Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 8.98%
2 YUMY 1.41%
3 MOO 1.16%
4 XSMO 1.15%
5 PYZ 1.11%
6 SMCP 0.97%
7 CAFG 0.87%
8 XSLV 0.81%
9 SLYG 0.73%
10 IJT 0.71%
11 ESIX 0.61%
12 SCDS 0.60%
13 SAWS 0.52%
14 HSMV 0.51%
15 MMSC 0.51%
16 VIOG 0.47%
17 SLY 0.46%
18 SBB 0.44%
19 SDD 0.44%
20 QVMS 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.97M (15.39%) 60.81K
Increased by +1.22%
Sep 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 2.09M (6.49%) -2.77K
Decreased by -0.13%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.02M (3.15%) 1.06K
Increased by +0.10%
Dec 31, 24
3 iShares Russell 2000 ETF 860.73K (2.67%) -3.30K
Decreased by -0.38%
Dec 31, 24
4 Vanguard Small Cap Index 827.79K (2.57%) 9.31K
Increased by +1.13%
Dec 31, 24
5 Conestoga Small Cap Investors 705.21K (2.19%) 0.00
Increased by 0.00%
Nov 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 491.55K (1.52%) 5.36K
Increased by +1.09%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 469.82K (1.46%) 19.47K
Increased by +4.14%
Dec 31, 24
9 Fidelity Small Cap Index 329.76K (1.02%) 1.24K
Increased by +0.38%
Oct 31, 24
10 iShares S&P Small-Cap 600 Growth ETF 303.52K (0.94%) -679.00
Decreased by -0.22%
Dec 31, 24
11 Fidelity® Small Cap Index 299.46K (0.93%) 6.34K
Increased by +2.12%
Sep 30, 23
12 SPDR® Portfolio S&P 600™ Sm Cap ETF 297.53K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
13 iShares Russell 2000 Growth ETF 297.44K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
14 SPDR® Portfolio S&P 600 Sm Cap ETF 285.57K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
15 Conestoga Small Cap Growth 271.39K (0.84%) 3.31K
Increased by +1.22%
Dec 31, 24
16 ClearBridge Small Cap Growth 264.59K (0.82%) -25.90K
Decreased by -9.79%
Dec 31, 24
17 ClearBridge Small Cap Growth A 264.59K (0.82%) -37.60K
Decreased by -14.21%
Dec 31, 24
18 Nationwide Geneva Small Cap Gr Instl Svc 256.35K (0.79%) 1.89K
Increased by +0.74%
Dec 31, 24
19 Strategic Advisers Fidelity US TtlStk 253.81K (0.79%) 12.13K
Increased by +4.78%
Nov 30, 24
20 Vanguard Tax-Managed Small Cap Adm 228.51K (0.71%) 0.00
Increased by 0.00%
Dec 31, 24