Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 7.84%
2 PSL 1.43%
3 LIVR 1.24%
4 SIXS 1.14%
5 PXSG 1.12%
6 DBLV 1.08%
7 XSMO 1.05%
8 XSLV 0.88%
9 QLV 0.79%
10 DGRS 0.76%
11 CAFG 0.65%
12 QDEF 0.53%
13 SLYG 0.52%
14 FVD 0.47%
15 QDF 0.46%
16 QSML 0.45%
17 SIXL 0.42%
18 ESIX 0.36%
19 SBB 0.34%
20 SDD 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.16M (16.01%) 37.54K
Increased by +1.74%
Mar 31, 25
2 Vanguard Group Inc 1.62M (12.04%) -2.83K
Decreased by -0.17%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 568.30K (4.21%) 4.67K
Increased by +0.82%
Mar 31, 25
4 State Street Corp 525.16K (3.89%) -20.52K
Decreased by -3.91%
Mar 31, 25
5 State Street Corporation 516.05K (3.82%) 8.60K
Increased by +1.67%
Mar 31, 24
6 Geode Capital Management, LLC 393.56K (2.92%) 7.79K
Increased by +1.98%
Mar 31, 25
7 Apg All Pensions Group 324.00K (2.40%) -776.67K
Decreased by -239.71%
Mar 31, 25
8 Conestoga Capital Advisors, LLC 319.80K (2.37%) 432.00
Increased by +0.14%
Mar 31, 25
9 Neuberger Berman Group LLC 290.83K (2.15%) -108.08K
Decreased by -37.16%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 277.73K (2.06%) -13.01K
Decreased by -4.68%
Mar 31, 25
11 Ameriprise Financial Inc 268.08K (1.99%) -68.40K
Decreased by -25.52%
Mar 31, 25
12 Renaissance Technologies Corp 258.76K (1.92%) 31.10K
Increased by +12.02%
Mar 31, 25
13 Geneva Capital Management 248.20K (1.84%) 39.14K
Increased by +15.77%
Mar 31, 25
14 NORGES BANK 224.87K (1.67%) 69.69K
Increased by +30.99%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 190.91K (1.41%) 5.05K
Increased by +2.64%
Mar 31, 25
16 First Trust Advisors L.P. 179.58K (1.33%) -11.30K
Decreased by -6.29%
Dec 31, 24
17 Northern Trust Corp 160.94K (1.19%) -19.21K
Decreased by -11.94%
Dec 31, 24
18 Millennium Management LLC 158.16K (1.17%) 106.62K
Increased by +67.41%
Dec 31, 24
19 Charles Schwab Investment Management Inc 147.59K (1.09%) -2.96K
Decreased by -2.01%
Mar 31, 25
20 Man Group PLC 136.16K (1.01%) -32.10K
Decreased by -23.57%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 821.69K (6.09%) -720.00
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 432.14K (3.20%) 4.63K
Increased by +1.07%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 427.98K (3.17%) 440.00
Increased by +0.10%
Sep 30, 24
4 Vanguard Small Cap Index 340.11K (2.52%) 1.81K
Increased by +0.53%
Apr 30, 25
5 iShares Russell 2000 ETF 334.09K (2.47%) 56.00
Increased by +0.02%
Apr 30, 25
6 Conestoga Small Cap Investors 231.05K (1.71%) -2.48K
Decreased by -1.07%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 210.07K (1.56%) 241.00
Increased by +0.11%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 189.47K (1.40%) -309.00
Decreased by -0.16%
Apr 30, 25
9 First Trust Value Line® Dividend ETF 178.39K (1.32%) 0.00
Increased by 0.00%
Apr 30, 25
10 Neuberger Berman Genesis Inv 164.12K (1.22%) -71.84K
Decreased by -43.77%
Mar 31, 25
11 Fidelity Small Cap Index 135.64K (1.00%) 886.00
Increased by +0.65%
Feb 28, 25
12 Fidelity® Small Cap Index 130.79K (0.97%) 3.48K
Increased by +2.66%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 121.03K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 120.10K (0.89%) 125.00
Increased by +0.10%
Mar 28, 24
15 CT (Lux) Glb Smlr Coms IE 119.92K (0.89%) 3.21K
Increased by +2.67%
Jan 31, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 117.04K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
17 Columbia Acorn Inst 112.71K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
18 Virtus KAR Small-Cap Value I 99.11K (0.73%) -2.20K
Decreased by -2.22%
Dec 31, 24
19 Vanguard Tax-Managed Small Cap Adm 94.43K (0.70%) -1.22K
Decreased by -1.29%
Apr 30, 25
20 Conestoga Small Cap Growth 94.25K (0.70%) 6.08K
Increased by +6.45%
Mar 31, 25