Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FSGS 2.93%
2 RNSC 2.93%
3 SAWS 1.99%
4 JSML 1.88%
5 XHE 1.58%
6 CAFG 1.37%
7 SIXS 1.29%
8 PSCH 1.18%
9 PTH 0.99%
10 SMCP 0.88%
11 LIVR 0.84%
12 ROSC 0.62%
13 SEIS 0.51%
14 SIXL 0.50%
15 OASC 0.46%
16 FYC 0.46%
17 SQLV 0.44%
18 IWC 0.42%
19 DWAS 0.40%
20 USVM 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.48M (16.96%) 123.03K
Increased by +3.54%
Jun 30, 24
2 Conestoga Capital Advisors, LLC 1.98M (9.65%) 36.85K
Increased by +1.86%
Sep 30, 24
3 Vanguard Group Inc 1.58M (7.70%) 21.80K
Increased by +1.38%
Sep 30, 24
4 Copeland Capital Management, LLC 1.16M (5.67%) 11.32K
Increased by +0.97%
Sep 30, 24
5 Geneva Capital Management 877.85K (4.28%) -1.68K
Decreased by -0.19%
Sep 30, 24
6 State Street Corp 822.09K (4.01%) 28.52K
Increased by +3.47%
Sep 30, 24
7 State Street Corporation 793.13K (3.87%) -3.55K
Decreased by -0.45%
Mar 31, 24
8 Congress Asset Management Company, LLP 709.32K (3.46%) 18.30K
Increased by +2.58%
Sep 30, 24
9 Ranger Investment Management LP 685.46K (3.34%) -128.46K
Decreased by -18.74%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 575.66K (2.81%) -65.55K
Decreased by -11.39%
Sep 30, 24
11 Geode Capital Management, LLC 542.52K (2.65%) 23.44K
Increased by +4.32%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 371.99K (1.81%) -267.83K
Decreased by -72.00%
Sep 30, 24
13 Northern Trust Corp 311.97K (1.52%) 7.27K
Increased by +2.33%
Sep 30, 24
14 Acadian Asset Management LLC 290.98K (1.42%) 13.43K
Increased by +4.62%
Sep 30, 24
15 T. Rowe Price Associates, Inc. 283.10K (1.38%) 3.82K
Increased by +1.35%
Sep 30, 24
16 Driehaus Capital Management LLC 266.21K (1.30%) 1.99K
Increased by +0.75%
Sep 30, 24
17 Rice Hall James & Associates, LLC 261.31K (1.27%) 35.38K
Increased by +13.54%
Sep 30, 24
18 DF Dent & Co Inc 258.77K (1.26%) 53.80K
Increased by +20.79%
Sep 30, 24
19 Cramer Rosenthal McGlynn LLC 249.03K (1.21%) -21.21K
Decreased by -8.52%
Jun 30, 24
20 Envestnet Asset Management Inc 242.54K (1.18%) 26.70K
Increased by +11.01%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 1.42M (6.93%) 0.00
Increased by 0.00%
Oct 31, 24
2 iShares Core S&P Small-Cap ETF 1.32M (6.45%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 621.17K (3.03%) -4.92K
Decreased by -0.79%
Oct 31, 24
4 iShares Russell 2000 ETF 566.54K (2.76%) 0.00
Increased by 0.00%
Nov 30, 24
5 Conestoga Small Cap Growth 544.27K (2.65%) -3.52K
Decreased by -0.65%
Sep 30, 24
6 Ranger Small Cap 502.05K (2.45%) -106.88K
Decreased by -21.29%
Sep 30, 24
7 Congress Asset Mgt Small Cap Growth 400.00K (1.95%) 399.08K
Increased by +99.77%
Jun 30, 24
8 Congress Small Cap Growth Institutional 400.00K (1.95%) 0.00
Increased by 0.00%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 308.96K (1.51%) -2.13K
Decreased by -0.69%
Oct 31, 24
10 Nationwide Geneva Small Cap Gr Instl Svc 294.45K (1.44%) 0.00
Increased by 0.00%
Oct 31, 24
11 T. Rowe Price Integrated US Sm Gr Eq 211.10K (1.03%) 0.00
Increased by 0.00%
Oct 31, 24
12 T. Rowe Price Integrated US SmCapGrEq 211.10K (1.03%) -704.00
Decreased by -0.33%
Sep 30, 24
13 Fidelity Small Cap Index 207.08K (1.01%) -897.00
Decreased by -0.43%
Sep 30, 24
14 iShares S&P Small-Cap 600 Growth ETF 200.89K (0.98%) 0.00
Increased by 0.00%
Nov 30, 24
15 BlackRock Advantage Small Cap Core Instl 199.11K (0.97%) 60.64K
Increased by +30.46%
Oct 31, 24
16 Fidelity® Small Cap Index 190.36K (0.93%) 5.16K
Increased by +2.71%
Oct 31, 23
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 186.65K (0.91%) 170.00
Increased by +0.09%
Nov 29, 24
18 iShares Russell 2000 Growth ETF 183.64K (0.90%) 0.00
Increased by 0.00%
Nov 30, 24
19 Ranger Micro Cap 183.30K (0.89%) -19.36K
Decreased by -10.56%
Sep 30, 24
20 SPDR® Portfolio S&P 600 Sm Cap ETF 177.27K (0.86%) 180.00
Increased by +0.10%
Mar 28, 24