Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNSC 2.93%
2 FSGS 2.93%
3 SAWS 1.88%
4 XHE 1.78%
5 SIXS 1.29%
6 PTH 1.18%
7 PSCH 1.18%
8 CAFG 0.93%
9 SMCP 0.88%
10 LIVR 0.84%
11 JSML 0.75%
12 ROSC 0.70%
13 RZG 0.64%
14 SEIS 0.56%
15 OASC 0.51%
16 SIXL 0.50%
17 FYC 0.48%
18 XSMO 0.43%
19 SQLV 0.43%
20 IWC 0.42%

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 1.08M (5.22%) -93.29K
Decreased by -8.65%
Mar 31, 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 644.41K (3.12%) -77.91K
Decreased by -12.09%
Mar 31, 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 Morgan Stanley - Brokerage Accounts 367.94K (1.78%) -35.06K
Decreased by -9.53%
Mar 31, 25
13 Northern Trust Corp 327.81K (1.59%) 15.84K
Increased by +4.83%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 285.74K (1.38%) 956.00
Increased by +0.33%
Mar 31, 25
15 Acadian Asset Management LLC 264.26K (1.28%) 27.47K
Increased by +10.40%
Mar 31, 25
16 Driehaus Capital Management LLC 263.22K (1.27%) -2.99K
Decreased by -1.14%
Dec 31, 24
17 Goldman Sachs Group Inc 262.44K (1.27%) 55.80K
Increased by +21.26%
Mar 31, 25
18 Envestnet Asset Management Inc 259.43K (1.26%) 16.89K
Increased by +6.51%
Dec 31, 24
19 DF Dent & Co Inc 258.77K (1.25%) 53.80K
Increased by +20.79%
Sep 30, 24
20 Cramer Rosenthal McGlynn LLC 249.03K (1.21%) -21.21K
Decreased by -8.52%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.24M (6.01%) -1.15K
Decreased by -0.09%
Apr 30, 25
2 Conestoga Small Cap Investors 1.15M (5.58%) -60.63K
Decreased by -5.26%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 651.57K (3.15%) 11.26K
Increased by +1.73%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 626.09K (3.03%) 644.00
Increased by +0.10%
Sep 30, 24
5 Conestoga Small Cap Growth 507.09K (2.46%) 23.27K
Increased by +4.59%
Mar 31, 25
6 iShares Russell 2000 ETF 497.27K (2.41%) 84.00
Increased by +0.02%
Apr 30, 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 (1.83%) -103.45K
Decreased by -27.35%
Mar 31, 25
9 Congress Small Cap Growth Institutional 362.90K (1.76%) 0.00
Increased by 0.00%
Apr 30, 25
10 First Trust SMID Cp Rising Div Achv ETF 355.14K (1.72%) 308.00
Increased by +0.09%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 318.60K (1.54%) 389.00
Increased by +0.12%
Apr 30, 25
12 Nationwide Geneva Small Cap Gr Instl Svc 285.90K (1.38%) -1.18K
Decreased by -0.41%
Apr 30, 25
13 T. Rowe Price Integrated US Sm Gr Eq 211.10K (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
14 T. Rowe Price Integrated US SmCapGrEq 211.10K (1.02%) -211.10K
Decreased by -100.00%
Mar 31, 25
15 Fidelity Small Cap Index 200.94K (0.97%) 869.00
Increased by +0.43%
Feb 28, 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 S&P Small-Cap 600 Growth ETF 182.74K (0.88%) 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