Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPSV 3.13%
2 SAWS 1.52%
3 CAFG 1.40%
4 FDLS 1.10%
5 PSCT 0.92%
6 XTL 0.87%
7 SNSR 0.82%
8 AFSM 0.61%
9 FYC 0.59%
10 SVAL 0.51%
11 SSLY 0.44%
12 IWC 0.39%
13 JPSE 0.32%
14 XSMO 0.32%
15 PZI 0.30%
16 BFOR 0.27%
17 ISMD 0.24%
18 VIOG 0.21%
19 IJT 0.21%
20 TPSC 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.75M (15.70%) -56.73K
Decreased by -0.99%
Sep 30, 25
2 Vanguard Group Inc 3.38M (9.23%) 33.66K
Increased by +0.99%
Dec 31, 25
3 Conestoga Capital Advisors, LLC 2.96M (8.07%) -459.94K
Decreased by -15.56%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 1.91M (5.22%) -47.58K
Decreased by -2.49%
Dec 31, 25
5 FMR Inc 1.88M (5.13%) -46.00K
Decreased by -2.45%
Dec 31, 25
6 Earnest Partners LLC 1.85M (5.06%) -59.47K
Decreased by -3.21%
Dec 31, 25
7 Geneva Capital Management 1.54M (4.21%) -180.66K
Decreased by -11.71%
Dec 31, 25
8 Bank of America Corp 1.44M (3.92%) -112.16K
Decreased by -7.80%
Sep 30, 25
9 State Street Corp 1.43M (3.89%) 5.85K
Increased by +0.41%
Sep 30, 25
10 State Street Corporation 1.40M (3.82%) -1.37K
Decreased by -0.10%
Mar 31, 24
11 JPMorgan Chase & Co 1.24M (3.38%) 978.11K
Increased by +79.08%
Sep 30, 25
12 Mairs & Power Inc 1.01M (2.76%) -75.14K
Decreased by -7.42%
Sep 30, 23
13 Geode Capital Management, LLC 968.02K (2.64%) 64.31K
Increased by +6.64%
Sep 30, 25
14 Royce & Associates, LP 926.70K (2.53%) -54.55K
Decreased by -5.89%
Dec 31, 25
15 Driehaus Capital Management LLC 706.68K (1.93%) -224.05K
Decreased by -31.70%
Sep 30, 23
16 New York State Common Retirement Fund 649.62K (1.77%) -3.55K
Decreased by -0.55%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 530.52K (1.45%) 21.91K
Increased by +4.13%
Jun 30, 24
18 Massachusetts Financial Services Company 522.90K (1.43%) 522.90K
Increased by +100.00%
Dec 31, 25
19 Global Alpha Capital Management Ltd. 517.35K (1.41%) -2.60K
Decreased by -0.50%
Sep 30, 25
20 Ameriprise Financial Inc 485.18K (1.32%) -167.02K
Decreased by -34.42%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.25M (6.15%) -169.46K
Decreased by -7.52%
Feb 28, 26
2 Conestoga Small Cap Investors 2.02M (5.50%) 0.00
Increased by 0.00%
Jan 31, 26
3 EARNEST Small/Mid Cap Value 1.85M (5.05%) 1.85M
Increased by +99.84%
Dec 31, 23
4 VIP Mid Cap Initial 1.60M (4.36%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity VIP Mid Cap Initial 1.54M (4.19%) 0.00
Increased by 0.00%
Jan 31, 26
6 Vanguard Total Stock Mkt Idx Inv 1.11M (3.02%) 0.00
Increased by 0.00%
Jan 31, 26
7 Vanguard US Total Market Shares ETF 1.08M (2.95%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Information Technology ETF 916.13K (2.50%) 3.69K
Increased by +0.40%
Jan 31, 26
9 iShares Russell 2000 ETF 883.22K (2.41%) 148.21K
Increased by +16.78%
Feb 28, 26
10 Conestoga Small Cap Growth 858.34K (2.34%) -15.21K
Decreased by -1.77%
Dec 31, 25
11 Nationwide Geneva Small Cap Gr Instl Svc 528.88K (1.44%) 528.88K
Increased by +100.00%
Jan 31, 26
12 Fort Washington Small Company Equity 465.49K (1.27%) 4.57K
Increased by +0.98%
Mar 31, 24
13 Small Company Equity - FTWA 465.49K (1.27%) 4.57K
Increased by +0.98%
Mar 31, 24
14 Mairs & Power Growth 456.10K (1.24%) -20.00K
Decreased by -4.39%
Sep 30, 23
15 Mairs & Power Multi Cap 456.10K (1.24%) -20.00K
Decreased by -4.39%
Sep 30, 23
16 JPMorgan Small Cap Equity A 408.18K (1.11%) 85.55K
Increased by +20.96%
Jan 31, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 401.60K (1.10%) 1.76K
Increased by +0.44%
Jan 31, 26
18 Multi-Manager Small Cap Eq Strat Inst 381.55K (1.04%) 0.00
Increased by 0.00%
Jul 31, 25
19 Touchstone Small Company A 379.55K (1.04%) 4.63K
Increased by +1.22%
Mar 31, 24
20 iShares S&P Small-Cap 600 Value ETF 372.28K (1.02%) -1.47K
Decreased by -0.40%
Nov 27, 24