Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
2 ROGS 0.05%
3 IHF 0.03%
4 SMLF 0.03%
5 IWO 0.02%
6 ISCG 0.01%
7 JKK 0.01%
8 IWM 0.01%
9 ISCB 0.01%
10 JKJ 0.01%
11 ITOT 0.00%
12 IWV 0.00%
13 SPEU 0.00%
14 FEU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 2.99M (23.03%) -37.78K
Decreased by -1.27%
Jun 30, 25
2 BlackRock Inc 1.19M (9.20%) 71.10K
Increased by +5.96%
Jun 30, 25
3 Vanguard Group Inc 919.55K (7.09%) -13.43K
Decreased by -1.46%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 871.55K (6.72%) 19.16K
Increased by +2.20%
Jun 30, 25
5 Conestoga Capital Advisors, LLC 784.66K (6.05%) 3.85K
Increased by +0.49%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 531.20K (4.10%) -23.09K
Decreased by -4.35%
Jun 30, 25
7 Geode Capital Management, LLC 404.30K (3.12%) -42.27K
Decreased by -10.46%
Jun 30, 25
8 QV Investors Inc 381.31K (2.94%) 26.95K
Increased by +7.07%
Jun 30, 25
9 Renaissance Technologies Corp 371.98K (2.87%) 1.50K
Increased by +0.40%
Jun 30, 25
10 State Street Corporation 354.35K (2.73%) 11.87K
Increased by +3.35%
Mar 31, 24
11 State Street Corp 341.02K (2.63%) 8.14K
Increased by +2.39%
Jun 30, 25
12 Amvescap Plc. 280.58K (2.16%) -86.03K
Decreased by -30.66%
Jun 30, 24
13 Hotchkis & Wiley Capital Management LLC 270.95K (2.09%) 111.00K
Increased by +40.97%
Jun 30, 25
14 Touchstone Capital, Inc. 251.63K (1.94%) -16.74K
Decreased by -6.65%
Dec 31, 23
15 Northern Trust Corp 250.71K (1.93%) -61.26K
Decreased by -24.44%
Jun 30, 25
16 Bank of New York Mellon Corp 204.57K (1.58%) -4.62K
Decreased by -2.26%
Jun 30, 25
17 AQR Capital Management LLC 201.40K (1.55%) 93.26K
Increased by +46.31%
Jun 30, 25
18 Willis Investment Counsel 181.00K (1.40%) 115.22K
Increased by +63.66%
Jun 30, 25
19 StonePine Asset Management Inc. 170.00K (1.31%) 16.90K
Increased by +9.94%
Mar 31, 24
20 Wells Fargo & Co 169.95K (1.31%) -3.86K
Decreased by -2.27%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 2.01M (15.49%) 1.20K
Increased by +0.06%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 589.02K (4.54%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 576.32K (4.44%) -12.70K
Decreased by -2.20%
Jul 31, 25
4 Conestoga Small Cap Investors 565.60K (4.36%) 0.00
Increased by 0.00%
May 31, 24
5 Virtus GF US Small Cap Focus I USD Acc 436.24K (3.36%) 0.00
Increased by 0.00%
Jun 30, 25
6 iShares Russell 2000 ETF 307.25K (2.37%) 0.00
Increased by 0.00%
Aug 31, 25
7 Invesco Global Multi Cap Growth 251.69K (1.94%) -92.30K
Decreased by -36.67%
Jun 30, 24
8 Invesco Global Opportunities A 251.69K (1.94%) -177.12K
Decreased by -70.37%
Jun 30, 24
9 Conestoga Small Cap Growth 213.90K (1.65%) -2.37K
Decreased by -1.11%
Mar 31, 24
10 IA Clarington Canadian Small Cap A 187.52K (1.45%) 0.00
Increased by 0.00%
Apr 30, 25
11 IA Clarington QV Canadian Small Cap A 187.52K (1.45%) 0.00
Increased by 0.00%
Jun 30, 25
12 NBI Global Small Cap GP 170.00K (1.31%) 0.00
Increased by 0.00%
Apr 30, 24
13 DFA US Micro Cap I 163.51K (1.26%) -8.78K
Decreased by -5.37%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 151.05K (1.16%) -63.51K
Decreased by -42.04%
Jul 31, 25
15 Fidelity® Small Cap Index 139.29K (1.07%) 3.95K
Increased by +2.84%
Oct 31, 23
16 Fidelity Small Cap Index 130.04K (1.00%) -29.23K
Decreased by -22.48%
Jun 30, 25
17 NEI Canadian Small Cap Equity RS A 129.20K (1.00%) 0.00
Increased by 0.00%
Jul 31, 25
18 Eagle Small Cap Core Inst'l 124.84K (0.96%) 46.59K
Increased by +37.32%
Jun 30, 24
19 iShares Russell 2000 Growth ETF 112.52K (0.87%) 0.00
Increased by 0.00%
Aug 31, 25
20 ODIN USA A NOK 107.43K (0.83%) -74.68K
Decreased by -69.51%
Nov 30, 24