Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.61%
2 YUMY 1.41%
3 PYZ 1.24%
4 XSMO 1.18%
5 MOO 1.16%
6 CAFG 0.92%
7 XSLV 0.90%
8 ESIX 0.65%
9 SCDS 0.65%
10 MMSC 0.55%
11 HSMV 0.52%
12 QVMS 0.48%
13 SLYG 0.46%
14 VIOG 0.46%
15 IJT 0.46%
16 SLY 0.46%
17 SBB 0.44%
18 SDD 0.44%
19 VIOO 0.42%
20 JHSC 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.95M (15.36%) -42.95K
Decreased by -0.87%
Mar 31, 24
2 Vanguard Group Inc 3.94M (12.22%) 144.42K
Increased by +3.67%
Mar 31, 24
3 Apg All Pensions Group 3.04M (9.43%) 137.38K
Increased by +4.52%
Mar 31, 24
4 Wasatch Advisors Inc. 1.98M (6.14%) -6.55K
Decreased by -0.33%
Sep 30, 23
5 Wasatch Advisors LP 1.88M (5.84%) -28.59K
Decreased by -1.52%
Mar 31, 24
6 State Street Corporation 1.23M (3.82%) 16.60K
Increased by +1.35%
Mar 31, 24
7 Conestoga Capital Advisors, LLC 1.13M (3.49%) 42.17K
Increased by +3.75%
Mar 31, 24
8 Geode Capital Management, LLC 846.21K (2.63%) 97.80K
Increased by +11.56%
Mar 31, 24
9 Geneva Capital Management 763.47K (2.37%) -3.74K
Decreased by -0.49%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 691.48K (2.15%) 4.00K
Increased by +0.58%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 535.45K (1.66%) -49.61K
Decreased by -9.27%
Mar 31, 24
12 ClearBridge Advisors, LLC 506.14K (1.57%) -15.45K
Decreased by -3.05%
Mar 31, 24
13 JPMorgan Chase & Co 480.36K (1.49%) 75.63K
Increased by +15.75%
Mar 31, 24
14 Ameriprise Financial Inc 443.89K (1.38%) -6.46K
Decreased by -1.46%
Mar 31, 24
15 Schroder Investment Management Group 413.15K (1.28%) -14.74K
Decreased by -3.57%
Mar 31, 24
16 Northern Trust Corp 390.78K (1.21%) -9.05K
Decreased by -2.32%
Mar 31, 24
17 NORGES BANK 351.14K (1.09%) 19.73K
Increased by +5.62%
Dec 31, 23
18 Charles Schwab Investment Management Inc 341.53K (1.06%) 10.42K
Increased by +3.05%
Mar 31, 24
19 Stephens Inv Mgmt Group LLC 326.71K (1.01%) -1.85K
Decreased by -0.57%
Mar 31, 24
20 GW&K Investment Management, LLC 298.79K (0.93%) -6.52K
Decreased by -2.18%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.10M (6.52%) 3.56K
Increased by +0.17%
Jun 28, 24
2 Vanguard Total Stock Mkt Idx Inv 1.02M (3.16%) 741.00
Increased by +0.07%
Jun 30, 24
3 Vanguard Small Cap Index 815.03K (2.53%) -8.46K
Decreased by -1.04%
Jun 30, 24
4 iShares Russell 2000 ETF 778.69K (2.42%) 30.33K
Increased by +3.89%
Jun 28, 24
5 Wasatch Core Growth 754.46K (2.34%) 22.91K
Increased by +3.04%
Mar 31, 24
6 Conestoga Small Cap Investors 685.36K (2.13%) 0.00
Increased by 0.00%
May 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 491.55K (1.53%) 3.55K
Increased by +0.72%
Jun 30, 24
8 Vanguard Small Cap Growth Index Inv 457.99K (1.42%) -10.48K
Decreased by -2.29%
Jun 30, 24
9 ClearBridge Small Cap Growth 341.09K (1.06%) 0.00
Increased by 0.00%
Jun 30, 24
10 ClearBridge Small Cap Growth A 341.09K (1.06%) -47.78K
Decreased by -14.01%
Jun 30, 24
11 iShares S&P Small-Cap 600 Growth ETF 327.99K (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Small Cap Index 316.99K (0.98%) -1.62K
Decreased by -0.51%
Apr 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 285.81K (0.89%) 13.77K
Increased by +4.82%
Jun 28, 24
15 SPDR® Portfolio S&P 600 Sm Cap ETF 285.57K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 277.93K (0.86%) -112.00
Decreased by -0.04%
Jun 28, 24
17 Conestoga Small Cap Growth 269.87K (0.84%) -315.00
Decreased by -0.12%
Jun 30, 24
18 Nationwide Geneva Small Cap Gr Instl Svc 247.14K (0.77%) -1.87K
Decreased by -0.76%
Jun 30, 24
19 Vanguard Tax-Managed Small Cap Adm 236.25K (0.73%) -10.24K
Decreased by -4.34%
Jun 30, 24
20 JPM Small Cap Equity-MA 235.14K (0.73%) 232.50K
Increased by +98.88%
Jun 30, 24