Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCI 2.47%
2 VNMC 1.91%
3 AIRR 1.83%
4 ENTR 1.82%
5 RFG 1.57%
6 XSMO 1.34%
7 GRPM 1.24%
8 GRNR 1.23%
9 PXSG 1.20%
10 SMAP 1.19%
11 LSAF 1.10%
12 VIOG 0.98%
13 RZG 0.96%
14 BOUT 0.94%
15 IJT 0.90%
16 CCSO 0.88%
17 JSMD 0.80%
18 FXR 0.71%
19 QMID 0.68%
20 XMMO 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.08M (10.53%) 875.41K
Increased by +12.37%
Dec 31, 24
2 Vanguard Group Inc 6.24M (9.28%) 75.83K
Increased by +1.22%
Dec 31, 24
3 JPMorgan Chase & Co 2.98M (4.44%) -3.54M
Decreased by -118.52%
Dec 31, 24
4 State Street Corporation 2.49M (3.71%) 48.83K
Increased by +1.96%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 2.40M (3.56%) -1.10M
Decreased by -45.82%
Dec 31, 24
6 State Street Corp 2.05M (3.05%) 74.47K
Increased by +3.63%
Dec 31, 24
7 Amvescap Plc. 2.03M (3.02%) 274.12K
Increased by +13.49%
Dec 31, 24
8 Conestoga Capital Advisors, LLC 1.89M (2.81%) -234.55K
Decreased by -12.41%
Dec 31, 24
9 Geneva Capital Management 1.68M (2.50%) -20.29K
Decreased by -1.21%
Dec 31, 24
10 Wasatch Advisors LP 1.58M (2.35%) -289.46K
Decreased by -18.35%
Dec 31, 24
11 FMR Inc 1.37M (2.04%) -357.49K
Decreased by -26.06%
Dec 31, 24
12 T. Rowe Price Investment Management,Inc. 1.37M (2.03%) 1.39K
Increased by +0.10%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 1.36M (2.02%) 75.08K
Increased by +5.53%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 1.34M (1.99%) -140.91K
Decreased by -10.54%
Dec 31, 24
15 Geode Capital Management, LLC 1.24M (1.84%) 3.64K
Increased by +0.29%
Dec 31, 24
16 Blair William & Co 1.17M (1.74%) 47.25K
Increased by +4.04%
Dec 31, 24
17 First Trust Advisors L.P. 1.07M (1.59%) 493.22K
Increased by +46.13%
Dec 31, 24
18 Ameriprise Financial Inc 1.05M (1.56%) -470.67K
Decreased by -44.79%
Dec 31, 24
19 Wasatch Advisors Inc. 975.85K (1.45%) -864.00
Decreased by -0.09%
Sep 30, 23
20 Northern Trust Corp 811.79K (1.21%) 23.86K
Increased by +2.94%
Jun 30, 24

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 iShares Core S&P Mid-Cap ETF 2.20M (3.28%) 3.92K
Increased by +0.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.05M (3.05%) 1.18K
Increased by +0.06%
Feb 28, 25
4 Vanguard Small Cap Index 1.66M (2.47%) 1.34K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 1.65M (2.46%) 3.45K
Increased by +0.21%
Mar 28, 24
6 Virtus KAR Small-Cap Growth I 1.51M (2.25%) -794.79K
Decreased by -52.63%
Dec 31, 24
7 Conestoga Small Cap Investors 1.36M (2.02%) 0.00
Increased by 0.00%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.53%) 3.54K
Increased by +0.35%
Feb 28, 25
9 JPM US Mid Cap Growth-Composite 970.26K (1.44%) -89.11K
Decreased by -9.18%
Dec 31, 24
10 JPMorgan Mid Cap Growth I 970.26K (1.44%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 932.27K (1.39%) -3.75K
Decreased by -0.40%
Feb 28, 25
12 BlackRock Mid-Cap Growth Equity Instl 773.73K (1.15%) 33.23K
Increased by +4.29%
Feb 28, 25
13 T. Rowe Price Integrated US SmCapGrEq 727.42K (1.08%) 405.21K
Increased by +55.70%
Dec 31, 24
14 Pictet - Global Envir Opps I USD 692.63K (1.03%) 84.75K
Increased by +12.24%
Feb 28, 25
15 First Trust RBA Amer Indl RenaisTM ETF 685.99K (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Small Cap Index 671.95K (1.00%) -2.96K
Decreased by -0.44%
Apr 30, 24
17 iShares S&P Small-Cap 600 Growth ETF 659.17K (0.98%) 0.00
Increased by 0.00%
Mar 28, 24
18 Fidelity® Small Cap Index 653.57K (0.97%) 17.96K
Increased by +2.75%
Oct 31, 23
19 T. Rowe Price Small-Cap Stock 621.61K (0.92%) -4.69K
Decreased by -0.76%
Jun 30, 24
20 T. Rowe Price US Small-Cap Core Equity 621.61K (0.92%) -4.69K
Decreased by -0.76%
Jun 30, 24