Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNSC 2.93%
2 FSGS 2.93%
3 SAWS 1.94%
4 XHE 1.79%
5 SIXS 1.29%
6 PTH 1.18%
7 PSCH 1.18%
8 JSML 1.14%
9 CAFG 0.95%
10 SMCP 0.88%
11 LIVR 0.84%
12 ROSC 0.70%
13 RZG 0.65%
14 SEIS 0.56%
15 OASC 0.51%
16 SIXL 0.50%
17 FYC 0.48%
18 XSMO 0.45%
19 SQLV 0.42%
20 IWC 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.91M (19.03%) 236.96K
Increased by +6.05%
Dec 31, 24
2 Conestoga Capital Advisors, LLC 1.64M (7.98%) -51.56K
Decreased by -3.14%
Mar 31, 25
3 Vanguard Group Inc 1.58M (7.68%) 1.85K
Increased by +0.12%
Dec 31, 24
4 Copeland Capital Management, LLC 1.08M (5.24%) -93.29K
Decreased by -8.65%
Mar 31, 25
5 Geneva Capital Management 865.58K (4.21%) -12.26K
Decreased by -1.42%
Dec 31, 24
6 State Street Corp 843.74K (4.10%) 21.66K
Increased by +2.57%
Dec 31, 24
7 State Street Corporation 793.13K (3.86%) -3.55K
Decreased by -0.45%
Mar 31, 24
8 Ranger Investment Management LP 658.23K (3.20%) -27.23K
Decreased by -4.14%
Dec 31, 24
9 Congress Asset Management Company, LLP 644.41K (3.13%) -77.91K
Decreased by -12.09%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 552.43K (2.69%) -23.23K
Decreased by -4.21%
Dec 31, 24
11 Geode Capital Management, LLC 550.26K (2.68%) 7.74K
Increased by +1.41%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 403.01K (1.96%) 31.02K
Increased by +7.70%
Dec 31, 24
13 Northern Trust Corp 327.81K (1.59%) 15.84K
Increased by +4.83%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 284.78K (1.38%) 1.68K
Increased by +0.59%
Dec 31, 24
15 Driehaus Capital Management LLC 263.22K (1.28%) -2.99K
Decreased by -1.14%
Dec 31, 24
16 Envestnet Asset Management Inc 259.43K (1.26%) 16.89K
Increased by +6.51%
Dec 31, 24
17 DF Dent & Co Inc 258.77K (1.26%) 53.80K
Increased by +20.79%
Sep 30, 24
18 Cramer Rosenthal McGlynn LLC 249.03K (1.21%) -21.21K
Decreased by -8.52%
Jun 30, 24
19 Ameriprise Financial Inc 241.10K (1.17%) -16.27K
Decreased by -6.75%
Sep 30, 24
20 Acadian Asset Management LLC 236.79K (1.15%) -54.18K
Decreased by -22.88%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.24M (6.03%) -1.15K
Decreased by -0.09%
Apr 30, 25
2 Conestoga Small Cap Investors 1.21M (5.90%) 0.00
Increased by 0.00%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 640.32K (3.11%) 3.03K
Increased by +0.47%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 626.09K (3.04%) 644.00
Increased by +0.10%
Sep 30, 24
5 Conestoga Small Cap Growth 507.09K (2.47%) 23.27K
Increased by +4.59%
Mar 31, 25
6 iShares Russell 2000 ETF 497.19K (2.42%) -4.03K
Decreased by -0.81%
Apr 29, 25
7 Congress Asset Mgt Small Cap Growth 400.00K (1.94%) 399.08K
Increased by +99.77%
Jun 30, 24
8 Ranger Small Cap 378.18K (1.84%) -103.45K
Decreased by -27.35%
Mar 31, 25
9 Congress Small Cap Growth Institutional 362.90K (1.76%) -37.10K
Decreased by -10.22%
Mar 31, 25
10 First Trust SMID Cp Rising Div Achv ETF 355.14K (1.73%) 308.00
Increased by +0.09%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 318.21K (1.55%) 9.01K
Increased by +2.83%
Mar 31, 25
12 Nationwide Geneva Small Cap Gr Instl Svc 287.08K (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
13 T. Rowe Price Integrated US Sm Gr Eq 211.10K (1.03%) 0.00
Increased by 0.00%
Mar 31, 25
14 T. Rowe Price Integrated US SmCapGrEq 211.10K (1.03%) -211.10K
Decreased by -100.00%
Mar 31, 25
15 Fidelity Small Cap Index 200.94K (0.98%) 869.00
Increased by +0.43%
Feb 28, 25
16 Fidelity® Small Cap Index 190.36K (0.93%) 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 S&P Small-Cap 600 Growth ETF 182.74K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
19 iShares Russell 2000 Growth ETF 179.84K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 177.27K (0.86%) 180.00
Increased by +0.10%
Mar 28, 24