Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.90%
2 YUMY 1.41%
3 PYZ 1.30%
4 MOO 1.26%
5 XSMO 1.18%
6 SMCP 0.98%
7 CAFG 0.90%
8 XSLV 0.84%
9 SCDS 0.64%
10 ESIX 0.63%
11 SAWS 0.55%
12 MMSC 0.54%
13 HSMV 0.53%
14 VIOG 0.47%
15 QVMS 0.46%
16 SLYG 0.46%
17 IJT 0.46%
18 SLY 0.46%
19 SDD 0.44%
20 SBB 0.44%

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 2.77M (8.58%) -237.07K
Decreased by -8.56%
Sep 30, 24
4 Wasatch Advisors Inc. 1.98M (6.13%) -6.55K
Decreased by -0.33%
Sep 30, 23
5 Wasatch Advisors LP 1.36M (4.20%) -321.99K
Decreased by -23.76%
Sep 30, 24
6 State Street Corp 1.23M (3.83%) 12.01K
Increased by +0.97%
Sep 30, 24
7 State Street Corporation 1.23M (3.81%) 16.60K
Increased by +1.35%
Mar 31, 24
8 Conestoga Capital Advisors, LLC 1.18M (3.64%) 20.36K
Increased by +1.73%
Sep 30, 24
9 Geode Capital Management, LLC 928.90K (2.88%) 27.98K
Increased by +3.01%
Sep 30, 24
10 Geneva Capital Management 779.87K (2.42%) 12.75K
Increased by +1.63%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 768.29K (2.38%) -638.63K
Decreased by -83.12%
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 JPMorgan Chase & Co 458.99K (1.42%) 7.72K
Increased by +1.68%
Sep 30, 24
15 Ameriprise Financial Inc 431.05K (1.34%) -12.85K
Decreased by -2.98%
Jun 30, 24
16 ClearBridge Advisors, LLC 405.86K (1.26%) -46.47K
Decreased by -11.45%
Sep 30, 24
17 Schroder Investment Management Group 389.82K (1.21%) -28.49K
Decreased by -7.31%
Sep 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 2.10M (6.52%) 0.00
Increased by 0.00%
Nov 30, 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 902.95K (2.80%) 0.00
Increased by 0.00%
Nov 30, 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%) 0.00
Increased by 0.00%
Oct 31, 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 484.33K (1.50%) -3.57K
Decreased by -0.74%
Oct 31, 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 328.52K (1.02%) -1.82K
Decreased by -0.56%
Sep 30, 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%) 0.00
Increased by 0.00%
Oct 31, 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 SPDR® Portfolio S&P 600™ Sm Cap ETF 296.25K (0.92%) 275.00
Increased by +0.09%
Nov 29, 24
15 iShares Russell 2000 Growth ETF 292.42K (0.91%) 0.00
Increased by 0.00%
Nov 30, 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 Strategic Advisers Fidelity US TtlStk 241.68K (0.75%) 51.46K
Increased by +21.29%
Oct 31, 24
20 Vanguard Tax-Managed Small Cap Adm 228.51K (0.71%) 0.00
Increased by 0.00%
Oct 31, 24