Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 4.36%
2 QWST 1.29%
3 SVAL 0.51%
4 IWN 0.15%
5 IWM 0.07%
6 ISCV 0.07%
7 JKL 0.07%
8 ISCB 0.03%
9 JKJ 0.03%
10 WSML 0.02%
11 IWO 0.02%
12 ITOT 0.00%
13 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.73M (10.08%) 156.51K
Increased by +0.79%
Jun 30, 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 Burgundy Asset Management Ltd 11.20M (5.73%) 1.71M
Increased by +15.29%
Jun 30, 25
5 Reinhart Mahoney Capital Management Inc 10.05M (5.14%) 1.39M
Increased by +13.87%
Jun 30, 25
6 JPMorgan Chase & Co 8.61M (4.40%) -552.80K
Decreased by -6.42%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 8.22M (4.20%) 983.72K
Increased by +11.97%
Jun 30, 25
8 Jefferies Financial Group Inc 8.16M (4.17%) -350.59K
Decreased by -4.30%
Mar 31, 25
9 Neuberger Berman Group LLC 7.98M (4.08%) -52.47K
Decreased by -0.66%
Mar 31, 25
10 American Century Companies Inc 7.48M (3.82%) 2.97M
Increased by +39.74%
Jun 30, 25
11 Conestoga Capital Advisors, LLC 7.36M (3.76%) -29.36K
Decreased by -0.40%
Jun 30, 25
12 T. Rowe Price Investment Management,Inc. 7.23M (3.70%) 1.19M
Increased by +16.43%
Jun 30, 25
13 Allspring Global Investments Holdings, LLC 7.11M (3.63%) 67.39K
Increased by +0.95%
Mar 31, 25
14 Geode Capital Management, LLC 4.82M (2.46%) 98.35K
Increased by +2.04%
Mar 31, 25
15 ClearBridge Advisors, LLC 4.63M (2.36%) -182.20K
Decreased by -3.94%
Jun 30, 24
16 Barrow Hanley Mewhinney & Strauss LLC 4.46M (2.28%) 4.46M
Increased by +100.00%
Jun 30, 25
17 State Street Corp 4.28M (2.19%) -90.96K
Decreased by -2.12%
Mar 31, 25
18 State Street Corporation 4.18M (2.14%) 10.94K
Increased by +0.26%
Mar 31, 24
19 Nuveen Asset Management, LLC 3.96M (2.02%) -82.37K
Decreased by -2.08%
Dec 31, 24
20 Wellington Management Company LLP 3.74M (1.91%) -353.95K
Decreased by -9.46%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.25M (3.19%) -131.16K
Decreased by -2.10%
Jul 31, 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%
Jun 30, 25
4 Vanguard Small Cap Index 4.79M (2.45%) -30.67K
Decreased by -0.64%
Jul 31, 25
5 iShares Russell 2000 ETF 4.68M (2.39%) -88.94K
Decreased by -1.90%
Jul 31, 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 (2.30%) -362.84K
Decreased by -8.08%
Jun 30, 25
9 JPM US Small Cap Core-Composite 4.49M (2.30%) -362.84K
Decreased by -8.08%
Jun 30, 25
10 JPMorgan Small Cap Equity A 4.49M (2.30%) -51.19K
Decreased by -1.14%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 3.09M (1.58%) 11.16K
Increased by +0.36%
Jul 31, 25
12 Virtus KAR Small-Cap Value I 3.01M (1.54%) 82.00K
Increased by +2.73%
Mar 31, 25
13 JNL Multi-Manager Small Cap Value I 2.91M (1.49%) 175.43K
Increased by +6.03%
Jun 30, 25
14 Conestoga Small Cap Growth 2.30M (1.17%) 114.54K
Increased by +4.99%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 2.12M (1.08%) -941.36K
Decreased by -44.35%
Jul 31, 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