Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTT 2.68%
2 SMAP 1.52%
3 PSCI 1.50%
4 PRN 1.42%
5 CAFG 1.25%
6 SMCP 1.12%
7 DWAS 1.08%
8 NBSM 1.02%
9 JSML 0.78%
10 JPSV 0.76%
11 EHLS 0.73%
12 VIOG 0.62%
13 FYC 0.55%
14 SQLV 0.55%
15 IJT 0.55%
16 SLYG 0.54%
17 QSML 0.52%
18 SCDS 0.49%
19 RZG 0.47%
20 FNY 0.46%

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 712.51K (6.12%) -624.00
Decreased by -0.09%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 375.37K (3.22%) 5.90K
Increased by +1.57%
Apr 30, 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 295.10K (2.53%) 1.69K
Increased by +0.57%
Apr 30, 25
9 iShares Russell 2000 ETF 289.14K (2.48%) 49.00
Increased by +0.02%
Apr 30, 25
10 Virtus KAR Small-Cap Core I 256.69K (2.20%) 0.00
Increased by 0.00%
Dec 31, 24
11 Delaware US Small Cap Core Equity (SMA) 239.30K (2.05%) -63.86K
Decreased by -26.69%
Mar 31, 24
12 Macquarie Small Cap Core I 238.41K (2.05%) 6.78K
Increased by +2.84%
Mar 31, 25
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 181.10K (1.56%) 1.53K
Increased by +0.85%
Apr 30, 25
15 Vanguard Small Cap Growth Index Inv 164.43K (1.41%) -124.00
Decreased by -0.08%
Apr 30, 25
16 T. Rowe Price Integrated US Sm Gr Eq 140.76K (1.21%) -4.20K
Decreased by -2.98%
Mar 31, 25
17 T. Rowe Price Integrated US SmCapGrEq 140.76K (1.21%) -149.16K
Decreased by -105.97%
Mar 31, 25
18 Champlain Small Company Fund, LLC 139.78K (1.20%) 30.82K
Increased by +22.05%
Apr 30, 25
19 Conestoga Small Cap Investors 124.00K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity Small Cap Index 116.34K (1.00%) 696.00
Increased by +0.60%
Feb 28, 25