Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVEG 1.94%
2 PXSG 1.80%
3 AMID 0.92%
4 XMHQ 0.66%
5 QSML 0.66%
6 WCEO 0.61%
7 PAMC 0.60%
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 0.36%
16 HSMV 0.32%
17 VTWG 0.32%
18 RNMC 0.31%
19 CSA 0.30%
20 DMRS 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.24M (12.42%) 99.36K
Increased by +1.59%
Dec 31, 24
2 Vanguard Group Inc 5.35M (10.64%) 67.30K
Increased by +1.26%
Dec 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 4.74M (9.43%) -38.92K
Decreased by -0.82%
Dec 31, 24
4 Conestoga Capital Advisors, LLC 2.80M (5.58%) -3.89K
Decreased by -0.14%
Dec 31, 24
5 Neuberger Berman Group LLC 2.16M (4.30%) -231.47K
Decreased by -10.71%
Dec 31, 24
6 State Street Corp 1.92M (3.82%) 79.20K
Increased by +4.13%
Dec 31, 24
7 State Street Corporation 1.80M (3.59%) 52.55K
Increased by +2.92%
Mar 31, 24
8 Geneva Capital Management 1.57M (3.12%) -21.13K
Decreased by -1.35%
Dec 31, 24
9 Geode Capital Management, LLC 1.52M (3.02%) 13.93K
Increased by +0.92%
Dec 31, 24
10 Amvescap Plc. 1.19M (2.37%) 13.26K
Increased by +1.12%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 931.50K (1.85%) -42.27K
Decreased by -4.54%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 873.14K (1.74%) 11.65K
Increased by +1.33%
Dec 31, 24
13 Fundsmith LLP 836.48K (1.66%) 0.00
Increased by 0.00%
Dec 31, 24
14 Northern Trust Corp 770.27K (1.53%) 53.23K
Increased by +6.91%
Dec 31, 24
15 Wells Fargo & Co 739.71K (1.47%) 4.70K
Increased by +0.64%
Dec 31, 24
16 Riverbridge Partners LLC 652.72K (1.30%) -231.08K
Decreased by -35.40%
Dec 31, 24
17 Ameriprise Financial Inc 646.03K (1.29%) 44.00K
Increased by +6.81%
Dec 31, 24
18 JPMorgan Chase & Co 610.39K (1.21%) -650.90K
Decreased by -106.64%
Dec 31, 24
19 NORGES BANK 587.89K (1.17%) 10.91K
Increased by +1.86%
Dec 31, 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 (3.30%) 0.00
Increased by 0.00%
Jan 31, 25
2 iShares Core S&P Mid-Cap ETF 1.65M (3.28%) 1.24K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.59M (3.16%) 1.30K
Increased by +0.08%
Feb 28, 25
4 Neuberger Berman Genesis Inv 1.37M (2.73%) -164.37K
Decreased by -11.97%
Dec 31, 24
5 Vanguard Small Cap Index 1.30M (2.58%) 1.05K
Increased by +0.08%
Feb 28, 25
6 iShares Russell 2000 ETF 1.29M (2.57%) -15.18K
Decreased by -1.18%
Feb 28, 25
7 Virtus KAR Mid-Cap Core I 857.47K (1.71%) 5.07K
Increased by +0.59%
Dec 31, 24
8 Smithson Investment Trust Ord 836.48K (1.66%) 0.00
Increased by 0.00%
Nov 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 767.94K (1.53%) 1.06K
Increased by +0.14%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 728.68K (1.45%) -3.57K
Decreased by -0.49%
Feb 28, 25
11 Invesco Global Multi Cap Growth 649.62K (1.29%) 39.00K
Increased by +6.00%
Jun 30, 24
12 Invesco Global Opportunities A 649.62K (1.29%) 0.00
Increased by 0.00%
Jan 31, 25
13 Conestoga Small Cap Growth 642.31K (1.28%) 4.28K
Increased by +0.67%
Dec 31, 24
14 Nationwide Geneva Small Cap Gr Instl Svc 535.41K (1.07%) 9.68K
Increased by +1.81%
Feb 28, 25
15 Fidelity Small Cap Index 508.17K (1.01%) -3.56K
Decreased by -0.70%
Dec 31, 24
16 Virtus KAR Small-Mid Cap Core R6 499.66K (0.99%) 5.61K
Increased by +1.12%
Dec 31, 24
17 Fidelity® Small Cap Index 488.07K (0.97%) 13.24K
Increased by +2.71%
Oct 31, 23
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 449.03K (0.89%) -530.00
Decreased by -0.12%
Feb 28, 25
20 Invesco S&P MidCap Quality ETF 432.39K (0.86%) -71.00
Decreased by -0.02%
Feb 28, 25