Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNSC 2.93%
2 FSGS 2.93%
3 XHE 1.90%
4 SIXS 1.29%
5 PSCH 1.23%
6 PTH 1.18%
7 SAWS 1.04%
8 SMDV 0.93%
9 SMCP 0.88%
10 OSCV 0.86%
11 LIVR 0.84%
12 JSML 0.75%
13 ROSC 0.67%
14 RZG 0.61%
15 SDVY 0.56%
16 SDVD 0.56%
17 CAFG 0.53%
18 OASC 0.51%
19 SIXL 0.50%
20 FYC 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.59M (17.39%) -323.03K
Decreased by -9.00%
Mar 31, 25
2 Conestoga Capital Advisors, LLC 1.64M (7.95%) -51.56K
Decreased by -3.14%
Mar 31, 25
3 Vanguard Group Inc 1.58M (7.66%) 989.00
Increased by +0.06%
Mar 31, 25
4 Copeland Capital Management, LLC 990.04K (4.79%) -88.69K
Decreased by -8.96%
Jun 30, 25
5 Geneva Capital Management 863.75K (4.18%) -1.83K
Decreased by -0.21%
Mar 31, 25
6 State Street Corp 810.24K (3.92%) -33.51K
Decreased by -4.14%
Mar 31, 25
7 State Street Corporation 793.13K (3.84%) -3.55K
Decreased by -0.45%
Mar 31, 24
8 Congress Asset Management Company, LLP 673.97K (3.26%) 29.55K
Increased by +4.38%
Jun 30, 25
9 Ranger Investment Management LP 522.51K (2.53%) -135.72K
Decreased by -25.97%
Mar 31, 25
10 Geode Capital Management, LLC 504.76K (2.44%) -45.50K
Decreased by -9.02%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 493.81K (2.39%) -58.62K
Decreased by -11.87%
Mar 31, 25
12 First Trust Advisors L.P. 400.75K (1.94%) 352.92K
Increased by +88.07%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 367.94K (1.78%) -35.06K
Decreased by -9.53%
Mar 31, 25
14 Northern Trust Corp 345.56K (1.67%) 17.75K
Increased by +5.14%
Mar 31, 25
15 T. Rowe Price Associates, Inc. 285.74K (1.38%) 956.00
Increased by +0.33%
Mar 31, 25
16 Envestnet Asset Management Inc 285.11K (1.38%) 25.68K
Increased by +9.01%
Mar 31, 25
17 Acadian Asset Management LLC 264.26K (1.28%) 27.47K
Increased by +10.40%
Mar 31, 25
18 Driehaus Capital Management LLC 263.22K (1.27%) -2.99K
Decreased by -1.14%
Dec 31, 24
19 Goldman Sachs Group Inc 262.44K (1.27%) 55.80K
Increased by +21.26%
Mar 31, 25
20 DF Dent & Co Inc 258.77K (1.25%) 53.80K
Increased by +20.79%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.22M (5.91%) -3.40K
Decreased by -0.28%
Jun 30, 25
2 Conestoga Small Cap Investors 1.12M (5.40%) -14.97K
Decreased by -1.34%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 652.22K (3.16%) 644.00
Increased by +0.10%
May 31, 25
4 Vanguard US Total Market Shares ETF 626.09K (3.03%) 644.00
Increased by +0.10%
Sep 30, 24
5 First Trust SMID Cp Rising Div Achv ETF 570.48K (2.76%) 1.11K
Increased by +0.19%
Jun 30, 25
6 Conestoga Small Cap Growth 519.40K (2.51%) 12.32K
Increased by +2.37%
Jun 30, 25
7 iShares Russell 2000 ETF 517.41K (2.51%) 3.61K
Increased by +0.70%
Jun 30, 25
8 Congress Asset Mgt Small Cap Growth 400.00K (1.94%) 399.08K
Increased by +99.77%
Jun 30, 24
9 Congress Small Cap Growth Institutional 385.00K (1.86%) 0.00
Increased by 0.00%
Jun 30, 25
10 Ranger Small Cap 359.19K (1.74%) -18.99K
Decreased by -5.29%
Jun 30, 25
11 Nationwide Geneva Small Cap Gr Instl Svc 326.83K (1.58%) 24.61K
Increased by +7.53%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 320.84K (1.55%) 2.24K
Increased by +0.70%
May 31, 25
13 T. Rowe Price Integrated US Sm Gr Eq 211.10K (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
14 T. Rowe Price Integrated US SmCapGrEq 211.10K (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity Small Cap Index 204.72K (0.99%) 2.26K
Increased by +1.10%
Apr 30, 25
16 Fidelity® Small Cap Index 190.36K (0.92%) 5.16K
Increased by +2.71%
Oct 31, 23
17 Ranger Micro Cap 183.30K (0.89%) -19.36K
Decreased by -10.56%
Sep 30, 24
18 iShares Russell 2000 Growth ETF 183.21K (0.89%) 452.00
Increased by +0.25%
Jun 30, 25
19 KAR Small-Mid Cap Growth 182.28K (0.88%) 38.09K
Increased by +20.90%
May 31, 25
20 iShares S&P Small-Cap 600 Growth ETF 181.09K (0.88%) 0.00
Increased by 0.00%
Jun 30, 25