Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 4.36%
2 QWST 1.29%
3 IWN 0.12%
4 JKL 0.07%
5 ISCV 0.07%
6 IWM 0.07%
7 ISCB 0.04%
8 JKJ 0.04%
9 IWO 0.02%
10 ITOT 0.00%
11 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.44M (9.97%) 29.68K
Increased by +0.15%
Dec 31, 24
2 JPMorgan Chase & Co 17.30M (8.87%) -4.57M
Decreased by -26.41%
Sep 30, 24
3 BlackRock Inc 14.47M (7.42%) 378.05K
Increased by +2.61%
Sep 30, 24
4 Kayne Anderson Rudnick Investment Management LLC 14.35M (7.36%) -460.16K
Decreased by -3.21%
Sep 30, 24
5 Jefferies Financial Group Inc 9.76M (5.01%) -101.97K
Decreased by -1.04%
Sep 30, 24
6 Burgundy Asset Management Ltd 8.72M (4.47%) 199.90K
Increased by +2.29%
Sep 30, 24
7 Neuberger Berman Group LLC 7.91M (4.05%) -35.00K
Decreased by -0.44%
Sep 30, 24
8 Reinhart Mahoney Capital Management Inc 7.61M (3.90%) 130.27K
Increased by +1.71%
Dec 31, 24
9 Conestoga Capital Advisors, LLC 7.42M (3.81%) -1.12M
Decreased by -15.04%
Dec 31, 24
10 Allspring Global Investments Holdings, LLC 7.04M (3.61%) -113.92K
Decreased by -1.62%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 6.42M (3.29%) 605.05K
Increased by +9.43%
Dec 31, 24
12 Geode Capital Management, LLC 4.75M (2.44%) 113.69K
Increased by +2.39%
Sep 30, 24
13 ClearBridge Advisors, LLC 4.63M (2.37%) -182.20K
Decreased by -3.94%
Jun 30, 24
14 State Street Corp 4.25M (2.18%) 5.69K
Increased by +0.13%
Sep 30, 24
15 State Street Corporation 4.18M (2.15%) 10.94K
Increased by +0.26%
Mar 31, 24
16 Nuveen Asset Management, LLC 4.04M (2.07%) 336.25K
Increased by +8.32%
Sep 30, 24
17 Wellington Management Company LLP 3.74M (1.92%) -353.95K
Decreased by -9.46%
Sep 30, 24
18 American Century Companies Inc 3.60M (1.85%) -1.24M
Decreased by -34.44%
Dec 31, 24
19 Riverbridge Partners LLC 3.19M (1.63%) -259.06K
Decreased by -8.13%
Dec 31, 24
20 WCM Investment Management 3.18M (1.63%) -92.82K
Decreased by -2.92%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.01M (3.08%) 12.34K
Increased by +0.21%
Dec 31, 24
2 iShares Russell 2000 ETF 5.25M (2.69%) -39.90K
Decreased by -0.76%
Jan 31, 25
3 Neuberger Berman Genesis Inv 5.23M (2.68%) 0.00
Increased by 0.00%
Dec 31, 24
4 Conestoga Small Cap Investors 5.22M (2.68%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Small Cap Index 5.01M (2.57%) 62.90K
Increased by +1.26%
Dec 31, 24
6 JPM Small Cap Equity-MA 4.77M (2.45%) 54.52K
Increased by +1.14%
Dec 31, 24
7 JPM US Small Cap Core-Composite 4.77M (2.45%) 54.52K
Increased by +1.14%
Dec 31, 24
8 JPMorgan Small Cap Equity A 4.77M (2.45%) 96.61K
Increased by +2.02%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 3.32M (1.70%) -31.12K
Decreased by -0.94%
Dec 31, 24
10 Virtus KAR Small-Cap Value I 3.00M (1.54%) -140.00K
Decreased by -4.67%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.96M (1.52%) -4.72K
Decreased by -0.16%
Dec 31, 24
12 JNL Multi-Manager Small Cap Value I 2.77M (1.42%) -140.00K
Decreased by -5.05%
Dec 31, 24
13 American Century Small Cap Value Inv 2.52M (1.29%) -1.03M
Decreased by -40.87%
Dec 31, 24
14 American Century U.S. Small Cap Value 2.52M (1.29%) -1.03M
Decreased by -40.87%
Dec 31, 24
15 Allspring Special Small Cap Value A 2.11M (1.08%) 0.00
Increased by 0.00%
Jan 31, 25
16 Conestoga Small Cap Growth 2.07M (1.06%) 7.86K
Increased by +0.38%
Dec 31, 24
17 Fidelity Small Cap Index 2.00M (1.03%) -14.80K
Decreased by -0.74%
Nov 30, 24
18 CREF Stock R1 1.93M (0.99%) 308.42K
Increased by +15.99%
Dec 31, 24
19 Fidelity® Small Cap Index 1.89M (0.97%) 50.48K
Increased by +2.68%
Oct 31, 23
20 Reinhart Genesis PMV Advisor 1.80M (0.92%) -95.00K
Decreased by -5.29%
Dec 31, 24