Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTT 3.13%
2 OSCV 1.87%
3 PRN 1.38%
4 SMAP 1.37%
5 PSCI 1.35%
6 SMCP 1.12%
7 DWAS 1.07%
8 NBSM 0.97%
9 SMDV 0.90%
10 JSML 0.78%
11 IBOT 0.76%
12 EHLS 0.73%
13 JPSV 0.72%
14 GRPZ 0.70%
15 CGMM 0.63%
16 FYC 0.55%
17 SQLV 0.55%
18 VIOG 0.54%
19 OMFS 0.53%
20 QSML 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.77M (15.18%) -37.77K
Decreased by -2.14%
Jun 30, 25
2 Vanguard Group Inc 1.33M (11.46%) 1.65K
Increased by +0.12%
Jun 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 1.31M (11.22%) -26.84K
Decreased by -2.05%
Jun 30, 25
4 Wasatch Advisors Inc. 1.31M (11.22%) -5.77K
Decreased by -0.44%
Sep 30, 23
5 Wasatch Advisors LP 984.19K (8.45%) 34.56K
Increased by +3.51%
Jun 30, 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 Capital Research & Mgmt Co - Division 3 506.57K (4.35%) -45.41K
Decreased by -8.96%
Jun 30, 25
8 Neuberger Berman Group LLC 492.22K (4.23%) -62.98K
Decreased by -12.79%
Jun 30, 25
9 State Street Corp 445.17K (3.82%) 861.00
Increased by +0.19%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 381.27K (3.27%) 61.92K
Increased by +16.24%
Jun 30, 25
11 Allspring Global Investments Holdings, LLC 364.65K (3.13%) -7.99K
Decreased by -2.19%
Sep 30, 23
12 Macquarie Group Ltd 329.46K (2.83%) 7.79K
Increased by +2.36%
Jun 30, 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 279.01K (2.40%) 4.16K
Increased by +1.49%
Jun 30, 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 700.27K (6.01%) 0.00
Increased by 0.00%
Aug 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 284.25K (2.44%) 0.00
Increased by 0.00%
Aug 31, 25
10 Delaware US Small Cap Core Equity (SMA) 239.30K (2.05%) -63.86K
Decreased by -26.69%
Mar 31, 24
11 Virtus KAR Small-Cap Core I 238.70K (2.05%) -6.99K
Decreased by -2.93%
Jun 30, 25
12 Delaware Small Cap Core I 231.64K (1.99%) 0.00
Increased by 0.00%
Oct 31, 24
13 Macquarie Small Cap Core I 224.88K (1.93%) -16.89K
Decreased by -7.51%
Jul 31, 25
14 Champlain Small Company Fund, LLC 165.13K (1.42%) -500.00
Decreased by -0.30%
Aug 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%
Jul 31, 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%
Jul 31, 25