Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.32%
2 FITS 0.84%
3 PSCD 0.64%
4 QQQS 0.51%
5 BTAL 0.36%
6 SDD 0.34%
7 SBB 0.34%
8 CAFG 0.30%
9 OASC 0.28%
10 ISMD 0.23%
11 QSML 0.20%
12 VIOV 0.19%
13 IJS 0.18%
14 FYT 0.18%
15 VFVA 0.16%
16 JHSC 0.15%
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 (15.32%) -598.09K
Decreased by -9.38%
Mar 31, 25
2 Vanguard Group Inc 4.33M (10.40%) -280.90K
Decreased by -6.49%
Jun 30, 25
3 RWWM Inc 3.26M (7.84%) -317.48K
Decreased by -9.74%
Jun 30, 25
4 Wasatch Advisors Inc. 3.07M (7.37%) 101.36K
Increased by +3.31%
Sep 30, 23
5 Wasatch Advisors LP 2.54M (6.12%) 84.55K
Increased by +3.32%
Jun 30, 24
6 William Blair Investment Management, LLC 2.48M (5.97%) 4.71K
Increased by +0.19%
Jun 30, 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 State Street Corporation 1.50M (3.59%) 38.75K
Increased by +2.59%
Mar 31, 24
12 Manufacturers Life Insurance Co 1.26M (3.03%) -149.30K
Decreased by -11.85%
Jun 30, 25
13 Conestoga Capital Advisors, LLC 1.07M (2.58%) -59.90K
Decreased by -5.58%
Sep 30, 24
14 Geode Capital Management, LLC 1.02M (2.44%) 21.70K
Increased by +2.14%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 979.34K (2.35%) 233.69K
Increased by +23.86%
Jun 30, 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 Capital World Investors 773.68K (1.86%) -760.15K
Decreased by -98.25%
Jun 30, 25
20 Charles Schwab Investment Management Inc 718.81K (1.73%) 6.84K
Increased by +0.95%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.49M (5.99%) 398.00
Increased by +0.02%
Jul 31, 25
2 Pacer US Small Cap Cash Cows 100 ETF 1.50M (3.61%) -5.11K
Decreased by -0.34%
Nov 29, 24
3 Vanguard US Total Market Shares ETF 1.36M (3.28%) 1.63K
Increased by +0.12%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.32M (3.17%) 0.00
Increased by 0.00%
Mar 28, 24
5 Vanguard Total Stock Mkt Idx Inv 1.20M (2.88%) -134.40K
Decreased by -11.23%
Jun 30, 25
6 Neuberger Berman Genesis Inv 1.03M (2.49%) -4.88K
Decreased by -0.47%
Sep 30, 24
7 iShares Russell 2000 ETF 982.39K (2.36%) -18.69K
Decreased by -1.90%
Jul 31, 25
8 Vanguard Small Cap Index 916.93K (2.20%) -134.44K
Decreased by -14.66%
Jun 30, 25
9 Van Berkom Sm-Cap Eq 897.55K (2.16%) 131.39K
Increased by +14.64%
Jun 30, 24
10 Conestoga Small Cap Investors 809.89K (1.95%) 0.00
Increased by 0.00%
Nov 30, 24
11 Fidelity Greater Canada Sr F 800.00K (1.92%) 0.00
Increased by 0.00%
Mar 31, 25
12 American Funds SMALLCAP World A 773.68K (1.86%) -760.15K
Decreased by -98.25%
Jun 30, 25
13 Fidelity Small Cap America Sr B 741.94K (1.78%) 0.00
Increased by 0.00%
Mar 31, 25
14 Wasatch Core Growth 718.65K (1.73%) 49.90K
Increased by +6.94%
Jun 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 643.88K (1.55%) -16.71K
Decreased by -2.60%
Jun 30, 25
16 Vanguard Small Cap Growth Index Inv 581.89K (1.40%) -770.00
Decreased by -0.13%
May 31, 25
17 Wasatch Small Cap Growth Investor 506.11K (1.22%) -17.02K
Decreased by -3.36%
Jun 30, 24
18 Baron Opp. Small Cap Growth Strategy 500.00K (1.20%) -175.00K
Decreased by -35.00%
Sep 30, 24
19 Baron Small Cap Retail 500.00K (1.20%) -175.00K
Decreased by -35.00%
Sep 30, 24
20 William Blair SMID Growth CIT 1 434.57K (1.04%) 13.92K
Increased by +3.20%
Jun 30, 25