Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.12%
2 SMLL 2.10%
3 SOVF 1.84%
4 FDM 1.23%
5 AIRR 0.58%
6 DGRS 0.52%
7 OASC 0.51%
8 SCDS 0.44%
9 HEJD 0.28%
10 CSML 0.20%
11 IWC 0.18%
12 DES 0.15%
13 ROGS 0.13%
14 SMLV 0.08%
15 AVSC 0.06%
16 EBIT 0.06%
17 RTLA 0.05%
18 PRFZ 0.04%
19 IWO 0.04%
20 VTWG 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 2.44M (10.83%) 20.23K
Increased by +0.83%
Dec 31, 24
2 Conestoga Capital Advisors, LLC 2.19M (9.73%) 311.80K
Increased by +14.22%
Dec 31, 23
3 BlackRock Inc 1.78M (7.91%) 44.38K
Increased by +2.49%
Dec 31, 24
4 Pzena Investment Management, LLC 1.68M (7.45%) 54.22K
Increased by +3.23%
Dec 31, 24
5 Vanguard Group Inc 1.29M (5.73%) -8.74K
Decreased by -0.68%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 954.67K (4.24%) 44.06K
Increased by +4.62%
Dec 31, 24
7 T. Rowe Price Investment Management,Inc. 909.28K (4.04%) 143.85K
Increased by +15.82%
Dec 31, 24
8 Ararat Capital Management, LP 807.19K (3.58%) 233.25K
Increased by +28.90%
Dec 31, 24
9 DF Dent & Co Inc 782.02K (3.47%) -73.63K
Decreased by -9.41%
Dec 31, 24
10 Goldman Sachs Group Inc 770.58K (3.42%) -64.03K
Decreased by -8.31%
Dec 31, 24
11 Punch & Associates Inv Mgmt Inc 728.57K (3.23%) 51.61K
Increased by +7.08%
Dec 31, 24
12 State Street Corp 554.24K (2.46%) 19.84K
Increased by +3.58%
Dec 31, 24
13 State Street Corporation 543.71K (2.41%) 3.06K
Increased by +0.56%
Mar 31, 24
14 Geode Capital Management, LLC 521.05K (2.31%) 4.59K
Increased by +0.88%
Dec 31, 24
15 Silvercrest Asset Management Group LLC 455.61K (2.02%) -131.68K
Decreased by -28.90%
Dec 31, 24
16 First Trust Advisors L.P. 453.49K (2.01%) -178.06K
Decreased by -39.26%
Sep 30, 24
17 William Blair Investment Management, LLC 416.39K (1.85%) -432.01K
Decreased by -103.75%
Jun 30, 24
18 JPMorgan Chase & Co 388.99K (1.73%) -1.78M
Decreased by -456.54%
Dec 31, 24
19 Harbor Capital Advisors Inc 367.67K (1.63%) 11.70K
Increased by +3.18%
Mar 31, 25
20 Royce & Associates, LP 309.68K (1.37%) -527.76K
Decreased by -170.42%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 1.89M (8.38%) -86.90K
Decreased by -4.60%
Mar 31, 25
2 Conestoga Small Cap Investors 709.03K (3.15%) -719.50K
Decreased by -101.48%
Feb 29, 24
3 Vanguard US Total Market Shares ETF 693.74K (3.08%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 690.52K (3.06%) 0.00
Increased by 0.00%
Mar 31, 25
5 Conestoga Small Cap Growth 632.42K (2.81%) 8.25K
Increased by +1.31%
Dec 31, 23
6 T. Rowe Price Small-Cap Value 575.52K (2.55%) -124.00
Decreased by -0.02%
Mar 31, 25
7 JPM Small Cap Equity-MA 564.72K (2.51%) -449.10K
Decreased by -79.53%
Sep 30, 24
8 JPM US Small Cap Core-Composite 564.72K (2.51%) -449.10K
Decreased by -79.53%
Sep 30, 24
9 JPMorgan Small Cap Equity A 564.72K (2.51%) -97.89K
Decreased by -17.33%
Sep 30, 24
10 iShares Russell 2000 ETF 556.16K (2.47%) -4.51K
Decreased by -0.81%
Apr 29, 25
11 DF Dent Small Cap Growth 439.58K (1.95%) 7.49K
Increased by +1.70%
Apr 30, 25
12 First Trust RBA Amer Indl RenaisTM ETF 372.32K (1.65%) 3.28K
Increased by +0.88%
Sep 30, 24
13 Embark Small Cap Equity Institutional 367.50K (1.63%) 11.70K
Increased by +3.18%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 358.13K (1.59%) 10.60K
Increased by +2.96%
Mar 31, 25
15 Embark Small Cap Equity Retirement 355.80K (1.58%) 0.00
Increased by 0.00%
Feb 28, 25
16 T. Rowe Price U.S. SC Value Eq Tr-Z 307.68K (1.37%) 542.00
Increased by +0.18%
Mar 31, 25
17 T. Rowe Price U.S. SC Value Eq Tr-D 307.14K (1.36%) 49.49K
Increased by +16.11%
Dec 31, 24
18 ProShares Russell 2000 Dividend Growers 271.37K (1.20%) 0.00
Increased by 0.00%
Apr 30, 25
19 William Blair Small Cap Growth I 267.50K (1.19%) 7.43K
Increased by +2.78%
Mar 31, 24
20 Fidelity Small Cap Index 228.13K (1.01%) 0.00
Increased by 0.00%
Feb 28, 25