Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 3.84%
2 QWST 1.29%
3 SVAL 0.36%
4 IWN 0.10%
5 IWMW 0.05%
6 IWM 0.05%
7 JKL 0.04%
8 ISCV 0.04%
9 JKJ 0.02%
10 ISCB 0.02%
11 SMMD 0.02%
12 IWO 0.02%
13 WSML 0.01%
14 ITOT 0.00%
15 IWV 0.00%
16 ITDJ 0.00%
17 ITDI 0.00%
18 ITDH 0.00%
19 ITDG 0.00%
20 ITDF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.79M (9.69%) -232.22K
Decreased by -1.24%
Dec 31, 25
2 FMR Inc 14.40M (7.42%) 3.99M
Increased by +27.73%
Mar 31, 26
3 BlackRock Inc 14.21M (7.32%) -65.75K
Decreased by -0.46%
Mar 31, 26
4 Kayne Anderson Rudnick Investment Management LLC 12.31M (6.35%) -579.45K
Decreased by -4.71%
Mar 31, 26
5 Reinhart Mahoney Capital Management Inc 11.44M (5.90%) 54.64K
Increased by +0.48%
Mar 31, 26
6 Burgundy Asset Management Ltd 11.16M (5.76%) -37.57K
Decreased by -0.34%
Sep 30, 25
7 BMO Capital Markets Corp. 10.37M (5.35%) -484.20K
Decreased by -4.67%
Mar 31, 26
8 Bank of Montreal 10.37M (5.35%) -484.20K
Decreased by -4.67%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 9.66M (4.98%) 870.22K
Increased by +9.01%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 8.79M (4.53%) 8.79M
Increased by +100.00%
Mar 31, 26
11 Vanguard Capital Management, LLC 8.74M (4.51%) 8.74M
Increased by +100.00%
Mar 31, 26
12 Jefferies Financial Group Inc 7.99M (4.12%) -9.00K
Decreased by -0.11%
Mar 31, 26
13 Neuberger Berman Group LLC 7.98M (4.12%) -52.47K
Decreased by -0.66%
Mar 31, 25
14 American Century Companies Inc 7.81M (4.02%) 1.03M
Increased by +13.22%
Mar 31, 26
15 Allspring Global Investments Holdings, LLC 6.73M (3.47%) -112.97K
Decreased by -1.68%
Mar 31, 26
16 JPMorgan Chase & Co 6.25M (3.22%) 100.86K
Increased by +1.61%
Mar 31, 26
17 Conestoga Capital Advisors, LLC 5.71M (2.95%) 230.58K
Increased by +4.04%
Dec 31, 25
18 Geode Capital Management, LLC 5.02M (2.59%) 115.40K
Increased by +2.30%
Mar 31, 26
19 ClearBridge Advisors, LLC 4.63M (2.38%) -182.20K
Decreased by -3.94%
Jun 30, 24
20 State Street Corp 4.41M (2.27%) 97.87K
Increased by +2.22%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.36M (3.28%) 27.01K
Increased by +0.42%
Apr 30, 26
2 Neuberger Berman Genesis Inv 5.17M (2.67%) -51.61K
Decreased by -1.00%
Mar 31, 25
3 iShares Russell 2000 ETF 4.74M (2.44%) 43.73K
Increased by +0.92%
May 29, 26
4 Vanguard Small Cap Index 4.53M (2.34%) -522.00
Decreased by -0.01%
Apr 30, 26
5 Fidelity Low-Priced Stock 4.44M (2.29%) 3.19M
Increased by +71.83%
Mar 31, 26
6 American Century Small Cap Value Inv 4.27M (2.20%) 310.00K
Increased by +7.26%
Mar 31, 26
7 American Century U.S. Small Cap Value 4.27M (2.20%) 310.00K
Increased by +7.26%
Mar 31, 26
8 Conestoga Small Cap Investors 3.58M (1.84%) -300.00K
Decreased by -8.39%
Jan 31, 26
9 JPM Small Cap Equity-MA 3.14M (1.62%) -86.83K
Decreased by -2.76%
Mar 31, 26
10 JPM US Small Cap Core-Composite 3.14M (1.62%) -86.83K
Decreased by -2.76%
Mar 31, 26
11 JPMorgan Small Cap Equity A 3.14M (1.62%) 0.00
Increased by 0.00%
Apr 30, 26
12 Vanguard Small Cap Value Index Inv 2.91M (1.50%) 21.85K
Increased by +0.75%
Apr 30, 26
13 Strategic Advisers Fidelity US TtlStk 2.59M (1.33%) 156.40K
Increased by +6.04%
Apr 30, 26
14 Virtus KAR Small-Cap Value I 2.36M (1.21%) -238.00K
Decreased by -10.10%
Mar 31, 26
15 JNL Multi-Manager Small Cap Value I 2.30M (1.18%) -229.46K
Decreased by -9.99%
Mar 31, 26
16 Conestoga Small Cap Growth 2.30M (1.18%) 114.54K
Increased by +4.99%
Jun 30, 25
17 MFS New Discovery Value I 2.27M (1.17%) -54.35K
Decreased by -2.39%
Apr 30, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 2.23M (1.15%) 31.35K
Increased by +1.41%
Apr 30, 26
19 DFA US Small Cap Value I 2.15M (1.11%) 106.22K
Increased by +4.95%
Apr 30, 26
20 Bridge Builder Small/Mid Cap Value 2.13M (1.10%) 93.75K
Increased by +4.41%
May 31, 26