Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.80%
2 IVEG 1.52%
3 DGLO 1.51%
4 XMLV 1.07%
5 FSCS 1.06%
6 RNMC 1.06%
7 SMDV 0.97%
8 AMID 0.92%
9 OUSM 0.89%
10 PAMC 0.83%
11 HSMV 0.79%
12 QOWZ 0.71%
13 WCEO 0.65%
14 PAPI 0.59%
15 FLQS 0.56%
16 EQWM 0.49%
17 XMHQ 0.49%
18 SBB 0.47%
19 SDD 0.47%
20 QSML 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.08M (12.32%) -51.02K
Decreased by -0.84%
Jun 30, 25
2 Vanguard Group Inc 5.32M (10.78%) 48.37K
Increased by +0.91%
Jun 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.79M (9.71%) -923.00
Decreased by -0.02%
Jun 30, 25
4 Conestoga Capital Advisors, LLC 2.71M (5.48%) -70.21K
Decreased by -2.59%
Jun 30, 25
5 Geneva Capital Management 1.88M (3.81%) 131.94K
Increased by +7.03%
Jun 30, 25
6 State Street Corp 1.87M (3.79%) -56.43K
Decreased by -3.02%
Jun 30, 25
7 State Street Corporation 1.80M (3.65%) 52.55K
Increased by +2.92%
Mar 31, 24
8 Neuberger Berman Group LLC 1.61M (3.26%) -244.66K
Decreased by -15.23%
Jun 30, 25
9 Geode Capital Management, LLC 1.60M (3.24%) 21.27K
Increased by +1.33%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 1.03M (2.08%) 218.77K
Increased by +21.27%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 906.58K (1.84%) 9.52K
Increased by +1.05%
Jun 30, 25
12 Fundsmith LLP 746.82K (1.51%) -89.66K
Decreased by -12.01%
Jun 30, 25
13 Wells Fargo & Co 734.48K (1.49%) 3.81K
Increased by +0.52%
Jun 30, 25
14 Northern Trust Corp 728.66K (1.48%) -38.38K
Decreased by -5.27%
Jun 30, 25
15 Ameriprise Financial Inc 646.03K (1.31%) 44.00K
Increased by +6.81%
Dec 31, 24
16 Bank of America Corp 645.73K (1.31%) 88.35K
Increased by +13.68%
Jun 30, 25
17 JPMorgan Chase & Co 638.08K (1.29%) 128.13K
Increased by +20.08%
Jun 30, 25
18 Royal Bank of Canada 600.93K (1.22%) 339.19K
Increased by +56.44%
Jun 30, 25
19 Resona Asset Management Co., Ltd. 596.12K (1.21%) 89.33K
Increased by +14.99%
Jun 30, 25
20 NORGES BANK 585.62K (1.19%) -2.27K
Decreased by -0.39%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.65M (3.35%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.61M (3.27%) -33.66K
Decreased by -2.09%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.59M (3.23%) 1.40K
Increased by +0.09%
Sep 30, 24
4 Conestoga Small Cap Investors 1.51M (3.06%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard Small Cap Index 1.23M (2.50%) -8.38K
Decreased by -0.68%
Jul 31, 25
6 iShares Russell 2000 ETF 1.21M (2.46%) 0.00
Increased by 0.00%
Aug 31, 25
7 Neuberger Berman Genesis Inv 1.03M (2.08%) -153.26K
Decreased by -14.95%
Jun 30, 25
8 Smithson Investment Trust Ord 836.48K (1.70%) 0.00
Increased by 0.00%
May 31, 25
9 Virtus KAR Mid-Cap Core I 823.50K (1.67%) -33.98K
Decreased by -4.13%
Jun 30, 25
10 Conestoga Small Cap Growth 698.24K (1.42%) 16.75K
Increased by +2.40%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 695.79K (1.41%) 41.00
Increased by +0.01%
Jul 31, 25
12 Invesco Global Multi Cap Growth 649.62K (1.32%) 39.00K
Increased by +6.00%
Jun 30, 24
13 Nationwide Geneva Small Cap Gr Instl Svc 597.71K (1.21%) -11.80K
Decreased by -1.98%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 544.83K (1.10%) -238.18K
Decreased by -43.72%
Jul 31, 25
15 Fidelity Small Cap Index 510.99K (1.04%) -2.14K
Decreased by -0.42%
Jun 30, 25
16 Virtus KAR Small-Mid Cap Core R6 508.54K (1.03%) 8.88K
Increased by +1.75%
Jun 30, 25
17 Fidelity® Small Cap Index 488.07K (0.99%) 13.24K
Increased by +2.71%
Oct 31, 23
18 Invesco Global Opportunities A 455.79K (0.92%) -193.83K
Decreased by -42.53%
Feb 28, 25
19 T. Rowe Price Integrated US SmCapGrEq 453.22K (0.92%) 453.22K
Increased by +100.00%
Mar 31, 24
20 iShares Russell 2000 Growth ETF 448.23K (0.91%) 0.00
Increased by 0.00%
Aug 31, 25