Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTT 3.51%
2 JSML 1.88%
3 PRN 1.56%
4 SMAP 1.54%
5 DWAS 1.14%
6 SMCP 1.12%
7 JPSV 1.03%
8 FYC 0.55%
9 SQLV 0.55%
10 QSML 0.54%
11 DGRS 0.45%
12 FNY 0.45%
13 RNSC 0.35%
14 JSMD 0.33%
15 IWO 0.31%
16 PSC 0.30%
17 VTWG 0.29%
18 RFLR 0.28%
19 FYX 0.28%
20 CSML 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 1.37M (11.75%) 16.63K
Increased by +1.22%
Sep 30, 24
2 Wasatch Advisors Inc. 1.31M (11.25%) -5.77K
Decreased by -0.44%
Sep 30, 23
3 Wasatch Advisors LP 1.15M (9.89%) -50.54K
Decreased by -4.40%
Sep 30, 24
4 Vanguard Group Inc 975.01K (8.39%) 7.35K
Increased by +0.75%
Sep 30, 24
5 BlackRock Inc 958.55K (8.25%) 1.88K
Increased by +0.20%
Sep 30, 24
6 Neuberger Berman Group LLC 813.03K (7.00%) -24.16K
Decreased by -2.97%
Sep 30, 24
7 Capital Research & Mgmt Co - Division 3 634.31K (5.46%) 5.30K
Increased by +0.83%
Sep 30, 24
8 Chevy Chase Trust Holdings, Inc. 484.59K (4.17%) -7.25K
Decreased by -1.50%
Sep 30, 24
9 Allspring Global Investments Holdings, LLC 364.65K (3.14%) -7.99K
Decreased by -2.19%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 316.93K (2.73%) 2.56K
Increased by +0.81%
Sep 30, 24
11 Macquarie Group Ltd 315.13K (2.71%) -6.77K
Decreased by -2.15%
Sep 30, 24
12 Capital World Investors 313.35K (2.70%) 29.16K
Increased by +9.31%
Sep 30, 24
13 Brown Advisory Holdings Inc 310.32K (2.67%) -1.03K
Decreased by -0.33%
Sep 30, 24
14 Riverbridge Partners LLC 293.05K (2.52%) 91.35K
Increased by +31.17%
Sep 30, 24
15 State Street Corp 280.80K (2.42%) 6.41K
Increased by +2.28%
Sep 30, 24
16 Geode Capital Management, LLC 266.99K (2.30%) -29.67K
Decreased by -11.11%
Sep 30, 24
17 State Street Corporation 266.95K (2.30%) 2.19K
Increased by +0.82%
Mar 31, 24
18 Royce & Associates, LP 241.32K (2.08%) -26.64K
Decreased by -11.04%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 208.50K (1.79%) -9.48K
Decreased by -4.55%
Sep 30, 24
20 Brown Brothers Harriman & Co 192.96K (1.66%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 939.57K (8.08%) 45.00
Increased by +0.00%
Dec 31, 24
2 Neuberger Berman Genesis Inv 487.97K (4.20%) -48.53K
Decreased by -9.94%
Dec 31, 24
3 Wasatch Core Growth 440.03K (3.79%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 367.03K (3.16%) 393.00
Increased by +0.11%
Dec 31, 24
5 iShares Russell 2000 ETF 314.14K (2.70%) -1.20K
Decreased by -0.38%
Dec 31, 24
6 Macquarie US Small Cap Core Equity 303.16K (2.61%) -57.34K
Decreased by -18.92%
Dec 31, 23
7 Vanguard Small Cap Index 299.00K (2.57%) 151.04K
Increased by +50.52%
Dec 31, 24
8 Virtus KAR Small-Cap Core I 256.69K (2.21%) 0.00
Increased by 0.00%
Sep 30, 24
9 Delaware US Small Cap Core Equity (SMA) 239.30K (2.06%) -63.86K
Decreased by -26.69%
Mar 31, 24
10 Delaware Small Cap Core I 231.64K (1.99%) 0.00
Increased by 0.00%
Oct 31, 24
11 Macquarie Small Cap Core I 231.64K (1.99%) 0.00
Increased by 0.00%
Nov 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 178.67K (1.54%) 3.44K
Increased by +1.92%
Dec 31, 24
13 Vanguard Small Cap Growth Index Inv 169.69K (1.46%) 88.40K
Increased by +52.10%
Dec 31, 24
14 T. Rowe Price Integrated US SmCapGrEq 156.56K (1.35%) -6.42K
Decreased by -4.10%
Sep 30, 24
15 T. Rowe Price Integrated US Sm Gr Eq 144.96K (1.25%) -11.60K
Decreased by -8.00%
Dec 31, 24
16 Wasatch Small Cap Value 131.79K (1.13%) -27.25K
Decreased by -20.68%
Sep 30, 24
17 Fidelity Small Cap Index 119.92K (1.03%) 491.00
Increased by +0.41%
Oct 31, 24
18 Royce Small-Cap Premier Quality 118.66K (1.02%) -14.24K
Decreased by -12.00%
Sep 30, 24
19 Fidelity® Small Cap Index 112.61K (0.97%) 2.96K
Increased by +2.63%
Oct 31, 23
20 abrdn Global Smaller Companies I Acc 108.61K (0.93%) 12.53K
Increased by +11.54%
Dec 31, 23