Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.92%
2 EVX 4.21%
3 RNEW 3.99%
4 AFSC 3.19%
5 LCG 2.24%
6 UPGR 2.10%
7 DWAQ 2.09%
8 DWAS 1.57%
9 QWST 1.54%
10 PFUT 1.48%
11 NSCS 1.46%
12 NZRO 0.81%
13 RYJ 0.63%
14 MSSM 0.61%
15 SMMV 0.61%
16 VTWG 0.57%
17 FNY 0.57%
18 IWO 0.55%
19 JHSC 0.46%
20 BKSE 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.05M (9.73%) -65.20K
Decreased by -1.08%
Mar 31, 25
2 BlackRock Inc 4.65M (7.49%) -119.58K
Decreased by -2.57%
Mar 31, 25
3 Wasatch Advisors LP 2.98M (4.80%) 405.91K
Increased by +13.61%
Mar 31, 25
4 Conestoga Capital Advisors, LLC 2.88M (4.64%) -355.69K
Decreased by -12.35%
Mar 31, 25
5 William Blair Investment Management, LLC 2.22M (3.57%) -424.23K
Decreased by -19.14%
Mar 31, 25
6 Amvescap Plc. 2.17M (3.49%) 334.79K
Increased by +15.46%
Mar 31, 25
7 JPMorgan Chase & Co 1.86M (2.99%) -93.59K
Decreased by -5.04%
Mar 31, 25
8 Earnest Partners LLC 1.59M (2.56%) -28.98K
Decreased by -1.83%
Mar 31, 25
9 Westfield Capital Management Company, L.P. 1.51M (2.43%) -12.46K
Decreased by -0.83%
Mar 31, 25
10 Geode Capital Management, LLC 1.49M (2.40%) 41.19K
Increased by +2.77%
Mar 31, 25
11 Ameriprise Financial Inc 1.48M (2.38%) 77.57K
Increased by +5.24%
Mar 31, 25
12 State Street Corp 1.44M (2.31%) -45.06K
Decreased by -3.14%
Mar 31, 25
13 Capital Research & Mgmt Co - Division 3 1.42M (2.29%) 19.71K
Increased by +1.38%
Mar 31, 25
14 T. Rowe Price Investment Management,Inc. 1.42M (2.29%) 163.36K
Increased by +11.51%
Mar 31, 25
15 Allspring Global Investments Holdings, LLC 1.40M (2.26%) -71.63K
Decreased by -5.11%
Jun 30, 24
16 Wellington Management Company LLP 1.38M (2.22%) -267.49K
Decreased by -19.43%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.27M (2.05%) 100.15K
Increased by +7.88%
Jun 30, 24
18 State Street Corporation 1.27M (2.04%) 13.99K
Increased by +1.10%
Mar 31, 24
19 Silvercrest Asset Management Group LLC 1.15M (1.86%) -86.25K
Decreased by -7.48%
Mar 31, 25
20 Macquarie Group Ltd 1.11M (1.79%) -10.77K
Decreased by -0.97%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.00M (3.21%) 33.82K
Increased by +1.69%
Apr 30, 25
2 American Funds SMALLCAP World A 1.96M (3.16%) -112.00K
Decreased by -5.71%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.95M (3.14%) 148.95K
Increased by +7.63%
Sep 30, 24
4 Vanguard Small Cap Index 1.57M (2.52%) 9.51K
Increased by +0.61%
Apr 30, 25
5 iShares Russell 2000 ETF 1.56M (2.51%) 0.00
Increased by 0.00%
May 31, 25
6 Conestoga Small Cap Investors 1.43M (2.31%) -98.00K
Decreased by -6.84%
Apr 30, 25
7 Wasatch Core Growth 1.43M (2.31%) 234.01K
Increased by +16.34%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 964.18K (1.55%) 3.28K
Increased by +0.34%
Apr 30, 25
9 Delaware Small Cap Core I 940.06K (1.51%) 0.00
Increased by 0.00%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 871.64K (1.40%) -685.00
Decreased by -0.08%
Apr 30, 25
11 Delaware US Small Cap Core Equity (SMA) 860.97K (1.39%) -10.08K
Decreased by -1.17%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 860.97K (1.39%) -10.08K
Decreased by -1.17%
Mar 31, 24
13 Macquarie Small Cap Core I 850.47K (1.37%) 11.81K
Increased by +1.39%
Apr 30, 25
14 EARNEST Small Cap Value 819.62K (1.32%) 818.05K
Increased by +99.81%
Dec 31, 23
15 Invesco Discovery A 761.49K (1.23%) 10.22K
Increased by +1.34%
Apr 30, 25
16 Invesco OFI Small Cap Growth 751.27K (1.21%) 134.78K
Increased by +17.94%
Mar 31, 25
17 Conestoga Small Cap Growth 703.04K (1.13%) -16.96K
Decreased by -2.41%
Mar 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 690.68K (1.11%) 140.78K
Increased by +20.38%
Dec 31, 24
19 Harbor Small Cap Value Instl 659.91K (1.06%) -4.63K
Decreased by -0.70%
Mar 31, 25
20 Fidelity Small Cap Index 622.88K (1.00%) 5.00K
Increased by +0.80%
Mar 31, 25