Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 YUMY 1.60%
2 PSCI 1.45%
3 BOTZ 1.35%
4 ROBO 1.34%
5 BECO 1.34%
6 FNK 0.73%
7 ROBT 0.70%
8 FYT 0.58%
9 SDD 0.47%
10 SBB 0.47%
11 ESIX 0.36%
12 FNX 0.36%
13 DGRS 0.33%
14 SMLE 0.33%
15 VIOG 0.33%
16 ETHO 0.32%
17 IJT 0.30%
18 SLYG 0.30%
19 QVMS 0.29%
20 FYX 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.18M (16.53%) 64.07K
Increased by +1.24%
Dec 31, 23
2 Vanguard Group Inc 3.49M (11.14%) -7.55K
Decreased by -0.22%
Dec 31, 23
3 T. Rowe Price Investment Management,Inc. 1.56M (4.97%) 144.87K
Increased by +9.30%
Dec 31, 23
4 Champlain Investment Partners, LLC 1.43M (4.57%) -85.13K
Decreased by -5.94%
Dec 31, 23
5 State Street Corporation 1.21M (3.86%) -747.00
Decreased by -0.06%
Dec 31, 23
6 Victory Capital Management Inc. 1.19M (3.81%) 315.96K
Increased by +26.46%
Mar 31, 24
7 Conestoga Capital Advisors, LLC 926.55K (2.95%) 6.27K
Increased by +0.68%
Mar 31, 24
8 Kayne Anderson Rudnick Investment Management LLC 816.38K (2.60%) -24.79K
Decreased by -3.04%
Dec 31, 23
9 Wellington Management Company LLP 757.57K (2.42%) 35.66K
Increased by +4.71%
Dec 31, 23
10 Turtle Creek Asset Management Inc. 748.17K (2.39%) 76.88K
Increased by +10.28%
Sep 30, 23
11 Royce & Associates, LP 732.58K (2.34%) -3.67K
Decreased by -0.50%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 728.65K (2.32%) 40.37K
Increased by +5.54%
Dec 31, 23
13 Geode Capital Management, LLC 666.78K (2.13%) 31.04K
Increased by +4.66%
Dec 31, 23
14 JPMorgan Chase & Co 599.62K (1.91%) 16.17K
Increased by +2.70%
Dec 31, 23
15 P2 Capital Partners, LLC 556.44K (1.77%) 156.24K
Increased by +28.08%
Dec 31, 23
16 Brown Advisory Holdings Inc 549.92K (1.75%) -87.49K
Decreased by -15.91%
Mar 31, 24
17 BAMCO Inc 525.00K (1.67%) 0.00
Increased by 0.00%
Dec 31, 23
18 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 520.05K (1.66%) -132.44K
Decreased by -25.47%
Sep 30, 23
19 Royal Bank of Canada 462.70K (1.48%) 2.23K
Increased by +0.48%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 436.85K (1.39%) 100.10K
Increased by +22.91%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.15M (6.84%) 835.00
Increased by +0.04%
Apr 30, 24
2 Champlain Small Company Fund, LLC 1.16M (3.70%) -910.00
Decreased by -0.08%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.00M (3.20%) 4.34K
Increased by +0.43%
Mar 31, 24
4 Victory Small Cap Value CIT (Net 75) 865.00K (2.76%) 225.00K
Increased by +26.01%
Mar 31, 24
5 Victory Sycamore Small Company Opp R 865.00K (2.76%) 225.00K
Increased by +26.01%
Mar 31, 24
6 Vanguard Small Cap Index 812.15K (2.59%) -8.53K
Decreased by -1.05%
Mar 31, 24
7 iShares Russell 2000 ETF 737.78K (2.35%) -5.88K
Decreased by -0.80%
Apr 30, 24
8 Baron Opp. Small Cap Growth Strategy 650.00K (2.07%) 125.00K
Increased by +19.23%
Mar 31, 24
9 Baron Small Cap Retail 650.00K (2.07%) 125.00K
Increased by +19.23%
Mar 31, 24
10 Champlain Small Company Adv 585.00K (1.87%) -50.00K
Decreased by -8.55%
Dec 31, 23
11 Conestoga Small Cap Investors 567.18K (1.81%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 475.72K (1.52%) 5.95K
Increased by +1.25%
Mar 31, 24
13 Vanguard Small Cap Growth Index Inv 459.70K (1.47%) -1.10K
Decreased by -0.24%
Mar 31, 24
14 T. Rowe Price Small-Cap Stock 418.56K (1.33%) -600.00
Decreased by -0.14%
Mar 31, 24
15 T. Rowe Price US Small-Cap Core Equity 418.56K (1.33%) -600.00
Decreased by -0.14%
Mar 31, 24
16 Global X Robotics & Artfcl Intllgnc ETF 398.90K (1.27%) 0.00
Increased by 0.00%
Apr 30, 24
17 Old Westbury Small & Mid Cap Strategies 350.00K (1.12%) 15.00K
Increased by +4.29%
Jan 31, 24
18 Fidelity Small Cap Index 325.07K (1.04%) 3.47K
Increased by +1.07%
Feb 29, 24
19 Fidelity® Small Cap Index 308.62K (0.98%) 10.23K
Increased by +3.32%
Oct 31, 23
20 Royce Premier Invmt 306.08K (0.98%) 2.00
Increased by +0.00%
Mar 31, 24