Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.04%
2 PBE 3.02%
3 PSCH 1.49%
4 SBIO 1.41%
5 PTH 1.39%
6 SAWS 1.15%
7 LIVR 0.92%
8 SSLY 0.76%
9 WMCR 0.72%
10 XSMO 0.59%
11 BTEC 0.51%
12 XBI 0.50%
13 RZG 0.48%
14 FYC 0.48%
15 FTXH 0.45%
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 (16.03%) -244.61K
Decreased by -3.06%
Mar 31, 25
2 Vanguard Group Inc 3.49M (7.02%) 7.98K
Increased by +0.23%
Mar 31, 25
3 State Street Corporation 3.21M (6.46%) 549.78K
Increased by +17.10%
Mar 31, 24
4 Brown Capital Management, LLC 2.88M (5.79%) -353.58K
Decreased by -12.27%
Mar 31, 25
5 State Street Corp 2.44M (4.90%) 32.41K
Increased by +1.33%
Mar 31, 25
6 FMR Inc 2.30M (4.62%) 164.91K
Increased by +7.17%
Mar 31, 25
7 Amvescap Plc. 2.27M (4.57%) 35.34K
Increased by +1.55%
Mar 31, 25
8 Conestoga Capital Advisors, LLC 2.06M (4.14%) -7.83K
Decreased by -0.38%
Mar 31, 25
9 Congress Asset Management Company, LLP 1.48M (2.97%) 22.58K
Increased by +1.53%
Mar 31, 25
10 GW&K Investment Management, LLC 1.43M (2.88%) 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 (2.74%) 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 (2.40%) 71.39K
Increased by +5.98%
Mar 31, 25
16 BNP Paribas Investment Partners SA 1.16M (2.32%) 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 (1.91%) 55.44K
Increased by +5.83%
Mar 31, 25
19 Goldman Sachs Group Inc 944.39K (1.90%) 461.42K
Increased by +48.86%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 910.73K (1.83%) -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 2.97M (5.96%) 0.00
Increased by 0.00%
May 31, 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 (2.93%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 1.23M (2.48%) 0.00
Increased by 0.00%
May 31, 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%) -710.00
Decreased by -0.09%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 772.92K (1.55%) 5.19K
Increased by +0.67%
May 31, 25
9 Congress Small Cap Growth Institutional 758.63K (1.52%) 58.63K
Increased by +7.73%
May 31, 25
10 Delaware Ivy Small Cap Growth C 648.74K (1.30%) 4.12K
Increased by +0.64%
Oct 31, 24
11 Conestoga Small Cap Growth 606.29K (1.22%) 40.32K
Increased by +6.65%
Mar 31, 25
12 Loomis Sayles Small Cap Growth Instl 597.95K (1.20%) -16.34K
Decreased by -2.73%
Apr 30, 25
13 Champlain Small Company Fund, LLC 594.99K (1.20%) -31.50K
Decreased by -5.29%
May 31, 25
14 BNP Paribas Health Cr Innovtr Cl Cap 590.13K (1.19%) 29.00
Increased by +0.00%
Apr 30, 25
15 American Funds SMALLCAP World A 579.56K (1.16%) 579.56K
Increased by +100.00%
Mar 31, 25
16 Invesco Discovery A 565.72K (1.14%) 7.59K
Increased by +1.34%
Apr 30, 25
17 Invesco OFI Small Cap Growth 558.13K (1.12%) 20.39K
Increased by +3.65%
Mar 31, 25
18 SPDR® S&P Biotech ETF 548.81K (1.10%) 3.25K
Increased by +0.59%
May 31, 25
19 Fidelity Stock Selector Small Cap 527.22K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
20 Congress Asset Mgt Small Cap Growth 520.00K (1.04%) 518.89K
Increased by +99.79%
Jun 30, 24