Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.74%
2 CLOU 4.00%
3 PSCT 3.56%
4 EASI 2.78%
5 CSMD 2.42%
6 XSMO 1.83%
7 PTF 1.71%
8 WCLD 1.64%
9 HAPY 1.44%
10 NBSM 1.39%
11 SOVF 1.27%
12 JSMD 0.97%
13 PXSG 0.94%
14 IJT 0.86%
15 SLYG 0.86%
16 XITK 0.84%
17 PDP 0.84%
18 SMCP 0.83%
19 RNSC 0.81%
20 FSGS 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.97M (15.86%) 129.49K
Increased by +2.17%
Dec 31, 24
2 Vanguard Group Inc 4.63M (12.31%) 67.69K
Increased by +1.46%
Dec 31, 24
3 Neuberger Berman Group LLC 1.66M (4.40%) 20.80K
Increased by +1.26%
Dec 31, 24
4 State Street Corp 1.51M (4.02%) 66.30K
Increased by +4.39%
Dec 31, 24
5 FMR Inc 1.42M (3.78%) 742.69K
Increased by +52.31%
Dec 31, 24
6 State Street Corporation 1.41M (3.74%) 31.34K
Increased by +2.23%
Mar 31, 24
7 Conestoga Capital Advisors, LLC 1.26M (3.35%) 11.59K
Increased by +0.92%
Mar 31, 25
8 Geode Capital Management, LLC 937.29K (2.49%) -26.00
Decreased by -0.00%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 838.47K (2.23%) 22.05K
Increased by +2.63%
Dec 31, 24
10 Ameriprise Financial Inc 765.71K (2.04%) 191.74K
Increased by +25.04%
Dec 31, 24
11 Congress Asset Management Company, LLP 696.80K (1.85%) -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 Kayne Anderson Rudnick Investment Management LLC 661.77K (1.76%) -49.84K
Decreased by -7.53%
Dec 31, 24
14 AllianceBernstein L.P. 639.97K (1.70%) -45.69K
Decreased by -7.14%
Dec 31, 24
15 William Blair Investment Management, LLC 597.66K (1.59%) 17.01K
Increased by +2.85%
Mar 31, 24
16 Riverbridge Partners LLC 592.70K (1.58%) -58.90K
Decreased by -9.94%
Mar 31, 25
17 Macquarie Group Ltd 590.08K (1.57%) 48.78K
Increased by +8.27%
Dec 31, 24
18 Geneva Capital Management 581.80K (1.55%) 138.01K
Increased by +23.72%
Dec 31, 24
19 Northern Trust Corp 510.04K (1.36%) 51.84K
Increased by +10.16%
Dec 31, 24
20 JPMorgan Chase & Co 507.01K (1.35%) -1.86K
Decreased by -0.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.30M (6.12%) -1.97K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.20M (3.19%) 26.82K
Increased by +2.24%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.19M (3.17%) 3.63K
Increased by +0.30%
Mar 31, 25
4 Neuberger Berman Genesis Inv 979.50K (2.60%) -52.46K
Decreased by -5.36%
Mar 31, 25
5 Vanguard Small Cap Index 942.70K (2.51%) -16.45K
Decreased by -1.74%
Mar 31, 25
6 iShares Russell 2000 ETF 928.94K (2.47%) 157.00
Increased by +0.02%
Apr 30, 25
7 Conestoga Small Cap Investors 748.23K (1.99%) -8.05K
Decreased by -1.08%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 584.14K (1.55%) 13.22K
Increased by +2.26%
Mar 31, 25
9 T. Rowe Price Integrated US SmCapGrEq 540.85K (1.44%) 260.82K
Increased by +48.23%
Dec 31, 24
10 Vanguard Information Technology ETF 537.39K (1.43%) 2.23K
Increased by +0.42%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 528.76K (1.41%) -10.08K
Decreased by -1.91%
Mar 31, 25
12 Macquarie Small Cap Core I 476.12K (1.27%) 13.53K
Increased by +2.84%
Mar 31, 25
13 Virtus KAR Small-Cap Growth I 455.09K (1.21%) -41.00K
Decreased by -9.01%
Dec 31, 24
14 Delaware US Small Cap Core Equity (SMA) 435.78K (1.16%) 33.94K
Increased by +7.79%
Mar 31, 24
15 Macquarie US Small Cap Core Equity 435.78K (1.16%) 33.94K
Increased by +7.79%
Mar 31, 24
16 Delaware Small Cap Core I 421.84K (1.12%) 0.00
Increased by 0.00%
Oct 31, 24
17 Fidelity Small Cap Index 373.75K (0.99%) 1.68K
Increased by +0.45%
Feb 28, 25
18 Fidelity® Small Cap Index 353.87K (0.94%) 9.63K
Increased by +2.72%
Oct 31, 23
19 iShares S&P Small-Cap 600 Growth ETF 338.92K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
20 iShares Russell 2000 Growth ETF 334.77K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25