Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.32%
2 FITS 0.84%
3 PSCD 0.56%
4 BTAL 0.36%
5 SBB 0.34%
6 SDD 0.34%
7 CAFG 0.30%
8 OASC 0.28%
9 QSML 0.20%
10 FYT 0.18%
11 IWO 0.16%
12 VTWG 0.15%
13 VIOV 0.15%
14 JHSC 0.15%
15 ISMD 0.15%
16 IJS 0.14%
17 DMRM 0.13%
18 SSLY 0.13%
19 BKSE 0.11%
20 SLYV 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.97M (16.80%) 244.29K
Increased by +3.50%
Dec 31, 24
2 Vanguard Group Inc 4.61M (11.11%) -23.65K
Decreased by -0.51%
Dec 31, 24
3 Wasatch Advisors Inc. 3.07M (7.38%) 101.36K
Increased by +3.31%
Sep 30, 23
4 William Blair Investment Management, LLC 2.98M (7.19%) 435.00K
Increased by +14.58%
Dec 31, 24
5 Wasatch Advisors LP 2.54M (6.13%) 84.55K
Increased by +3.32%
Jun 30, 24
6 RWWM Inc 2.00M (4.81%) 1.27M
Increased by +63.50%
Dec 31, 24
7 Kayne Anderson Rudnick Investment Management LLC 1.80M (4.34%) -1.70M
Decreased by -94.25%
Dec 31, 24
8 State Street Corp 1.68M (4.04%) 79.83K
Increased by +4.76%
Dec 31, 24
9 Fidelity International Ltd 1.67M (4.02%) 155.00
Increased by +0.01%
Dec 31, 24
10 Neuberger Berman Group LLC 1.61M (3.88%) -7.77K
Decreased by -0.48%
Sep 30, 24
11 Pacer Advisors, INC. 1.55M (3.73%) -35.44K
Decreased by -2.29%
Sep 30, 24
12 State Street Corporation 1.50M (3.60%) 38.75K
Increased by +2.59%
Mar 31, 24
13 Manufacturers Life Insurance Co 1.35M (3.26%) 1.33M
Increased by +98.46%
Dec 31, 24
14 Capital World Investors 1.34M (3.23%) 240.42K
Increased by +17.93%
Dec 31, 24
15 Conestoga Capital Advisors, LLC 1.07M (2.58%) -59.90K
Decreased by -5.58%
Sep 30, 24
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.03M (2.48%) 101.06K
Increased by +9.83%
Dec 31, 24
17 Geode Capital Management, LLC 993.63K (2.39%) -8.48K
Decreased by -0.85%
Dec 31, 24
18 ClearBridge Advisors, LLC 959.72K (2.31%) -117.13K
Decreased by -12.20%
Dec 31, 24
19 AllianceBernstein L.P. 931.88K (2.25%) -6.68K
Decreased by -0.72%
Sep 30, 23
20 Van Berkom and Associates Inc 922.76K (2.22%) 9.31K
Increased by +1.01%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.58M (6.21%) 1.78K
Increased by +0.07%
Mar 31, 25
2 Pacer US Small Cap Cash Cows 100 ETF 1.50M (3.61%) -5.11K
Decreased by -0.34%
Nov 29, 24
3 American Funds SMALLCAP World A 1.34M (3.23%) 240.42K
Increased by +17.93%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 1.32M (3.18%) 0.00
Increased by 0.00%
Mar 28, 24
5 Vanguard Total Stock Mkt Idx Inv 1.30M (3.12%) 0.00
Increased by 0.00%
Feb 28, 25
6 iShares Russell 2000 ETF 1.12M (2.69%) -9.68K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 1.06M (2.56%) 861.00
Increased by +0.08%
Feb 28, 25
8 Neuberger Berman Genesis Inv 1.03M (2.49%) -4.88K
Decreased by -0.47%
Sep 30, 24
9 Virtus KAR Small-Cap Growth I 961.75K (2.32%) -1.12M
Decreased by -116.22%
Dec 31, 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 809.89K (1.95%) 0.00
Increased by 0.00%
Nov 30, 24
12 Fidelity Greater Canada Sr F 798.00K (1.92%) 107.17K
Increased by +13.43%
Dec 31, 24
13 Fidelity Small Cap America Sr B 741.94K (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
14 Wasatch Core Growth 718.65K (1.73%) 49.90K
Increased by +6.94%
Jun 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 642.00K (1.55%) 948.00
Increased by +0.15%
Feb 28, 25
16 Vanguard Small Cap Growth Index Inv 596.02K (1.44%) -3.96K
Decreased by -0.66%
Feb 28, 25
17 Wasatch Small Cap Growth Investor 506.11K (1.22%) -17.02K
Decreased by -3.36%
Jun 30, 24
18 Baron Opp. Small Cap Growth Strategy 500.00K (1.20%) -175.00K
Decreased by -35.00%
Sep 30, 24
19 Baron Small Cap Retail 500.00K (1.20%) -175.00K
Decreased by -35.00%
Sep 30, 24
20 ClearBridge Small Cap Growth A 486.03K (1.17%) -15.35K
Decreased by -3.16%
Feb 28, 25