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 0.02%
10 ITOT 0.00%
11 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.41M (9.95%) 207.78K
Increased by +1.07%
Sep 30, 24
2 Kayne Anderson Rudnick Investment Management LLC 14.35M (7.35%) -460.16K
Decreased by -3.21%
Sep 30, 24
3 BlackRock Inc 14.09M (7.22%) 201.60K
Increased by +1.43%
Jun 30, 24
4 Jefferies Financial Group Inc 9.76M (5.01%) -101.97K
Decreased by -1.04%
Sep 30, 24
5 Burgundy Asset Management Ltd 8.72M (4.47%) 199.90K
Increased by +2.29%
Sep 30, 24
6 JPMorgan Chase & Co 8.65M (4.43%) -2.28M
Decreased by -26.41%
Sep 30, 24
7 Conestoga Capital Advisors, LLC 8.54M (4.38%) -1.08M
Decreased by -12.65%
Sep 30, 24
8 Neuberger Berman Group LLC 7.91M (4.05%) -35.00K
Decreased by -0.44%
Sep 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 7.16M (3.67%) 93.76K
Increased by +1.31%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 5.81M (2.98%) 1.05M
Increased by +18.11%
Sep 30, 24
12 American Century Companies Inc 4.84M (2.48%) -1.19M
Decreased by -24.62%
Sep 30, 24
13 Geode Capital Management, LLC 4.75M (2.44%) 113.69K
Increased by +2.39%
Sep 30, 24
14 ClearBridge Advisors, LLC 4.63M (2.37%) -182.20K
Decreased by -3.94%
Jun 30, 24
15 State Street Corp 4.25M (2.18%) 5.69K
Increased by +0.13%
Sep 30, 24
16 State Street Corporation 4.18M (2.14%) 10.94K
Increased by +0.26%
Mar 31, 24
17 Nuveen Asset Management, LLC 4.04M (2.07%) 336.25K
Increased by +8.32%
Sep 30, 24
18 Wellington Management Company LLP 3.74M (1.92%) -353.95K
Decreased by -9.46%
Sep 30, 24
19 Riverbridge Partners LLC 3.45M (1.77%) 2.66M
Increased by +77.16%
Sep 30, 24
20 WCM Investment Management 3.28M (1.68%) 49.31K
Increased by +1.51%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.04M (3.10%) -59.94K
Decreased by -0.99%
Oct 31, 24
2 iShares Russell 2000 ETF 5.45M (2.79%) -11.38K
Decreased by -0.21%
Nov 27, 24
3 Neuberger Berman Genesis Inv 5.23M (2.68%) -24.73K
Decreased by -0.47%
Sep 30, 24
4 Vanguard Small Cap Index 4.91M (2.52%) 9.65K
Increased by +0.20%
Oct 31, 24
5 JPM Small Cap Equity-MA 4.72M (2.42%) -837.00K
Decreased by -17.74%
Sep 30, 24
6 JPM US Small Cap Core-Composite 4.72M (2.42%) -837.00K
Decreased by -17.74%
Sep 30, 24
7 JPMorgan Small Cap Equity A 4.72M (2.42%) -265.83K
Decreased by -5.63%
Sep 30, 24
8 Conestoga Small Cap Investors 4.14M (2.12%) -1.08M
Decreased by -26.01%
Sep 30, 24
9 American Century Small Cap Value Inv 3.55M (1.82%) -1.10M
Decreased by -30.99%
Sep 30, 24
10 American Century U.S. Small Cap Value 3.55M (1.82%) -1.10M
Decreased by -30.99%
Sep 30, 24
11 Vanguard Small Cap Value Index Inv 3.32M (1.70%) -1.15K
Decreased by -0.03%
Oct 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 2.95M (1.51%) -11.69K
Decreased by -0.40%
Oct 31, 24
14 JNL Multi-Manager Small Cap Value I 2.91M (1.49%) -15.00K
Decreased by -0.52%
Sep 30, 24
15 Allspring Special Small Cap Value A 2.24M (1.15%) 12.20K
Increased by +0.55%
Oct 31, 24
16 Conestoga Small Cap Growth 2.06M (1.06%) -26.19K
Decreased by -1.27%
Sep 30, 24
17 Fidelity Small Cap Index 2.02M (1.04%) -47.40K
Decreased by -2.35%
Aug 31, 24
18 Reinhart Genesis PMV Advisor 1.89M (0.97%) 300.00K
Increased by +15.86%
Sep 30, 24
19 Fidelity® Small Cap Index 1.89M (0.97%) 50.48K
Increased by +2.68%
Oct 31, 23
20 CREF Stock R1 1.78M (0.91%) 0.00
Increased by 0.00%
Aug 31, 24