Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 7.42%
2 EVX 4.45%
3 UPGR 2.51%
4 LCG 2.24%
5 PFUT 1.98%
6 RYJ 0.63%
7 IWO 0.42%
8 VTWG 0.41%
9 JHSC 0.41%
10 SMLV 0.36%
11 JPSE 0.32%
12 FNY 0.30%
13 BKSE 0.30%
14 TPSC 0.29%
15 CSA 0.28%
16 CSF 0.28%
17 ISCG 0.26%
18 JKK 0.26%
19 LGLV 0.23%
20 VBK 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.48M (9.69%) 92.08K
Increased by +1.68%
Dec 31, 23
2 BlackRock Inc 4.13M (7.30%) 283.16K
Increased by +6.86%
Dec 31, 23
3 Conestoga Capital Advisors, LLC 3.28M (5.81%) 235.26K
Increased by +7.16%
Mar 31, 24
4 William Blair Investment Management, LLC 2.90M (5.13%) -147.16K
Decreased by -5.07%
Dec 31, 23
5 JPMorgan Chase & Co 2.63M (4.66%) -45.78K
Decreased by -1.74%
Dec 31, 23
6 Ameriprise Financial Inc 2.15M (3.80%) 197.16K
Increased by +9.17%
Dec 31, 23
7 T. Rowe Price Investment Management,Inc. 1.88M (3.33%) 228.30K
Increased by +12.12%
Dec 31, 23
8 Earnest Partners LLC 1.67M (2.96%) -485.20K
Decreased by -29.01%
Dec 31, 23
9 Allspring Global Investments Holdings, LLC 1.54M (2.73%) -170.35K
Decreased by -11.04%
Dec 31, 23
10 Silvercrest Asset Management Group LLC 1.47M (2.60%) -55.03K
Decreased by -3.74%
Dec 31, 23
11 Amvescap Plc. 1.45M (2.57%) 131.48K
Increased by +9.04%
Dec 31, 23
12 Brown Advisory Holdings Inc 1.29M (2.29%) -17.86K
Decreased by -1.38%
Mar 31, 24
13 State Street Corporation 1.25M (2.22%) 73.18K
Increased by +5.84%
Dec 31, 23
14 Geode Capital Management, LLC 1.23M (2.18%) 55.72K
Increased by +4.51%
Dec 31, 23
15 Fred Alger Management, LLC 1.18M (2.09%) -193.73K
Decreased by -16.38%
Dec 31, 23
16 Macquarie Group Ltd 1.13M (2.00%) -253.40K
Decreased by -22.38%
Dec 31, 23
17 Wellington Management Company LLP 983.83K (1.74%) 148.91K
Increased by +15.14%
Dec 31, 23
18 Geneva Capital Management 972.04K (1.72%) -1.31K
Decreased by -0.13%
Dec 31, 23
19 TimesSquare Capital Management, LLC 946.50K (1.67%) 147.81K
Increased by +15.62%
Sep 30, 23
20 T. Rowe Price Associates, Inc. 897.56K (1.59%) -35.01K
Decreased by -3.90%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 1.93M (3.42%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.80M (3.18%) 6.58K
Increased by +0.37%
Mar 31, 24
3 Vanguard Small Cap Index 1.45M (2.57%) -14.99K
Decreased by -1.03%
Mar 31, 24
4 iShares Russell 2000 ETF 1.31M (2.32%) -10.43K
Decreased by -0.80%
Apr 30, 24
5 Delaware Small Cap Core I 860.97K (1.52%) 0.00
Increased by 0.00%
Mar 31, 24
6 Macquarie US Small Cap Core Equity 860.97K (1.52%) -10.08K
Decreased by -1.17%
Mar 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 853.70K (1.51%) 10.44K
Increased by +1.22%
Mar 31, 24
8 Vanguard Small Cap Growth Index Inv 823.19K (1.46%) -43.00
Decreased by -0.01%
Mar 31, 24
9 EARNEST Small Cap Value 819.62K (1.45%) 818.05K
Increased by +99.81%
Dec 31, 23
10 JPM US Small Cap Core-Composite 791.24K (1.40%) -163.76K
Decreased by -20.70%
Mar 31, 24
11 JPMorgan Small Cap Equity A 791.24K (1.40%) -18.28K
Decreased by -2.31%
Mar 31, 24
12 Conestoga Small Cap Growth 773.77K (1.37%) 37.17K
Increased by +4.80%
Mar 31, 24
13 American Funds SMALLCAP World A 723.40K (1.28%) 531.57K
Increased by +73.48%
Mar 31, 24
14 Harbor Small Cap Value Instl 649.83K (1.15%) -6.72K
Decreased by -1.03%
Mar 31, 24
15 T. Rowe Price Integrated US Sm Gr Eq 597.60K (1.06%) -63.10K
Decreased by -10.56%
Mar 31, 24
16 Invesco Discovery A 587.00K (1.04%) 8.77K
Increased by +1.49%
Mar 31, 24
17 Invesco OFI Small Cap Growth 587.00K (1.04%) 27.70K
Increased by +4.72%
Mar 31, 24
18 JPMorgan Small Cap Growth A 585.81K (1.04%) -21.30K
Decreased by -3.64%
Mar 31, 24
19 Fidelity Small Cap Index 575.63K (1.02%) 5.70K
Increased by +0.99%
Feb 29, 24
20 T. Rowe Price Small-Cap Stock 543.75K (0.96%) -700.00
Decreased by -0.13%
Mar 31, 24