Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 1.13%
2 AIRR 0.54%
3 JSML 0.35%
4 IWC 0.19%
5 QSML 0.13%
6 SMLV 0.07%
7 FSMD 0.07%
8 PSC 0.06%
9 GSSC 0.06%
10 IWO 0.06%
11 VTWG 0.05%
12 RFLR 0.04%
13 EES 0.03%
14 RSSL 0.03%
15 JKK 0.03%
16 ISCG 0.03%
17 VTWO 0.03%
18 IWM 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 904.93K (10.02%) -2.27K
Decreased by -0.25%
Dec 31, 24
2 Neuberger Berman Group LLC 873.99K (9.68%) 15.72K
Increased by +1.80%
Dec 31, 24
3 BlackRock Inc 661.06K (7.32%) 1.55K
Increased by +0.23%
Dec 31, 24
4 Wasatch Advisors Inc. 618.64K (6.85%) 427.49K
Increased by +69.10%
Sep 30, 23
5 Champlain Investment Partners, LLC 555.65K (6.15%) 146.15K
Increased by +26.30%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 518.60K (5.74%) 332.06K
Increased by +64.03%
Dec 31, 24
7 Vanguard Group Inc 510.26K (5.65%) -2.00K
Decreased by -0.39%
Dec 31, 24
8 Royce & Associates, LP 473.25K (5.24%) -38.45K
Decreased by -8.12%
Dec 31, 24
9 Wasatch Advisors LP 439.43K (4.87%) -223.38K
Decreased by -50.83%
Dec 31, 24
10 Broadcrest Asset Management, LLC 300.00K (3.32%) 0.00
Increased by 0.00%
Dec 31, 24
11 Riverbridge Partners LLC 245.04K (2.71%) -29.82K
Decreased by -12.17%
Dec 31, 24
12 Hood River Capital Management LLC 242.28K (2.68%) 45.44K
Increased by +18.75%
Sep 30, 24
13 Geode Capital Management, LLC 219.35K (2.43%) 1.88K
Increased by +0.86%
Dec 31, 24
14 State Street Corp 219.08K (2.43%) 11.85K
Increased by +5.41%
Dec 31, 24
15 Fred Alger Management, LLC 212.90K (2.36%) -136.27K
Decreased by -64.00%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 209.20K (2.32%) 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 (1.70%) 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 (7.12%) 0.00
Increased by 0.00%
Jan 31, 25
2 Neuberger Berman Genesis Inv 508.79K (5.63%) 0.00
Increased by 0.00%
Dec 31, 24
3 Champlain Small Company Fund, LLC 416.66K (4.61%) -2.13K
Decreased by -0.51%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 274.96K (3.04%) 0.00
Increased by 0.00%
Feb 28, 25
5 T. Rowe Price Small-Cap Stock 269.69K (2.99%) 39.80K
Increased by +14.76%
Jan 31, 25
6 Conestoga Small Cap Growth 248.69K (2.75%) 3.42K
Increased by +1.38%
Dec 31, 24
7 iShares Russell 2000 ETF 230.69K (2.55%) -2.70K
Decreased by -1.17%
Feb 28, 25
8 T. Rowe Price US Small-Cap Core Equity 229.89K (2.55%) 145.77K
Increased by +63.41%
Dec 31, 24
9 Wasatch Small Cap Growth Investor 217.58K (2.41%) -117.89K
Decreased by -54.18%
Dec 31, 24
10 Old Westbury Small & Mid Cap Strategies 202.80K (2.25%) 115.75K
Increased by +57.08%
Oct 31, 24
11 Champlain Small Company Adv 200.00K (2.21%) 50.00K
Increased by +25.00%
Dec 31, 24
12 Royce Small-Cap Fund Invmt 165.04K (1.83%) 10.04K
Increased by +6.08%
Dec 31, 24
13 Royce Small-Cap Trust 160.73K (1.78%) 10.88K
Increased by +6.77%
Dec 31, 24
14 Hood River Small-Cap Growth Instl 155.91K (1.73%) 39.60K
Increased by +25.40%
Sep 30, 24
15 First Trust RBA Amer Indl RenaisTM ETF 152.86K (1.69%) 1.22K
Increased by +0.80%
Dec 30, 24
16 T. Rowe Price Instl Small-Cap Stock 144.98K (1.61%) 22.82K
Increased by +15.74%
Jan 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 139.54K (1.55%) 2.67K
Increased by +1.91%
Feb 28, 25
18 Royce Pennsylvania Mutual Invmt 134.92K (1.49%) 38.02K
Increased by +28.18%
Dec 31, 23
19 Royce Value Trust 130.43K (1.44%) 0.00
Increased by 0.00%
Mar 31, 24
20 T. Rowe Price U.S. SC Core Eq Tr-Z 111.28K (1.23%) 69.71K
Increased by +62.65%
Dec 31, 24

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