Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 1.18%
2 XTL 1.10%
3 PSCT 0.77%
4 SNSR 0.60%
5 SSLY 0.44%
6 IWC 0.33%
7 XSMO 0.32%
8 PZI 0.30%
9 JPSE 0.29%
10 AFSM 0.26%
11 ISMD 0.24%
12 TPSC 0.20%
13 ESIX 0.17%
14 SLYV 0.17%
15 SFLO 0.15%
16 CSF 0.15%
17 CSA 0.15%
18 SLY 0.14%
19 SMLV 0.12%
20 IJT 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.13M (16.94%) 114.01K
Increased by +1.86%
Dec 31, 24
2 Conestoga Capital Advisors, LLC 3.58M (9.88%) -8.68K
Decreased by -0.24%
Mar 31, 25
3 Vanguard Group Inc 3.21M (8.88%) -6.96K
Decreased by -0.22%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.33M (6.44%) -54.72K
Decreased by -2.35%
Dec 31, 24
5 FMR Inc 1.96M (5.43%) 12.34K
Increased by +0.63%
Dec 31, 24
6 Earnest Partners LLC 1.92M (5.30%) 37.05K
Increased by +1.93%
Dec 31, 24
7 Geneva Capital Management 1.64M (4.52%) -19.76K
Decreased by -1.21%
Dec 31, 24
8 Bank of America Corp 1.57M (4.35%) -29.96K
Decreased by -1.90%
Dec 31, 24
9 State Street Corp 1.44M (3.98%) 44.41K
Increased by +3.08%
Dec 31, 24
10 State Street Corporation 1.40M (3.86%) -1.37K
Decreased by -0.10%
Mar 31, 24
11 Royce & Associates, LP 1.06M (2.93%) -110.09K
Decreased by -10.39%
Dec 31, 24
12 Mairs & Power Inc 1.01M (2.80%) -75.14K
Decreased by -7.42%
Sep 30, 23
13 Geode Capital Management, LLC 865.59K (2.39%) -8.70K
Decreased by -1.01%
Dec 31, 24
14 Driehaus Capital Management LLC 706.68K (1.95%) -224.05K
Decreased by -31.70%
Sep 30, 23
15 New York State Common Retirement Fund 656.58K (1.81%) -2.46K
Decreased by -0.37%
Dec 31, 24
16 Global Alpha Capital Management Ltd. 587.35K (1.62%) 21.20K
Increased by +3.61%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 530.52K (1.47%) 21.91K
Increased by +4.13%
Jun 30, 24
18 Northern Trust Corp 520.55K (1.44%) 4.71K
Increased by +0.91%
Dec 31, 24
19 Goldman Sachs Group Inc 495.91K (1.37%) 269.40K
Increased by +54.32%
Dec 31, 24
20 Fort Washington Investment Advisors Inc 460.93K (1.27%) -66.08K
Decreased by -14.34%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 2.55M (7.04%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Core S&P Small-Cap ETF 2.24M (6.18%) -2.32K
Decreased by -0.10%
Apr 30, 25
3 EARNEST Small/Mid Cap Value 1.85M (5.11%) 1.85M
Increased by +99.84%
Dec 31, 23
4 Fidelity VIP Mid Cap Initial 1.65M (4.55%) 0.00
Increased by 0.00%
Mar 31, 25
5 VIP Mid Cap Initial 1.60M (4.41%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 1.09M (3.02%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 1.08M (2.99%) 0.00
Increased by 0.00%
Sep 30, 24
8 Conestoga Small Cap Growth 1.07M (2.95%) 58.28K
Increased by +5.47%
Mar 31, 25
9 iShares Russell 2000 ETF 896.91K (2.48%) -7.30K
Decreased by -0.81%
Apr 29, 25
10 Vanguard Information Technology ETF 859.39K (2.37%) 4.10K
Increased by +0.48%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 560.47K (1.55%) 13.86K
Increased by +2.47%
Mar 31, 25
12 Nationwide Geneva Small Cap Gr Instl Svc 543.80K (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fort Washington Small Company Equity 465.49K (1.29%) 4.57K
Increased by +0.98%
Mar 31, 24
14 Small Company Equity - FTWA 465.49K (1.29%) 4.57K
Increased by +0.98%
Mar 31, 24
15 Mairs & Power Growth 456.10K (1.26%) -20.00K
Decreased by -4.39%
Sep 30, 23
16 Mairs & Power Multi Cap 456.10K (1.26%) -20.00K
Decreased by -4.39%
Sep 30, 23
17 DFA US Small Cap Value I 408.92K (1.13%) -42.10K
Decreased by -10.29%
Mar 31, 25
18 Touchstone Small Company A 379.55K (1.05%) 4.63K
Increased by +1.22%
Mar 31, 24
19 EARNEST Partners Smid Cap Value Jumbo 377.79K (1.04%) 80.65K
Increased by +21.35%
Mar 31, 25
20 iShares S&P Small-Cap 600 Value ETF 372.28K (1.03%) -1.47K
Decreased by -0.40%
Nov 27, 24