Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 5.15%
2 AWEG 4.49%
3 RNEW 3.99%
4 UPGR 2.60%
5 RSMC 2.51%
6 LCG 2.24%
7 DWAQ 2.09%
8 QWST 1.54%
9 NSCS 1.41%
10 AFSC 1.35%
11 NBSM 1.07%
12 PFUT 1.05%
13 DGLO 0.97%
14 DWAS 0.91%
15 NZRO 0.81%
16 SMMV 0.68%
17 RYJ 0.63%
18 ALIL 0.60%
19 FNY 0.54%
20 IWO 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.07M (9.77%) 24.64K
Increased by +0.41%
Jun 30, 25
2 BlackRock Inc 4.65M (7.48%) -7.79K
Decreased by -0.17%
Jun 30, 25
3 Wasatch Advisors LP 3.41M (5.49%) 428.91K
Increased by +12.57%
Jun 30, 25
4 Conestoga Capital Advisors, LLC 2.68M (4.31%) -199.32K
Decreased by -7.44%
Jun 30, 25
5 Amvescap Plc. 2.60M (4.18%) 432.59K
Increased by +16.65%
Jun 30, 25
6 Capital Research & Mgmt Co - Division 3 1.96M (3.15%) 535.30K
Increased by +27.31%
Jun 30, 25
7 William Blair Investment Management, LLC 1.80M (2.90%) -416.11K
Decreased by -23.12%
Jun 30, 25
8 JPMorgan Chase & Co 1.71M (2.75%) -147.57K
Decreased by -8.63%
Jun 30, 25
9 Westfield Capital Management Company, L.P. 1.55M (2.50%) 44.46K
Increased by +2.86%
Jun 30, 25
10 Geode Capital Management, LLC 1.50M (2.41%) 12.02K
Increased by +0.80%
Jun 30, 25
11 Capital Research Global Investors 1.44M (2.32%) 357.61K
Increased by +24.77%
Jun 30, 25
12 State Street Corp 1.43M (2.31%) -4.03K
Decreased by -0.28%
Jun 30, 25
13 Allspring Global Investments Holdings, LLC 1.40M (2.26%) -71.63K
Decreased by -5.11%
Jun 30, 24
14 Ameriprise Financial Inc 1.31M (2.11%) -169.71K
Decreased by -12.95%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 1.27M (2.05%) 100.15K
Increased by +7.88%
Jun 30, 24
16 State Street Corporation 1.27M (2.04%) 13.99K
Increased by +1.10%
Mar 31, 24
17 Earnest Partners LLC 1.26M (2.03%) -322.60K
Decreased by -25.52%
Jun 30, 25
18 Macquarie Group Ltd 1.14M (1.83%) 25.16K
Increased by +2.21%
Jun 30, 25
19 Silvercrest Asset Management Group LLC 1.13M (1.82%) -22.65K
Decreased by -2.00%
Jun 30, 25
20 Geneva Capital Management 1.08M (1.75%) 60.10K
Increased by +5.54%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.55M (4.10%) 585.04K
Increased by +22.97%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.96M (3.16%) -41.45K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.95M (3.14%) 148.95K
Increased by +7.63%
Sep 30, 24
4 Wasatch Core Growth 1.65M (2.66%) 221.01K
Increased by +13.37%
Jun 30, 25
5 Vanguard Small Cap Index 1.52M (2.44%) -9.48K
Decreased by -0.63%
Jul 31, 25
6 iShares Russell 2000 ETF 1.51M (2.43%) 0.00
Increased by 0.00%
Aug 31, 25
7 Conestoga Small Cap Investors 1.37M (2.21%) 0.00
Increased by 0.00%
Jul 31, 25
8 Delaware Small Cap Core I 940.06K (1.51%) 0.00
Increased by 0.00%
Oct 31, 24
9 Delaware US Small Cap Core Equity (SMA) 860.97K (1.39%) -10.08K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 860.97K (1.39%) -10.08K
Decreased by -1.17%
Mar 31, 24
11 Vanguard Small Cap Growth Index Inv 854.76K (1.38%) -1.06K
Decreased by -0.12%
Jul 31, 25
12 EARNEST Small Cap Value 819.62K (1.32%) 818.05K
Increased by +99.81%
Dec 31, 23
13 Invesco OFI Small Cap Growth 802.06K (1.29%) 50.79K
Increased by +6.33%
Jun 30, 25
14 Macquarie Small Cap Core I 791.05K (1.27%) -59.42K
Decreased by -7.51%
Jul 31, 25
15 American Century Small Cap Growth Inv 733.26K (1.18%) 123.06K
Increased by +16.78%
Jun 30, 25
16 American Century U.S. Small Cap Growth 733.26K (1.18%) 123.06K
Increased by +16.78%
Jun 30, 25
17 American Funds IS® Growth 1 701.17K (1.13%) 260.35K
Increased by +37.13%
Jun 30, 25
18 Capital Group Growth Composite 701.17K (1.13%) 260.35K
Increased by +37.13%
Jun 30, 25
19 T. Rowe Price Integrated US SmCapGrEq 690.68K (1.11%) 140.78K
Increased by +20.38%
Dec 31, 24
20 Invesco Discovery A 690.33K (1.11%) -111.73K
Decreased by -16.18%
Jul 31, 25