Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 0.70%
2 PXSG 0.43%
3 PSCH 0.31%
4 SSLY 0.26%
5 SQLV 0.20%
6 CSML 0.20%
7 GSSC 0.10%
8 SLYV 0.09%
9 VFMF 0.09%
10 EES 0.09%
11 DMRS 0.08%
12 SLY 0.07%
13 VIOG 0.07%
14 DES 0.07%
15 SMLV 0.06%
16 AVSC 0.06%
17 QVMS 0.06%
18 VFMO 0.05%
19 SPSM 0.05%
20 VTWG 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 827.62K (15.62%) -16.75K
Decreased by -2.02%
Mar 31, 25
2 Conestoga Capital Advisors, LLC 571.36K (10.78%) -1.68K
Decreased by -0.29%
Mar 31, 25
3 Vanguard Group Inc 384.61K (7.26%) 1.76K
Increased by +0.46%
Mar 31, 25
4 Royce & Associates, LP 271.12K (5.12%) -16.09K
Decreased by -5.93%
Mar 31, 25
5 Ranger Investment Management LP 230.99K (4.36%) -2.57K
Decreased by -1.11%
Mar 31, 25
6 State Street Corp 219.54K (4.14%) -5.36K
Decreased by -2.44%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 216.29K (4.08%) -24.24K
Decreased by -11.21%
Mar 31, 25
8 State Street Corporation 201.73K (3.81%) 3.33K
Increased by +1.65%
Mar 31, 24
9 Geneva Capital Management 189.31K (3.57%) 299.00
Increased by +0.16%
Mar 31, 25
10 Ameriprise Financial Inc 166.77K (3.15%) 14.91K
Increased by +8.94%
Mar 31, 25
11 Eagle Asset Management, Inc. 165.96K (3.13%) 16.29K
Increased by +9.82%
Sep 30, 24
12 Glenmede Trust Co NA 146.54K (2.77%) -5.30K
Decreased by -3.62%
Mar 31, 25
13 Kayne Anderson Rudnick Investment Management LLC 144.11K (2.72%) -2.43K
Decreased by -1.69%
Sep 30, 23
14 Geode Capital Management, LLC 137.52K (2.60%) 13.07K
Increased by +9.50%
Mar 31, 25
15 BOONE CAPITAL MANAGEMENT LLC 133.39K (2.52%) 133.39K
Increased by +100.00%
Mar 31, 24
16 Kennedy Capital Management Inc 113.27K (2.14%) 38.66K
Increased by +34.13%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 111.25K (2.10%) -2.60K
Decreased by -2.34%
Mar 31, 25
18 Acadian Asset Management LLC 87.06K (1.64%) 18.99K
Increased by +21.81%
Mar 31, 25
19 Northern Trust Corp 82.44K (1.56%) -11.35K
Decreased by -13.76%
Mar 31, 25
20 HHG PLC 80.74K (1.52%) -5.54K
Decreased by -6.86%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 404.51K (7.63%) 0.00
Increased by 0.00%
May 31, 25
2 iShares Core S&P Small-Cap ETF 322.81K (6.09%) -2.53K
Decreased by -0.78%
Jun 30, 25
3 Conestoga Small Cap Growth 181.46K (3.42%) 8.41K
Increased by +4.63%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 163.15K (3.08%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 159.57K (3.01%) 0.00
Increased by 0.00%
Sep 30, 24
6 Ranger Small Cap 155.18K (2.93%) -8.50K
Decreased by -5.48%
Jun 30, 25
7 iShares Russell 2000 ETF 130.14K (2.46%) 902.00
Increased by +0.69%
Jun 30, 25
8 Glenmede Small Cap Equity 129.75K (2.45%) -4.15K
Decreased by -3.20%
Mar 31, 25
9 Glenmede Small Cap Equity Adv 129.75K (2.45%) -4.15K
Decreased by -3.20%
Mar 31, 25
10 Royce Small-Cap Fund Invmt 95.52K (1.80%) -1.54K
Decreased by -1.62%
Mar 31, 25
11 Royce Pennsylvania Mutual Invmt 94.21K (1.78%) 41.10K
Increased by +43.63%
Dec 31, 23
12 Royce Small-Cap Trust 93.19K (1.76%) -407.00
Decreased by -0.44%
Mar 31, 25
13 Royce Value Trust Inc 93.19K (1.76%) -407.00
Decreased by -0.44%
Mar 31, 25
14 Janus Henderson Small Cap Value L 92.98K (1.75%) 18.17K
Increased by +19.54%
Apr 30, 25
15 CT (Lux) Glb Smlr Coms IE 89.60K (1.69%) 12.68K
Increased by +14.15%
Jan 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 87.68K (1.65%) 720.00
Increased by +0.82%
May 31, 25
17 Royce Value Trust 87.64K (1.65%) 5.61K
Increased by +6.40%
Mar 31, 24
18 Virtus KAR Small-Cap Growth I 85.35K (1.61%) 0.00
Increased by 0.00%
Sep 30, 23
19 CT (Lux) Glb Smlr Coms IU 81.54K (1.54%) -8.06K
Decreased by -9.88%
Mar 31, 25
20 Kennedy Small Cap Value 77.52K (1.46%) -35.75K
Decreased by -46.12%
Jun 30, 25