Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.26%
2 RNEW 3.99%
3 EVX 3.76%
4 AFSC 3.19%
5 LCG 2.24%
6 DWAQ 2.09%
7 UPGR 1.80%
8 QWST 1.54%
9 NSCS 1.41%
10 DWAS 1.19%
11 PFUT 1.02%
12 NZRO 0.81%
13 RYJ 0.63%
14 MSSM 0.61%
15 SMMV 0.55%
16 VTWG 0.54%
17 FNY 0.54%
18 IWO 0.50%
19 BKSE 0.41%
20 JHSC 0.40%

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 (4.63%) -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 (3.48%) 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 (2.55%) -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 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 2.00M (3.22%) 1.26K
Increased by +0.06%
May 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 (2.53%) 7.21K
Increased by +0.46%
May 31, 25
5 iShares Russell 2000 ETF 1.56M (2.52%) 10.87K
Increased by +0.70%
Jun 30, 25
6 Wasatch Core Growth 1.43M (2.31%) 234.01K
Increased by +16.34%
Mar 31, 25
7 Conestoga Small Cap Investors 1.42M (2.28%) -14.70K
Decreased by -1.04%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 972.38K (1.57%) 8.20K
Increased by +0.84%
May 31, 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 866.08K (1.39%) -5.56K
Decreased by -0.64%
May 31, 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%) 0.00
Increased by 0.00%
May 31, 25
14 EARNEST Small Cap Value 819.62K (1.32%) 818.05K
Increased by +99.81%
Dec 31, 23
15 Invesco OFI Small Cap Growth 802.06K (1.29%) 50.79K
Increased by +6.33%
Jun 30, 25
16 Invesco Discovery A 777.15K (1.25%) 15.66K
Increased by +2.01%
May 31, 25
17 American Century Small Cap Growth Inv 733.26K (1.18%) 123.06K
Increased by +16.78%
Jun 30, 25
18 American Century U.S. Small Cap Growth 733.26K (1.18%) 123.06K
Increased by +16.78%
Jun 30, 25
19 American Funds IS® Growth 1 701.17K (1.13%) 260.35K
Increased by +37.13%
Jun 30, 25
20 Capital Group Growth Composite 701.17K (1.13%) 260.35K
Increased by +37.13%
Jun 30, 25