Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.32%
2 CLOU 3.69%
3 PSCT 3.42%
4 EASI 2.78%
5 CSMD 2.23%
6 XSMO 1.83%
7 PTF 1.71%
8 WCLD 1.55%
9 NBSM 1.31%
10 HAPY 1.29%
11 SOVF 1.18%
12 PXSG 0.94%
13 PDP 0.84%
14 SMCP 0.83%
15 FSGS 0.81%
16 RNSC 0.81%
17 IJT 0.80%
18 SLYG 0.79%
19 VIOG 0.79%
20 XITK 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.86M (15.58%) -108.69K
Decreased by -1.86%
Mar 31, 25
2 Vanguard Group Inc 4.60M (12.24%) -29.84K
Decreased by -0.65%
Mar 31, 25
3 Neuberger Berman Group LLC 1.58M (4.21%) -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 (3.74%) 31.34K
Increased by +2.23%
Mar 31, 24
6 Conestoga Capital Advisors, LLC 1.26M (3.35%) 11.59K
Increased by +0.92%
Mar 31, 25
7 FMR Inc 1.17M (3.10%) -253.41K
Decreased by -21.73%
Mar 31, 25
8 Geode Capital Management, LLC 963.84K (2.56%) 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 Ameriprise Financial Inc 765.71K (2.04%) 191.74K
Increased by +25.04%
Dec 31, 24
12 Congress Asset Management Company, LLP 696.80K (1.85%) -111.54K
Decreased by -16.01%
Mar 31, 25
13 Apg All Pensions Group 675.34K (1.80%) -409.00K
Decreased by -60.56%
Sep 30, 24
14 AllianceBernstein L.P. 639.97K (1.70%) -45.69K
Decreased by -7.14%
Dec 31, 24
15 Macquarie Group Ltd 623.01K (1.66%) 32.94K
Increased by +5.29%
Mar 31, 25
16 William Blair Investment Management, LLC 597.66K (1.59%) 17.01K
Increased by +2.85%
Mar 31, 24
17 Riverbridge Partners LLC 592.70K (1.58%) -58.90K
Decreased by -9.94%
Mar 31, 25
18 Geneva Capital Management 575.70K (1.53%) -6.10K
Decreased by -1.06%
Mar 31, 25
19 JPMorgan Chase & Co 533.60K (1.42%) 26.58K
Increased by +4.98%
Mar 31, 25
20 Northern Trust Corp 510.04K (1.36%) 51.84K
Increased by +10.16%
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 Total Stock Mkt Idx Inv 1.21M (3.22%) 20.93K
Increased by +1.73%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.20M (3.19%) 26.82K
Increased by +2.24%
Sep 30, 24
4 Neuberger Berman Genesis Inv 979.50K (2.60%) -52.46K
Decreased by -5.36%
Mar 31, 25
5 Vanguard Small Cap Index 948.33K (2.52%) 5.63K
Increased by +0.59%
Apr 30, 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 587.72K (1.56%) 3.58K
Increased by +0.61%
Apr 30, 25
9 Vanguard Information Technology ETF 541.44K (1.44%) 4.06K
Increased by +0.75%
Apr 30, 25
10 T. Rowe Price Integrated US SmCapGrEq 540.85K (1.44%) 260.82K
Increased by +48.23%
Dec 31, 24
11 Vanguard Small Cap Growth Index Inv 527.96K (1.40%) -802.00
Decreased by -0.15%
Apr 30, 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