Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.80%
2 IVEG 1.52%
3 XMLV 1.08%
4 RNMC 0.95%
5 FSCS 0.94%
6 AMID 0.92%
7 HSMV 0.90%
8 SMDV 0.85%
9 WCEO 0.61%
10 PAMC 0.59%
11 QOWZ 0.59%
12 OUSM 0.56%
13 FLQS 0.53%
14 SDD 0.47%
15 SBB 0.47%
16 XMHQ 0.46%
17 EQWM 0.46%
18 QMID 0.45%
19 QSML 0.43%
20 JHSC 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.13M (12.27%) -113.61K
Decreased by -1.85%
Mar 31, 25
2 Vanguard Group Inc 5.32M (10.65%) 48.37K
Increased by +0.91%
Jun 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.79M (9.59%) 55.19K
Increased by +1.15%
Mar 31, 25
4 Conestoga Capital Advisors, LLC 2.71M (5.42%) -70.21K
Decreased by -2.59%
Jun 30, 25
5 State Street Corp 1.93M (3.85%) 5.92K
Increased by +0.31%
Mar 31, 25
6 Geneva Capital Management 1.88M (3.76%) 131.94K
Increased by +7.03%
Jun 30, 25
7 Neuberger Berman Group LLC 1.85M (3.71%) -310.07K
Decreased by -16.75%
Mar 31, 25
8 State Street Corporation 1.80M (3.61%) 52.55K
Increased by +2.92%
Mar 31, 24
9 Geode Capital Management, LLC 1.58M (3.16%) 56.69K
Increased by +3.60%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 906.58K (1.81%) 9.52K
Increased by +1.05%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 809.68K (1.62%) -63.46K
Decreased by -7.84%
Mar 31, 25
12 Northern Trust Corp 767.04K (1.54%) -3.23K
Decreased by -0.42%
Mar 31, 25
13 Fundsmith LLP 746.82K (1.49%) -89.66K
Decreased by -12.01%
Jun 30, 25
14 Wells Fargo & Co 730.66K (1.46%) -9.05K
Decreased by -1.24%
Mar 31, 25
15 Ameriprise Financial Inc 646.03K (1.29%) 44.00K
Increased by +6.81%
Dec 31, 24
16 NORGES BANK 585.62K (1.17%) -2.27K
Decreased by -0.39%
Jun 30, 25
17 Bank of America Corp 557.38K (1.12%) 296.42K
Increased by +53.18%
Mar 31, 25
18 Amvescap Plc. 536.80K (1.07%) -651.57K
Decreased by -121.38%
Mar 31, 25
19 Bank of New York Mellon Corp 534.52K (1.07%) 17.85K
Increased by +3.34%
Jun 30, 24
20 Charles Schwab Investment Management Inc 524.70K (1.05%) 4.57K
Increased by +0.87%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.65M (3.31%) -2.97K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.65M (3.29%) 7.09K
Increased by +0.43%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.59M (3.19%) 1.40K
Increased by +0.09%
Sep 30, 24
4 Conestoga Small Cap Investors 1.51M (3.02%) -19.70K
Decreased by -1.30%
Jun 30, 25
5 Vanguard Small Cap Index 1.24M (2.48%) -40.97K
Decreased by -3.30%
Jun 30, 25
6 iShares Russell 2000 ETF 1.19M (2.38%) -22.57K
Decreased by -1.90%
Jul 31, 25
7 Neuberger Berman Genesis Inv 1.03M (2.05%) -153.26K
Decreased by -14.95%
Jun 30, 25
8 Virtus KAR Mid-Cap Core I 857.47K (1.72%) 0.00
Increased by 0.00%
Mar 31, 25
9 Smithson Investment Trust Ord 836.48K (1.67%) 836.48K
Increased by +100.00%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 783.02K (1.57%) -4.04K
Decreased by -0.52%
Jun 30, 25
11 Conestoga Small Cap Growth 698.24K (1.40%) 16.75K
Increased by +2.40%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 695.75K (1.39%) -10.52K
Decreased by -1.51%
Jun 30, 25
13 Invesco Global Multi Cap Growth 649.62K (1.30%) 39.00K
Increased by +6.00%
Jun 30, 24
14 Nationwide Geneva Small Cap Gr Instl Svc 597.71K (1.20%) -11.80K
Decreased by -1.98%
Jul 31, 25
15 Fidelity Small Cap Index 513.12K (1.03%) 2.20K
Increased by +0.43%
May 31, 25
16 Virtus KAR Small-Mid Cap Core R6 499.66K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity® Small Cap Index 488.07K (0.98%) 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 (0.91%) 453.22K
Increased by +100.00%
Mar 31, 24
20 iShares Russell 2000 Growth ETF 448.23K (0.90%) 0.00
Increased by 0.00%
Jul 31, 25