Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 3.00%
2 PKB 2.56%
3 AIRR 2.21%
4 BOUT 1.61%
5 PRN 1.60%
6 FDLS 1.04%
7 FFSM 0.99%
8 QSML 0.68%
9 FYC 0.66%
10 RYJ 0.65%
11 SAWS 0.64%
12 QMID 0.58%
13 IFRA 0.57%
14 MMSC 0.54%
15 DWAS 0.53%
16 FSCC 0.50%
17 PSC 0.44%
18 USVM 0.43%
19 EHLS 0.42%
20 PAVE 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.61M (9.84%) 938.74K
Increased by +20.38%
Jun 30, 25
2 FMR Inc 3.67M (7.85%) 1.34M
Increased by +36.59%
Mar 31, 25
3 BlackRock Inc 3.59M (7.67%) 8.76K
Increased by +0.24%
Mar 31, 25
4 Conestoga Capital Advisors, LLC 2.63M (5.63%) -820.83K
Decreased by -31.17%
Jun 30, 25
5 Kayne Anderson Rudnick Investment Management LLC 2.59M (5.54%) 12.81K
Increased by +0.49%
Mar 31, 25
6 Geneva Capital Management 2.16M (4.63%) -294.25K
Decreased by -13.59%
Jun 30, 25
7 Wasatch Advisors Inc. 1.84M (3.93%) 105.91K
Increased by +5.76%
Sep 30, 23
8 Macquarie Group Ltd 1.66M (3.54%) 150.64K
Increased by +9.09%
Mar 31, 25
9 Wasatch Advisors LP 1.61M (3.43%) 177.37K
Increased by +11.05%
Mar 31, 25
10 Amvescap Plc. 1.26M (2.69%) -237.78K
Decreased by -18.93%
Mar 31, 25
11 AllianceBernstein L.P. 1.21M (2.60%) -63.78K
Decreased by -5.25%
Mar 31, 25
12 Geode Capital Management, LLC 1.13M (2.43%) 76.84K
Increased by +6.77%
Mar 31, 25
13 Bank of America Corp 1.12M (2.39%) 28.72K
Increased by +2.57%
Dec 31, 24
14 State Street Corp 1.06M (2.27%) 12.62K
Increased by +1.19%
Mar 31, 25
15 American Century Companies Inc 984.88K (2.11%) 163.33K
Increased by +16.58%
Jun 30, 25
16 State Street Corporation 936.38K (2.00%) 32.15K
Increased by +3.43%
Mar 31, 24
17 Allspring Global Investments Holdings, LLC 856.53K (1.83%) 240.50K
Increased by +28.08%
Mar 31, 25
18 First Trust Advisors L.P. 842.76K (1.80%) 2.89K
Increased by +0.34%
Mar 31, 25
19 Driehaus Capital Management LLC 828.85K (1.77%) 77.64K
Increased by +9.37%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 807.56K (1.73%) -141.88K
Decreased by -17.57%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.52M (3.25%) 5.56K
Increased by +0.36%
Jun 30, 25
2 Conestoga Small Cap Investors 1.41M (3.00%) -272.65K
Decreased by -19.40%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.31M (2.80%) 1.85K
Increased by +0.14%
Sep 30, 24
4 Vanguard Small Cap Index 1.15M (2.46%) 558.67K
Increased by +48.45%
Jun 30, 25
5 iShares Russell 2000 ETF 1.11M (2.37%) -21.00K
Decreased by -1.90%
Jul 31, 25
6 Macquarie Small Cap Core I 954.65K (2.04%) 0.00
Increased by 0.00%
Jun 30, 25
7 First Trust RBA Amer Indl RenaisTM ETF 893.94K (1.91%) -2.56K
Decreased by -0.29%
Jul 31, 25
8 Delaware US Small Cap Core Equity (SMA) 804.74K (1.72%) -9.42K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 804.74K (1.72%) -9.42K
Decreased by -1.17%
Mar 31, 24
10 Delaware Small Cap Core I 778.99K (1.67%) -4.83K
Decreased by -0.62%
Sep 30, 24
11 Wasatch Small Cap Growth Investor 769.15K (1.64%) 68.20K
Increased by +8.87%
Mar 31, 25
12 Nationwide Geneva Small Cap Gr Instl Svc 757.97K (1.62%) -15.00K
Decreased by -1.98%
Jul 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 728.74K (1.56%) -5.26K
Decreased by -0.72%
Jun 30, 25
14 Conestoga Small Cap Growth 691.52K (1.48%) -137.41K
Decreased by -19.87%
Jun 30, 25
15 Vanguard Small Cap Growth Index Inv 646.04K (1.38%) 318.62K
Increased by +49.32%
Jun 30, 25
16 Invesco Discovery A 634.41K (1.36%) 19.70K
Increased by +3.11%
Jun 30, 25
17 Invesco OFI Small Cap Growth 634.41K (1.36%) 40.17K
Increased by +6.33%
Jun 30, 25
18 American Century Small Cap Growth Inv 606.23K (1.30%) 105.37K
Increased by +17.38%
Jun 30, 25
19 American Century U.S. Small Cap Growth 606.23K (1.30%) 105.37K
Increased by +17.38%
Jun 30, 25
20 Fidelity Trend 575.00K (1.23%) -14.10K
Decreased by -2.45%
Jun 30, 25