Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.80%
2 IVEG 1.52%
3 XMLV 1.10%
4 FSCS 0.98%
5 RNMC 0.95%
6 AMID 0.92%
7 HSMV 0.92%
8 SMDV 0.85%
9 WCEO 0.61%
10 QOWZ 0.59%
11 PAMC 0.59%
12 OUSM 0.58%
13 FLQS 0.55%
14 SDD 0.47%
15 SBB 0.47%
16 XMHQ 0.47%
17 QSML 0.45%
18 QMID 0.45%
19 JHSC 0.42%
20 JSMD 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.13M (12.10%) -113.61K
Decreased by -1.85%
Mar 31, 25
2 Vanguard Group Inc 5.27M (10.41%) -74.23K
Decreased by -1.41%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.79M (9.46%) 55.19K
Increased by +1.15%
Mar 31, 25
4 Conestoga Capital Advisors, LLC 2.78M (5.48%) -26.59K
Decreased by -0.96%
Mar 31, 25
5 State Street Corp 1.93M (3.80%) 5.92K
Increased by +0.31%
Mar 31, 25
6 Neuberger Berman Group LLC 1.85M (3.66%) -310.07K
Decreased by -16.75%
Mar 31, 25
7 State Street Corporation 1.80M (3.56%) 52.55K
Increased by +2.92%
Mar 31, 24
8 Geneva Capital Management 1.75M (3.45%) 176.15K
Increased by +10.09%
Mar 31, 25
9 Geode Capital Management, LLC 1.58M (3.11%) 56.69K
Increased by +3.60%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 897.06K (1.77%) -34.43K
Decreased by -3.84%
Mar 31, 25
11 Fundsmith LLP 836.48K (1.65%) 0.00
Increased by 0.00%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 809.68K (1.60%) -63.46K
Decreased by -7.84%
Mar 31, 25
13 Northern Trust Corp 767.04K (1.51%) -3.23K
Decreased by -0.42%
Mar 31, 25
14 Wells Fargo & Co 730.66K (1.44%) -9.05K
Decreased by -1.24%
Mar 31, 25
15 Ameriprise Financial Inc 646.03K (1.28%) 44.00K
Increased by +6.81%
Dec 31, 24
16 NORGES BANK 587.89K (1.16%) 10.91K
Increased by +1.86%
Dec 31, 24
17 Bank of America Corp 557.38K (1.10%) 296.42K
Increased by +53.18%
Mar 31, 25
18 GW&K Investment Management, LLC 552.77K (1.09%) -9.44K
Decreased by -1.71%
Sep 30, 24
19 Amvescap Plc. 536.80K (1.06%) -651.57K
Decreased by -121.38%
Mar 31, 25
20 Bank of New York Mellon Corp 534.52K (1.06%) 17.85K
Increased by +3.34%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.65M (3.27%) 864.00
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.64M (3.24%) 1.33K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.59M (3.14%) 1.40K
Increased by +0.09%
Sep 30, 24
4 Conestoga Small Cap Investors 1.53M (3.02%) -15.88K
Decreased by -1.04%
May 31, 25
5 Vanguard Small Cap Index 1.28M (2.53%) 6.70K
Increased by +0.52%
May 31, 25
6 iShares Russell 2000 ETF 1.26M (2.49%) 8.73K
Increased by +0.69%
Jun 30, 25
7 Neuberger Berman Genesis Inv 1.03M (2.02%) -153.26K
Decreased by -14.95%
Jun 30, 25
8 Virtus KAR Mid-Cap Core I 857.47K (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
9 Smithson Investment Trust Ord 836.48K (1.65%) 0.00
Increased by 0.00%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 787.06K (1.55%) 5.28K
Increased by +0.67%
May 31, 25
11 Vanguard Small Cap Growth Index Inv 706.27K (1.39%) -3.22K
Decreased by -0.46%
May 31, 25
12 Conestoga Small Cap Growth 698.24K (1.38%) 16.75K
Increased by +2.40%
Jun 30, 25
13 Invesco Global Multi Cap Growth 649.62K (1.28%) 39.00K
Increased by +6.00%
Jun 30, 24
14 Nationwide Geneva Small Cap Gr Instl Svc 609.52K (1.20%) 45.89K
Increased by +7.53%
Jun 30, 25
15 Fidelity Small Cap Index 510.93K (1.01%) 5.65K
Increased by +1.11%
Apr 30, 25
16 Virtus KAR Small-Mid Cap Core R6 499.66K (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity® Small Cap Index 488.07K (0.96%) 13.24K
Increased by +2.71%
Oct 31, 23
18 Invesco Global Opportunities A 455.79K (0.90%) -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 446.56K (0.88%) 1.10K
Increased by +0.25%
Jun 30, 25