Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIRR 3.36%
2 GRPM 2.90%
3 PSCI 2.47%
4 RFG 2.37%
5 VNMC 1.91%
6 ENTR 1.82%
7 FXR 1.42%
8 MMSC 1.37%
9 XSMO 1.34%
10 CCSO 1.26%
11 GRNR 1.23%
12 PXSG 1.20%
13 LSAF 1.15%
14 SMAP 1.02%
15 VIOG 0.98%
16 RZG 0.96%
17 BOUT 0.96%
18 QMID 0.92%
19 IJT 0.90%
20 JSMD 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.28M (9.37%) -4.01M
Decreased by -63.85%
Jun 30, 24
2 Vanguard Group Inc 6.16M (9.20%) -80.70K
Decreased by -1.31%
Sep 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 3.49M (5.21%) -78.17K
Decreased by -2.24%
Sep 30, 24
4 JPMorgan Chase & Co 3.26M (4.87%) 150.21K
Increased by +4.61%
Sep 30, 24
5 State Street Corporation 2.49M (3.72%) 48.83K
Increased by +1.96%
Mar 31, 24
6 Conestoga Capital Advisors, LLC 2.13M (3.17%) 39.06K
Increased by +1.84%
Sep 30, 24
7 State Street Corp 1.98M (2.95%) 12.50K
Increased by +0.63%
Sep 30, 24
8 Wasatch Advisors LP 1.87M (2.79%) 525.13K
Increased by +28.13%
Sep 30, 24
9 Amvescap Plc. 1.76M (2.62%) 120.88K
Increased by +6.87%
Sep 30, 24
10 FMR Inc 1.73M (2.58%) 151.54K
Increased by +8.76%
Sep 30, 24
11 Geneva Capital Management 1.70M (2.53%) 24.38K
Increased by +1.44%
Sep 30, 24
12 Ameriprise Financial Inc 1.52M (2.27%) -256.32K
Decreased by -16.85%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 1.48M (2.21%) -91.57K
Decreased by -6.20%
Sep 30, 24
14 T. Rowe Price Investment Management,Inc. 1.37M (2.04%) 1.39K
Increased by +0.10%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 1.28M (1.91%) -1.41M
Decreased by -110.14%
Sep 30, 24
16 Geode Capital Management, LLC 1.23M (1.84%) 6.34K
Increased by +0.51%
Sep 30, 24
17 Vaughan Nelson Scarbrgh & Mccullough LP 1.23M (1.83%) 136.53K
Increased by +11.14%
Sep 30, 24
18 Blair William & Co 1.12M (1.68%) 607.47K
Increased by +54.12%
Sep 30, 24
19 Wasatch Advisors Inc. 975.85K (1.46%) -864.00
Decreased by -0.09%
Sep 30, 23
20 Bank of New York Mellon Corp 870.42K (1.30%) -87.80K
Decreased by -10.09%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.55M (6.80%) -5.81K
Decreased by -0.13%
Mar 28, 24
2 Virtus KAR Small-Cap Growth I 2.30M (3.44%) -211.00K
Decreased by -9.15%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 2.16M (3.22%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.07M (3.09%) -8.30K
Decreased by -0.40%
Oct 31, 24
5 iShares Russell 2000 ETF 1.65M (2.47%) 3.45K
Increased by +0.21%
Mar 28, 24
6 Vanguard Small Cap Index 1.63M (2.43%) 3.20K
Increased by +0.20%
Oct 31, 24
7 Conestoga Small Cap Investors 1.52M (2.28%) 0.00
Increased by 0.00%
Oct 31, 24
8 JPM US Mid Cap Growth-Composite 1.06M (1.58%) 0.00
Increased by 0.00%
Sep 30, 24
9 JPMorgan Mid Cap Growth I 1.06M (1.58%) 0.00
Increased by 0.00%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.00M (1.49%) -6.68K
Decreased by -0.67%
Oct 31, 24
11 Vanguard Small Cap Growth Index Inv 893.53K (1.33%) -1.07K
Decreased by -0.12%
Oct 31, 24
12 First Trust RBA Amer Indl RenaisTM ETF 687.53K (1.03%) 4.10K
Increased by +0.60%
Nov 28, 24
13 Fidelity Small Cap Index 671.95K (1.00%) -2.96K
Decreased by -0.44%
Apr 30, 24
14 iShares S&P Small-Cap 600 Growth ETF 659.17K (0.98%) 0.00
Increased by 0.00%
Mar 28, 24
15 Fidelity® Small Cap Index 653.57K (0.98%) 17.96K
Increased by +2.75%
Oct 31, 23
16 Wasatch Small Cap Growth Investor 637.98K (0.95%) -25.55K
Decreased by -4.00%
Sep 30, 24
17 T. Rowe Price Small-Cap Stock 621.61K (0.93%) -4.69K
Decreased by -0.76%
Jun 30, 24
18 T. Rowe Price US Small-Cap Core Equity 621.61K (0.93%) -4.69K
Decreased by -0.76%
Jun 30, 24
19 Invesco Discovery A 608.45K (0.91%) 0.00
Increased by 0.00%
Oct 31, 24
20 Invesco OFI Small Cap Growth 608.45K (0.91%) 13.08K
Increased by +2.15%
Sep 30, 24