Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.12%
2 SMLL 2.17%
3 SOVF 1.88%
4 SMDV 1.20%
5 FDM 1.16%
6 AIRR 0.58%
7 JSMD 0.58%
8 DGRS 0.54%
9 OASC 0.50%
10 JSML 0.43%
11 SCDS 0.43%
12 HEJD 0.28%
13 CSML 0.20%
14 IWC 0.16%
15 DES 0.15%
16 ROGS 0.13%
17 SMLV 0.08%
18 AVSC 0.06%
19 EBIT 0.06%
20 ESML 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 2.45M (10.88%) 11.30K
Increased by +0.46%
Mar 31, 25
2 Pzena Investment Management, LLC 2.27M (10.08%) 593.96K
Increased by +26.13%
Mar 31, 25
3 Conestoga Capital Advisors, LLC 2.19M (9.72%) 311.80K
Increased by +14.22%
Dec 31, 23
4 BlackRock Inc 1.87M (8.28%) 84.49K
Increased by +4.53%
Mar 31, 25
5 Vanguard Group Inc 1.32M (5.85%) 26.12K
Increased by +1.98%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 986.19K (4.37%) 31.52K
Increased by +3.20%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 907.45K (4.03%) -1.83K
Decreased by -0.20%
Mar 31, 25
8 Ararat Capital Management, LP 719.88K (3.19%) -87.31K
Decreased by -12.13%
Mar 31, 25
9 Punch & Associates Inv Mgmt Inc 608.66K (2.70%) -119.91K
Decreased by -19.70%
Mar 31, 25
10 Goldman Sachs Group Inc 607.05K (2.69%) -163.53K
Decreased by -26.94%
Mar 31, 25
11 DF Dent & Co Inc 567.29K (2.52%) -214.72K
Decreased by -37.85%
Mar 31, 25
12 State Street Corp 554.62K (2.46%) 383.00
Increased by +0.07%
Mar 31, 25
13 State Street Corporation 543.71K (2.41%) 3.06K
Increased by +0.56%
Mar 31, 24
14 Geode Capital Management, LLC 537.36K (2.38%) 16.31K
Increased by +3.04%
Mar 31, 25
15 Silvercrest Asset Management Group LLC 523.73K (2.32%) 68.12K
Increased by +13.01%
Mar 31, 25
16 Invenomic Capital Management, LP 490.60K (2.18%) 184.94K
Increased by +37.70%
Mar 31, 25
17 First Trust Advisors L.P. 453.49K (2.01%) -178.06K
Decreased by -39.26%
Sep 30, 24
18 William Blair Investment Management, LLC 416.39K (1.85%) -432.01K
Decreased by -103.75%
Jun 30, 24
19 Hotchkis & Wiley Capital Management LLC 379.66K (1.68%) 123.58K
Increased by +32.55%
Mar 31, 25
20 Harbor Capital Advisors Inc 367.67K (1.63%) 11.70K
Increased by +3.18%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 1.89M (8.38%) 0.00
Increased by 0.00%
Apr 30, 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%
Apr 30, 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 iShares Russell 2000 ETF 571.80K (2.54%) 0.00
Increased by 0.00%
May 31, 25
8 JPM Small Cap Equity-MA 564.72K (2.51%) -449.10K
Decreased by -79.53%
Sep 30, 24
9 JPM US Small Cap Core-Composite 564.72K (2.51%) -449.10K
Decreased by -79.53%
Sep 30, 24
10 JPMorgan Small Cap Equity A 564.72K (2.51%) -97.89K
Decreased by -17.33%
Sep 30, 24
11 DF Dent Small Cap Growth 466.23K (2.07%) 26.65K
Increased by +5.72%
May 31, 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 Retirement 368.38K (1.63%) 880.00
Increased by +0.24%
Apr 30, 25
14 Embark Small Cap Equity Institutional 367.50K (1.63%) 11.70K
Increased by +3.18%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 358.81K (1.59%) 680.00
Increased by +0.19%
Apr 30, 25
16 T. Rowe Price U.S. SC Value Eq Tr-D 307.68K (1.36%) 542.00
Increased by +0.18%
Mar 31, 25
17 T. Rowe Price U.S. SC Value Eq Tr-Z 307.68K (1.36%) 542.00
Increased by +0.18%
Mar 31, 25
18 Brighthouse Small Cap Value A 299.76K (1.33%) 132.39K
Increased by +44.17%
Mar 31, 25
19 ProShares Russell 2000 Dividend Growers 270.52K (1.20%) -532.00
Decreased by -0.20%
May 30, 25
20 William Blair Small Cap Growth I 267.50K (1.19%) 7.43K
Increased by +2.78%
Mar 31, 24