Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 9.33%
2 YUMY 1.41%
3 MOO 1.18%
4 XSMO 1.18%
5 PYZ 1.15%
6 SMCP 0.97%
7 CAFG 0.86%
8 XSLV 0.80%
9 VIOG 0.77%
10 SLYG 0.76%
11 IJT 0.75%
12 HSMV 0.72%
13 ESIX 0.63%
14 SCDS 0.60%
15 MMSC 0.50%
16 SAWS 0.50%
17 SLY 0.46%
18 SDD 0.44%
19 SBB 0.44%
20 QVMS 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.97M (15.38%) 60.81K
Increased by +1.22%
Sep 30, 24
2 Vanguard Group Inc 3.96M (12.27%) 42.69K
Increased by +1.08%
Dec 31, 24
3 Apg All Pensions Group 2.77M (8.57%) -237.07K
Decreased by -8.56%
Sep 30, 24
4 Wasatch Advisors Inc. 1.98M (6.12%) -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 (3.82%) 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 1.17M (3.64%) -685.00
Decreased by -0.06%
Dec 31, 24
9 Geode Capital Management, LLC 928.90K (2.88%) 27.98K
Increased by +3.01%
Sep 30, 24
10 JPMorgan Chase & Co 917.97K (2.84%) 15.44K
Increased by +1.68%
Sep 30, 24
11 Geneva Capital Management 819.75K (2.54%) 39.88K
Increased by +4.86%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 768.29K (2.38%) -638.63K
Decreased by -83.12%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 632.00K (1.96%) -10.77K
Decreased by -1.70%
Dec 31, 24
14 FMR Inc 497.50K (1.54%) 449.85K
Increased by +90.42%
Sep 30, 24
15 Ameriprise Financial Inc 431.05K (1.33%) -12.85K
Decreased by -2.98%
Jun 30, 24
16 NORGES BANK 430.48K (1.33%) 43.01K
Increased by +9.99%
Dec 31, 24
17 ClearBridge Advisors, LLC 405.86K (1.26%) -46.47K
Decreased by -11.45%
Sep 30, 24
18 Schroder Investment Management Group 389.82K (1.21%) -28.49K
Decreased by -7.31%
Sep 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 370.91K (1.15%) 8.94K
Increased by +2.41%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.09M (6.47%) 1.57K
Increased by +0.08%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.02M (3.14%) 1.06K
Increased by +0.10%
Dec 31, 24
3 iShares Russell 2000 ETF 869.84K (2.69%) -6.60K
Decreased by -0.76%
Jan 31, 25
4 Vanguard Small Cap Index 827.79K (2.56%) 9.31K
Increased by +1.13%
Dec 31, 24
5 Conestoga Small Cap Investors 705.21K (2.18%) 0.00
Increased by 0.00%
Dec 31, 24
6 Wasatch Core Growth 495.06K (1.53%) -69.38K
Decreased by -14.01%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 491.55K (1.52%) 5.36K
Increased by +1.09%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 469.82K (1.45%) 19.47K
Increased by +4.14%
Dec 31, 24
9 Fidelity Small Cap Index 327.51K (1.01%) -2.25K
Decreased by -0.69%
Nov 30, 24
10 T. Rowe Price Integrated US SmCapGrEq 327.46K (1.01%) 163.73K
Increased by +50.00%
Dec 31, 24
11 iShares S&P Small-Cap 600 Growth ETF 301.02K (0.93%) -318.00
Decreased by -0.11%
Jan 31, 25
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 299.69K (0.93%) 108.00
Increased by +0.04%
Jan 31, 25
13 Fidelity® Small Cap Index 299.46K (0.93%) 6.34K
Increased by +2.12%
Sep 30, 23
14 iShares Russell 2000 Growth ETF 289.30K (0.90%) -1.36K
Decreased by -0.47%
Jan 31, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 285.57K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
16 Conestoga Small Cap Growth 271.39K (0.84%) 3.31K
Increased by +1.22%
Dec 31, 24
17 ClearBridge Small Cap Growth 264.59K (0.82%) -25.90K
Decreased by -9.79%
Dec 31, 24
18 ClearBridge Small Cap Growth A 264.59K (0.82%) -37.60K
Decreased by -14.21%
Dec 31, 24
19 Strategic Advisers Fidelity US TtlStk 256.87K (0.80%) 3.06K
Increased by +1.19%
Dec 31, 24
20 Nationwide Geneva Small Cap Gr Instl Svc 256.35K (0.79%) 0.00
Increased by 0.00%
Jan 31, 25