Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIRR 3.35%
2 GRPM 2.93%
3 RFG 2.56%
4 PSCI 2.47%
5 VNMC 1.91%
6 ENTR 1.82%
7 FXR 1.47%
8 MMSC 1.41%
9 CCSO 1.36%
10 XSMO 1.34%
11 GRNR 1.23%
12 PXSG 1.20%
13 LSAF 1.19%
14 QMID 1.01%
15 VIOG 0.98%
16 RZG 0.96%
17 BOUT 0.96%
18 JSMD 0.90%
19 IJT 0.90%
20 MCDS 0.73%

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 6.24M (9.32%) -1.03M
Decreased by -16.57%
Jun 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 3.57M (5.33%) -402.76K
Decreased by -11.28%
Jun 30, 24
4 JPMorgan Chase & Co 3.11M (4.64%) 1.56M
Increased by +50.26%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 2.69M (4.02%) -932.55K
Decreased by -34.62%
Jun 30, 24
6 State Street Corporation 2.49M (3.72%) 48.83K
Increased by +1.96%
Mar 31, 24
7 Conestoga Capital Advisors, LLC 2.13M (3.17%) 39.06K
Increased by +1.84%
Sep 30, 24
8 State Street Corp 1.97M (2.93%) -526.15K
Decreased by -26.78%
Jun 30, 24
9 Ameriprise Financial Inc 1.78M (2.65%) 245.91K
Increased by +13.83%
Jun 30, 24
10 Geneva Capital Management 1.70M (2.53%) 24.38K
Increased by +1.44%
Sep 30, 24
11 Amvescap Plc. 1.64M (2.44%) 4.41K
Increased by +0.27%
Jun 30, 24
12 FMR Inc 1.58M (2.36%) 1.11M
Increased by +70.13%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 1.57M (2.34%) 24.09K
Increased by +1.54%
Jun 30, 24
14 T. Rowe Price Investment Management,Inc. 1.37M (2.04%) 1.39K
Increased by +0.10%
Jun 30, 24
15 Wasatch Advisors LP 1.34M (2.00%) 321.48K
Increased by +23.96%
Jun 30, 24
16 Geode Capital Management, LLC 1.23M (1.83%) -306.44K
Decreased by -24.96%
Jun 30, 24
17 Vaughan Nelson Scarbrgh & Mccullough LP 1.09M (1.63%) 561.20K
Increased by +51.53%
Jun 30, 24
18 Wasatch Advisors Inc. 975.85K (1.46%) -864.00
Decreased by -0.09%
Sep 30, 23
19 Bank of New York Mellon Corp 958.23K (1.43%) 157.70K
Increased by +16.46%
Jun 30, 24
20 Charles Schwab Investment Management Inc 854.65K (1.28%) 16.87K
Increased by +1.97%
Mar 31, 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 2.52M (3.76%) -315.50K
Decreased by -12.54%
Jun 30, 24
3 iShares Core S&P Mid-Cap ETF 2.12M (3.16%) 1.15K
Increased by +0.05%
Oct 31, 24
4 Vanguard Total Stock Mkt Idx Inv 2.08M (3.11%) 1.71K
Increased by +0.08%
Sep 30, 24
5 iShares Russell 2000 ETF 1.65M (2.47%) 3.45K
Increased by +0.21%
Mar 28, 24
6 Vanguard Small Cap Index 1.62M (2.42%) -41.06K
Decreased by -2.53%
Sep 30, 24
7 Conestoga Small Cap Investors 1.52M (2.28%) 42.88K
Increased by +2.81%
Sep 30, 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%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.50%) -34.47K
Decreased by -3.42%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 894.60K (1.34%) -25.13K
Decreased by -2.81%
Sep 30, 24
12 Fidelity Small Cap Index 671.95K (1.00%) -2.96K
Decreased by -0.44%
Apr 30, 24
13 iShares S&P Small-Cap 600 Growth ETF 659.17K (0.98%) 0.00
Increased by 0.00%
Mar 28, 24
14 Fidelity® Small Cap Index 653.57K (0.98%) 17.96K
Increased by +2.75%
Oct 31, 23
15 Wasatch Small Cap Growth Investor 637.98K (0.95%) -25.55K
Decreased by -4.00%
Sep 30, 24
16 T. Rowe Price Small-Cap Stock 621.61K (0.93%) -4.69K
Decreased by -0.76%
Jun 30, 24
17 T. Rowe Price US Small-Cap Core Equity 621.61K (0.93%) -4.69K
Decreased by -0.76%
Jun 30, 24
18 Invesco Discovery A 608.45K (0.91%) 13.08K
Increased by +2.15%
Sep 30, 24
19 Invesco OFI Small Cap Growth 608.45K (0.91%) 13.08K
Increased by +2.15%
Sep 30, 24
20 SPDR® Portfolio S&P 600 Sm Cap ETF 597.70K (0.89%) 610.00
Increased by +0.10%
Mar 28, 24