Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.45%
2 AFSC 2.61%
3 PTF 1.31%
4 PFUT 0.97%
5 FFTY 0.96%
6 FSGS 0.80%
7 RNSC 0.80%
8 FPX 0.73%
9 XSW 0.67%
10 FCLD 0.66%
11 QMID 0.58%
12 XITK 0.52%
13 FYC 0.51%
14 DWAS 0.47%
15 EHLS 0.45%
16 TRFM 0.41%
17 HAPS 0.40%
18 FSCC 0.39%
19 MMSC 0.39%
20 FINX 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.70M (10.98%) 831.94K
Increased by +10.81%
Jun 30, 25
2 BlackRock Inc 5.31M (7.57%) -1.00M
Decreased by -18.91%
Mar 31, 25
3 Tensile Capital Management LLC 3.64M (5.20%) -16.62K
Decreased by -0.46%
Jun 30, 25
4 Conestoga Capital Advisors, LLC 3.40M (4.85%) 450.69K
Increased by +13.26%
Jun 30, 25
5 Neuberger Berman Group LLC 3.26M (4.64%) -271.90K
Decreased by -8.35%
Mar 31, 25
6 Geneva Capital Management 3.02M (4.30%) 974.53K
Increased by +32.29%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 2.43M (3.46%) 939.03K
Increased by +38.65%
Mar 31, 25
8 Franklin Resources Inc 2.36M (3.37%) 473.67K
Increased by +20.06%
Jun 30, 25
9 Capital World Investors 2.19M (3.13%) 604.34K
Increased by +27.55%
Jun 30, 25
10 Champlain Investment Partners, LLC 1.71M (2.44%) 1.71M
Increased by +100.00%
Jun 30, 25
11 Fred Alger Management, LLC 1.67M (2.39%) -387.66K
Decreased by -23.18%
Mar 31, 25
12 JPMorgan Chase & Co 1.62M (2.31%) 347.25K
Increased by +21.44%
Mar 31, 25
13 WSFS CAPITAL MANAGEMENT, LLC 1.60M (2.28%) 0.00
Increased by 0.00%
Jun 30, 24
14 Kayne Anderson Rudnick Investment Management LLC 1.53M (2.18%) 373.09K
Increased by +24.35%
Mar 31, 25
15 Loomis, Sayles & Company LP 1.49M (2.13%) -31.38K
Decreased by -2.11%
Mar 31, 25
16 Aberdeen Group PLC 1.46M (2.08%) -51.12K
Decreased by -3.50%
Jun 30, 25
17 Brown Capital Management, LLC 1.43M (2.04%) 763.55K
Increased by +53.46%
Jun 30, 25
18 State Street Corp 1.40M (1.99%) 22.35K
Increased by +1.60%
Mar 31, 25
19 FMR Inc 1.39M (1.99%) -1.47M
Decreased by -105.64%
Mar 31, 25
20 Geode Capital Management, LLC 1.35M (1.92%) 74.49K
Increased by +5.52%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 2.37M (3.38%) 291.01K
Increased by +12.27%
Jun 30, 25
2 American Funds SMALLCAP World A 2.19M (3.13%) 604.34K
Increased by +27.55%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.05M (2.93%) -43.89K
Decreased by -2.14%
Jul 31, 25
4 Neuberger Berman Genesis Inv 2.03M (2.90%) -77.82K
Decreased by -3.83%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 1.88M (2.68%) 138.86K
Increased by +7.39%
Sep 30, 24
6 Vanguard Information Technology ETF 1.63M (2.32%) 16.61K
Increased by +1.02%
Jul 31, 25
7 Vanguard Small Cap Index 1.58M (2.25%) -6.37K
Decreased by -0.40%
Jul 31, 25
8 iShares Russell 2000 ETF 1.53M (2.19%) -29.09K
Decreased by -1.90%
Jul 31, 25
9 Putnam Small Cap Growth A 1.44M (2.05%) 0.00
Increased by 0.00%
Jun 30, 25
10 Putnam US Small Cap Growth Equity 1.44M (2.05%) 0.00
Increased by 0.00%
Jun 30, 25
11 Putnam US Small Cap Growth Managed Acct 1.44M (2.05%) 0.00
Increased by 0.00%
Jun 30, 25
12 Wasatch Core Growth 1.42M (2.03%) 1.42M
Increased by +100.00%
Jun 30, 25
13 BlackRock Mid-Cap Growth Equity Instl 1.37M (1.96%) -40.35K
Decreased by -2.94%
Feb 28, 25
14 Champlain Small Company Fund, LLC 1.25M (1.78%) 97.76K
Increased by +7.85%
Jul 31, 25
15 T. Rowe Price Integrated US SmCapGrEq 1.24M (1.77%) 1.24M
Increased by +100.00%
Dec 31, 24
16 Conestoga Small Cap Growth 1.11M (1.59%) 178.49K
Increased by +16.02%
Jun 30, 25
17 Virtus KAR Mid-Cap Growth A 1.08M (1.53%) 231.27K
Increased by +21.50%
Mar 31, 25
18 Invesco Discovery A 1.07M (1.52%) 0.00
Increased by 0.00%
May 31, 25
19 Invesco OFI Small Cap Growth 1.05M (1.50%) 18.34K
Increased by +1.75%
Mar 31, 25
20 FullerThaler Behavioral Sm-Cp Gr R6 1.01M (1.44%) 124.70K
Increased by +12.35%
Jan 31, 25