Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 1.13%
2 AIRR 0.54%
3 JSML 0.36%
4 IWC 0.20%
5 QSML 0.13%
6 SMLV 0.07%
7 FSMD 0.07%
8 PSC 0.06%
9 VTWG 0.06%
10 IWO 0.06%
11 GSSC 0.06%
12 RFLR 0.04%
13 EES 0.03%
14 JKK 0.03%
15 ISCG 0.03%
16 RSSL 0.03%
17 IWM 0.03%
18 VTWO 0.03%
19 UWM 0.02%
20 DFAS 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Capital Advisors, LLC 957.25K (10.58%) 52.33K
Increased by +5.47%
Mar 31, 25
2 Neuberger Berman Group LLC 873.99K (9.66%) 15.72K
Increased by +1.80%
Dec 31, 24
3 BlackRock Inc 661.06K (7.30%) 1.55K
Increased by +0.23%
Dec 31, 24
4 Wasatch Advisors Inc. 618.64K (6.83%) 427.49K
Increased by +69.10%
Sep 30, 23
5 Champlain Investment Partners, LLC 555.65K (6.14%) 146.15K
Increased by +26.30%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 518.60K (5.73%) 332.06K
Increased by +64.03%
Dec 31, 24
7 Vanguard Group Inc 510.26K (5.64%) -2.00K
Decreased by -0.39%
Dec 31, 24
8 Royce & Associates, LP 473.25K (5.23%) -38.45K
Decreased by -8.12%
Dec 31, 24
9 Wasatch Advisors LP 439.43K (4.85%) -223.38K
Decreased by -50.83%
Dec 31, 24
10 Broadcrest Asset Management, LLC 300.00K (3.31%) 0.00
Increased by 0.00%
Dec 31, 24
11 Hood River Capital Management LLC 242.28K (2.68%) 45.44K
Increased by +18.75%
Sep 30, 24
12 Riverbridge Partners LLC 226.82K (2.51%) -18.22K
Decreased by -8.03%
Mar 31, 25
13 Geode Capital Management, LLC 219.35K (2.42%) 1.88K
Increased by +0.86%
Dec 31, 24
14 State Street Corp 219.08K (2.42%) 11.85K
Increased by +5.41%
Dec 31, 24
15 Fred Alger Management, LLC 212.90K (2.35%) -136.27K
Decreased by -64.00%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 209.20K (2.31%) 10.19K
Increased by +4.87%
Dec 31, 24
17 Granahan Investment Management Inc.. 188.76K (2.09%) 107.39K
Increased by +56.89%
Dec 31, 24
18 State Street Corporation 179.74K (1.99%) 7.12K
Increased by +3.96%
Mar 31, 24
19 Royal Bank of Canada 173.51K (1.92%) 133.01K
Increased by +76.66%
Dec 31, 24
20 First Trust Advisors L.P. 153.20K (1.69%) 87.57K
Increased by +57.16%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 643.50K (7.11%) 0.00
Increased by 0.00%
Feb 28, 25
2 Neuberger Berman Genesis Inv 542.79K (6.00%) 34.00K
Increased by +6.26%
Mar 31, 25
3 Champlain Small Company Fund, LLC 415.73K (4.59%) -935.00
Decreased by -0.22%
Mar 31, 25
4 Conestoga Small Cap Growth 293.86K (3.25%) 45.16K
Increased by +15.37%
Mar 31, 25
5 Old Westbury Small & Mid Cap Strategies 284.78K (3.15%) 81.98K
Increased by +28.79%
Jan 31, 25
6 Vanguard Total Stock Mkt Idx Inv 274.96K (3.04%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 274.55K (3.03%) 0.00
Increased by 0.00%
Sep 30, 24
8 T. Rowe Price Small-Cap Stock 269.63K (2.98%) -58.00
Decreased by -0.02%
Mar 31, 25
9 T. Rowe Price US Small-Cap Core Equity 269.63K (2.98%) 39.74K
Increased by +14.74%
Mar 31, 25
10 iShares Russell 2000 ETF 225.88K (2.50%) -1.82K
Decreased by -0.81%
Apr 29, 25
11 Wasatch Small Cap Growth Investor 217.58K (2.40%) 0.00
Increased by 0.00%
Mar 31, 25
12 Champlain Small Company Adv 200.00K (2.21%) 50.00K
Increased by +25.00%
Dec 31, 24
13 Royce Small-Cap Fund Invmt 163.32K (1.80%) -1.73K
Decreased by -1.06%
Mar 31, 25
14 Royce Small-Cap Trust 160.73K (1.78%) 10.88K
Increased by +6.77%
Dec 31, 24
15 Royce Value Trust Inc 156.22K (1.73%) -4.50K
Decreased by -2.88%
Mar 31, 25
16 Hood River Small-Cap Growth Instl 155.91K (1.72%) 39.60K
Increased by +25.40%
Sep 30, 24
17 First Trust RBA Amer Indl RenaisTM ETF 152.86K (1.69%) 1.22K
Increased by +0.80%
Dec 30, 24
18 T. Rowe Price Instl Small-Cap Stock 144.98K (1.60%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 143.37K (1.58%) 3.83K
Increased by +2.67%
Mar 31, 25
20 Royce Pennsylvania Mutual Invmt 134.92K (1.49%) 38.02K
Increased by +28.18%
Dec 31, 23