Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 4.97%
2 BEEZ 3.95%
3 PSCI 2.74%
4 AMID 2.25%
5 TSME 1.96%
6 RSHO 1.94%
7 JSML 1.80%
8 GSC 1.71%
9 XSHQ 1.68%
10 PXSG 1.52%
11 XSMO 1.52%
12 PFUT 1.46%
13 BOUT 1.35%
14 AIRR 1.31%
15 JSMD 1.26%
16 CARD 1.20%
17 CARU 1.20%
18 SAWS 1.08%
19 GRPZ 1.07%
20 SMCP 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.86M (14.94%) -461.15K
Decreased by -5.20%
Jun 30, 25
2 Vanguard Group Inc 6.81M (11.48%) -352.39K
Decreased by -5.18%
Jun 30, 25
3 State Street Corp 2.27M (3.82%) 7.98K
Increased by +0.35%
Jun 30, 25
4 State Street Corporation 2.26M (3.82%) 35.27K
Increased by +1.56%
Mar 31, 24
5 Capital World Investors 2.26M (3.81%) 967.65K
Increased by +42.77%
Jun 30, 25
6 Amvescap Plc. 1.70M (2.86%) -252.39K
Decreased by -14.89%
Jun 30, 25
7 Geode Capital Management, LLC 1.69M (2.86%) 2.54K
Increased by +0.15%
Jun 30, 25
8 FMR Inc 1.66M (2.80%) 606.33K
Increased by +36.47%
Jun 30, 25
9 Neuberger Berman Group LLC 1.61M (2.71%) 189.94K
Increased by +11.82%
Jun 30, 25
10 Macquarie Group Ltd 1.54M (2.60%) -280.38K
Decreased by -18.15%
Jun 30, 25
11 First Trust Advisors L.P. 1.50M (2.53%) 497.65K
Increased by +33.15%
Jun 30, 25
12 Conestoga Capital Advisors, LLC 1.35M (2.28%) -25.05K
Decreased by -1.85%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 1.26M (2.13%) -50.90K
Decreased by -4.03%
Jun 30, 25
14 T. Rowe Price Investment Management,Inc. 1.09M (1.85%) 8.01K
Increased by +0.73%
Jun 30, 25
15 Goldman Sachs Group Inc 880.48K (1.48%) -149.89K
Decreased by -17.02%
Mar 31, 25
16 Driehaus Capital Management LLC 846.07K (1.43%) -66.32K
Decreased by -7.84%
Sep 30, 24
17 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 840.43K (1.42%) -315.53K
Decreased by -37.54%
Jun 30, 25
18 Westwood Holdings Group Inc 837.12K (1.41%) -148.86K
Decreased by -17.78%
Dec 31, 23
19 Van Berkom and Associates Inc 836.87K (1.41%) -208.69K
Decreased by -24.94%
Jun 30, 25
20 Brown Advisory Holdings Inc 820.59K (1.38%) -87.57K
Decreased by -10.67%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.63M (6.11%) 0.00
Increased by 0.00%
Aug 31, 25
2 American Funds SMALLCAP World A 2.56M (4.32%) 1.04M
Increased by +40.56%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.95M (3.28%) 1.77K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.82M (3.07%) -45.63K
Decreased by -2.50%
Jul 31, 25
5 Delaware US Small Cap Core Equity (SMA) 1.74M (2.94%) -20.41K
Decreased by -1.17%
Mar 31, 24
6 Macquarie US Small Cap Core Equity 1.74M (2.94%) -20.41K
Decreased by -1.17%
Mar 31, 24
7 iShares Russell 2000 ETF 1.45M (2.45%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Small Cap Index 1.41M (2.37%) -9.03K
Decreased by -0.64%
Jul 31, 25
9 Delaware Small Cap Core I 1.21M (2.05%) 0.00
Increased by 0.00%
Oct 31, 24
10 Van Berkom Sm-Cap Eq 1.17M (1.97%) 1.17M
Increased by +100.00%
Jun 30, 24
11 Macquarie Small Cap Core I 994.47K (1.68%) -84.91K
Decreased by -8.54%
Jul 31, 25
12 Neuberger Berman Genesis Inv 953.32K (1.61%) 39.06K
Increased by +4.10%
Jun 30, 25
13 Conestoga Small Cap Investors 870.20K (1.47%) -82.40K
Decreased by -9.47%
Jul 31, 25
14 First Trust RBA Amer Indl RenaisTM ETF 808.74K (1.36%) 5.06K
Increased by +0.63%
Aug 28, 25
15 Vanguard Small Cap Growth Index Inv 792.49K (1.34%) -1.17K
Decreased by -0.15%
Jul 31, 25
16 Fidelity® Series Small Cap Opps 778.53K (1.31%) 0.00
Increased by 0.00%
Oct 31, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 655.60K (1.11%) -284.70K
Decreased by -43.43%
Jul 31, 25
18 Fidelity Small Cap Index 602.96K (1.02%) -6.63K
Decreased by -1.10%
Jun 30, 25
19 Fidelity® Small Cap Index 576.99K (0.97%) 15.51K
Increased by +2.69%
Oct 31, 23
20 Fidelity Small Cap Growth 571.03K (0.96%) -689.00
Decreased by -0.12%
Jan 31, 24