Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 2.93%
2 EASI 2.78%
3 PSCT 2.38%
4 XSMO 1.83%
5 PTF 1.71%
6 CSMD 1.61%
7 AWEG 1.59%
8 HAPY 1.26%
9 WCLD 1.25%
10 SOVF 0.95%
11 PXSG 0.94%
12 PDP 0.84%
13 SMCP 0.83%
14 FSGS 0.81%
15 RNSC 0.81%
16 VIOG 0.75%
17 NBSM 0.73%
18 XITK 0.73%
19 XSW 0.71%
20 SLY 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.86M (15.60%) -108.69K
Decreased by -1.86%
Mar 31, 25
2 Vanguard Group Inc 4.60M (12.26%) -29.84K
Decreased by -0.65%
Mar 31, 25
3 Neuberger Berman Group LLC 1.58M (4.22%) -73.62K
Decreased by -4.65%
Mar 31, 25
4 State Street Corp 1.47M (3.92%) -37.71K
Decreased by -2.56%
Mar 31, 25
5 State Street Corporation 1.41M (3.75%) 31.34K
Increased by +2.23%
Mar 31, 24
6 Conestoga Capital Advisors, LLC 1.26M (3.36%) 11.59K
Increased by +0.92%
Mar 31, 25
7 FMR Inc 1.17M (3.11%) -253.41K
Decreased by -21.73%
Mar 31, 25
8 Geode Capital Management, LLC 963.84K (2.57%) 26.55K
Increased by +2.75%
Mar 31, 25
9 Kayne Anderson Rudnick Investment Management LLC 887.62K (2.36%) 225.85K
Increased by +25.44%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 830.50K (2.21%) -7.97K
Decreased by -0.96%
Mar 31, 25
11 Congress Asset Management Company, LLP 696.80K (1.86%) -111.54K
Decreased by -16.01%
Mar 31, 25
12 Apg All Pensions Group 675.34K (1.80%) -409.00K
Decreased by -60.56%
Sep 30, 24
13 AllianceBernstein L.P. 639.97K (1.71%) -45.69K
Decreased by -7.14%
Dec 31, 24
14 Macquarie Group Ltd 623.01K (1.66%) 32.94K
Increased by +5.29%
Mar 31, 25
15 William Blair Investment Management, LLC 597.66K (1.59%) 17.01K
Increased by +2.85%
Mar 31, 24
16 Geneva Capital Management 575.70K (1.53%) -6.10K
Decreased by -1.06%
Mar 31, 25
17 JPMorgan Chase & Co 533.60K (1.42%) 26.58K
Increased by +4.98%
Mar 31, 25
18 Riverbridge Partners LLC 518.42K (1.38%) -74.28K
Decreased by -14.33%
Jun 30, 25
19 Northern Trust Corp 513.37K (1.37%) 3.33K
Increased by +0.65%
Mar 31, 25
20 Charles Schwab Investment Management Inc 483.65K (1.29%) 2.24K
Increased by +0.46%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.26M (6.01%) -6.36K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.21M (3.23%) 787.00
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.20M (3.19%) 26.82K
Increased by +2.24%
Sep 30, 24
4 Nordea 1 - Global Climate & Envir BI EUR 966.90K (2.58%) 500.32K
Increased by +51.74%
May 31, 25
5 Vanguard Small Cap Index 952.89K (2.54%) 4.56K
Increased by +0.48%
May 31, 25
6 iShares Russell 2000 ETF 949.62K (2.53%) 6.60K
Increased by +0.70%
Jun 30, 25
7 Conestoga Small Cap Investors 733.13K (1.95%) 0.00
Increased by 0.00%
May 31, 25
8 Neuberger Berman Genesis Inv 676.07K (1.80%) -303.43K
Decreased by -44.88%
Jun 30, 25
9 Virtus KAR Small-Cap Growth I 617.42K (1.64%) 162.33K
Increased by +26.29%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 591.72K (1.58%) 4.00K
Increased by +0.68%
May 31, 25
11 Vanguard Information Technology ETF 543.63K (1.45%) 2.19K
Increased by +0.40%
May 31, 25
12 T. Rowe Price Integrated US SmCapGrEq 540.85K (1.44%) 260.82K
Increased by +48.23%
Dec 31, 24
13 Vanguard Small Cap Growth Index Inv 524.87K (1.40%) -3.08K
Decreased by -0.59%
May 31, 25
14 Macquarie Small Cap Core I 482.83K (1.29%) 0.00
Increased by 0.00%
May 31, 25
15 Delaware US Small Cap Core Equity (SMA) 435.78K (1.16%) 33.94K
Increased by +7.79%
Mar 31, 24
16 Macquarie US Small Cap Core Equity 435.78K (1.16%) 33.94K
Increased by +7.79%
Mar 31, 24
17 Delaware Small Cap Core I 421.84K (1.12%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity Small Cap Index 381.25K (1.02%) 4.53K
Increased by +1.19%
Apr 30, 25
19 Fidelity® Small Cap Index 353.87K (0.94%) 9.63K
Increased by +2.72%
Oct 31, 23
20 iShares Russell 2000 Growth ETF 334.66K (0.89%) 824.00
Increased by +0.25%
Jun 30, 25