Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 3.00%
2 PKB 2.56%
3 AIRR 2.06%
4 PRN 1.37%
5 BOUT 1.29%
6 QSML 0.72%
7 FYC 0.68%
8 RYJ 0.65%
9 SAWS 0.64%
10 MMSC 0.58%
11 QMID 0.57%
12 PSC 0.48%
13 FSCC 0.44%
14 USVM 0.43%
15 EHLS 0.42%
16 DWAS 0.40%
17 IWO 0.38%
18 BBSC 0.33%
19 HWAY 0.32%
20 SMLV 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.67M (7.93%) 1.34M
Increased by +36.59%
Mar 31, 25
2 Vanguard Group Inc 3.67M (7.92%) 173.96K
Increased by +4.74%
Mar 31, 25
3 BlackRock Inc 3.59M (7.74%) 8.76K
Increased by +0.24%
Mar 31, 25
4 Conestoga Capital Advisors, LLC 3.45M (7.46%) -60.09K
Decreased by -1.74%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 2.59M (5.60%) 12.81K
Increased by +0.49%
Mar 31, 25
6 Geneva Capital Management 2.46M (5.31%) 746.00
Increased by +0.03%
Mar 31, 25
7 Wasatch Advisors Inc. 1.84M (3.97%) 105.91K
Increased by +5.76%
Sep 30, 23
8 Macquarie Group Ltd 1.66M (3.58%) 150.64K
Increased by +9.09%
Mar 31, 25
9 Wasatch Advisors LP 1.61M (3.47%) 177.37K
Increased by +11.05%
Mar 31, 25
10 Amvescap Plc. 1.49M (3.23%) 642.99K
Increased by +43.04%
Dec 31, 24
11 AllianceBernstein L.P. 1.28M (2.76%) -346.46K
Decreased by -27.09%
Dec 31, 24
12 Geode Capital Management, LLC 1.13M (2.45%) 76.84K
Increased by +6.77%
Mar 31, 25
13 Bank of America Corp 1.12M (2.42%) 28.72K
Increased by +2.57%
Dec 31, 24
14 State Street Corp 1.06M (2.29%) 12.62K
Increased by +1.19%
Mar 31, 25
15 State Street Corporation 936.38K (2.02%) 32.15K
Increased by +3.43%
Mar 31, 24
16 Allspring Global Investments Holdings, LLC 856.53K (1.85%) 240.50K
Increased by +28.08%
Mar 31, 25
17 First Trust Advisors L.P. 839.87K (1.81%) 260.15K
Increased by +30.97%
Dec 31, 24
18 Driehaus Capital Management LLC 828.85K (1.79%) 77.64K
Increased by +9.37%
Mar 31, 25
19 American Century Companies Inc 821.54K (1.77%) -41.08K
Decreased by -5.00%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 807.56K (1.74%) -141.88K
Decreased by -17.57%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 1.90M (4.11%) -115.10K
Decreased by -6.05%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.52M (3.27%) 32.43K
Increased by +2.14%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.31M (2.83%) 1.85K
Increased by +0.14%
Sep 30, 24
4 iShares Russell 2000 ETF 1.14M (2.46%) 192.00
Increased by +0.02%
Apr 30, 25
5 Macquarie Small Cap Core I 941.39K (2.03%) 26.76K
Increased by +2.84%
Mar 31, 25
6 Conestoga Small Cap Growth 828.92K (1.79%) 49.02K
Increased by +5.91%
Mar 31, 25
7 Nationwide Geneva Small Cap Gr Instl Svc 818.97K (1.77%) -3.38K
Decreased by -0.41%
Apr 30, 25
8 Delaware US Small Cap Core Equity (SMA) 804.74K (1.74%) -9.42K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 804.74K (1.74%) -9.42K
Decreased by -1.17%
Mar 31, 24
10 Delaware Small Cap Core I 778.99K (1.68%) -4.83K
Decreased by -0.62%
Sep 30, 24
11 Wasatch Small Cap Growth Investor 769.15K (1.66%) 68.20K
Increased by +8.87%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 728.88K (1.57%) 882.00
Increased by +0.12%
Apr 30, 25
13 First Trust RBA Amer Indl RenaisTM ETF 682.17K (1.47%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity Trend 601.70K (1.30%) 168.60K
Increased by +28.02%
Mar 31, 25
15 AB Small Cap Growth A 599.90K (1.30%) -8.43K
Decreased by -1.41%
Mar 31, 25
16 Invesco Discovery A 594.24K (1.28%) 21.70K
Increased by +3.65%
Mar 31, 25
17 Invesco OFI Small Cap Growth 594.24K (1.28%) 21.70K
Increased by +3.65%
Mar 31, 25
18 Vanguard Small Cap Index 592.23K (1.28%) 4.16K
Increased by +0.70%
Apr 30, 25
19 Global X US Infrastructure Dev ETF 543.67K (1.17%) 768.00
Increased by +0.14%
Jan 31, 25
20 Virtus KAR Small-Cap Value I 519.58K (1.12%) -12.80K
Decreased by -2.46%
Dec 31, 24