Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.43%
2 AWEG 4.01%
3 RNEW 3.69%
4 UPGR 2.46%
5 LCG 2.24%
6 DWAQ 2.09%
7 QWST 1.54%
8 PFUT 1.45%
9 NZRO 0.81%
10 RYJ 0.63%
11 MSSM 0.59%
12 IWO 0.51%
13 VTWG 0.47%
14 JHSC 0.47%
15 FNY 0.45%
16 SMLV 0.36%
17 TPSC 0.35%
18 STXK 0.35%
19 BKSE 0.35%
20 JPSE 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.99M (9.66%) 453.35K
Increased by +7.57%
Sep 30, 24
2 BlackRock Inc 4.56M (7.36%) 453.01K
Increased by +9.93%
Sep 30, 24
3 JPMorgan Chase & Co 4.00M (6.45%) -380.58K
Decreased by -9.52%
Sep 30, 24
4 Conestoga Capital Advisors, LLC 3.24M (5.22%) -8.57K
Decreased by -0.26%
Dec 31, 24
5 William Blair Investment Management, LLC 2.65M (4.28%) -14.64K
Decreased by -0.55%
Sep 30, 24
6 Amvescap Plc. 1.82M (2.93%) 42.38K
Increased by +2.33%
Sep 30, 24
7 Wasatch Advisors LP 1.74M (2.80%) 4.46K
Increased by +0.26%
Sep 30, 24
8 Earnest Partners LLC 1.63M (2.63%) -52.32K
Decreased by -3.21%
Sep 30, 24
9 Wellington Management Company LLP 1.45M (2.35%) 487.66K
Increased by +33.53%
Sep 30, 24
10 Geode Capital Management, LLC 1.43M (2.31%) 109.29K
Increased by +7.64%
Sep 30, 24
11 Capital Research & Mgmt Co - Division 3 1.41M (2.27%) 675.45K
Increased by +48.03%
Sep 30, 24
12 Allspring Global Investments Holdings, LLC 1.40M (2.26%) -71.63K
Decreased by -5.11%
Jun 30, 24
13 State Street Corp 1.39M (2.24%) 75.35K
Increased by +5.43%
Sep 30, 24
14 T. Rowe Price Investment Management,Inc. 1.31M (2.12%) -151.78K
Decreased by -11.57%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 1.27M (2.05%) 100.15K
Increased by +7.88%
Jun 30, 24
16 State Street Corporation 1.27M (2.04%) 13.99K
Increased by +1.10%
Mar 31, 24
17 Silvercrest Asset Management Group LLC 1.27M (2.04%) 29.90K
Increased by +2.36%
Sep 30, 24
18 Macquarie Group Ltd 1.23M (1.98%) 118.11K
Increased by +9.63%
Sep 30, 24
19 Capital Research Global Investors 1.22M (1.97%) 409.87K
Increased by +33.60%
Sep 30, 24
20 Ameriprise Financial Inc 1.21M (1.95%) -991.33K
Decreased by -82.01%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.07M (3.35%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.94M (3.13%) 1.91K
Increased by +0.10%
Dec 31, 24
3 Conestoga Small Cap Investors 1.85M (2.98%) 0.00
Increased by 0.00%
Dec 31, 24
4 iShares Russell 2000 ETF 1.68M (2.70%) -12.75K
Decreased by -0.76%
Jan 31, 25
5 Vanguard Small Cap Index 1.59M (2.56%) 31.78K
Increased by +2.00%
Dec 31, 24
6 Wasatch Core Growth 1.20M (1.93%) 306.65K
Increased by +25.58%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 944.74K (1.52%) 23.97K
Increased by +2.54%
Dec 31, 24
8 Delaware Small Cap Core I 940.06K (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
9 Macquarie Small Cap Core I 940.06K (1.52%) 0.00
Increased by 0.00%
Nov 30, 24
10 Vanguard Small Cap Growth Index Inv 900.14K (1.45%) 44.44K
Increased by +4.94%
Dec 31, 24
11 Delaware US Small Cap Core Equity (SMA) 860.97K (1.39%) -10.08K
Decreased by -1.17%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 860.97K (1.39%) -10.08K
Decreased by -1.17%
Mar 31, 24
13 EARNEST Small Cap Value 819.62K (1.32%) 818.05K
Increased by +99.81%
Dec 31, 23
14 Conestoga Small Cap Growth 719.99K (1.16%) 7.42K
Increased by +1.03%
Dec 31, 24
15 T. Rowe Price Integrated US SmCapGrEq 690.68K (1.11%) 140.78K
Increased by +20.38%
Dec 31, 24
16 Harbor Small Cap Value Instl 664.54K (1.07%) -10.19K
Decreased by -1.53%
Dec 31, 24
17 Fidelity Small Cap Index 623.74K (1.01%) -5.08K
Decreased by -0.81%
Nov 30, 24
18 Invesco Discovery A 616.49K (0.99%) 0.00
Increased by 0.00%
Dec 31, 24
19 Invesco OFI Small Cap Growth 616.49K (0.99%) 0.00
Increased by 0.00%
Dec 31, 24
20 JPM Small Cap Equity-MA 614.84K (0.99%) 23.08K
Increased by +3.75%
Dec 31, 24