Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.45%
2 PTF 1.31%
3 PFUT 1.30%
4 FFTY 0.96%
5 FSGS 0.80%
6 RNSC 0.80%
7 XITK 0.80%
8 XSW 0.79%
9 FPX 0.73%
10 FINX 0.64%
11 QMID 0.56%
12 FYC 0.51%
13 DWAS 0.47%
14 EHLS 0.45%
15 TRFM 0.41%
16 HAPS 0.40%
17 FSCC 0.39%
18 MMSC 0.39%
19 USVM 0.37%
20 SEIS 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.87M (10.35%) 7.06K
Increased by +0.10%
Mar 31, 25
2 BlackRock Inc 5.31M (8.00%) -1.00M
Decreased by -18.91%
Mar 31, 25
3 Tensile Capital Management LLC 3.66M (5.52%) -109.08K
Decreased by -2.98%
Mar 31, 25
4 Neuberger Berman Group LLC 3.26M (4.91%) -271.90K
Decreased by -8.35%
Mar 31, 25
5 Conestoga Capital Advisors, LLC 2.95M (4.44%) 686.14K
Increased by +23.28%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 2.43M (3.66%) 939.03K
Increased by +38.65%
Mar 31, 25
7 Geneva Capital Management 2.04M (3.08%) 605.62K
Increased by +29.64%
Mar 31, 25
8 Franklin Resources Inc 1.89M (2.85%) -241.24K
Decreased by -12.78%
Mar 31, 25
9 Fred Alger Management, LLC 1.67M (2.52%) -387.66K
Decreased by -23.18%
Mar 31, 25
10 JPMorgan Chase & Co 1.62M (2.44%) 347.25K
Increased by +21.44%
Mar 31, 25
11 WSFS CAPITAL MANAGEMENT, LLC 1.60M (2.41%) 0.00
Increased by 0.00%
Jun 30, 24
12 Capital World Investors 1.59M (2.40%) 1.59M
Increased by +100.00%
Mar 31, 25
13 Kayne Anderson Rudnick Investment Management LLC 1.53M (2.31%) 373.09K
Increased by +24.35%
Mar 31, 25
14 Amvescap Plc. 1.51M (2.28%) 1.17M
Increased by +77.40%
Dec 31, 24
15 Aberdeen Group PLC 1.51M (2.28%) 482.67K
Increased by +31.93%
Mar 31, 25
16 Loomis, Sayles & Company LP 1.49M (2.25%) -31.38K
Decreased by -2.11%
Mar 31, 25
17 State Street Corp 1.40M (2.11%) 22.35K
Increased by +1.60%
Mar 31, 25
18 FMR Inc 1.39M (2.10%) -1.47M
Decreased by -105.64%
Mar 31, 25
19 Geode Capital Management, LLC 1.35M (2.03%) 74.49K
Increased by +5.52%
Mar 31, 25
20 Fuller & Thaler Asset Management Inc 1.34M (2.02%) 108.31K
Increased by +8.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.11M (3.18%) -187.06K
Decreased by -8.87%
Mar 31, 25
2 Conestoga Small Cap Investors 2.08M (3.14%) 443.63K
Increased by +21.33%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.90M (2.87%) 27.04K
Increased by +1.42%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.88M (2.83%) 138.86K
Increased by +7.39%
Sep 30, 24
5 American Funds SMALLCAP World A 1.59M (2.40%) 1.59M
Increased by +100.00%
Mar 31, 25
6 Vanguard Small Cap Index 1.49M (2.25%) 10.57K
Increased by +0.71%
Apr 30, 25
7 Putnam Small Cap Growth A 1.44M (2.16%) 0.00
Increased by 0.00%
Apr 30, 25
8 Putnam US Small Cap Growth Equity 1.44M (2.16%) 42.70K
Increased by +2.97%
Mar 31, 25
9 Putnam US Small Cap Growth Managed Acct 1.44M (2.16%) 42.70K
Increased by +2.97%
Mar 31, 25
10 BlackRock Mid-Cap Growth Equity Instl 1.37M (2.07%) -40.35K
Decreased by -2.94%
Feb 28, 25
11 iShares Russell 2000 ETF 1.36M (2.05%) 230.00
Increased by +0.02%
Apr 30, 25
12 Vanguard Information Technology ETF 1.31M (1.98%) 10.03K
Increased by +0.76%
Apr 30, 25
13 T. Rowe Price Integrated US SmCapGrEq 1.24M (1.87%) 1.24M
Increased by +100.00%
Dec 31, 24
14 Invesco Discovery A 1.05M (1.58%) 18.34K
Increased by +1.75%
Mar 31, 25
15 Invesco OFI Small Cap Growth 1.05M (1.58%) 18.34K
Increased by +1.75%
Mar 31, 25
16 FullerThaler Behavioral Sm-Cp Gr R6 1.01M (1.52%) 124.70K
Increased by +12.35%
Jan 31, 25
17 Conestoga Small Cap Growth 935.55K (1.41%) 299.97K
Increased by +32.06%
Mar 31, 25
18 Fidelity Small Cap Growth 903.91K (1.36%) 0.00
Increased by 0.00%
Jan 31, 25
19 FullerThaler Behavioral Small-Cap Growth 894.92K (1.35%) 34.26K
Increased by +3.83%
Dec 31, 24
20 JPMorgan Small Cap Growth A 879.96K (1.33%) 10.99K
Increased by +1.25%
Mar 31, 25