Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 5.09%
2 EVX 4.42%
3 RNEW 4.01%
4 UPGR 2.96%
5 LCG 2.24%
6 DWAQ 2.09%
7 DWAS 1.64%
8 QWST 1.54%
9 PFUT 1.35%
10 NSCS 1.30%
11 NZRO 0.81%
12 RYJ 0.63%
13 FNY 0.61%
14 IWO 0.61%
15 MSSM 0.60%
16 VTWG 0.53%
17 JHSC 0.48%
18 BKSE 0.39%
19 TPSC 0.38%
20 SMLV 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.11M (9.86%) 123.00K
Increased by +2.01%
Dec 31, 24
2 BlackRock Inc 4.77M (7.70%) 211.04K
Increased by +4.42%
Dec 31, 24
3 Conestoga Capital Advisors, LLC 3.24M (5.22%) -8.57K
Decreased by -0.26%
Dec 31, 24
4 William Blair Investment Management, LLC 2.64M (4.26%) -11.61K
Decreased by -0.44%
Dec 31, 24
5 Wasatch Advisors LP 2.58M (4.16%) 838.09K
Increased by +32.52%
Dec 31, 24
6 JPMorgan Chase & Co 1.95M (3.15%) -2.05M
Decreased by -105.00%
Dec 31, 24
7 Amvescap Plc. 1.83M (2.95%) 13.68K
Increased by +0.75%
Dec 31, 24
8 Wellington Management Company LLP 1.64M (2.65%) 190.02K
Increased by +11.56%
Dec 31, 24
9 Earnest Partners LLC 1.62M (2.61%) -12.30K
Decreased by -0.76%
Dec 31, 24
10 Westfield Capital Management Company, L.P. 1.52M (2.45%) 569.82K
Increased by +37.48%
Dec 31, 24
11 State Street Corp 1.48M (2.39%) 94.31K
Increased by +6.36%
Dec 31, 24
12 Geode Capital Management, LLC 1.45M (2.33%) 15.92K
Increased by +1.10%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 1.41M (2.27%) -1.38K
Decreased by -0.10%
Dec 31, 24
14 Ameriprise Financial Inc 1.40M (2.26%) 193.57K
Increased by +13.80%
Dec 31, 24
15 Allspring Global Investments Holdings, LLC 1.40M (2.26%) -71.63K
Decreased by -5.11%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 1.27M (2.05%) 100.15K
Increased by +7.88%
Jun 30, 24
17 State Street Corporation 1.27M (2.04%) 13.99K
Increased by +1.10%
Mar 31, 24
18 T. Rowe Price Investment Management,Inc. 1.26M (2.03%) -55.94K
Decreased by -4.45%
Dec 31, 24
19 Silvercrest Asset Management Group LLC 1.24M (2.00%) -25.88K
Decreased by -2.09%
Dec 31, 24
20 Capital Research Global Investors 1.22M (1.97%) -319.00
Decreased by -0.03%
Dec 31, 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 1.96M (3.16%) 12.10K
Increased by +0.62%
Feb 28, 25
3 Conestoga Small Cap Investors 1.85M (2.98%) 0.00
Increased by 0.00%
Jan 31, 25
4 iShares Russell 2000 ETF 1.60M (2.57%) -18.76K
Decreased by -1.18%
Feb 28, 25
5 Vanguard Small Cap Index 1.59M (2.57%) 1.30K
Increased by +0.08%
Feb 28, 25
6 Wasatch Core Growth 1.20M (1.93%) 306.65K
Increased by +25.58%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 947.31K (1.53%) 2.22K
Increased by +0.23%
Feb 28, 25
8 Delaware Small Cap Core I 940.06K (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 893.60K (1.44%) -5.14K
Decreased by -0.57%
Feb 28, 25
10 Delaware US Small Cap Core Equity (SMA) 860.97K (1.39%) -10.08K
Decreased by -1.17%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 860.97K (1.39%) -10.08K
Decreased by -1.17%
Mar 31, 24
12 EARNEST Small Cap Value 819.62K (1.32%) 818.05K
Increased by +99.81%
Dec 31, 23
13 Macquarie Small Cap Core I 814.82K (1.31%) -77.15K
Decreased by -9.47%
Jan 31, 25
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 626.99K (1.01%) 3.25K
Increased by +0.52%
Dec 31, 24
18 Invesco Discovery A 616.49K (0.99%) 0.00
Increased by 0.00%
Jan 31, 25
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