Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 1.13%
2 AIRR 0.54%
3 JSML 0.36%
4 IWC 0.21%
5 QSML 0.13%
6 SMLV 0.07%
7 FSMD 0.07%
8 PSC 0.06%
9 GSSC 0.06%
10 RFLR 0.04%
11 EES 0.03%
12 RSSL 0.03%
13 ISCG 0.03%
14 JKK 0.03%
15 VTWO 0.03%
16 VTWV 0.03%
17 VTWG 0.03%
18 IWN 0.03%
19 IWM 0.03%
20 IWO 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Capital Advisors, LLC 957.25K (10.51%) 52.33K
Increased by +5.47%
Mar 31, 25
2 Neuberger Berman Group LLC 921.90K (10.12%) 47.91K
Increased by +5.20%
Mar 31, 25
3 BlackRock Inc 665.21K (7.30%) 4.15K
Increased by +0.62%
Mar 31, 25
4 Wasatch Advisors Inc. 618.64K (6.79%) 427.49K
Increased by +69.10%
Sep 30, 23
5 T. Rowe Price Investment Management,Inc. 607.36K (6.67%) 88.76K
Increased by +14.61%
Mar 31, 25
6 Champlain Investment Partners, LLC 598.03K (6.57%) 42.38K
Increased by +7.09%
Mar 31, 25
7 Vanguard Group Inc 510.59K (5.61%) 328.00
Increased by +0.06%
Mar 31, 25
8 Royce & Associates, LP 478.58K (5.25%) 5.33K
Increased by +1.11%
Mar 31, 25
9 Wasatch Advisors LP 367.75K (4.04%) -71.69K
Decreased by -19.49%
Mar 31, 25
10 Hood River Capital Management LLC 341.15K (3.75%) 341.15K
Increased by +100.00%
Mar 31, 25
11 Broadcrest Asset Management, LLC 228.31K (2.51%) -71.69K
Decreased by -31.40%
Mar 31, 25
12 Riverbridge Partners LLC 226.82K (2.49%) -18.22K
Decreased by -8.03%
Mar 31, 25
13 State Street Corp 219.29K (2.41%) 205.00
Increased by +0.09%
Mar 31, 25
14 Geode Capital Management, LLC 219.17K (2.41%) -182.00
Decreased by -0.08%
Mar 31, 25
15 Fred Alger Management, LLC 216.22K (2.37%) 3.32K
Increased by +1.53%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 215.54K (2.37%) 6.34K
Increased by +2.94%
Mar 31, 25
17 Granahan Investment Management Inc.. 213.17K (2.34%) 24.40K
Increased by +11.45%
Mar 31, 25
18 Bessemer Group Inc 180.07K (1.98%) 70.46K
Increased by +39.13%
Mar 31, 25
19 State Street Corporation 179.74K (1.97%) 7.12K
Increased by +3.96%
Mar 31, 24
20 Royal Bank of Canada 163.30K (1.79%) -10.21K
Decreased by -6.25%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 752.20K (8.26%) 93.30K
Increased by +12.40%
Apr 30, 25
2 Neuberger Berman Genesis Inv 542.79K (5.96%) 34.00K
Increased by +6.26%
Mar 31, 25
3 Champlain Small Company Fund, LLC 375.10K (4.12%) -20.52K
Decreased by -5.47%
May 31, 25
4 Conestoga Small Cap Growth 293.86K (3.23%) 45.16K
Increased by +15.37%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 291.23K (3.20%) 0.00
Increased by 0.00%
May 31, 25
6 Old Westbury Small & Mid Cap Strategies 284.78K (3.13%) 81.98K
Increased by +28.79%
Jan 31, 25
7 Vanguard US Total Market Shares ETF 274.55K (3.01%) 0.00
Increased by 0.00%
Sep 30, 24
8 T. Rowe Price Small-Cap Stock 269.63K (2.96%) -58.00
Decreased by -0.02%
Mar 31, 25
9 T. Rowe Price US Small-Cap Core Equity 269.63K (2.96%) 39.74K
Increased by +14.74%
Mar 31, 25
10 iShares Russell 2000 ETF 231.99K (2.55%) 0.00
Increased by 0.00%
May 31, 25
11 Hood River Small-Cap Growth Instl 228.44K (2.51%) 228.44K
Increased by +100.00%
Mar 31, 25
12 Wasatch Small Cap Growth Investor 217.58K (2.39%) 0.00
Increased by 0.00%
Mar 31, 25
13 Champlain Small Company Adv 210.00K (2.31%) 10.00K
Increased by +4.76%
Mar 31, 25
14 Royce Small-Cap Fund Invmt 163.32K (1.79%) -1.73K
Decreased by -1.06%
Mar 31, 25
15 Royce Small-Cap Trust 156.22K (1.71%) -4.50K
Decreased by -2.88%
Mar 31, 25
16 Royce Value Trust Inc 156.22K (1.71%) -4.50K
Decreased by -2.88%
Mar 31, 25
17 First Trust RBA Amer Indl RenaisTM ETF 152.86K (1.68%) 1.22K
Increased by +0.80%
Dec 30, 24
18 T. Rowe Price Instl Small-Cap Stock 144.98K (1.59%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 144.79K (1.59%) 1.20K
Increased by +0.83%
May 31, 25
20 Royce Pennsylvania Mutual Invmt 134.92K (1.48%) 38.02K
Increased by +28.18%
Dec 31, 23