Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 6.86%
2 SCDV 2.99%
3 ALIL 2.39%
4 XSHQ 1.45%
5 YUMY 1.41%
6 DGLO 1.29%
7 XSMO 1.29%
8 HSMV 1.06%
9 CAFG 1.06%
10 SMDV 1.05%
11 SMCP 0.97%
12 XSLV 0.96%
13 PYZ 0.92%
14 QSML 0.61%
15 ESIX 0.60%
16 SCDS 0.58%
17 PAPI 0.57%
18 QUSA 0.51%
19 SAWS 0.50%
20 SLY 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.84M (15.20%) -99.95K
Decreased by -2.07%
Sep 30, 25
2 Vanguard Group Inc 3.88M (12.19%) -17.38K
Decreased by -0.45%
Dec 31, 25
3 Wasatch Advisors Inc. 1.98M (6.22%) -6.55K
Decreased by -0.33%
Sep 30, 23
4 State Street Corporation 1.23M (3.86%) 16.60K
Increased by +1.35%
Mar 31, 24
5 Conestoga Capital Advisors, LLC 1.20M (3.79%) -68.46K
Decreased by -5.68%
Dec 31, 25
6 State Street Corp 1.20M (3.78%) -25.05K
Decreased by -2.09%
Sep 30, 25
7 Wasatch Advisors LP 1.18M (3.72%) 100.49K
Increased by +8.50%
Dec 31, 25
8 Apg All Pensions Group 1.16M (3.63%) -789.73K
Decreased by -68.33%
Mar 31, 25
9 JPMorgan Chase & Co 1.11M (3.50%) 662.48K
Increased by +59.46%
Sep 30, 25
10 Geode Capital Management, LLC 1.01M (3.16%) 9.99K
Increased by +0.99%
Dec 31, 25
11 Geneva Capital Management 907.80K (2.85%) -80.18K
Decreased by -8.83%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 906.35K (2.85%) 43.73K
Increased by +4.83%
Sep 30, 25
13 Dimensional Fund Advisors, Inc. 597.95K (1.88%) 18.90K
Increased by +3.16%
Dec 31, 25
14 FMR Inc 535.39K (1.68%) 2.27K
Increased by +0.42%
Dec 31, 25
15 Ameriprise Financial Inc 431.05K (1.36%) -12.85K
Decreased by -2.98%
Jun 30, 24
16 NORGES BANK 418.44K (1.32%) -50.64K
Decreased by -12.10%
Dec 31, 25
17 Schroder Investment Management Group 407.53K (1.28%) 10.15K
Increased by +2.49%
Dec 31, 25
18 Nuveen, LLC 396.22K (1.25%) 18.45K
Increased by +4.66%
Dec 31, 25
19 Northern Trust Corp 385.62K (1.21%) -9.83K
Decreased by -2.55%
Sep 30, 25
20 Congress Asset Management Company, LLP 378.75K (1.19%) 6.59K
Increased by +1.74%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.96M (6.17%) -194.10K
Decreased by -9.89%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 1.03M (3.23%) 1.94K
Increased by +0.19%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 1.02M (3.21%) 735.00
Increased by +0.07%
Sep 30, 24
4 iShares Russell 2000 ETF 794.04K (2.50%) 107.29K
Increased by +13.51%
Feb 28, 26
5 Vanguard Small Cap Index 735.71K (2.31%) 2.12K
Increased by +0.29%
Feb 28, 26
6 Conestoga Small Cap Investors 626.88K (1.97%) 0.00
Increased by 0.00%
Jan 31, 26
7 Wasatch Core Growth 466.58K (1.47%) 24.26K
Increased by +5.20%
Dec 31, 25
8 Vanguard Small Cap Growth Index Inv 408.57K (1.28%) 1.05K
Increased by +0.26%
Feb 28, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 353.18K (1.11%) 3.71K
Increased by +1.05%
Feb 28, 26
10 T. Rowe Price Integrated US SmCapGrEq 327.46K (1.03%) 163.73K
Increased by +50.00%
Dec 31, 24
11 Fidelity Small Cap Index 321.54K (1.01%) -9.55K
Decreased by -2.97%
Dec 31, 25
12 State Street SPDR Port S&P 600 Sm CpETF 300.69K (0.95%) 832.00
Increased by +0.28%
Feb 27, 26
13 Fidelity® Small Cap Index 299.46K (0.94%) 6.34K
Increased by +2.12%
Sep 30, 23
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 288.69K (0.91%) 3.43K
Increased by +1.19%
Aug 29, 25
15 Strategic Advisers Fidelity US TtlStk 286.57K (0.90%) 2.97K
Increased by +1.04%
Jan 31, 26
16 SPDR® Portfolio S&P 600 Sm Cap ETF 285.57K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
17 iShares S&P Small-Cap 600 Growth ETF 280.66K (0.88%) 0.00
Increased by 0.00%
Aug 31, 25
18 iShares Russell 2000 Growth ETF 275.02K (0.86%) 2.66K
Increased by +0.97%
Feb 28, 26
19 First Trust SMID Cp Rising Div Achv ETF 269.46K (0.85%) 159.00
Increased by +0.06%
Feb 26, 26
20 Conestoga Small Cap Growth 266.25K (0.84%) 10.89K
Increased by +4.09%
Dec 31, 25