Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 FFTY 3.11%
2 PSCI 3.06%
3 ENTR 2.15%
4 XSMO 1.68%
5 GRNR 1.23%
6 RZG 1.2%
7 IJT 1.1%
8 SLYG 1.08%
9 VNMC 1.04%
10 VIOG 0.98%
11 ESIX 0.96%
12 SMLE 0.94%
13 MMSC 0.76%
14 JSMD 0.72%
15 FNY 0.66%
16 QVMS 0.64%
17 IJR 0.56%
18 SPSM 0.55%
19 IWO 0.52%
20 VIOO 0.5%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.32M (15.36%) -1.16M
Decreased by -11.24%
Dec 31, 23
2 Vanguard Group Inc 7.22M (10.74%) -272.33K
Decreased by -3.77%
Dec 31, 23
3 Kayne Anderson Rudnick Investment Management LLC 4.16M (6.19%) -225.17K
Decreased by -5.41%
Dec 31, 23
4 Conestoga Capital Advisors, LLC 2.57M (3.83%) -780.15K
Decreased by -30.31%
Mar 31, 24
5 State Street Corporation 2.44M (3.64%) 116.98K
Increased by +4.79%
Dec 31, 23
6 Morgan Stanley - Brokerage Accounts 1.9M (2.84%) -159.66K
Decreased by -8.38%
Dec 31, 23
7 Geneva Capital Management 1.7M (2.53%) 13.86K
Increased by +0.81%
Dec 31, 23
8 Amvescap Plc. 1.62M (2.41%) 17.74K
Increased by +1.09%
Dec 31, 23
9 Dimensional Fund Advisors, Inc. 1.61M (2.4%) -127.64K
Decreased by -7.91%
Dec 31, 23
10 Ameriprise Financial Inc 1.58M (2.36%) -22.39K
Decreased by -1.41%
Dec 31, 23
11 JPMorgan Chase & Co 1.51M (2.25%) 193.28K
Increased by +12.79%
Dec 31, 23
12 Geode Capital Management, LLC 1.49M (2.22%) 67.75K
Increased by +4.54%
Dec 31, 23
13 Goldman Sachs Group Inc 1.25M (1.86%) 501.19K
Increased by +40.14%
Dec 31, 23
14 Wasatch Advisors LP 1.02M (1.53%) 49.01K
Increased by +4.78%
Dec 31, 23
15 Wasatch Advisors Inc. 975.85K (1.45%) -864
Decreased by -0.09%
Sep 30, 23
16 Charles Schwab Investment Management Inc 837.78K (1.25%) 17.31K
Increased by +2.07%
Dec 31, 23
17 T. Rowe Price Investment Management,Inc. 822.48K (1.22%) 822.48K
Increased by +100%
Dec 31, 23
18 Northern Trust Corp 803.79K (1.2%) -390
Decreased by -0.05%
Dec 31, 23
19 Bank of Oklahoma National Association 668.38K (0.99%) 28
Increased by +0%
Dec 31, 23
20 Westfield Capital Management Company, LP 639.91K (0.95%) -171.64K
Decreased by -26.82%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.55M (6.78%) -5.81K
Decreased by -0.13%
Mar 28, 24
2 Virtus KAR Small-Cap Growth I 2.93M (4.36%) -189K
Decreased by -6.46%
Dec 31, 23
3 Vanguard Total Stock Mkt Idx Inv 2.06M (3.07%) 7.43K
Increased by +0.36%
Mar 31, 24
4 Conestoga Small Cap Investors 1.83M (2.72%) 20.1K
Increased by +1.1%
Feb 29, 24
5 Vanguard Small Cap Index 1.66M (2.47%) -17.39K
Decreased by -1.05%
Mar 31, 24
6 iShares Russell 2000 ETF 1.65M (2.46%) 3.45K
Increased by +0.21%
Mar 28, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.5%) 12.47K
Increased by +1.23%
Mar 31, 24
8 Vanguard Small Cap Growth Index Inv 938.62K (1.4%) -13
Decreased by -0%
Mar 31, 24
9 JPMorgan Small Cap Growth A 769.14K (1.14%) -694
Decreased by -0.09%
Feb 29, 24
10 Conestoga Small Cap Growth 729.96K (1.09%) -248.79K
Decreased by -34.08%
Mar 31, 24
11 Fidelity Small Cap Index 685.39K (1.02%) 10.54K
Increased by +1.54%
Jan 31, 24
12 iShares S&P Small-Cap 600 Growth ETF 659.17K (0.98%) 0
Increased by 0%
Mar 28, 24
13 Fidelity® Small Cap Index 653.57K (0.97%) 17.96K
Increased by +2.75%
Oct 31, 23
14 T. Rowe Price Small-Cap Stock 626.3K (0.93%) 246.3K
Increased by +39.33%
Mar 31, 24
15 T. Rowe Price US Small-Cap Core Equity 626.3K (0.93%) 246.3K
Increased by +39.33%
Mar 31, 24
16 Wasatch Small Cap Growth Investor 623.25K (0.93%) 14.63K
Increased by +2.35%
Dec 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 597.7K (0.89%) 610
Increased by +0.1%
Mar 28, 24
18 Calvert US Small-Cap Strategy 593.31K (0.88%) -102.3K
Decreased by -17.24%
Dec 31, 23
19 Nationwide Geneva Small Cap Gr Instl Svc 591.07K (0.88%) 0
Increased by 0%
Mar 31, 24
20 iShares Russell 2000 Growth ETF 587.79K (0.87%) -683
Decreased by -0.12%
Mar 28, 24