19 SLYG 0.71%
20 CCSO 0.68%

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 603.28K (3.64%) 29.29K
Increased by +4.85%
Mar 31, 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 1.01M (6.09%) 0.00
Increased by 0.00%
May 31, 25
2 American Funds SMALLCAP World A 943.75K (5.69%) -8.21K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 537.58K (3.24%) 342.00
Increased by +0.06%
May 31, 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 423.32K (2.55%) 1.99K
Increased by +0.47%
May 31, 25
6 iShares Russell 2000 ETF 420.03K (2.53%) 0.00
Increased by 0.00%
May 31, 25
7 Wasatch Core Growth 347.88K (2.10%) 97.50K
Increased by +28.03%
Mar 31, 25
8 Conestoga Small Cap Investors 332.50K (2.01%) -8.25K
Decreased by -2.48%
Apr 30, 25
9 Neuberger Berman Genesis Inv 314.06K (1.89%) -102.57K
Decreased by -32.66%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 261.55K (1.58%) 2.21K
Increased by +0.84%
May 31, 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 233.01K (1.41%) -1.52K
Decreased by -0.65%
May 31, 25
13 Allspring Special Small Cap Value A 204.60K (1.23%) -4.10K
Decreased by -2.00%
Aug 31, 24
14 Champlain Small Company Fund, LLC 202.59K (1.22%) 12.48K
Increased by +6.16%
May 31, 25
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 167.14K (1.01%) 1.19K
Increased by +0.71%
Mar 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