Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTT 3.13%
2 OSCV 2.05%
3 SMAP 1.55%
4 PSCI 1.44%
5 PRN 1.38%
6 SMCP 1.12%
7 DWAS 1.07%
8 NBSM 1.04%
9 CGMM 1.02%
10 SMDV 0.93%
11 IBOT 0.92%
12 JPSV 0.81%
13 GRPZ 0.80%
14 JSML 0.78%
15 EHLS 0.73%
16 FYC 0.55%
17 SQLV 0.55%
18 SLYG 0.54%
19 VIOG 0.54%
20 IJT 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 (11.45%) 1.65K
Increased by +0.12%
Jun 30, 25
4 Wasatch Advisors Inc. 1.31M (11.22%) -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 3 506.57K (4.35%) -45.41K
Decreased by -8.96%
Jun 30, 25
9 State Street Corp 444.31K (3.81%) 160.49K
Increased by +36.12%
Mar 31, 25
10 Allspring Global Investments Holdings, LLC 364.65K (3.13%) -7.99K
Decreased by -2.19%
Sep 30, 23
11 Macquarie Group Ltd 321.67K (2.76%) 7.63K
Increased by +2.37%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 319.35K (2.74%) 142.41K
Increased by +44.59%
Mar 31, 25
13 Chevy Chase Trust Holdings, Inc. 312.26K (2.68%) -130.63K
Decreased by -41.83%
Jun 30, 25
14 Capital World Investors 311.28K (2.67%) 8.67K
Increased by +2.78%
Jun 30, 25
15 Geode Capital Management, LLC 274.85K (2.36%) 8.88K
Increased by +3.23%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 272.45K (2.34%) -24.98K
Decreased by -9.17%
Jun 30, 25
17 State Street Corporation 266.95K (2.29%) 2.19K
Increased by +0.82%
Mar 31, 24
18 Champlain Investment Partners, LLC 248.63K (2.13%) 87.83K
Increased by +35.33%
Jun 30, 25
19 Conestoga Capital Advisors, LLC 222.05K (1.91%) 842.00
Increased by +0.38%
Jun 30, 25
20 Riverbridge Partners LLC 215.69K (1.85%) -31.50K
Decreased by -14.60%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 800.35K (6.87%) -45.14K
Decreased by -5.64%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 703.15K (6.04%) 100.00
Increased by +0.01%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 370.01K (3.18%) 352.00
Increased by +0.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 369.67K (3.17%) -7.74K
Decreased by -2.09%
Jul 31, 25
5 Wasatch Core Growth 343.46K (2.95%) -13.38K
Decreased by -3.90%
Jun 30, 25
6 Neuberger Berman Genesis Inv 303.65K (2.61%) -54.87K
Decreased by -18.07%
Jun 30, 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 285.89K (2.45%) -1.85K
Decreased by -0.65%
Jul 31, 25
9 iShares Russell 2000 ETF 276.86K (2.38%) -5.25K
Decreased by -1.90%
Jul 31, 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%
Jun 30, 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 Champlain Small Company Fund, LLC 165.63K (1.42%) 0.00
Increased by 0.00%
Jul 31, 25
15 Vanguard Small Cap Growth Index Inv 160.90K (1.38%) -565.00
Decreased by -0.35%
Jul 31, 25
16 T. Rowe Price Integrated US Sm Gr Eq 140.76K (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
17 T. Rowe Price Integrated US SmCapGrEq 140.76K (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
18 Wasatch Small Cap Value 133.81K (1.15%) 18.38K
Increased by +13.74%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 126.53K (1.09%) -55.46K
Decreased by -43.84%
Jul 31, 25
20 Conestoga Small Cap Investors 124.00K (1.06%) 0.00
Increased by 0.00%
Jun 30, 25