Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 1.17%
2 BTAL 0.41%
3 FYT 0.35%
4 SDD 0.34%
5 SBB 0.34%
6 SLYV 0.22%
7 SSLY 0.21%
8 IJS 0.21%
9 ISMD 0.18%
10 VIOV 0.18%
11 FYX 0.18%
12 IJR 0.17%
13 SPSM 0.17%
14 IWO 0.16%
15 VIOO 0.15%
16 JHSC 0.15%
17 TPSC 0.13%
18 VTWG 0.13%
19 SAA 0.13%
20 PSC 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.28M (12.77%) 140.05K
Increased by +2.65%
Dec 31, 23
2 Vanguard Group Inc 4.24M (10.25%) 46.13K
Increased by +1.09%
Dec 31, 23
3 Kayne Anderson Rudnick Investment Management LLC 3.42M (8.26%) -256.20K
Decreased by -7.49%
Dec 31, 23
4 Wasatch Advisors Inc. 3.07M (7.40%) 101.36K
Increased by +3.31%
Sep 30, 23
5 Wasatch Advisors LP 2.66M (6.43%) -404.83K
Decreased by -15.22%
Dec 31, 23
6 Neuberger Berman Group LLC 2.27M (5.49%) -47.72K
Decreased by -2.10%
Dec 31, 23
7 Fidelity International Ltd 1.70M (4.09%) 844.97K
Increased by +49.85%
Dec 31, 23
8 State Street Corporation 1.46M (3.52%) 77.06K
Increased by +5.29%
Dec 31, 23
9 ClearBridge Advisors, LLC 1.22M (2.96%) -325.65K
Decreased by -26.62%
Dec 31, 23
10 Conestoga Capital Advisors, LLC 1.13M (2.73%) -2.31K
Decreased by -0.20%
Mar 31, 24
11 Geneva Capital Management 1.13M (2.72%) -18.77K
Decreased by -1.67%
Dec 31, 23
12 Capital World Investors 1.12M (2.69%) 0.00
Increased by 0.00%
Dec 31, 23
13 Geode Capital Management, LLC 950.42K (2.30%) 44.05K
Increased by +4.63%
Dec 31, 23
14 AllianceBernstein L.P. 931.88K (2.25%) -6.68K
Decreased by -0.72%
Sep 30, 23
15 BAMCO Inc 900.00K (2.17%) 625.00K
Increased by +69.44%
Dec 31, 23
16 Van Berkom and Associates Inc 844.52K (2.04%) 151.99K
Increased by +18.00%
Dec 31, 23
17 Dimensional Fund Advisors, Inc. 821.86K (1.99%) 12.47K
Increased by +1.52%
Dec 31, 23
18 William Blair Investment Management, LLC 675.13K (1.63%) -594.89K
Decreased by -88.11%
Sep 30, 23
19 Macquarie Group Ltd 634.04K (1.53%) -36.98K
Decreased by -5.83%
Dec 31, 23
20 Northern Trust Corp 512.80K (1.24%) -20.44K
Decreased by -3.99%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.85M (6.88%) 1.19K
Increased by +0.04%
Apr 30, 24
2 Virtus KAR Small-Cap Growth I 2.19M (5.29%) -185.80K
Decreased by -8.49%
Dec 31, 23
3 Neuberger Berman Genesis Inv 1.37M (3.31%) -32.97K
Decreased by -2.41%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.33M (3.21%) 5.80K
Increased by +0.44%
Mar 31, 24
5 iShares Core S&P Mid-Cap ETF 1.32M (3.19%) 0.00
Increased by 0.00%
Mar 28, 24
6 Vanguard Small Cap Index 1.08M (2.61%) -10.70K
Decreased by -0.99%
Mar 31, 24
7 iShares Russell 2000 ETF 991.80K (2.40%) -7.90K
Decreased by -0.80%
Apr 30, 24
8 Baron Opp. Small Cap Growth Strategy 900.00K (2.17%) 0.00
Increased by 0.00%
Mar 31, 24
9 Baron Small Cap Retail 900.00K (2.17%) 0.00
Increased by 0.00%
Mar 31, 24
10 Conestoga Small Cap Investors 805.94K (1.95%) 0.00
Increased by 0.00%
Mar 31, 24
11 ClearBridge Small Cap Growth 773.48K (1.87%) 0.00
Increased by 0.00%
Mar 31, 24
12 ClearBridge Small Cap Growth A 773.48K (1.87%) -24.83K
Decreased by -3.21%
Mar 31, 24
13 Wasatch Core Growth 668.75K (1.62%) 13.65K
Increased by +2.04%
Mar 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 636.56K (1.54%) 8.13K
Increased by +1.28%
Mar 31, 24
15 Fidelity Small Cap America Sr B 621.19K (1.50%) 0.00
Increased by 0.00%
Dec 31, 23
16 Vanguard Small Cap Growth Index Inv 612.01K (1.48%) 995.00
Increased by +0.16%
Mar 31, 24
17 Fidelity Greater Canada Sr F 609.00K (1.47%) 9.00K
Increased by +1.48%
Dec 31, 23
18 American Funds SMALLCAP World A 530.79K (1.28%) -584.40K
Decreased by -110.10%
Mar 31, 24
19 Wasatch Small Cap Growth Investor 523.13K (1.26%) -92.07K
Decreased by -17.60%
Mar 31, 24
20 Fidelity Small Cap Index 435.63K (1.05%) 4.56K
Increased by +1.05%
Feb 29, 24