Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.04%
2 PBE 2.64%
3 PTH 1.39%
4 PSCH 1.05%
5 LIVR 0.92%
6 SBIO 0.77%
7 SSLY 0.76%
8 SAWS 0.76%
9 WMCR 0.72%
10 XSMO 0.59%
11 BTEC 0.51%
12 XBI 0.48%
13 RZG 0.48%
14 FYC 0.48%
15 DWAS 0.39%
16 QSML 0.38%
17 SLYG 0.35%
18 ESIX 0.35%
19 OASC 0.35%
20 FTXH 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.58M (15.15%) -403.58K
Decreased by -5.33%
Jun 30, 25
2 Vanguard Group Inc 3.56M (7.12%) 69.96K
Increased by +1.96%
Jun 30, 25
3 State Street Corporation 3.21M (6.43%) 549.78K
Increased by +17.10%
Mar 31, 24
4 Brown Capital Management, LLC 2.81M (5.62%) -70.14K
Decreased by -2.49%
Jun 30, 25
5 FMR Inc 2.47M (4.95%) 174.30K
Increased by +7.04%
Jun 30, 25
6 Conestoga Capital Advisors, LLC 2.46M (4.93%) 401.99K
Increased by +16.32%
Jun 30, 25
7 State Street Corp 2.44M (4.87%) -1.72K
Decreased by -0.07%
Jun 30, 25
8 Amvescap Plc. 1.99M (3.98%) -280.74K
Decreased by -14.09%
Jun 30, 25
9 Geneva Capital Management 1.78M (3.57%) 419.18K
Increased by +23.48%
Jun 30, 25
10 Congress Asset Management Company, LLP 1.74M (3.48%) 265.61K
Increased by +15.24%
Jun 30, 25
11 GW&K Investment Management, LLC 1.41M (2.83%) -17.89K
Decreased by -1.26%
Jun 30, 25
12 Wellington Management Company LLP 1.36M (2.73%) 74.72K
Increased by +5.48%
Mar 31, 25
13 Geode Capital Management, LLC 1.24M (2.48%) 38.80K
Increased by +3.13%
Jun 30, 25
14 William Blair Investment Management, LLC 1.16M (2.32%) -123.02K
Decreased by -10.59%
Jun 30, 25
15 Federated Hermes Inc 1.15M (2.29%) -48.50K
Decreased by -4.23%
Jun 30, 25
16 BNP Paribas Investment Partners SA 1.12M (2.24%) -36.31K
Decreased by -3.25%
Jun 30, 25
17 Royal Bank of Canada 1.05M (2.10%) 100.99K
Increased by +9.60%
Jun 30, 25
18 Loomis, Sayles & Company LP 1.03M (2.06%) -25.03K
Decreased by -2.43%
Jun 30, 25
19 Champlain Investment Partners, LLC 997.29K (1.99%) 383.50K
Increased by +38.45%
Jun 30, 25
20 Goldman Sachs Group Inc 944.39K (1.89%) 461.42K
Increased by +48.86%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.99M (5.99%) 0.00
Increased by 0.00%
Aug 31, 25
2 Conestoga Small Cap Investors 1.70M (3.39%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.58M (3.15%) -33.62K
Decreased by -2.13%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 1.52M (3.04%) 1.84K
Increased by +0.12%
Sep 30, 24
5 iShares Russell 2000 ETF 1.21M (2.42%) 0.00
Increased by 0.00%
Aug 31, 25
6 Brown Capital Mgmt Small Co Inv 910.99K (1.82%) -154.15K
Decreased by -16.92%
Mar 31, 25
7 Fidelity Small Cap Growth 825.69K (1.65%) 0.00
Increased by 0.00%
Jun 30, 25
8 Congress Small Cap Growth Institutional 810.00K (1.62%) 18.00K
Increased by +2.22%
Jul 31, 25
9 Conestoga Small Cap Growth 796.08K (1.59%) 189.79K
Increased by +23.84%
Jun 30, 25
10 American Funds SMALLCAP World A 756.21K (1.51%) 176.66K
Increased by +23.36%
Jun 30, 25
11 Champlain Small Company Fund, LLC 659.61K (1.32%) -1.80K
Decreased by -0.27%
Aug 31, 25
12 Delaware Ivy Small Cap Growth C 648.74K (1.30%) 4.12K
Increased by +0.64%
Oct 31, 24
13 BNP Paribas Health Cr Innovtr Cl Cap 640.00K (1.28%) 49.56K
Increased by +7.74%
Jul 31, 25
14 Nationwide Geneva Small Cap Gr Instl Svc 636.44K (1.27%) -6.26K
Decreased by -0.98%
Jul 31, 25
15 SPDR® S&P Biotech ETF 578.53K (1.16%) 1.29K
Increased by +0.22%
Aug 31, 25
16 Loomis Sayles Small Cap Growth Instl 567.25K (1.13%) -13.11K
Decreased by -2.31%
Jul 31, 25
17 Invesco Discovery A 565.72K (1.13%) 7.59K
Increased by +1.34%
Apr 30, 25
18 Invesco OFI Small Cap Growth 558.13K (1.12%) 20.39K
Increased by +3.65%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 540.41K (1.08%) -235.13K
Decreased by -43.51%
Jul 31, 25
20 Fidelity Stock Selector Small Cap 527.22K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25