Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.45%
2 AFSC 2.47%
3 PTF 1.31%
4 PFUT 1.05%
5 FFTY 0.96%
6 FCLD 0.83%
7 FSGS 0.80%
8 RNSC 0.80%
9 FPX 0.73%
10 XITK 0.68%
11 XSW 0.67%
12 QMID 0.58%
13 FYC 0.51%
14 FINX 0.49%
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 (10.10%) 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 Conestoga Capital Advisors, LLC 3.40M (5.00%) 450.69K
Increased by +13.26%
Jun 30, 25
5 Neuberger Berman Group LLC 3.26M (4.79%) -271.90K
Decreased by -8.35%
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 (2.25%) 373.09K
Increased by +24.35%
Mar 31, 25
14 Loomis, Sayles & Company LP 1.49M (2.19%) -31.38K
Decreased by -2.11%
Mar 31, 25
15 Aberdeen Group PLC 1.46M (2.15%) -51.12K
Decreased by -3.50%
Jun 30, 25
16 State Street Corp 1.40M (2.05%) 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 (1.96%) -92.94K
Decreased by -6.96%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.19M (3.23%) 604.34K
Increased by +27.55%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.10M (3.09%) 193.69K
Increased by +9.23%
Jun 30, 25
3 Conestoga Small Cap Investors 2.08M (3.06%) -19.85K
Decreased by -0.95%
May 31, 25
4 Neuberger Berman Genesis Inv 2.03M (2.99%) -77.82K
Decreased by -3.83%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 1.88M (2.76%) 138.86K
Increased by +7.39%
Sep 30, 24
6 Vanguard Information Technology ETF 1.61M (2.37%) 46.97K
Increased by +2.91%
Jun 30, 25
7 Vanguard Small Cap Index 1.58M (2.33%) 86.09K
Increased by +5.44%
Jun 30, 25
8 iShares Russell 2000 ETF 1.56M (2.30%) -25.21K
Decreased by -1.61%
Jul 30, 25
9 Putnam Small Cap Growth A 1.44M (2.11%) 0.00
Increased by 0.00%
Jun 30, 25
10 Putnam US Small Cap Growth Equity 1.44M (2.11%) 0.00
Increased by 0.00%
Jun 30, 25
11 Putnam US Small Cap Growth Managed Acct 1.44M (2.11%) 0.00
Increased by 0.00%
Jun 30, 25
12 Wasatch Core Growth 1.42M (2.10%) 1.42M
Increased by +100.00%
Jun 30, 25
13 BlackRock Mid-Cap Growth Equity Instl 1.37M (2.02%) -40.35K
Decreased by -2.94%
Feb 28, 25
14 T. Rowe Price Integrated US SmCapGrEq 1.24M (1.82%) 1.24M
Increased by +100.00%
Dec 31, 24
15 Champlain Small Company Fund, LLC 1.15M (1.69%) 236.66K
Increased by +20.61%
Jun 30, 25
16 Conestoga Small Cap Growth 1.11M (1.64%) 178.49K
Increased by +16.02%
Jun 30, 25
17 Virtus KAR Mid-Cap Growth A 1.08M (1.58%) 231.27K
Increased by +21.50%
Mar 31, 25
18 Invesco Discovery A 1.07M (1.57%) 0.00
Increased by 0.00%
May 31, 25
19 Invesco OFI Small Cap Growth 1.05M (1.55%) 18.34K
Increased by +1.75%
Mar 31, 25
20 FullerThaler Behavioral Sm-Cp Gr R6 1.01M (1.49%) 124.70K
Increased by +12.35%
Jan 31, 25