Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTT 3.13%
2 OSCV 1.89%
3 JSML 1.41%
4 SMAP 1.38%
5 PRN 1.38%
6 PSCI 1.26%
7 SMCP 1.12%
8 IBOT 1.09%
9 DWAS 1.07%
10 JSMD 1.03%
11 SMDV 1.01%
12 GRPZ 1.00%
13 NBSM 0.97%
14 TMAT 0.96%
15 CAFG 0.81%
16 EHLS 0.73%
17 JPSV 0.64%
18 CGMM 0.58%
19 FYC 0.55%
20 SQLV 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.74M (14.94%) -27.80K
Decreased by -1.60%
Sep 30, 25
2 Wasatch Advisors Inc. 1.31M (11.22%) -5.77K
Decreased by -0.44%
Sep 30, 23
3 Vanguard Group Inc 1.30M (11.14%) -21.50K
Decreased by -1.66%
Dec 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 1.19M (10.21%) -88.98K
Decreased by -7.48%
Dec 31, 25
5 Wasatch Advisors LP 913.21K (7.84%) 28.61K
Increased by +3.13%
Dec 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 Capital World Investors 494.77K (4.25%) 178.56K
Increased by +36.09%
Dec 31, 25
8 Capital Research & Mgmt Co - Division 3 477.47K (4.10%) -79.00
Decreased by -0.02%
Dec 31, 25
9 State Street Corp 441.27K (3.79%) -3.89K
Decreased by -0.88%
Sep 30, 25
10 Neuberger Berman Group LLC 402.01K (3.45%) -25.34K
Decreased by -6.30%
Dec 31, 25
11 Allspring Global Investments Holdings, LLC 364.65K (3.13%) -7.99K
Decreased by -2.19%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 320.45K (2.75%) -60.82K
Decreased by -18.98%
Sep 30, 25
13 Geode Capital Management, LLC 314.50K (2.70%) 2.29K
Increased by +0.73%
Dec 31, 25
14 Chevy Chase Trust Holdings, Inc. 312.26K (2.68%) -130.63K
Decreased by -41.83%
Jun 30, 25
15 Macquarie Group Ltd 303.80K (2.61%) -25.66K
Decreased by -8.45%
Sep 30, 25
16 Dimensional Fund Advisors, Inc. 279.03K (2.40%) 10.25K
Increased by +3.67%
Dec 31, 25
17 State Street Corporation 266.95K (2.29%) 2.19K
Increased by +0.82%
Mar 31, 24
18 Conestoga Capital Advisors, LLC 216.20K (1.86%) 47.51K
Increased by +21.97%
Dec 31, 25
19 Brown Advisory Holdings Inc 205.19K (1.76%) 55.51K
Increased by +27.05%
Dec 31, 25
20 Royce & Associates, LP 204.94K (1.76%) 48.29K
Increased by +23.56%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 798.23K (6.85%) -143.97K
Decreased by -18.04%
Mar 31, 26
2 iShares Core S&P Small-Cap ETF 707.50K (6.07%) 255.00
Increased by +0.04%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 376.48K (3.23%) 2.38K
Increased by +0.63%
Mar 31, 26
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 303.65K (2.61%) -54.87K
Decreased by -18.07%
Jun 30, 25
6 Macquarie US Small Cap Core Equity 303.16K (2.60%) -57.34K
Decreased by -18.92%
Dec 31, 23
7 iShares Russell 2000 ETF 285.63K (2.45%) -2.35K
Decreased by -0.82%
Mar 31, 26
8 Vanguard Small Cap Index 272.11K (2.34%) 4.55K
Increased by +1.67%
Mar 31, 26
9 Wasatch Core Growth 271.59K (2.33%) -24.95K
Decreased by -9.18%
Dec 31, 25
10 Delaware US Small Cap Core Equity (SMA) 239.30K (2.05%) -63.86K
Decreased by -26.69%
Mar 31, 24
11 Delaware Small Cap Core I 231.64K (1.99%) 0.00
Increased by 0.00%
Oct 31, 24
12 Macquarie Small Cap Core I 224.88K (1.93%) -16.89K
Decreased by -7.51%
Jul 31, 25
13 Neuberger Genesis Inv 221.03K (1.90%) -25.05K
Decreased by -11.34%
Mar 31, 26
14 Virtus KAR Small-Cap Core I 211.69K (1.82%) -27.00K
Decreased by -12.75%
Dec 31, 25
15 Vanguard Small Cap Growth Index Inv 151.89K (1.30%) 3.27K
Increased by +2.15%
Mar 31, 26
16 T. Rowe Price Integrated US SmCapGrEq 140.76K (1.21%) 0.00
Increased by 0.00%
Dec 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 131.83K (1.13%) 3.43K
Increased by +2.60%
Mar 31, 26
18 Nomura Small Cap Core I 129.48K (1.11%) -48.93K
Decreased by -37.79%
Feb 28, 26
19 T. Rowe Price Integrated US Sm Gr Eq 126.96K (1.09%) -13.80K
Decreased by -10.87%
Mar 31, 26
20 Champlain Small Company Fund, LLC 123.92K (1.06%) -24.73K
Decreased by -19.96%
Mar 31, 26