Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.80%
2 IVEG 1.54%
3 AMID 0.98%
4 QSML 0.78%
5 XMHQ 0.73%
6 PAMC 0.60%
7 WCEO 0.57%
8 SDD 0.47%
9 SBB 0.47%
10 QMID 0.45%
11 JHSC 0.43%
12 JSMD 0.40%
13 SIXL 0.36%
14 VTWG 0.35%
15 IWO 0.34%
16 HSMV 0.32%
17 RNMC 0.31%
18 DMRS 0.28%
19 BKSE 0.24%
20 STXK 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 4.64M (9.26%) 284.18K
Increased by +6.12%
Jun 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 2.46M (4.91%) -103.48K
Decreased by -4.21%
Jun 30, 24
6 State Street Corp 1.83M (3.65%) 25.21K
Increased by +1.38%
Jun 30, 24
7 State Street Corporation 1.80M (3.60%) 52.55K
Increased by +2.92%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 1.67M (3.34%) -112.99K
Decreased by -6.75%
Jun 30, 24
9 Geneva Capital Management 1.59M (3.18%) 27.34K
Increased by +1.72%
Sep 30, 24
10 Geode Capital Management, LLC 1.44M (2.87%) 87.81K
Increased by +6.11%
Jun 30, 24
11 Amvescap Plc. 1.10M (2.20%) 52.79K
Increased by +4.80%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 973.77K (1.94%) -45.32K
Decreased by -4.65%
Sep 30, 24
13 Riverbridge Partners LLC 883.79K (1.76%) -63.35K
Decreased by -7.17%
Sep 30, 24
14 Fundsmith LLP 836.48K (1.67%) -181.62K
Decreased by -21.71%
Sep 30, 24
15 Wells Fargo & Co 740.96K (1.48%) 6.62K
Increased by +0.89%
Jun 30, 24
16 Northern Trust Corp 717.04K (1.43%) -29.11K
Decreased by -4.06%
Sep 30, 24
17 NORGES BANK 576.97K (1.15%) 56.91K
Increased by +9.86%
Jun 30, 24
18 GW&K Investment Management, LLC 552.77K (1.10%) -9.44K
Decreased by -1.71%
Sep 30, 24
19 Bank of New York Mellon Corp 534.52K (1.07%) 17.85K
Increased by +3.34%
Jun 30, 24
20 Charles Schwab Investment Management Inc 517.61K (1.03%) 7.16K
Increased by +1.38%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 1.66M (3.31%) 44.50K
Increased by +2.69%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.60M (3.19%) 864.00
Increased by +0.05%
Oct 31, 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 1.29M (2.58%) -2.91K
Decreased by -0.23%
Oct 31, 24
6 Vanguard Small Cap Index 1.27M (2.54%) 2.50K
Increased by +0.20%
Oct 31, 24
7 Smithson Investment Trust Ord 1.02M (2.03%) 0.00
Increased by 0.00%
Jul 31, 24
8 Virtus KAR Mid-Cap Core I 835.33K (1.67%) 36.29K
Increased by +4.34%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 760.75K (1.52%) -15.48K
Decreased by -2.03%
Sep 30, 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%
Sep 30, 24
13 Conestoga Small Cap Growth 638.03K (1.27%) -5.96K
Decreased by -0.93%
Sep 30, 24
14 Fidelity Small Cap Index 517.05K (1.03%) -13.28K
Decreased by -2.57%
Aug 31, 24
15 Nationwide Geneva Small Cap Gr Instl Svc 497.71K (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
16 Fidelity® Small Cap Index 488.07K (0.97%) 13.24K
Increased by +2.71%
Oct 31, 23
17 Virtus KAR Small-Mid Cap Core R6 466.66K (0.93%) 13.25K
Increased by +2.84%
Jun 30, 24
18 T. Rowe Price Integrated US SmCapGrEq 453.22K (0.90%) 453.22K
Increased by +100.00%
Mar 31, 24
19 iShares Russell 2000 Growth ETF 450.29K (0.90%) 0.00
Increased by 0.00%
Oct 31, 24
20 Invesco S&P MidCap Quality ETF 446.53K (0.89%) 390.00
Increased by +0.09%
Oct 31, 24