Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.17%
2 BAD 2.57%
3 PSCC 1.72%
4 ACT_old 1.00%
5 EATV 0.74%
6 NSCS 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 FYT 0.14%
15 QSML 0.14%
16 JPSE 0.11%
17 RNSC 0.11%
18 FYX 0.11%
19 FYC 0.10%
20 DGRS 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 SouthernSun Asset Management, LLC 658.32K (4.67%) -58.14K
Decreased by -8.83%
Sep 30, 24
8 State Street Corporation 599.78K (4.25%) 11.80K
Increased by +1.97%
Mar 31, 24
9 State Street Corp 586.13K (4.15%) -13.65K
Decreased by -2.33%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 538.95K (3.82%) -45.60K
Decreased by -8.46%
Jun 30, 24
11 Ariel Investments, LLC 515.80K (3.66%) 248.08K
Increased by +48.10%
Jun 30, 24
12 Massachusetts Financial Services Company 495.62K (3.51%) 199.55K
Increased by +40.26%
Sep 30, 24
13 Congress Asset Management Company, LLP 490.55K (3.48%) 76.83K
Increased by +15.66%
Sep 30, 24
14 Geode Capital Management, LLC 352.71K (2.50%) -7.53K
Decreased by -2.13%
Jun 30, 24
15 Zeliff Wallace Jackson Invst Counsel Inc 293.58K (2.08%) 7.04K
Increased by +2.40%
Sep 30, 24
16 Driehaus Capital Management LLC 288.76K (2.05%) 100.67K
Increased by +34.86%
Sep 30, 23
17 Bank of America Corp 283.74K (2.01%) 47.52K
Increased by +16.75%
Jun 30, 24
18 Nuveen Asset Management, LLC 256.20K (1.82%) -21.14K
Decreased by -8.25%
Sep 30, 23
19 American Century Companies Inc 254.56K (1.80%) 7.90K
Increased by +3.10%
Sep 30, 24
20 Clark Capital Management Group Inc 249.07K (1.76%) -15.08K
Decreased by -6.06%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 897.07K (6.36%) 936.00
Increased by +0.10%
Oct 31, 24
2 Champlain Small Company Fund, LLC 888.53K (6.30%) -217.16K
Decreased by -24.44%
Oct 31, 24
3 Fidelity Small Cap Value Fund 695.00K (4.92%) 0.00
Increased by 0.00%
Aug 31, 24
4 Champlain Small Company Adv 655.00K (4.64%) 90.00K
Increased by +13.74%
Jun 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 Old Westbury Small & Mid Cap Strategies 395.00K (2.80%) 70.00K
Increased by +17.72%
Jul 31, 24
10 iShares Russell 2000 ETF 362.00K (2.57%) -812.00
Decreased by -0.22%
Oct 31, 24
11 Stephens Small Cap Growth 313.73K (2.22%) 8.23K
Increased by +2.62%
Dec 31, 23
12 Congress Small Cap Growth Institutional 310.00K (2.20%) 20.00K
Increased by +6.45%
Sep 30, 24
13 Clark Navigator All Cap Core U.S. Equity 306.97K (2.18%) 1.66K
Increased by +0.54%
Sep 30, 24
14 Congress Asset Mgt Small Cap Growth 290.00K (2.06%) 289.48K
Increased by +99.82%
Jun 30, 24
15 SouthernSun Small Cap, N 249.97K (1.77%) 0.00
Increased by 0.00%
Sep 30, 24
16 MFS New Discovery Value I 219.37K (1.55%) -2.49K
Decreased by -1.13%
Sep 30, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 216.40K (1.53%) -28.25K
Decreased by -13.06%
Sep 30, 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 Delaware Ivy Small Cap Growth C 175.82K (1.25%) 0.00
Increased by 0.00%
Sep 30, 24