Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 4.36%
2 QWST 1.29%
3 IWN 0.10%
4 JKL 0.06%
5 ISCV 0.06%
6 IWM 0.06%
7 ISCB 0.03%
8 JKJ 0.03%
9 IWO 0.02%
10 ITOT 0.00%
11 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 Burgundy Asset Management Ltd 9.49M (4.85%) 613.87K
Increased by +6.47%
Mar 31, 25
5 Reinhart Mahoney Capital Management Inc 8.66M (4.43%) 1.05M
Increased by +12.09%
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 8.51M (4.35%) -1.26M
Decreased by -14.78%
Dec 31, 24
8 Neuberger Berman Group LLC 7.98M (4.08%) -52.47K
Decreased by -0.66%
Mar 31, 25
9 Conestoga Capital Advisors, LLC 7.39M (3.77%) -36.34K
Decreased by -0.49%
Mar 31, 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 6.26M (3.20%) 31.10K
Increased by +0.50%
Apr 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 5.16M (2.64%) -55.58K
Decreased by -1.08%
Mar 31, 25
4 Vanguard Small Cap Index 4.95M (2.53%) 35.69K
Increased by +0.72%
Apr 30, 25
5 JPM Small Cap Equity-MA 4.85M (2.48%) 81.08K
Increased by +1.67%
Mar 31, 25
6 JPM US Small Cap Core-Composite 4.85M (2.48%) 81.08K
Increased by +1.67%
Mar 31, 25
7 JPMorgan Small Cap Equity A 4.85M (2.48%) 34.66K
Increased by +0.71%
Mar 31, 25
8 iShares Russell 2000 ETF 4.81M (2.46%) 812.00
Increased by +0.02%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 3.20M (1.64%) 9.84K
Increased by +0.31%
Apr 30, 25
10 American Century Small Cap Value Inv 3.15M (1.61%) 630.00K
Increased by +20.00%
Mar 31, 25
11 American Century U.S. Small Cap Value 3.15M (1.61%) 630.00K
Increased by +20.00%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 3.04M (1.56%) 3.88K
Increased by +0.13%
Apr 30, 25
13 Virtus KAR Small-Cap Value I 2.93M (1.50%) -70.00K
Decreased by -2.39%
Dec 31, 24
14 JNL Multi-Manager Small Cap Value I 2.73M (1.40%) -35.00K
Decreased by -1.28%
Mar 31, 25
15 Conestoga Small Cap Growth 2.18M (1.12%) 112.50K
Increased by +5.16%
Mar 31, 25
16 CREF Stock R1 1.99M (1.02%) -25.52K
Decreased by -1.28%
Feb 28, 25
17 Embark Small Cap Equity Retirement 1.99M (1.02%) 175.47K
Increased by +8.80%
Apr 30, 25
18 Fidelity Small Cap Index 1.95M (1.00%) 7.80K
Increased by +0.40%
Feb 28, 25
19 Allspring Special Small Cap Value A 1.92M (0.98%) 42.80K
Increased by +2.23%
Apr 30, 25
20 Fidelity® Small Cap Index 1.89M (0.96%) 50.48K
Increased by +2.68%
Oct 31, 23