Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.32%
2 FITS 0.84%
3 PSCD 0.61%
4 BTAL 0.36%
5 SBB 0.34%
6 SDD 0.34%
7 CAFG 0.30%
8 OASC 0.28%
9 QSML 0.20%
10 IJS 0.18%
11 FYT 0.18%
12 IWO 0.16%
13 VTWG 0.15%
14 JHSC 0.15%
15 ISMD 0.15%
16 VIOV 0.14%
17 DMRM 0.13%
18 SSLY 0.13%
19 BKSE 0.11%
20 SLYV 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.37M (15.35%) -598.09K
Decreased by -9.38%
Mar 31, 25
2 Vanguard Group Inc 4.61M (11.10%) -3.26K
Decreased by -0.07%
Mar 31, 25
3 RWWM Inc 3.58M (8.62%) 1.58M
Increased by +44.15%
Mar 31, 25
4 Wasatch Advisors Inc. 3.07M (7.38%) 101.36K
Increased by +3.31%
Sep 30, 23
5 Wasatch Advisors LP 2.54M (6.13%) 84.55K
Increased by +3.32%
Jun 30, 24
6 William Blair Investment Management, LLC 2.48M (5.97%) -506.98K
Decreased by -20.47%
Mar 31, 25
7 Fidelity International Ltd 1.67M (4.01%) -1.14K
Decreased by -0.07%
Mar 31, 25
8 Neuberger Berman Group LLC 1.61M (3.88%) -7.77K
Decreased by -0.48%
Sep 30, 24
9 State Street Corp 1.61M (3.88%) -64.06K
Decreased by -3.97%
Mar 31, 25
10 Pacer Advisors, INC. 1.55M (3.73%) -35.44K
Decreased by -2.29%
Sep 30, 24
11 Capital World Investors 1.53M (3.69%) 192.68K
Increased by +12.56%
Mar 31, 25
12 State Street Corporation 1.50M (3.60%) 38.75K
Increased by +2.59%
Mar 31, 24
13 Manufacturers Life Insurance Co 1.41M (3.40%) 57.15K
Increased by +4.05%
Mar 31, 25
14 Conestoga Capital Advisors, LLC 1.07M (2.58%) -59.90K
Decreased by -5.58%
Sep 30, 24
15 Geode Capital Management, LLC 1.02M (2.45%) 21.70K
Increased by +2.14%
Mar 31, 25
16 AllianceBernstein L.P. 931.88K (2.24%) -6.68K
Decreased by -0.72%
Sep 30, 23
17 Van Berkom and Associates Inc 922.76K (2.22%) 9.31K
Increased by +1.01%
Sep 30, 24
18 Kayne Anderson Rudnick Investment Management LLC 890.22K (2.14%) -911.69K
Decreased by -102.41%
Mar 31, 25
19 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 822.77K (1.98%) -205.29K
Decreased by -24.95%
Mar 31, 25
20 D. E. Shaw & Co LP 821.38K (1.98%) 261.14K
Increased by +31.79%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.52M (6.07%) -2.66K
Decreased by -0.11%
Apr 30, 25
2 American Funds SMALLCAP World A 1.53M (3.69%) 192.68K
Increased by +12.56%
Mar 31, 25
3 Pacer US Small Cap Cash Cows 100 ETF 1.50M (3.61%) -5.11K
Decreased by -0.34%
Nov 29, 24
4 Vanguard US Total Market Shares ETF 1.36M (3.28%) 1.63K
Increased by +0.12%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.33M (3.21%) 35.80K
Increased by +2.69%
Apr 30, 25
6 iShares Core S&P Mid-Cap ETF 1.32M (3.18%) 0.00
Increased by 0.00%
Mar 28, 24
7 Vanguard Small Cap Index 1.05M (2.52%) 8.50K
Increased by +0.81%
Apr 30, 25
8 iShares Russell 2000 ETF 1.04M (2.51%) 176.00
Increased by +0.02%
Apr 30, 25
9 Neuberger Berman Genesis Inv 1.03M (2.49%) -4.88K
Decreased by -0.47%
Sep 30, 24
10 Virtus KAR Small-Cap Growth I 961.75K (2.32%) -1.12M
Decreased by -116.22%
Dec 31, 24
11 Van Berkom Sm-Cap Eq 897.55K (2.16%) 131.39K
Increased by +14.64%
Jun 30, 24
12 Conestoga Small Cap Investors 809.89K (1.95%) 0.00
Increased by 0.00%
Nov 30, 24
13 Fidelity Greater Canada Sr F 798.00K (1.92%) 107.17K
Increased by +13.43%
Dec 31, 24
14 Fidelity Small Cap America Sr B 741.94K (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
15 Wasatch Core Growth 718.65K (1.73%) 49.90K
Increased by +6.94%
Jun 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 655.47K (1.58%) 986.00
Increased by +0.15%
Apr 30, 25
17 Vanguard Small Cap Growth Index Inv 582.66K (1.40%) 994.00
Increased by +0.17%
Apr 30, 25
18 Wasatch Small Cap Growth Investor 506.11K (1.22%) -17.02K
Decreased by -3.36%
Jun 30, 24
19 Baron Opp. Small Cap Growth Strategy 500.00K (1.20%) -175.00K
Decreased by -35.00%
Sep 30, 24
20 Baron Small Cap Retail 500.00K (1.20%) -175.00K
Decreased by -35.00%
Sep 30, 24