Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 2.25%
2 JSML 2.11%
3 PRN 1.76%
4 SAWS 1.62%
5 XSMO 1.31%
6 RNSC 1.02%
7 FSGS 1.02%
8 JPSV 1.01%
9 QSML 0.88%
10 RZG 0.87%
11 DWAS 0.85%
12 SOVF 0.84%
13 IJT 0.83%
14 SLYG 0.82%
15 VIOG 0.76%
16 SCDS 0.73%
17 CAFG 0.72%
18 TXSS 0.72%
19 CCSO 0.68%
20 FYC 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.61M (15.74%) 90.12K
Increased by +3.46%
Dec 31, 24
2 Vanguard Group Inc 1.85M (11.20%) 29.49K
Increased by +1.59%
Dec 31, 24
3 Neuberger Berman Group LLC 662.49K (4.00%) -260.75K
Decreased by -39.36%
Dec 31, 24
4 State Street Corp 648.08K (3.92%) 35.38K
Increased by +5.46%
Dec 31, 24
5 Conestoga Capital Advisors, LLC 603.28K (3.65%) 29.29K
Increased by +4.85%
Mar 31, 25
6 Capital World Investors 556.84K (3.36%) -36.33K
Decreased by -6.52%
Dec 31, 24
7 Wasatch Advisors Inc. 504.70K (3.05%) 444.12K
Increased by +88.00%
Sep 30, 23
8 Wasatch Advisors LP 427.30K (2.58%) -10.88K
Decreased by -2.55%
Dec 31, 24
9 Champlain Investment Partners, LLC 418.67K (2.53%) -133.81K
Decreased by -31.96%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 397.74K (2.40%) -128.20K
Decreased by -32.23%
Dec 31, 24
11 Geode Capital Management, LLC 393.85K (2.38%) 4.90K
Increased by +1.24%
Dec 31, 24
12 State Street Corporation 345.40K (2.09%) 5.51K
Increased by +1.59%
Mar 31, 24
13 AllianceBernstein L.P. 320.55K (1.94%) -34.35K
Decreased by -10.72%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 307.42K (1.86%) -48.77K
Decreased by -15.86%
Dec 31, 24
15 First Manhattan Co. LLC 296.67K (1.79%) -72.46K
Decreased by -24.42%
Dec 31, 24
16 Allspring Global Investments Holdings, LLC 259.22K (1.57%) -199.34K
Decreased by -76.90%
Sep 30, 24
17 Kayne Anderson Rudnick Investment Management LLC 235.32K (1.42%) -6.08K
Decreased by -2.58%
Dec 31, 24
18 Capital Research & Mgmt Co - Division 3 234.31K (1.42%) -19.46K
Decreased by -8.30%
Dec 31, 24
19 Northern Trust Corp 217.66K (1.32%) 11.46K
Increased by +5.27%
Dec 31, 24
20 T. Rowe Price Associates, Inc. 207.14K (1.25%) 661.00
Increased by +0.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.02M (6.15%) -864.00
Decreased by -0.08%
Apr 30, 25
2 American Funds SMALLCAP World A 943.75K (5.70%) -8.21K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 529.04K (3.20%) 1.59K
Increased by +0.30%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 527.31K (3.19%) 33.25K
Increased by +6.31%
Sep 30, 24
5 Vanguard Small Cap Index 418.81K (2.53%) -10.57K
Decreased by -2.52%
Mar 31, 25
6 iShares Russell 2000 ETF 412.14K (2.49%) 70.00
Increased by +0.02%
Apr 30, 25
7 Wasatch Core Growth 347.88K (2.10%) 97.50K
Increased by +28.03%
Mar 31, 25
8 Conestoga Small Cap Investors 340.75K (2.06%) -3.67K
Decreased by -1.08%
Mar 31, 25
9 Neuberger Berman Genesis Inv 314.06K (1.90%) -102.57K
Decreased by -32.66%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 258.25K (1.56%) 2.55K
Increased by +0.99%
Mar 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 234.80K (1.42%) -6.44K
Decreased by -2.74%
Mar 31, 25
13 Allspring Special Small Cap Value A 204.60K (1.24%) -4.10K
Decreased by -2.00%
Aug 31, 24
14 Calvert US Small-Cap Strategy 194.75K (1.18%) -14.32K
Decreased by -7.35%
Sep 30, 24
15 Champlain Small Company Fund, LLC 190.31K (1.15%) 86.52K
Increased by +45.46%
Mar 31, 25
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 165.96K (1.00%) 617.00
Increased by +0.37%
Feb 28, 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