Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RUSC 0.59%
2 SVAL 0.58%
3 FYT 0.53%
4 FSGS 0.29%
5 RNSC 0.29%
6 ISMD 0.28%
7 CSML 0.22%
8 DGRS 0.19%
9 AVSC 0.17%
10 TPSC 0.16%
11 CSF 0.15%
12 CSA 0.15%
13 DFSV 0.13%
14 IWN 0.13%
15 FYX 0.13%
16 DES 0.10%
17 BBSC 0.10%
18 EBIT 0.09%
19 VTWV 0.09%
20 RFLR 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors Inc. 3.85M (11.69%) -214.37K
Decreased by -5.57%
Sep 30, 23
2 Wasatch Advisors LP 3.41M (10.35%) -138.24K
Decreased by -4.06%
Mar 31, 25
3 Vanguard Group Inc 3.30M (10.01%) -31.87K
Decreased by -0.97%
Mar 31, 25
4 BlackRock Inc 2.43M (7.37%) -16.17K
Decreased by -0.67%
Mar 31, 25
5 Conestoga Capital Advisors, LLC 1.95M (5.94%) -17.08K
Decreased by -0.87%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 1.51M (4.58%) 68.16K
Increased by +4.52%
Mar 31, 25
7 Sara-Bay Financial Corp 1.21M (3.69%) -1.00K
Decreased by -0.08%
Jun 30, 25
8 Brown Capital Management, LLC 1.18M (3.57%) -355.34K
Decreased by -30.23%
Mar 31, 25
9 Thrivent Financial For Lutherans 1.16M (3.51%) -684.95K
Decreased by -59.21%
Mar 31, 25
10 Wellington Management Company LLP 1.11M (3.36%) -356.34K
Decreased by -32.19%
Mar 31, 25
11 Barrow Hanley Mewhinney & Strauss LLC 966.42K (2.94%) 8.44K
Increased by +0.87%
Mar 31, 25
12 Bank of America Corp 864.18K (2.62%) 79.67K
Increased by +9.22%
Mar 31, 25
13 Vaughan Nelson Scarbrgh & Mccullough LP 789.91K (2.40%) 68.99K
Increased by +8.73%
Mar 31, 25
14 State Street Corp 782.12K (2.38%) -8.23K
Decreased by -1.05%
Mar 31, 25
15 Geode Capital Management, LLC 763.88K (2.32%) 13.41K
Increased by +1.76%
Mar 31, 25
16 State Street Corporation 744.50K (2.26%) 7.82K
Increased by +1.05%
Mar 31, 24
17 HHG PLC 683.32K (2.08%) 45.62K
Increased by +6.68%
Mar 31, 25
18 William Blair Investment Management, LLC 630.39K (1.91%) 630.39K
Increased by +100.00%
Jun 30, 25
19 T. Rowe Price Investment Management,Inc. 568.02K (1.73%) -1.15K
Decreased by -0.20%
Mar 31, 25
20 Loomis, Sayles & Company LP 562.43K (1.71%) -17.56K
Decreased by -3.12%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 1.39M (4.21%) 0.00
Increased by 0.00%
May 31, 25
2 Wasatch Core Growth 1.08M (3.29%) -40.94K
Decreased by -3.78%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.07M (3.26%) 6.12K
Increased by +0.57%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.05M (3.20%) 1.58K
Increased by +0.15%
Sep 30, 24
5 Thrivent Small Cap Stock A 997.67K (3.03%) 11.94K
Increased by +1.20%
May 31, 25
6 Vanguard Small Cap Index 814.12K (2.47%) -25.19K
Decreased by -3.09%
Jun 30, 25
7 iShares Russell 2000 ETF 795.51K (2.42%) -12.83K
Decreased by -1.61%
Jul 30, 25
8 Wasatch Small Cap Growth Investor 761.73K (2.31%) -31.32K
Decreased by -4.11%
Jun 30, 24
9 Conestoga Small Cap Growth 633.20K (1.92%) 28.38K
Increased by +4.48%
Jun 30, 25
10 T. Rowe Price Small-Cap Stock 573.33K (1.74%) -150.02K
Decreased by -26.17%
Dec 31, 23
11 T. Rowe Price US Small-Cap Core Equity 573.33K (1.74%) -150.02K
Decreased by -26.17%
Dec 31, 23
12 Bridge Builder Small/Mid Cap Value 545.14K (1.66%) 106.93K
Increased by +19.62%
Jul 31, 25
13 Vanguard Small Cap Value Index Inv 519.68K (1.58%) -19.85K
Decreased by -3.82%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 511.32K (1.55%) -13.36K
Decreased by -2.61%
Jun 30, 25
15 American Beacon Small Cp Val R5 482.98K (1.47%) 0.00
Increased by 0.00%
May 31, 25
16 T. Rowe Price Small-Cap Value 445.18K (1.35%) -521.00
Decreased by -0.12%
Jun 30, 25
17 Wasatch Small Cap Value 426.35K (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
18 Ceredex Small Cap Value Equity 413.90K (1.26%) 66.90K
Increased by +16.16%
Jun 30, 25
19 Brown Capital Mgmt Small Co Inv 362.06K (1.10%) -164.79K
Decreased by -45.51%
Mar 31, 25
20 T. Rowe Price Instl Small-Cap Stock 343.29K (1.04%) 0.00
Increased by 0.00%
Sep 30, 23