Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 4.36%
2 QWST 1.29%
3 SVAL 0.54%
4 IWN 0.15%
5 IWM 0.07%
6 JKL 0.07%
7 ISCV 0.06%
8 ISCB 0.03%
9 JKJ 0.03%
10 IWO 0.02%
11 ITOT 0.00%
12 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.58M (10.00%) 134.83K
Increased by +0.69%
Mar 31, 25
2 BlackRock Inc 14.48M (7.40%) -64.69K
Decreased by -0.45%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 14.21M (7.26%) 64.97K
Increased by +0.46%
Mar 31, 25
4 Reinhart Mahoney Capital Management Inc 10.05M (5.14%) 1.39M
Increased by +13.87%
Jun 30, 25
5 Burgundy Asset Management Ltd 9.49M (4.85%) 613.87K
Increased by +6.47%
Mar 31, 25
6 JPMorgan Chase & Co 8.61M (4.40%) -552.80K
Decreased by -6.42%
Mar 31, 25
7 Jefferies Financial Group Inc 8.16M (4.17%) -350.59K
Decreased by -4.30%
Mar 31, 25
8 Neuberger Berman Group LLC 7.98M (4.08%) -52.47K
Decreased by -0.66%
Mar 31, 25
9 Conestoga Capital Advisors, LLC 7.36M (3.76%) -29.36K
Decreased by -0.40%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 7.24M (3.70%) 817.38K
Increased by +11.30%
Mar 31, 25
11 Allspring Global Investments Holdings, LLC 7.11M (3.63%) 67.39K
Increased by +0.95%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 6.04M (3.09%) 4.27M
Increased by +70.62%
Mar 31, 25
13 Geode Capital Management, LLC 4.82M (2.46%) 98.35K
Increased by +2.04%
Mar 31, 25
14 ClearBridge Advisors, LLC 4.63M (2.36%) -182.20K
Decreased by -3.94%
Jun 30, 24
15 American Century Companies Inc 4.51M (2.30%) 906.53K
Increased by +20.11%
Mar 31, 25
16 State Street Corp 4.28M (2.19%) -90.96K
Decreased by -2.12%
Mar 31, 25
17 State Street Corporation 4.18M (2.14%) 10.94K
Increased by +0.26%
Mar 31, 24
18 Nuveen Asset Management, LLC 3.96M (2.02%) -82.37K
Decreased by -2.08%
Dec 31, 24
19 Wellington Management Company LLP 3.74M (1.91%) -353.95K
Decreased by -9.46%
Sep 30, 24
20 GW&K Investment Management, LLC 3.47M (1.77%) 899.50K
Increased by +25.92%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.38M (3.26%) 41.31K
Increased by +0.65%
Jun 30, 25
2 Neuberger Berman Genesis Inv 5.17M (2.64%) -51.61K
Decreased by -1.00%
Mar 31, 25
3 Conestoga Small Cap Investors 5.13M (2.62%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 4.82M (2.46%) -149.95K
Decreased by -3.11%
Jun 30, 25
5 iShares Russell 2000 ETF 4.77M (2.44%) -77.08K
Decreased by -1.62%
Jul 30, 25
6 American Century Small Cap Value Inv 4.66M (2.38%) 1.51M
Increased by +32.35%
Jun 30, 25
7 American Century U.S. Small Cap Value 4.66M (2.38%) 1.51M
Increased by +32.35%
Jun 30, 25
8 JPM Small Cap Equity-MA 4.49M (2.29%) -362.84K
Decreased by -8.08%
Jun 30, 25
9 JPM US Small Cap Core-Composite 4.49M (2.29%) -362.84K
Decreased by -8.08%
Jun 30, 25
10 JPMorgan Small Cap Equity A 4.49M (2.29%) -51.19K
Decreased by -1.14%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 3.08M (1.57%) -120.38K
Decreased by -3.91%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 3.06M (1.57%) -2.90K
Decreased by -0.09%
Jun 30, 25
13 Virtus KAR Small-Cap Value I 3.01M (1.54%) 82.00K
Increased by +2.73%
Mar 31, 25
14 JNL Multi-Manager Small Cap Value I 2.91M (1.49%) 175.43K
Increased by +6.03%
Jun 30, 25
15 Conestoga Small Cap Growth 2.30M (1.17%) 114.54K
Increased by +4.99%
Jun 30, 25
16 Reinhart Genesis PMV Advisor 2.08M (1.06%) 211.57K
Increased by +10.15%
Jun 30, 25
17 T. Rowe Price Small-Cap Value 2.06M (1.05%) 272.32K
Increased by +13.25%
Jun 30, 25
18 CREF Stock R1 1.99M (1.02%) -25.52K
Decreased by -1.28%
Feb 28, 25
19 Embark Small Cap Equity Retirement 1.99M (1.02%) 930.00
Increased by +0.05%
Jun 30, 25
20 Fidelity Small Cap Index 1.99M (1.02%) 7.73K
Increased by +0.39%
May 31, 25