Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 1.13%
2 AIRR 0.54%
3 ETHO 0.37%
4 JSML 0.36%
5 IWC 0.20%
6 QSML 0.13%
7 SMLV 0.07%
8 FSMD 0.07%
9 PSC 0.06%
10 GSSC 0.06%
11 RFLR 0.04%
12 EES 0.03%
13 RSSL 0.03%
14 IWO 0.03%
15 IWMW 0.03%
16 IWM 0.03%
17 UWM 0.02%
18 DFAS 0.02%
19 IWN 0.02%
20 SCHA 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Group LLC 825.74K (9.05%) -24.50K
Decreased by -2.97%
Mar 31, 26
2 BlackRock Inc 674.91K (7.40%) -5.65K
Decreased by -0.84%
Mar 31, 26
3 Wasatch Advisors Inc. 618.64K (6.78%) 427.49K
Increased by +69.10%
Sep 30, 23
4 Hood River Capital Management LLC 614.55K (6.74%) 68.74K
Increased by +11.19%
Mar 31, 26
5 Royce & Associates, LP 614.25K (6.73%) 223.71K
Increased by +36.42%
Mar 31, 26
6 T. Rowe Price Investment Management,Inc. 607.36K (6.66%) 88.76K
Increased by +14.61%
Mar 31, 25
7 Ophir Asset Management Pty Ltd 545.51K (5.98%) 545.51K
Increased by +100.00%
Mar 31, 26
8 Vanguard Group Inc 530.78K (5.82%) 11.00
Increased by +0.00%
Dec 31, 25
9 Conestoga Capital Advisors, LLC 512.52K (5.62%) -430.92K
Decreased by -84.08%
Mar 31, 26
10 Vanguard Capital Management, LLC 407.16K (4.46%) 407.16K
Increased by +100.00%
Mar 31, 26
11 Wasatch Advisors LP 367.75K (4.03%) -71.69K
Decreased by -19.49%
Mar 31, 25
12 Fred Alger Management, LLC 334.57K (3.67%) 118.35K
Increased by +35.37%
Jun 30, 25
13 Barrow Hanley Mewhinney & Strauss LLC 327.44K (3.59%) 327.44K
Increased by +100.00%
Mar 31, 26
14 Riverbridge Partners LLC 310.48K (3.40%) -27.03K
Decreased by -8.71%
Mar 31, 26
15 Wellington Management Company LLP 297.73K (3.26%) 49.19K
Increased by +16.52%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 262.03K (2.87%) 9.27K
Increased by +3.54%
Mar 31, 26
17 Paradice Investment Management LLC 248.43K (2.72%) 248.43K
Increased by +100.00%
Mar 31, 26
18 Bessemer Group Inc 244.49K (2.68%) 64.42K
Increased by +26.35%
Jun 30, 25
19 BAMCO Inc 230.35K (2.53%) 26.88K
Increased by +11.67%
Mar 31, 26
20 Geode Capital Management, LLC 228.87K (2.51%) 6.20K
Increased by +2.71%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 523.52K (5.74%) -19.27K
Decreased by -3.68%
Jun 30, 25
2 Neuberger Genesis Inv 453.68K (4.97%) -27.84K
Decreased by -6.14%
Mar 31, 26
3 Hood River Small-Cap Growth Instl 402.67K (4.41%) 55.86K
Increased by +13.87%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 293.26K (3.22%) 0.00
Increased by 0.00%
Apr 30, 26
5 Conestoga Small Cap Investors 283.76K (3.11%) -30.00K
Decreased by -10.57%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 274.55K (3.01%) 0.00
Increased by 0.00%
Sep 30, 24
7 T. Rowe Price Small-Cap Stock 269.63K (2.96%) -58.00
Decreased by -0.02%
Mar 31, 25
8 T. Rowe Price US Small-Cap Core Equity 269.63K (2.96%) 39.74K
Increased by +14.74%
Mar 31, 25
9 iShares Russell 2000 ETF 219.61K (2.41%) 2.03K
Increased by +0.92%
May 29, 26
10 Wasatch Small Cap Growth Investor 217.58K (2.39%) 0.00
Increased by 0.00%
Mar 31, 25
11 Champlain Small Company Fund, LLC 192.06K (2.11%) -9.43K
Decreased by -4.91%
May 31, 26
12 Paradice Global Small Mid Cap Strategy 181.38K (1.99%) 181.38K
Increased by +100.00%
Mar 31, 26
13 Royce Value Trust Inc 156.22K (1.71%) -4.50K
Decreased by -2.88%
Mar 31, 25
14 Conestoga Small Cap Growth 154.66K (1.70%) -114.92K
Decreased by -74.31%
Mar 31, 26
15 First Trust RBA Amer Indl RenaisTM ETF 152.86K (1.68%) 1.22K
Increased by +0.80%
Dec 30, 24
16 Royce Small-Cap Trust 151.51K (1.66%) 36.48K
Increased by +24.08%
Mar 31, 26
17 First Eagle Small Cap Opportunity I 150.75K (1.65%) 10.22K
Increased by +6.78%
May 31, 26
18 Old Westbury Small & Mid Cap Strategies 150.00K (1.64%) -144.85K
Decreased by -96.57%
Oct 31, 25
19 T. Rowe Price Instl Small-Cap Stock 144.98K (1.59%) 0.00
Increased by 0.00%
Mar 31, 25
20 Royce Small-Cap Composite 139.22K (1.53%) 20.03K
Increased by +14.39%
Mar 31, 26