Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.32%
2 FITS 0.84%
3 PSCD 0.70%
4 BTAL 0.37%
5 SDD 0.34%
6 SBB 0.34%
7 CAFG 0.33%
8 OASC 0.30%
9 QSML 0.21%
10 FYT 0.20%
11 IWO 0.16%
12 ISMD 0.15%
13 VTWG 0.15%
14 VIOV 0.15%
15 JHSC 0.15%
16 DMRM 0.13%
17 VTWV 0.13%
18 VIOO 0.13%
19 SSLY 0.13%
20 IJS 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.77M (16.30%) 1.46M
Increased by +21.51%
Jun 30, 24
2 Vanguard Group Inc 4.62M (11.12%) 144.38K
Increased by +3.13%
Jun 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 4.14M (9.98%) -95.18K
Decreased by -2.30%
Jun 30, 24
4 Wasatch Advisors Inc. 3.07M (7.38%) 101.36K
Increased by +3.31%
Sep 30, 23
5 Wasatch Advisors LP 2.54M (6.13%) 84.55K
Increased by +3.32%
Jun 30, 24
6 Fidelity International Ltd 1.68M (4.05%) 518.00
Increased by +0.03%
Jun 30, 24
7 Neuberger Berman Group LLC 1.62M (3.90%) -487.20K
Decreased by -30.07%
Jun 30, 24
8 State Street Corp 1.59M (3.83%) 94.91K
Increased by +5.97%
Jun 30, 24
9 Pacer Advisors, INC. 1.59M (3.82%) 1.58M
Increased by +99.60%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 1.50M (3.61%) 408.38K
Increased by +27.28%
Jun 30, 24
11 State Street Corporation 1.50M (3.60%) 38.75K
Increased by +2.59%
Mar 31, 24
12 William Blair Investment Management, LLC 1.11M (2.66%) 1.11M
Increased by +100.00%
Jun 30, 24
13 ClearBridge Advisors, LLC 1.10M (2.66%) -127.66K
Decreased by -11.57%
Jun 30, 24
14 Conestoga Capital Advisors, LLC 1.07M (2.58%) -59.90K
Decreased by -5.58%
Sep 30, 24
15 Geode Capital Management, LLC 993.63K (2.39%) 8.76K
Increased by +0.88%
Jun 30, 24
16 AllianceBernstein L.P. 931.88K (2.24%) -6.68K
Decreased by -0.72%
Sep 30, 23
17 Van Berkom and Associates Inc 922.76K (2.22%) 9.31K
Increased by +1.01%
Sep 30, 24
18 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 799.82K (1.93%) 98.09K
Increased by +12.26%
Jun 30, 24
19 Dimensional Fund Advisors, Inc. 785.02K (1.89%) -13.16K
Decreased by -1.68%
Jun 30, 24
20 BAMCO Inc 675.00K (1.63%) -225.00K
Decreased by -33.33%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.66M (6.40%) 2.72K
Increased by +0.10%
Oct 31, 24
2 Virtus KAR Small-Cap Growth I 2.41M (5.80%) -303.00K
Decreased by -12.59%
Jun 30, 24
3 Pacer US Small Cap Cash Cows 100 ETF 1.53M (3.68%) -393.00
Decreased by -0.03%
Oct 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.36M (3.28%) 1.63K
Increased by +0.12%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.32M (3.18%) 0.00
Increased by 0.00%
Mar 28, 24
6 American Funds SMALLCAP World A 1.10M (2.65%) 569.95K
Increased by +51.78%
Sep 30, 24
7 iShares Russell 2000 ETF 1.09M (2.62%) -2.45K
Decreased by -0.23%
Oct 31, 24
8 Vanguard Small Cap Index 1.04M (2.52%) -19.30K
Decreased by -1.85%
Sep 30, 24
9 Neuberger Berman Genesis Inv 1.03M (2.49%) -4.88K
Decreased by -0.47%
Sep 30, 24
10 Van Berkom Sm-Cap Eq 897.55K (2.16%) 131.39K
Increased by +14.64%
Jun 30, 24
11 Conestoga Small Cap Investors 748.89K (1.80%) -57.05K
Decreased by -7.62%
Sep 30, 24
12 Fidelity Small Cap America Sr B 747.44K (1.80%) 0.00
Increased by 0.00%
Jun 30, 24
13 Wasatch Core Growth 718.65K (1.73%) 49.90K
Increased by +6.94%
Jun 30, 24
14 Fidelity Greater Canada Sr F 695.91K (1.68%) 0.00
Increased by 0.00%
Jun 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 631.36K (1.52%) 34.00
Increased by +0.01%
Sep 30, 24
16 Vanguard Small Cap Growth Index Inv 575.36K (1.39%) -9.86K
Decreased by -1.71%
Sep 30, 24
17 ClearBridge Small Cap Growth 560.78K (1.35%) 0.00
Increased by 0.00%
Sep 30, 24
18 ClearBridge Small Cap Growth A 560.78K (1.35%) 0.00
Increased by 0.00%
Sep 30, 24
19 Wasatch Small Cap Growth Investor 506.11K (1.22%) -17.02K
Decreased by -3.36%
Jun 30, 24
20 Baron Opp. Small Cap Growth Strategy 500.00K (1.20%) -175.00K
Decreased by -35.00%
Sep 30, 24