Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.17%
2 BAD 2.57%
3 PSCC 1.48%
4 ACT_old 1.00%
5 NSCS 0.65%
6 EATV 0.65%
7 SSLY 0.39%
8 EQWS 0.34%
9 MMSC 0.29%
10 SIXL 0.28%
11 JSML 0.22%
12 CSML 0.20%
13 SLY 0.17%
14 EES 0.16%
15 QSML 0.14%
16 FYT 0.13%
17 JPSE 0.11%
18 DES 0.10%
19 FYC 0.10%
20 VIOG 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.35M (16.63%) -321.13K
Decreased by -13.68%
Jun 30, 24
2 Champlain Investment Partners, LLC 1.55M (10.95%) -82.33K
Decreased by -5.33%
Sep 30, 24
3 Vanguard Group Inc 1.12M (7.93%) -26.76K
Decreased by -2.39%
Sep 30, 24
4 FMR Inc 1.10M (7.82%) 137.29K
Increased by +12.45%
Sep 30, 24
5 Stephens Inv Mgmt Group LLC 888.85K (6.30%) 13.59K
Increased by +1.53%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 857.14K (6.07%) 66.80K
Increased by +7.79%
Sep 30, 24
7 State Street Corp 717.67K (5.09%) 131.54K
Increased by +18.33%
Sep 30, 24
8 SouthernSun Asset Management, LLC 658.32K (4.67%) -58.14K
Decreased by -8.83%
Sep 30, 24
9 State Street Corporation 599.78K (4.25%) 11.80K
Increased by +1.97%
Mar 31, 24
10 Ariel Investments, LLC 509.44K (3.61%) -6.35K
Decreased by -1.25%
Sep 30, 24
11 Massachusetts Financial Services Company 495.62K (3.51%) 199.55K
Increased by +40.26%
Sep 30, 24
12 Congress Asset Management Company, LLP 490.55K (3.48%) 76.83K
Increased by +15.66%
Sep 30, 24
13 Bank of America Corp 378.68K (2.68%) 94.94K
Increased by +25.07%
Sep 30, 24
14 Clark Capital Management Group Inc 351.28K (2.49%) 102.20K
Increased by +29.09%
Sep 30, 24
15 Geode Capital Management, LLC 344.14K (2.44%) -8.56K
Decreased by -2.49%
Sep 30, 24
16 Zeliff Wallace Jackson Invst Counsel Inc 293.58K (2.08%) 7.04K
Increased by +2.40%
Sep 30, 24
17 Driehaus Capital Management LLC 288.76K (2.05%) 100.67K
Increased by +34.86%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 283.11K (2.01%) -255.84K
Decreased by -90.37%
Sep 30, 24
19 Macquarie Group Ltd 257.55K (1.83%) 60.81K
Increased by +23.61%
Sep 30, 24
20 Nuveen Asset Management, LLC 256.20K (1.82%) -21.14K
Decreased by -8.25%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 909.38K (6.44%) 0.00
Increased by 0.00%
Nov 30, 24
2 Champlain Small Company Fund, LLC 879.26K (6.23%) -9.28K
Decreased by -1.05%
Nov 30, 24
3 Fidelity Small Cap Value Fund 695.00K (4.92%) 0.00
Increased by 0.00%
Sep 30, 24
4 Champlain Small Company Adv 575.00K (4.07%) -80.00K
Decreased by -13.91%
Sep 30, 24
5 Stephens SMID Select Growth 564.03K (4.00%) 7.37K
Increased by +1.31%
Dec 31, 23
6 SouthernSun Small Cap 506.43K (3.59%) -59.42K
Decreased by -11.73%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 448.69K (3.18%) 673.00
Increased by +0.15%
Oct 31, 24
8 Vanguard Explorer Inv 441.93K (3.13%) -229.00
Decreased by -0.05%
Dec 31, 23
9 MFS New Discovery Value I 437.46K (3.10%) 218.09K
Increased by +49.85%
Oct 31, 24
10 Old Westbury Small & Mid Cap Strategies 395.00K (2.80%) 70.00K
Increased by +17.72%
Jul 31, 24
11 iShares Russell 2000 ETF 392.56K (2.78%) 0.00
Increased by 0.00%
Nov 30, 24
12 Stephens Small Cap Growth 313.73K (2.22%) 8.23K
Increased by +2.62%
Dec 31, 23
13 Congress Small Cap Growth Institutional 310.00K (2.20%) 20.00K
Increased by +6.45%
Sep 30, 24
14 Clark Navigator All Cap Core U.S. Equity 306.97K (2.18%) 1.66K
Increased by +0.54%
Sep 30, 24
15 Congress Asset Mgt Small Cap Growth 290.00K (2.06%) 289.48K
Increased by +99.82%
Jun 30, 24
16 SouthernSun Small Cap, N 249.97K (1.77%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 215.78K (1.53%) -625.00
Decreased by -0.29%
Oct 31, 24
18 American Century Small Cap Growth Inv 214.97K (1.52%) 0.00
Increased by 0.00%
Sep 30, 24
19 American Century U.S. Small Cap Growth 214.97K (1.52%) 0.00
Increased by 0.00%
Sep 30, 24
20 MFS New Discovery I 201.04K (1.42%) 74.08K
Increased by +36.85%
Oct 31, 24