Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.64%
2 YUMY 1.41%
3 PYZ 1.28%
4 MOO 1.26%
5 XSMO 1.14%
6 CAFG 0.93%
7 XSLV 0.86%
8 SCDS 0.66%
9 ESIX 0.65%
10 MMSC 0.57%
11 HSMV 0.53%
12 QVMS 0.47%
13 VIOG 0.47%
14 IJT 0.47%
15 SLYG 0.47%
16 SLY 0.46%
17 SDD 0.44%
18 SBB 0.44%
19 JHSC 0.41%
20 IJR 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.90M (15.20%) -41.81K
Decreased by -0.85%
Jun 30, 24
2 Vanguard Group Inc 3.92M (12.15%) 7.12K
Increased by +0.18%
Sep 30, 24
3 Apg All Pensions Group 3.01M (9.32%) -31.90K
Decreased by -1.06%
Jun 30, 24
4 Wasatch Advisors Inc. 1.98M (6.13%) -6.55K
Decreased by -0.33%
Sep 30, 23
5 Wasatch Advisors LP 1.68M (5.20%) -204.71K
Decreased by -12.21%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 1.41M (4.36%) 336.02K
Increased by +23.88%
Jun 30, 24
7 State Street Corporation 1.23M (3.81%) 16.60K
Increased by +1.35%
Mar 31, 24
8 State Street Corp 1.22M (3.79%) -6.94K
Decreased by -0.57%
Jun 30, 24
9 Conestoga Capital Advisors, LLC 1.18M (3.64%) 20.36K
Increased by +1.73%
Sep 30, 24
10 Geode Capital Management, LLC 900.92K (2.79%) 54.72K
Increased by +6.07%
Jun 30, 24
11 Geneva Capital Management 779.87K (2.42%) 12.75K
Increased by +1.63%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 642.77K (1.99%) -54.69K
Decreased by -8.51%
Sep 30, 24
13 FMR Inc 497.50K (1.54%) 449.85K
Increased by +90.42%
Sep 30, 24
14 ClearBridge Advisors, LLC 452.34K (1.40%) -53.81K
Decreased by -11.90%
Jun 30, 24
15 JPMorgan Chase & Co 451.26K (1.40%) -29.09K
Decreased by -6.45%
Jun 30, 24
16 Ameriprise Financial Inc 431.05K (1.34%) -12.85K
Decreased by -2.98%
Jun 30, 24
17 Schroder Investment Management Group 418.31K (1.30%) 5.16K
Increased by +1.23%
Jun 30, 24
18 NORGES BANK 387.46K (1.20%) 36.32K
Increased by +9.37%
Jun 30, 24
19 Northern Trust Corp 371.90K (1.15%) -6.20K
Decreased by -1.67%
Sep 30, 24
20 Charles Schwab Investment Management Inc 361.97K (1.12%) 7.56K
Increased by +2.09%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.07M (6.41%) 1.79K
Increased by +0.09%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.02M (3.15%) -4.69K
Decreased by -0.46%
Oct 31, 24
3 iShares Russell 2000 ETF 831.31K (2.58%) -1.86K
Decreased by -0.22%
Oct 31, 24
4 Vanguard Small Cap Index 813.68K (2.52%) 1.60K
Increased by +0.20%
Oct 31, 24
5 Conestoga Small Cap Investors 705.21K (2.19%) 19.85K
Increased by +2.81%
Sep 30, 24
6 Wasatch Core Growth 564.45K (1.75%) -127.36K
Decreased by -22.56%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 487.90K (1.51%) -7.50K
Decreased by -1.54%
Sep 30, 24
8 Vanguard Small Cap Growth Index Inv 447.23K (1.39%) -626.00
Decreased by -0.14%
Oct 31, 24
9 Fidelity Small Cap Index 330.35K (1.02%) -8.48K
Decreased by -2.57%
Aug 31, 24
10 iShares S&P Small-Cap 600 Growth ETF 327.99K (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
11 ClearBridge Small Cap Growth 302.19K (0.94%) -19.20K
Decreased by -6.35%
Sep 30, 24
12 ClearBridge Small Cap Growth A 302.19K (0.94%) -38.90K
Decreased by -12.87%
Sep 30, 24
13 Fidelity® Small Cap Index 299.46K (0.93%) 6.34K
Increased by +2.12%
Sep 30, 23
14 iShares Russell 2000 Growth ETF 288.99K (0.90%) 0.00
Increased by 0.00%
Oct 31, 24
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 287.54K (0.89%) 2.16K
Increased by +0.75%
Oct 31, 24
16 SPDR® Portfolio S&P 600 Sm Cap ETF 285.57K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
17 Conestoga Small Cap Growth 268.08K (0.83%) -1.79K
Decreased by -0.67%
Sep 30, 24
18 Nationwide Geneva Small Cap Gr Instl Svc 243.55K (0.75%) -986.00
Decreased by -0.40%
Oct 31, 24
19 Vanguard Tax-Managed Small Cap Adm 228.51K (0.71%) 0.00
Increased by 0.00%
Oct 31, 24
20 JPM Small Cap Equity-MA 214.37K (0.66%) -20.78K
Decreased by -9.69%
Sep 30, 24