Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 7.42%
2 PSL 1.34%
3 LIVR 1.24%
4 XSHQ 1.17%
5 PXSG 1.12%
6 DBLV 1.08%
7 XSMO 1.05%
8 SIXS 1.02%
9 SMDV 0.98%
10 XSLV 0.84%
11 ERNZ 0.82%
12 QLV 0.79%
13 HSMV 0.78%
14 DGRS 0.66%
15 CAFG 0.65%
16 QDEF 0.53%
17 SLYG 0.52%
18 FLQS 0.50%
19 QDF 0.46%
20 FVD 0.45%

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 AllianceBernstein L.P. 448.18K (3.32%) 424.18K
Increased by +94.65%
Mar 31, 25
7 Geode Capital Management, LLC 393.56K (2.92%) 7.79K
Increased by +1.98%
Mar 31, 25
8 Apg All Pensions Group 324.00K (2.40%) -776.67K
Decreased by -239.71%
Mar 31, 25
9 Conestoga Capital Advisors, LLC 319.80K (2.37%) 432.00
Increased by +0.14%
Mar 31, 25
10 Neuberger Berman Group LLC 290.83K (2.15%) -108.08K
Decreased by -37.16%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 277.73K (2.06%) -13.01K
Decreased by -4.68%
Mar 31, 25
12 Ameriprise Financial Inc 268.08K (1.99%) -68.40K
Decreased by -25.52%
Mar 31, 25
13 Renaissance Technologies Corp 258.76K (1.92%) 31.10K
Increased by +12.02%
Mar 31, 25
14 Geneva Capital Management 248.20K (1.84%) 39.14K
Increased by +15.77%
Mar 31, 25
15 NORGES BANK 224.87K (1.67%) 69.69K
Increased by +30.99%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 190.91K (1.41%) 5.05K
Increased by +2.64%
Mar 31, 25
17 First Trust Advisors L.P. 178.86K (1.32%) -727.00
Decreased by -0.41%
Mar 31, 25
18 Amvescap Plc. 162.18K (1.20%) 89.12K
Increased by +54.95%
Mar 31, 25
19 Northern Trust Corp 155.64K (1.15%) -5.30K
Decreased by -3.41%
Mar 31, 25
20 Charles Schwab Investment Management Inc 147.59K (1.09%) -2.96K
Decreased by -2.01%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 804.50K (5.96%) -2.26K
Decreased by -0.28%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 432.52K (3.20%) 380.00
Increased by +0.09%
May 31, 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 341.99K (2.53%) 1.88K
Increased by +0.55%
May 31, 25
5 iShares Russell 2000 ETF 337.98K (2.50%) 2.34K
Increased by +0.69%
Jun 30, 25
6 Conestoga Small Cap Investors 228.18K (1.69%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 211.51K (1.57%) 1.44K
Increased by +0.68%
May 31, 25
8 Vanguard Small Cap Growth Index Inv 188.50K (1.40%) -973.00
Decreased by -0.52%
May 31, 25
9 First Trust Value Line® Dividend ETF 166.14K (1.23%) -11.61K
Decreased by -6.99%
May 29, 25
10 Neuberger Berman Genesis Inv 164.12K (1.22%) -71.84K
Decreased by -43.77%
Mar 31, 25
11 Fidelity Small Cap Index 138.00K (1.02%) 1.57K
Increased by +1.14%
Apr 30, 25
12 Fidelity® Small Cap Index 130.79K (0.97%) 3.48K
Increased by +2.66%
Oct 31, 23
13 SPDR® Portfolio S&P 600 Sm Cap ETF 120.10K (0.89%) 125.00
Increased by +0.10%
Mar 28, 24
14 CT (Lux) Glb Smlr Coms IE 119.92K (0.89%) 3.21K
Increased by +2.67%
Jan 31, 25
15 iShares Russell 2000 Growth ETF 119.70K (0.89%) 294.00
Increased by +0.25%
Jun 30, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 115.39K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
17 Columbia Acorn Inst 112.71K (0.83%) 0.00
Increased by 0.00%
May 31, 25
18 AB Discovery Value Advisor 110.31K (0.82%) 0.00
Increased by 0.00%
May 31, 25
19 Virtus KAR Small-Cap Value I 102.11K (0.76%) 3.00K
Increased by +2.94%
Mar 31, 25
20 Conestoga Small Cap Growth 101.28K (0.75%) 7.03K
Increased by +6.94%
Jun 30, 25