Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.32%
2 FITS 0.84%
3 PSCD 0.66%
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 JHSC 0.15%
14 ISMD 0.15%
15 DMRM 0.13%
16 SSLY 0.13%
17 BKSE 0.11%
18 SLYV 0.11%
19 IVOV 0.11%
20 VIOV 0.11%

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 4.63M (11.16%) 18.66K
Increased by +0.40%
Sep 30, 24
3 Kayne Anderson Rudnick Investment Management LLC 3.50M (8.43%) -643.10K
Decreased by -18.37%
Sep 30, 24
4 Wasatch Advisors Inc. 3.07M (7.38%) 101.36K
Increased by +3.31%
Sep 30, 23
5 William Blair Investment Management, LLC 2.55M (6.14%) 1.44M
Increased by +56.61%
Sep 30, 24
6 Wasatch Advisors LP 2.54M (6.13%) 84.55K
Increased by +3.32%
Jun 30, 24
7 Fidelity International Ltd 1.67M (4.02%) -12.57K
Decreased by -0.75%
Sep 30, 24
8 Neuberger Berman Group LLC 1.61M (3.88%) -7.77K
Decreased by -0.48%
Sep 30, 24
9 State Street Corp 1.60M (3.85%) 6.31K
Increased by +0.40%
Sep 30, 24
10 Pacer Advisors, INC. 1.55M (3.73%) -35.44K
Decreased by -2.29%
Sep 30, 24
11 State Street Corporation 1.50M (3.60%) 38.75K
Increased by +2.59%
Mar 31, 24
12 Capital World Investors 1.10M (2.65%) 569.95K
Increased by +51.78%
Sep 30, 24
13 ClearBridge Advisors, LLC 1.08M (2.59%) -26.47K
Decreased by -2.46%
Sep 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 1.00M (2.41%) 8.47K
Increased by +0.85%
Sep 30, 24
16 AllianceBernstein L.P. 931.88K (2.24%) -6.68K
Decreased by -0.72%
Sep 30, 23
17 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 927.01K (2.23%) 127.19K
Increased by +13.72%
Sep 30, 24
18 Van Berkom and Associates Inc 922.76K (2.22%) 9.31K
Increased by +1.01%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 739.44K (1.78%) -45.58K
Decreased by -6.16%
Sep 30, 24
20 RWWM Inc 729.07K (1.76%) 460.47K
Increased by +63.16%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.70M (6.50%) 0.00
Increased by 0.00%
Nov 30, 24
2 Virtus KAR Small-Cap Growth I 2.08M (5.01%) -328.01K
Decreased by -15.77%
Sep 30, 24
3 Pacer US Small Cap Cash Cows 100 ETF 1.50M (3.61%) -5.11K
Decreased by -0.34%
Nov 29, 24
4 Vanguard Total Stock Mkt Idx Inv 1.36M (3.26%) -7.95K
Decreased by -0.59%
Oct 31, 24
5 iShares Core S&P Mid-Cap ETF 1.32M (3.18%) 0.00
Increased by 0.00%
Mar 28, 24
6 iShares Russell 2000 ETF 1.19M (2.86%) 0.00
Increased by 0.00%
Nov 30, 24
7 American Funds SMALLCAP World A 1.10M (2.65%) 569.95K
Increased by +51.78%
Sep 30, 24
8 Vanguard Small Cap Index 1.05M (2.52%) 2.05K
Increased by +0.20%
Oct 31, 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 809.89K (1.95%) 61.00K
Increased by +7.53%
Oct 31, 24
12 Fidelity Small Cap America Sr B 741.94K (1.79%) 0.00
Increased by 0.00%
Sep 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 690.83K (1.66%) 0.00
Increased by 0.00%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 626.90K (1.51%) -4.46K
Decreased by -0.71%
Oct 31, 24
16 Vanguard Small Cap Growth Index Inv 575.68K (1.39%) 321.00
Increased by +0.06%
Oct 31, 24
17 ClearBridge Small Cap Growth 560.78K (1.35%) 0.00
Increased by 0.00%
Oct 31, 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