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 0.03%
8 JKJ 0.03%
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 (9.94%) 29.68K
Increased by +0.15%
Dec 31, 24
2 BlackRock Inc 14.54M (7.43%) 70.37K
Increased by +0.48%
Dec 31, 24
3 Kayne Anderson Rudnick Investment Management LLC 14.15M (7.23%) -195.21K
Decreased by -1.38%
Dec 31, 24
4 JPMorgan Chase & Co 9.16M (4.68%) -8.14M
Decreased by -88.88%
Dec 31, 24
5 Burgundy Asset Management Ltd 8.88M (4.54%) 160.50K
Increased by +1.81%
Dec 31, 24
6 Jefferies Financial Group Inc 8.51M (4.35%) -1.26M
Decreased by -14.78%
Dec 31, 24
7 Neuberger Berman Group LLC 8.04M (4.11%) 130.02K
Increased by +1.62%
Dec 31, 24
8 Reinhart Mahoney Capital Management Inc 7.61M (3.89%) 130.27K
Increased by +1.71%
Dec 31, 24
9 Conestoga Capital Advisors, LLC 7.42M (3.79%) -1.12M
Decreased by -15.04%
Dec 31, 24
10 Allspring Global Investments Holdings, LLC 7.04M (3.60%) -113.92K
Decreased by -1.62%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 6.42M (3.28%) 605.05K
Increased by +9.43%
Dec 31, 24
12 Geode Capital Management, LLC 4.72M (2.41%) -28.83K
Decreased by -0.61%
Dec 31, 24
13 ClearBridge Advisors, LLC 4.63M (2.36%) -182.20K
Decreased by -3.94%
Jun 30, 24
14 State Street Corp 4.38M (2.24%) 127.21K
Increased by +2.91%
Dec 31, 24
15 State Street Corporation 4.18M (2.14%) 10.94K
Increased by +0.26%
Mar 31, 24
16 Nuveen Asset Management, LLC 3.96M (2.02%) -82.37K
Decreased by -2.08%
Dec 31, 24
17 Wellington Management Company LLP 3.74M (1.91%) -353.95K
Decreased by -9.46%
Sep 30, 24
18 American Century Companies Inc 3.60M (1.84%) -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 6.19M (3.17%) 7.79K
Increased by +0.13%
Feb 28, 25
2 Neuberger Berman Genesis Inv 5.23M (2.67%) 0.00
Increased by 0.00%
Dec 31, 24
3 Conestoga Small Cap Investors 5.22M (2.67%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 5.15M (2.63%) -44.66K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 5.02M (2.57%) 4.13K
Increased by +0.08%
Feb 28, 25
6 JPMorgan Small Cap Equity A 4.82M (2.46%) 0.00
Increased by 0.00%
Feb 28, 25
7 JPM Small Cap Equity-MA 4.77M (2.44%) 54.52K
Increased by +1.14%
Dec 31, 24
8 JPM US Small Cap Core-Composite 4.77M (2.44%) 54.52K
Increased by +1.14%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 3.30M (1.69%) -14.63K
Decreased by -0.44%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.97M (1.52%) 4.64K
Increased by +0.16%
Feb 28, 25
11 Virtus KAR Small-Cap Value I 2.93M (1.50%) -70.00K
Decreased by -2.39%
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%
Feb 28, 25
16 Conestoga Small Cap Growth 2.07M (1.06%) 7.86K
Increased by +0.38%
Dec 31, 24
17 CREF Stock R1 2.02M (1.03%) 91.46K
Increased by +4.53%
Jan 31, 25
18 Fidelity Small Cap Index 1.94M (0.99%) -36.37K
Decreased by -1.87%
Jan 31, 25
19 Fidelity® Small Cap Index 1.89M (0.96%) 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