Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.80%
2 IVEG 1.53%
3 AMID 0.95%
4 XMHQ 0.69%
5 PAMC 0.60%
6 QSML 0.60%
7 WCEO 0.57%
8 SDD 0.47%
9 SBB 0.47%
10 QMID 0.45%
11 JHSC 0.42%
12 SEIS 0.42%
13 JSMD 0.40%
14 SIXL 0.36%
15 IWO 0.33%
16 VTWG 0.33%
17 HSMV 0.32%
18 RNMC 0.31%
19 DMRS 0.28%
20 BKSE 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.99M (11.95%) 102.35K
Increased by +1.71%
Jun 30, 24
2 Vanguard Group Inc 5.28M (10.54%) 15.35K
Increased by +0.29%
Sep 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 4.78M (9.53%) 134.88K
Increased by +2.82%
Sep 30, 24
4 Conestoga Capital Advisors, LLC 2.81M (5.60%) 43.26K
Increased by +1.54%
Sep 30, 24
5 Neuberger Berman Group LLC 2.39M (4.78%) -68.14K
Decreased by -2.85%
Sep 30, 24
6 State Street Corp 1.84M (3.67%) 13.64K
Increased by +0.74%
Sep 30, 24
7 State Street Corporation 1.80M (3.60%) 52.55K
Increased by +2.92%
Mar 31, 24
8 Geneva Capital Management 1.59M (3.18%) 27.34K
Increased by +1.72%
Sep 30, 24
9 Geode Capital Management, LLC 1.51M (3.01%) 69.10K
Increased by +4.59%
Sep 30, 24
10 Amvescap Plc. 1.18M (2.35%) 75.32K
Increased by +6.41%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 973.77K (1.94%) -45.32K
Decreased by -4.65%
Sep 30, 24
12 Riverbridge Partners LLC 883.79K (1.76%) -63.35K
Decreased by -7.17%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 861.49K (1.72%) -812.18K
Decreased by -94.28%
Sep 30, 24
14 Fundsmith LLP 836.48K (1.67%) -181.62K
Decreased by -21.71%
Sep 30, 24
15 Wells Fargo & Co 735.01K (1.47%) -5.96K
Decreased by -0.81%
Sep 30, 24
16 Northern Trust Corp 717.04K (1.43%) -29.11K
Decreased by -4.06%
Sep 30, 24
17 JPMorgan Chase & Co 630.64K (1.26%) 245.09K
Increased by +38.86%
Sep 30, 24
18 Ameriprise Financial Inc 602.02K (1.20%) 85.45K
Increased by +14.19%
Sep 30, 24
19 NORGES BANK 576.97K (1.15%) 56.91K
Increased by +9.86%
Jun 30, 24
20 GW&K Investment Management, LLC 552.77K (1.10%) -9.44K
Decreased by -1.71%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 1.66M (3.31%) 0.00
Increased by 0.00%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 1.63M (3.25%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.59M (3.16%) -6.93K
Decreased by -0.44%
Oct 31, 24
4 Neuberger Berman Genesis Inv 1.54M (3.07%) -41.37K
Decreased by -2.69%
Sep 30, 24
5 iShares Russell 2000 ETF 1.41M (2.82%) 0.00
Increased by 0.00%
Nov 30, 24
6 Vanguard Small Cap Index 1.27M (2.54%) 2.50K
Increased by +0.20%
Oct 31, 24
7 Virtus KAR Mid-Cap Core I 852.41K (1.70%) 17.07K
Increased by +2.00%
Sep 30, 24
8 Smithson Investment Trust Ord 836.48K (1.67%) -181.62K
Decreased by -21.71%
Aug 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 756.23K (1.51%) -4.51K
Decreased by -0.60%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 699.44K (1.40%) -801.00
Decreased by -0.11%
Oct 31, 24
11 Invesco Global Multi Cap Growth 649.62K (1.30%) 39.00K
Increased by +6.00%
Jun 30, 24
12 Invesco Global Opportunities A 649.62K (1.30%) 0.00
Increased by 0.00%
Oct 31, 24
13 Conestoga Small Cap Growth 638.03K (1.27%) -5.96K
Decreased by -0.93%
Sep 30, 24
14 Fidelity Small Cap Index 514.18K (1.03%) -2.86K
Decreased by -0.56%
Sep 30, 24
15 Nationwide Geneva Small Cap Gr Instl Svc 497.71K (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
16 Virtus KAR Small-Mid Cap Core R6 494.05K (0.99%) 27.39K
Increased by +5.54%
Sep 30, 24
17 Fidelity® Small Cap Index 488.07K (0.97%) 13.24K
Increased by +2.71%
Oct 31, 23
18 Invesco S&P MidCap Quality ETF 459.48K (0.92%) 1.48K
Increased by +0.32%
Nov 29, 24
19 iShares Russell 2000 Growth ETF 457.43K (0.91%) 0.00
Increased by 0.00%
Nov 30, 24
20 T. Rowe Price Integrated US SmCapGrEq 453.22K (0.90%) 453.22K
Increased by +100.00%
Mar 31, 24