Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTT 2.70%
2 OSCV 1.95%
3 SMAP 1.48%
4 PSCI 1.43%
5 PRN 1.38%
6 SMCP 1.12%
7 DWAS 1.07%
8 NBSM 1.01%
9 SMDV 0.93%
10 IBOT 0.86%
11 JSML 0.78%
12 GRPZ 0.78%
13 JPSV 0.75%
14 EHLS 0.73%
15 VIOG 0.62%
16 FYC 0.55%
17 SQLV 0.55%
18 FLQS 0.54%
19 IJT 0.54%
20 SLYG 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.81M (15.50%) 853.37K
Increased by +47.27%
Mar 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 1.33M (11.46%) -12.79K
Decreased by -0.96%
Mar 31, 25
3 Vanguard Group Inc 1.33M (11.44%) 114.31K
Increased by +8.58%
Mar 31, 25
4 Wasatch Advisors Inc. 1.31M (11.23%) -5.77K
Decreased by -0.44%
Sep 30, 23
5 Wasatch Advisors LP 949.63K (8.15%) -110.57K
Decreased by -11.64%
Mar 31, 25
6 C2P Capital Advisory Group LLC dba Prosperity Capital Advisors 561.16K (4.82%) 561.16K
Increased by +100.00%
Dec 31, 24
7 Neuberger Berman Group LLC 555.20K (4.77%) -191.31K
Decreased by -34.46%
Mar 31, 25
8 Capital Research & Mgmt Co - Division 3 551.98K (4.74%) -82.23K
Decreased by -14.90%
Mar 31, 25
9 State Street Corp 444.31K (3.82%) 160.49K
Increased by +36.12%
Mar 31, 25
10 Chevy Chase Trust Holdings, Inc. 442.88K (3.80%) -32.52K
Decreased by -7.34%
Mar 31, 25
11 Allspring Global Investments Holdings, LLC 364.65K (3.13%) -7.99K
Decreased by -2.19%
Sep 30, 23
12 Macquarie Group Ltd 321.67K (2.76%) 7.63K
Increased by +2.37%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 319.35K (2.74%) 142.41K
Increased by +44.59%
Mar 31, 25
14 Capital World Investors 302.61K (2.60%) -10.48K
Decreased by -3.46%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 297.43K (2.55%) -13.92K
Decreased by -4.68%
Mar 31, 25
16 Geode Capital Management, LLC 274.85K (2.36%) 8.88K
Increased by +3.23%
Mar 31, 25
17 State Street Corporation 266.95K (2.29%) 2.19K
Increased by +0.82%
Mar 31, 24
18 Riverbridge Partners LLC 247.19K (2.12%) -24.94K
Decreased by -10.09%
Mar 31, 25
19 Conestoga Capital Advisors, LLC 221.21K (1.90%) 109.44K
Increased by +49.47%
Mar 31, 25
20 Royce & Associates, LP 205.63K (1.77%) -35.69K
Decreased by -17.36%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 845.49K (7.26%) -94.08K
Decreased by -11.13%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 699.43K (6.01%) -1.97K
Decreased by -0.28%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 375.67K (3.23%) 304.00
Increased by +0.08%
May 31, 25
4 Vanguard US Total Market Shares ETF 370.01K (3.18%) 352.00
Increased by +0.10%
Sep 30, 24
5 Neuberger Berman Genesis Inv 358.52K (3.08%) -129.45K
Decreased by -36.11%
Mar 31, 25
6 Wasatch Core Growth 356.83K (3.06%) -39.33K
Decreased by -11.02%
Mar 31, 25
7 Macquarie US Small Cap Core Equity 303.16K (2.60%) -57.34K
Decreased by -18.92%
Dec 31, 23
8 Vanguard Small Cap Index 296.65K (2.55%) 1.54K
Increased by +0.52%
May 31, 25
9 iShares Russell 2000 ETF 293.87K (2.52%) 2.05K
Increased by +0.70%
Jun 30, 25
10 Virtus KAR Small-Cap Core I 245.69K (2.11%) -11.00K
Decreased by -4.48%
Mar 31, 25
11 Macquarie Small Cap Core I 241.77K (2.08%) 0.00
Increased by 0.00%
May 31, 25
12 Delaware US Small Cap Core Equity (SMA) 239.30K (2.05%) -63.86K
Decreased by -26.69%
Mar 31, 24
13 Delaware Small Cap Core I 231.64K (1.99%) 0.00
Increased by 0.00%
Oct 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 182.30K (1.57%) 1.20K
Increased by +0.66%
May 31, 25
15 Champlain Small Company Fund, LLC 165.31K (1.42%) 25.53K
Increased by +15.44%
May 31, 25
16 Vanguard Small Cap Growth Index Inv 162.95K (1.40%) -1.48K
Decreased by -0.91%
May 31, 25
17 T. Rowe Price Integrated US Sm Gr Eq 140.76K (1.21%) -4.20K
Decreased by -2.98%
Mar 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 140.76K (1.21%) -149.16K
Decreased by -105.97%
Mar 31, 25
19 Conestoga Small Cap Investors 124.00K (1.06%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity Small Cap Index 118.50K (1.02%) 1.41K
Increased by +1.19%
Apr 30, 25