Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.04%
2 PBE 3.02%
3 PSCH 1.39%
4 PTH 1.39%
5 SBIO 1.13%
6 LIVR 0.92%
7 SSLY 0.76%
8 SAWS 0.76%
9 WMCR 0.72%
10 XSMO 0.59%
11 BTEC 0.51%
12 RZG 0.48%
13 FYC 0.48%
14 XBI 0.45%
15 FTXH 0.40%
16 DWAS 0.39%
17 QSML 0.38%
18 SLYG 0.35%
19 ESIX 0.35%
20 OASC 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.98M (16.00%) -244.61K
Decreased by -3.06%
Mar 31, 25
2 Vanguard Group Inc 3.49M (7.00%) 7.98K
Increased by +0.23%
Mar 31, 25
3 State Street Corporation 3.21M (6.44%) 549.78K
Increased by +17.10%
Mar 31, 24
4 Brown Capital Management, LLC 2.88M (5.78%) -353.58K
Decreased by -12.27%
Mar 31, 25
5 State Street Corp 2.44M (4.88%) 32.41K
Increased by +1.33%
Mar 31, 25
6 FMR Inc 2.30M (4.61%) 164.91K
Increased by +7.17%
Mar 31, 25
7 Amvescap Plc. 2.27M (4.56%) 35.34K
Increased by +1.55%
Mar 31, 25
8 Conestoga Capital Advisors, LLC 2.06M (4.13%) -7.83K
Decreased by -0.38%
Mar 31, 25
9 Congress Asset Management Company, LLP 1.74M (3.49%) 265.61K
Increased by +15.24%
Jun 30, 25
10 GW&K Investment Management, LLC 1.43M (2.87%) 158.47K
Increased by +11.06%
Mar 31, 25
11 Geneva Capital Management 1.37M (2.74%) 265.96K
Increased by +19.47%
Mar 31, 25
12 Wellington Management Company LLP 1.36M (2.73%) 74.72K
Increased by +5.48%
Mar 31, 25
13 William Blair Investment Management, LLC 1.29M (2.58%) 26.67K
Increased by +2.08%
Mar 31, 25
14 Geode Capital Management, LLC 1.20M (2.41%) 35.48K
Increased by +2.95%
Mar 31, 25
15 Federated Hermes Inc 1.19M (2.39%) 71.39K
Increased by +5.98%
Mar 31, 25
16 BNP Paribas Investment Partners SA 1.16M (2.31%) 98.00K
Increased by +8.48%
Mar 31, 25
17 Loomis, Sayles & Company LP 1.06M (2.12%) 46.18K
Increased by +4.37%
Mar 31, 25
18 Royal Bank of Canada 950.49K (1.90%) 55.44K
Increased by +5.83%
Mar 31, 25
19 Goldman Sachs Group Inc 944.39K (1.89%) 461.42K
Increased by +48.86%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 910.73K (1.82%) -5.79K
Decreased by -0.64%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.99M (5.99%) -12.38K
Decreased by -0.41%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.60M (3.22%) 1.25K
Increased by +0.08%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.52M (3.05%) 1.84K
Increased by +0.12%
Sep 30, 24
4 Conestoga Small Cap Investors 1.46M (2.92%) 0.00
Increased by 0.00%
May 31, 25
5 iShares Russell 2000 ETF 1.26M (2.52%) 8.73K
Increased by +0.69%
Jun 30, 25
6 Brown Capital Mgmt Small Co Inv 910.99K (1.83%) -154.15K
Decreased by -16.92%
Mar 31, 25
7 Fidelity Small Cap Growth 827.03K (1.66%) 0.00
Increased by 0.00%
Apr 30, 25
8 Conestoga Small Cap Growth 796.08K (1.60%) 189.79K
Increased by +23.84%
Jun 30, 25
9 Congress Small Cap Growth Institutional 792.00K (1.59%) 33.37K
Increased by +4.21%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 772.92K (1.55%) 5.19K
Increased by +0.67%
May 31, 25
11 American Funds SMALLCAP World A 756.21K (1.52%) 176.66K
Increased by +23.36%
Jun 30, 25
12 Champlain Small Company Fund, LLC 670.74K (1.34%) 75.75K
Increased by +11.29%
Jun 30, 25
13 Delaware Ivy Small Cap Growth C 648.74K (1.30%) 4.12K
Increased by +0.64%
Oct 31, 24
14 Nationwide Geneva Small Cap Gr Instl Svc 642.70K (1.29%) 161.03K
Increased by +25.06%
Jun 30, 25
15 Loomis Sayles Small Cap Growth Instl 590.57K (1.18%) -7.38K
Decreased by -1.25%
May 31, 25
16 BNP Paribas Health Cr Innovtr Cl Cap 590.33K (1.18%) 209.00
Increased by +0.04%
May 31, 25
17 SPDR® S&P Biotech ETF 579.55K (1.16%) -9.46K
Decreased by -1.63%
Jun 30, 25
18 Invesco Discovery A 565.72K (1.13%) 7.59K
Increased by +1.34%
Apr 30, 25
19 Invesco OFI Small Cap Growth 558.13K (1.12%) 20.39K
Increased by +3.65%
Mar 31, 25
20 Fidelity Stock Selector Small Cap 527.22K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25