Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 4.36%
2 QWST 1.29%
3 IWN 0.13%
4 JKL 0.08%
5 ISCV 0.08%
6 IWM 0.08%
7 ISCB 0.04%
8 JKJ 0.04%
9 IWO 0.03%
10 ITOT 0.00%
11 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.20M (9.86%) 347.92K
Increased by +1.81%
Jun 30, 24
2 Kayne Anderson Rudnick Investment Management LLC 14.81M (7.60%) -428.49K
Decreased by -2.89%
Jun 30, 24
3 BlackRock Inc 14.09M (7.24%) 201.60K
Increased by +1.43%
Jun 30, 24
4 Jefferies Financial Group Inc 9.87M (5.07%) 11.79K
Increased by +0.12%
Jun 30, 24
5 JPMorgan Chase & Co 9.64M (4.95%) -1.01M
Decreased by -10.51%
Mar 31, 24
6 Conestoga Capital Advisors, LLC 9.62M (4.94%) 328.74K
Increased by +3.42%
Jun 30, 24
7 Burgundy Asset Management Ltd 8.52M (4.37%) 225.48K
Increased by +2.65%
Jun 30, 24
8 Neuberger Berman Group LLC 7.94M (4.08%) -184.59K
Decreased by -2.32%
Jun 30, 24
9 Reinhart Mahoney Capital Management Inc 7.48M (3.84%) 503.81K
Increased by +6.73%
Sep 30, 24
10 Allspring Global Investments Holdings, LLC 7.06M (3.63%) 4.34M
Increased by +61.38%
Jun 30, 24
11 American Century Companies Inc 6.03M (3.10%) -119.40K
Decreased by -1.98%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 4.76M (2.45%) 578.04K
Increased by +12.14%
Jun 30, 24
13 Geode Capital Management, LLC 4.64M (2.38%) 134.87K
Increased by +2.91%
Jun 30, 24
14 ClearBridge Advisors, LLC 4.63M (2.38%) -182.20K
Decreased by -3.94%
Jun 30, 24
15 State Street Corp 4.24M (2.18%) 59.33K
Increased by +1.40%
Jun 30, 24
16 State Street Corporation 4.18M (2.15%) 10.94K
Increased by +0.26%
Mar 31, 24
17 AllianceBernstein L.P. 4.15M (2.13%) -433.22K
Decreased by -10.45%
Mar 31, 24
18 Wellington Management Company LLP 4.10M (2.10%) -132.15K
Decreased by -3.23%
Jun 30, 24
19 Nuveen Asset Management, LLC 3.71M (1.90%) -12.80K
Decreased by -0.35%
Jun 30, 24
20 WCM Investment Management 3.23M (1.66%) -19.38K
Decreased by -0.60%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.09M (3.13%) 23.08K
Increased by +0.38%
Aug 31, 24
2 JPM Small Cap Equity-MA 5.55M (2.85%) 5.50M
Increased by +98.94%
Jun 30, 24
3 JPM US Small Cap Core-Composite 5.55M (2.85%) 423.02K
Increased by +7.62%
Jun 30, 24
4 Neuberger Berman Genesis Inv 5.25M (2.70%) -182.67K
Decreased by -3.48%
Jun 30, 24
5 Conestoga Small Cap Investors 5.22M (2.68%) 0.00
Increased by 0.00%
Aug 31, 24
6 iShares Russell 2000 ETF 5.01M (2.57%) 0.00
Increased by 0.00%
Sep 30, 24
7 JPMorgan Small Cap Equity A 4.98M (2.56%) -236.21K
Decreased by -4.74%
Aug 31, 24
8 Vanguard Small Cap Index 4.95M (2.54%) 11.83K
Increased by +0.24%
Aug 31, 24
9 American Century Small Cap Value Inv 4.65M (2.39%) -175.00K
Decreased by -3.76%
Jun 30, 24
10 American Century U.S. Small Cap Value 4.65M (2.39%) -175.00K
Decreased by -3.76%
Jun 30, 24
11 Vanguard Small Cap Value Index Inv 3.32M (1.71%) -287.00
Decreased by -0.01%
Aug 31, 24
12 Virtus KAR Small-Cap Value I 3.14M (1.61%) -250.34K
Decreased by -7.98%
Jun 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 3.08M (1.58%) 4.27K
Increased by +0.14%
Aug 31, 24
14 JNL Multi-Manager Small Cap Value I 2.92M (1.50%) 0.00
Increased by 0.00%
Jun 30, 24
15 Allspring Special Small Cap Value A 2.23M (1.14%) 0.00
Increased by 0.00%
Aug 31, 24
16 Conestoga Small Cap Growth 2.09M (1.07%) -1.72K
Decreased by -0.08%
Jun 30, 24
17 Fidelity Small Cap Index 2.07M (1.06%) 89.91K
Increased by +4.35%
Jul 31, 24
18 Fidelity® Small Cap Index 1.89M (0.97%) 50.48K
Increased by +2.68%
Oct 31, 23
19 CREF Stock R1 1.78M (0.92%) 0.00
Increased by 0.00%
Aug 31, 24
20 Aperture Discover Equity Instl 1.66M (0.85%) 0.00
Increased by 0.00%
Jun 30, 23