Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 3.00%
2 PKB 2.56%
3 AIRR 1.89%
4 PRN 1.37%
5 QSML 0.72%
6 RYJ 0.65%
7 SAWS 0.64%
8 FYC 0.61%
9 BOUT 0.53%
10 EHLS 0.47%
11 QMID 0.47%
12 USVM 0.43%
13 DWAS 0.40%
14 PSC 0.32%
15 FYX 0.30%
16 IWO 0.30%
17 MMSC 0.27%
18 HWAY 0.27%
19 BBSC 0.24%
20 AVSC 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.58M (7.73%) 109.99K
Increased by +3.08%
Dec 31, 24
2 Conestoga Capital Advisors, LLC 3.51M (7.60%) -14.48K
Decreased by -0.41%
Dec 31, 24
3 Vanguard Group Inc 3.49M (7.55%) 1.05M
Increased by +29.97%
Dec 31, 24
4 Kayne Anderson Rudnick Investment Management LLC 2.58M (5.57%) -41.88K
Decreased by -1.62%
Dec 31, 24
5 Geneva Capital Management 2.46M (5.31%) -726.43K
Decreased by -29.55%
Dec 31, 24
6 FMR Inc 2.33M (5.04%) 565.58K
Increased by +24.28%
Dec 31, 24
7 Wasatch Advisors Inc. 1.84M (3.98%) 105.91K
Increased by +5.76%
Sep 30, 23
8 Macquarie Group Ltd 1.51M (3.26%) 19.30K
Increased by +1.28%
Dec 31, 24
9 Amvescap Plc. 1.49M (3.23%) 642.99K
Increased by +43.04%
Dec 31, 24
10 Wasatch Advisors LP 1.43M (3.09%) -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 (2.42%) 28.72K
Increased by +2.57%
Dec 31, 24
13 Geode Capital Management, LLC 1.06M (2.29%) 30.36K
Increased by +2.87%
Dec 31, 24
14 State Street Corp 1.05M (2.27%) 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 (1.82%) 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 (1.62%) -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 2.02M (4.36%) 0.00
Increased by 0.00%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.41M (3.05%) 966.00
Increased by +0.07%
Feb 28, 25
3 iShares Russell 2000 ETF 1.11M (2.40%) -13.07K
Decreased by -1.18%
Feb 28, 25
4 Macquarie Small Cap Core I 857.90K (1.85%) 19.43K
Increased by +2.27%
Jan 31, 25
5 Nationwide Geneva Small Cap Gr Instl Svc 822.35K (1.78%) 0.00
Increased by 0.00%
Feb 28, 25
6 Delaware US Small Cap Core Equity (SMA) 804.74K (1.74%) -9.42K
Decreased by -1.17%
Mar 31, 24
7 Macquarie US Small Cap Core Equity 804.74K (1.74%) -9.42K
Decreased by -1.17%
Mar 31, 24
8 First Trust RBA Amer Indl RenaisTM ETF 787.66K (1.70%) 1.69K
Increased by +0.21%
Feb 27, 25
9 Conestoga Small Cap Growth 779.91K (1.69%) 6.03K
Increased by +0.77%
Dec 31, 24
10 Delaware Small Cap Core I 778.99K (1.68%) -4.83K
Decreased by -0.62%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 710.99K (1.54%) 996.00
Increased by +0.14%
Feb 28, 25
12 Wasatch Small Cap Growth Investor 700.95K (1.52%) -138.80K
Decreased by -19.80%
Dec 31, 24
13 AB Small Cap Growth A 631.23K (1.36%) -25.61K
Decreased by -4.06%
Jan 31, 25
14 Invesco Discovery A 572.53K (1.24%) 0.00
Increased by 0.00%
Jan 31, 25
15 Invesco OFI Small Cap Growth 572.53K (1.24%) 572.53K
Increased by +100.00%
Dec 31, 24
16 Vanguard Small Cap Index 569.09K (1.23%) 462.00
Increased by +0.08%
Feb 28, 25
17 Global X US Infrastructure Dev ETF 543.67K (1.18%) 768.00
Increased by +0.14%
Jan 31, 25
18 Virtus KAR Small-Cap Value I 519.58K (1.12%) -12.80K
Decreased by -2.46%
Dec 31, 24
19 Wasatch Small Cap Value 510.94K (1.10%) 38.58K
Increased by +7.55%
Sep 30, 23
20 American Century Small Cap Growth Inv 500.87K (1.08%) -7.71K
Decreased by -1.54%
Dec 31, 24