Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 3.00%
2 PKB 2.56%
3 AIRR 1.98%
4 PRN 1.37%
5 BOUT 1.31%
6 QSML 0.72%
7 FYC 0.68%
8 RYJ 0.65%
9 SAWS 0.64%
10 QMID 0.54%
11 MMSC 0.53%
12 EHLS 0.47%
13 PSC 0.47%
14 USVM 0.43%
15 DWAS 0.40%
16 IWO 0.36%
17 HWAY 0.32%
18 BBSC 0.32%
19 FYX 0.30%
20 VTWG 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.58M (7.71%) 109.99K
Increased by +3.08%
Dec 31, 24
2 Vanguard Group Inc 3.49M (7.53%) 1.05M
Increased by +29.97%
Dec 31, 24
3 Conestoga Capital Advisors, LLC 3.45M (7.45%) -60.09K
Decreased by -1.74%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 2.58M (5.56%) -41.88K
Decreased by -1.62%
Dec 31, 24
5 Geneva Capital Management 2.46M (5.30%) -726.43K
Decreased by -29.55%
Dec 31, 24
6 FMR Inc 2.33M (5.02%) 565.58K
Increased by +24.28%
Dec 31, 24
7 Wasatch Advisors Inc. 1.84M (3.97%) 105.91K
Increased by +5.76%
Sep 30, 23
8 Macquarie Group Ltd 1.51M (3.25%) 19.30K
Increased by +1.28%
Dec 31, 24
9 Amvescap Plc. 1.49M (3.22%) 642.99K
Increased by +43.04%
Dec 31, 24
10 Wasatch Advisors LP 1.43M (3.08%) -327.83K
Decreased by -22.95%
Dec 31, 24
11 AllianceBernstein L.P. 1.28M (2.76%) -346.46K
Decreased by -27.09%
Dec 31, 24
12 Bank of America Corp 1.12M (2.41%) 28.72K
Increased by +2.57%
Dec 31, 24
13 Geode Capital Management, LLC 1.06M (2.28%) 30.36K
Increased by +2.87%
Dec 31, 24
14 State Street Corp 1.05M (2.26%) 44.85K
Increased by +4.27%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 949.44K (2.05%) -51.80K
Decreased by -5.46%
Dec 31, 24
16 State Street Corporation 936.38K (2.02%) 32.15K
Increased by +3.43%
Mar 31, 24
17 American Century Companies Inc 862.63K (1.86%) -11.83K
Decreased by -1.37%
Dec 31, 24
18 First Trust Advisors L.P. 839.87K (1.81%) 260.15K
Increased by +30.97%
Dec 31, 24
19 Driehaus Capital Management LLC 751.21K (1.62%) -80.79K
Decreased by -10.75%
Dec 31, 24
20 Royce & Associates, LP 747.26K (1.61%) -54.02K
Decreased by -7.23%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 1.90M (4.10%) -115.10K
Decreased by -6.05%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.48M (3.20%) 72.93K
Increased by +4.92%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.31M (2.82%) 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 822.35K (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
8 Delaware US Small Cap Core Equity (SMA) 804.74K (1.73%) -9.42K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 804.74K (1.73%) -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 728.00K (1.57%) 17.01K
Increased by +2.34%
Mar 31, 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 (1.29%) -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 588.07K (1.27%) 18.98K
Increased by +3.23%
Mar 31, 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