Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.45%
2 AFSC 3.04%
3 PTF 1.31%
4 PFUT 1.22%
5 FFTY 0.96%
6 FCLD 0.92%
7 FSGS 0.80%
8 RNSC 0.80%
9 FPX 0.73%
10 XITK 0.72%
11 XSW 0.71%
12 QMID 0.58%
13 FINX 0.53%
14 FYC 0.51%
15 DWAS 0.47%
16 EHLS 0.45%
17 TRFM 0.41%
18 HAPS 0.40%
19 FSCC 0.39%
20 MMSC 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.87M (10.11%) 7.06K
Increased by +0.10%
Mar 31, 25
2 BlackRock Inc 5.31M (7.81%) -1.00M
Decreased by -18.91%
Mar 31, 25
3 Tensile Capital Management LLC 3.66M (5.39%) -109.08K
Decreased by -2.98%
Mar 31, 25
4 Neuberger Berman Group LLC 3.26M (4.79%) -271.90K
Decreased by -8.35%
Mar 31, 25
5 Conestoga Capital Advisors, LLC 2.95M (4.34%) 686.14K
Increased by +23.28%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 2.43M (3.58%) 939.03K
Increased by +38.65%
Mar 31, 25
7 Geneva Capital Management 2.04M (3.01%) 605.62K
Increased by +29.64%
Mar 31, 25
8 Franklin Resources Inc 1.89M (2.78%) -241.24K
Decreased by -12.78%
Mar 31, 25
9 Fred Alger Management, LLC 1.67M (2.46%) -387.66K
Decreased by -23.18%
Mar 31, 25
10 JPMorgan Chase & Co 1.62M (2.38%) 347.25K
Increased by +21.44%
Mar 31, 25
11 WSFS CAPITAL MANAGEMENT, LLC 1.60M (2.35%) 0.00
Increased by 0.00%
Jun 30, 24
12 Capital World Investors 1.59M (2.34%) 1.59M
Increased by +100.00%
Mar 31, 25
13 Kayne Anderson Rudnick Investment Management LLC 1.53M (2.26%) 373.09K
Increased by +24.35%
Mar 31, 25
14 Aberdeen Group PLC 1.51M (2.23%) 482.67K
Increased by +31.93%
Mar 31, 25
15 Loomis, Sayles & Company LP 1.49M (2.19%) -31.38K
Decreased by -2.11%
Mar 31, 25
16 State Street Corp 1.40M (2.06%) 22.35K
Increased by +1.60%
Mar 31, 25
17 FMR Inc 1.39M (2.05%) -1.47M
Decreased by -105.64%
Mar 31, 25
18 Geode Capital Management, LLC 1.35M (1.99%) 74.49K
Increased by +5.52%
Mar 31, 25
19 Fuller & Thaler Asset Management Inc 1.34M (1.97%) 108.31K
Increased by +8.10%
Dec 31, 24
20 William Blair Investment Management, LLC 1.34M (1.97%) -92.94K
Decreased by -6.96%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.11M (3.11%) -187.06K
Decreased by -8.87%
Mar 31, 25
2 Conestoga Small Cap Investors 2.10M (3.09%) 20.02K
Increased by +0.95%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.90M (2.80%) 27.04K
Increased by +1.42%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.88M (2.77%) 138.86K
Increased by +7.39%
Sep 30, 24
5 American Funds SMALLCAP World A 1.59M (2.34%) 1.59M
Increased by +100.00%
Mar 31, 25
6 Vanguard Small Cap Index 1.49M (2.19%) 10.57K
Increased by +0.71%
Apr 30, 25
7 Putnam Small Cap Growth A 1.44M (2.11%) 0.00
Increased by 0.00%
Apr 30, 25
8 Putnam US Small Cap Growth Equity 1.44M (2.11%) 42.70K
Increased by +2.97%
Mar 31, 25
9 Putnam US Small Cap Growth Managed Acct 1.44M (2.11%) 42.70K
Increased by +2.97%
Mar 31, 25
10 iShares Russell 2000 ETF 1.38M (2.04%) 0.00
Increased by 0.00%
May 31, 25
11 BlackRock Mid-Cap Growth Equity Instl 1.37M (2.02%) -40.35K
Decreased by -2.94%
Feb 28, 25
12 Vanguard Information Technology ETF 1.31M (1.94%) 10.03K
Increased by +0.76%
Apr 30, 25
13 T. Rowe Price Integrated US SmCapGrEq 1.24M (1.82%) 1.24M
Increased by +100.00%
Dec 31, 24
14 Virtus KAR Mid-Cap Growth A 1.08M (1.58%) 231.27K
Increased by +21.50%
Mar 31, 25
15 Invesco Discovery A 1.07M (1.57%) 14.30K
Increased by +1.34%
Apr 30, 25
16 Invesco OFI Small Cap Growth 1.05M (1.55%) 18.34K
Increased by +1.75%
Mar 31, 25
17 FullerThaler Behavioral Sm-Cp Gr R6 1.01M (1.49%) 124.70K
Increased by +12.35%
Jan 31, 25
18 Conestoga Small Cap Growth 935.55K (1.38%) 299.97K
Increased by +32.06%
Mar 31, 25
19 Champlain Small Company Fund, LLC 911.67K (1.34%) 563.71K
Increased by +61.83%
May 31, 25
20 Fidelity Small Cap Growth 903.91K (1.33%) 0.00
Increased by 0.00%
Jan 31, 25