Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.80%
2 IVEG 1.68%
3 XMLV 1.21%
4 AMID 0.92%
5 FSCS 0.91%
6 RNMC 0.91%
7 WCEO 0.61%
8 XMHQ 0.59%
9 PAMC 0.58%
10 QSML 0.56%
11 SDD 0.47%
12 SBB 0.47%
13 QMID 0.45%
14 JHSC 0.42%
15 JSMD 0.40%
16 SEIS 0.38%
17 SIXL 0.36%
18 VTWG 0.33%
19 HSMV 0.32%
20 SMLV 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.13M (12.20%) -113.61K
Decreased by -1.85%
Mar 31, 25
2 Vanguard Group Inc 5.27M (10.50%) -74.23K
Decreased by -1.41%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.79M (9.54%) 55.19K
Increased by +1.15%
Mar 31, 25
4 Conestoga Capital Advisors, LLC 2.78M (5.53%) -26.59K
Decreased by -0.96%
Mar 31, 25
5 State Street Corp 1.93M (3.83%) 5.92K
Increased by +0.31%
Mar 31, 25
6 Neuberger Berman Group LLC 1.85M (3.69%) -310.07K
Decreased by -16.75%
Mar 31, 25
7 State Street Corporation 1.80M (3.59%) 52.55K
Increased by +2.92%
Mar 31, 24
8 Geneva Capital Management 1.75M (3.48%) 176.15K
Increased by +10.09%
Mar 31, 25
9 Geode Capital Management, LLC 1.58M (3.14%) 56.69K
Increased by +3.60%
Mar 31, 25
10 Amvescap Plc. 1.19M (2.37%) 13.26K
Increased by +1.12%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 897.06K (1.79%) -34.43K
Decreased by -3.84%
Mar 31, 25
12 Fundsmith LLP 836.48K (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 809.68K (1.61%) -63.46K
Decreased by -7.84%
Mar 31, 25
14 Northern Trust Corp 770.27K (1.53%) 53.23K
Increased by +6.91%
Dec 31, 24
15 Wells Fargo & Co 739.71K (1.47%) 4.70K
Increased by +0.64%
Dec 31, 24
16 Ameriprise Financial Inc 646.03K (1.29%) 44.00K
Increased by +6.81%
Dec 31, 24
17 Riverbridge Partners LLC 595.35K (1.19%) -57.37K
Decreased by -9.64%
Mar 31, 25
18 NORGES BANK 587.89K (1.17%) 10.91K
Increased by +1.86%
Dec 31, 24
19 Bank of America Corp 557.38K (1.11%) 296.42K
Increased by +53.18%
Mar 31, 25
20 GW&K Investment Management, LLC 552.77K (1.10%) -9.44K
Decreased by -1.71%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.64M (3.27%) -3.59K
Decreased by -0.22%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.64M (3.26%) 43.43K
Increased by +2.65%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.59M (3.17%) 1.40K
Increased by +0.09%
Sep 30, 24
4 Conestoga Small Cap Investors 1.58M (3.14%) -77.70K
Decreased by -4.92%
Mar 31, 25
5 Vanguard Small Cap Index 1.27M (2.54%) 7.29K
Increased by +0.57%
Apr 30, 25
6 iShares Russell 2000 ETF 1.24M (2.47%) 210.00
Increased by +0.02%
Apr 30, 25
7 Neuberger Berman Genesis Inv 1.18M (2.35%) -194.50K
Decreased by -16.50%
Mar 31, 25
8 Virtus KAR Mid-Cap Core I 857.47K (1.71%) 5.07K
Increased by +0.59%
Dec 31, 24
9 Smithson Investment Trust Ord 836.48K (1.67%) 0.00
Increased by 0.00%
Jan 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 781.78K (1.56%) 6.83K
Increased by +0.87%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 709.50K (1.41%) -1.23K
Decreased by -0.17%
Apr 30, 25
12 Conestoga Small Cap Growth 681.49K (1.36%) 39.17K
Increased by +5.75%
Mar 31, 25
13 Invesco Global Multi Cap Growth 649.62K (1.29%) 39.00K
Increased by +6.00%
Jun 30, 24
14 Nationwide Geneva Small Cap Gr Instl Svc 533.48K (1.06%) -1.94K
Decreased by -0.36%
Apr 30, 25
15 Fidelity Small Cap Index 501.59K (1.00%) 2.75K
Increased by +0.55%
Feb 28, 25
16 Virtus KAR Small-Mid Cap Core R6 499.66K (1.00%) 5.61K
Increased by +1.12%
Dec 31, 24
17 Fidelity® Small Cap Index 488.07K (0.97%) 13.24K
Increased by +2.71%
Oct 31, 23
18 Invesco Global Opportunities A 455.79K (0.91%) -193.83K
Decreased by -42.53%
Feb 28, 25
19 T. Rowe Price Integrated US SmCapGrEq 453.22K (0.90%) 453.22K
Increased by +100.00%
Mar 31, 24
20 iShares Russell 2000 Growth ETF 449.55K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25