Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 3.56%
2 TPMN 3.12%
3 KDVD 1.82%
4 SAWS 1.41%
5 FDM 1.33%
6 SMDV 1.18%
7 SOVF 1.03%
8 AIMS 0.65%
9 AIRR 0.58%
10 SCDS 0.57%
11 BOUT 0.54%
12 SYZ 0.52%
13 OASC 0.44%
14 DGRS 0.44%
15 JSML 0.42%
16 SVAL 0.39%
17 JSMD 0.32%
18 HEJD 0.28%
19 IWC 0.25%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Capital Advisors, LLC 2.19M (9.66%) 311.80K
Increased by +14.22%
Dec 31, 23
2 Allspring Global Investments Holdings, LLC 2.06M (9.07%) -336.26K
Decreased by -16.34%
Mar 31, 26
3 BlackRock Inc 1.85M (8.17%) 64.88K
Increased by +3.50%
Mar 31, 26
4 Pzena Investment Management, LLC 1.59M (7.02%) -533.48K
Decreased by -33.49%
Mar 31, 26
5 Vanguard Group Inc 1.48M (6.52%) 5.46K
Increased by +0.37%
Dec 31, 25
6 Vanguard Capital Management, LLC 970.97K (4.28%) 970.97K
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 936.13K (4.13%) -38.82K
Decreased by -4.15%
Mar 31, 26
8 T. Rowe Price Investment Management,Inc. 787.97K (3.47%) -296.85K
Decreased by -37.67%
Mar 31, 26
9 Silvercrest Asset Management Group LLC 623.06K (2.75%) -18.09K
Decreased by -2.90%
Mar 31, 26
10 Punch & Associates Inv Mgmt Inc 621.85K (2.74%) 7.14K
Increased by +1.15%
Mar 31, 26
11 Nuveen, LLC 619.97K (2.73%) 270.04K
Increased by +43.56%
Mar 31, 26
12 State Street Corp 605.69K (2.67%) -24.11K
Decreased by -3.98%
Mar 31, 26
13 Geode Capital Management, LLC 550.79K (2.43%) 14.81K
Increased by +2.69%
Mar 31, 26
14 State Street Corporation 543.71K (2.40%) 3.06K
Increased by +0.56%
Mar 31, 24
15 DF Dent & Co Inc 539.24K (2.38%) -11.40K
Decreased by -2.11%
Dec 31, 25
16 Arrowstreet Capital Limited Partnership 538.67K (2.37%) 303.08K
Increased by +56.26%
Mar 31, 26
17 Invenomic Capital Management, LP 490.60K (2.16%) 184.94K
Increased by +37.70%
Mar 31, 25
18 Algert Global LLC 459.04K (2.02%) 178.99K
Increased by +38.99%
Mar 31, 26
19 First Trust Advisors L.P. 453.49K (2.00%) -178.06K
Decreased by -39.26%
Sep 30, 24
20 William Blair Investment Management, LLC 416.39K (1.84%) -432.01K
Decreased by -103.75%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 1.08M (4.78%) -194.44K
Decreased by -17.94%
Jun 30, 26
2 Conestoga Small Cap Investors 709.03K (3.13%) -719.50K
Decreased by -101.48%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 698.54K (3.08%) 11.30K
Increased by +1.62%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 693.74K (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
5 Conestoga Small Cap Growth 632.42K (2.79%) 8.25K
Increased by +1.31%
Dec 31, 23
6 iShares Russell 2000 ETF 613.61K (2.71%) 3.63K
Increased by +0.59%
Jun 30, 26
7 JPM Small Cap Equity-MA 564.72K (2.49%) -449.10K
Decreased by -79.53%
Sep 30, 24
8 JPM US Small Cap Core-Composite 564.72K (2.49%) -449.10K
Decreased by -79.53%
Sep 30, 24
9 JPMorgan Small Cap Equity A 564.72K (2.49%) -97.89K
Decreased by -17.33%
Sep 30, 24
10 T. Rowe Price Small-Cap Value 462.21K (2.04%) -1.97K
Decreased by -0.43%
Jun 30, 26
11 First Trust RBA Amer Indl RenaisTM ETF 372.32K (1.64%) 3.28K
Increased by +0.88%
Sep 30, 24
12 Embark Small Cap Equity Institutional 367.50K (1.62%) 11.70K
Increased by +3.18%
Mar 31, 25
13 Brighthouse Small Cap Value A 323.33K (1.43%) -32.26K
Decreased by -9.98%
Mar 31, 26
14 T. Rowe Price U.S. SC Value Eq Tr-Z 307.68K (1.36%) 542.00
Increased by +0.18%
Mar 31, 25
15 T. Rowe Price U.S. SC Value Eq Tr-D 298.11K (1.31%) -1.78K
Decreased by -0.60%
Jun 30, 26
16 Royce Small-Cap Total Return Invmt 294.42K (1.30%) 101.65K
Increased by +34.53%
Jun 30, 26
17 Embark Small Cap Equity Retirement 279.42K (1.23%) -87.91K
Decreased by -31.46%
Jul 31, 25
18 Invenomic Institutional 279.37K (1.23%) 72.11K
Increased by +25.81%
Apr 30, 25
19 ProShares Russell 2000 Dividend Growers 270.52K (1.19%) -532.00
Decreased by -0.20%
May 30, 25
20 CREF Total Global Stock Account R3 270.14K (1.19%) 0.00
Increased by 0.00%
May 31, 26