Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROGS 0.05%
2 IHF 0.04%
3 SMLF 0.03%
4 IWO 0.02%
5 ISCG 0.01%
6 JKK 0.01%
7 IWM 0.01%
8 ISCB 0.01%
9 JKJ 0.01%
10 ITOT 0.00%
11 IWV 0.00%
12 SPEU 0.00%
13 FEU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 3.06M (20.81%) 14.27K
Increased by +0.47%
Sep 30, 24
2 BlackRock Inc 1.16M (7.92%) 80.34K
Increased by +6.90%
Sep 30, 24
3 Vanguard Group Inc 986.37K (6.71%) 21.27K
Increased by +2.16%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 918.76K (6.25%) -906.65K
Decreased by -98.68%
Sep 30, 24
5 Conestoga Capital Advisors, LLC 784.66K (5.34%) 3.85K
Increased by +0.49%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 590.80K (4.02%) -23.70K
Decreased by -4.01%
Sep 30, 24
7 Geode Capital Management, LLC 420.73K (2.86%) 13.04K
Increased by +3.10%
Sep 30, 24
8 Renaissance Technologies Corp 379.88K (2.58%) -53.00K
Decreased by -13.95%
Sep 30, 24
9 State Street Corp 363.44K (2.47%) 14.14K
Increased by +3.89%
Sep 30, 24
10 QV Investors Inc 354.36K (2.41%) 15.37K
Increased by +4.34%
Dec 31, 24
11 State Street Corporation 354.35K (2.41%) 11.87K
Increased by +3.35%
Mar 31, 24
12 Northern Trust Corp 285.90K (1.94%) -14.96K
Decreased by -5.23%
Sep 30, 24
13 Amvescap Plc. 280.58K (1.91%) -86.03K
Decreased by -30.66%
Jun 30, 24
14 Touchstone Capital, Inc. 251.63K (1.71%) -16.74K
Decreased by -6.65%
Dec 31, 23
15 Millennium Management LLC 231.60K (1.58%) 16.74K
Increased by +7.23%
Sep 30, 24
16 Wells Fargo & Co 171.84K (1.17%) -7.24K
Decreased by -4.21%
Sep 30, 24
17 StonePine Asset Management Inc. 170.00K (1.16%) 16.90K
Increased by +9.94%
Mar 31, 24
18 Hotchkis & Wiley Capital Management LLC 138.15K (0.94%) 138.15K
Increased by +100.00%
Sep 30, 24
19 Citadel Advisors Llc 132.44K (0.90%) 132.44K
Increased by +100.00%
Jun 30, 24
20 Northwest & Ethical Investments L.P. 129.20K (0.88%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 2.01M (13.66%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 589.02K (4.01%) 0.00
Increased by 0.00%
Dec 31, 24
3 Conestoga Small Cap Investors 565.60K (3.85%) 0.00
Increased by 0.00%
May 31, 24
4 Virtus GF US Small Cap Focus I USD Acc 423.49K (2.88%) 37.25K
Increased by +8.80%
Sep 30, 24
5 iShares Russell 2000 ETF 400.49K (2.72%) -61.00
Decreased by -0.02%
Jan 29, 25
6 Invesco Global Multi Cap Growth 251.69K (1.71%) -92.30K
Decreased by -36.67%
Jun 30, 24
7 Invesco Global Opportunities A 251.69K (1.71%) -177.12K
Decreased by -70.37%
Jun 30, 24
8 DFA US Micro Cap I 222.62K (1.51%) 0.00
Increased by 0.00%
Nov 30, 24
9 Conestoga Small Cap Growth 213.90K (1.46%) -2.37K
Decreased by -1.11%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 209.62K (1.43%) -34.69K
Decreased by -16.55%
Dec 31, 24
11 IA Clarington Canadian Small Cap A 187.52K (1.28%) 0.00
Increased by 0.00%
Nov 30, 24
12 NBI Global Small Cap GP 170.00K (1.16%) 0.00
Increased by 0.00%
Apr 30, 24
13 Fidelity Small Cap Index 155.15K (1.06%) 0.00
Increased by 0.00%
Nov 30, 24
14 Fidelity® Small Cap Index 139.29K (0.95%) 3.95K
Increased by +2.84%
Oct 31, 23
15 iShares Russell 2000 Growth ETF 133.66K (0.91%) 0.00
Increased by 0.00%
Jan 29, 25
16 NEI Canadian Small Cap Equity RS A 129.20K (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
17 Eagle Small Cap Core Inst'l 124.84K (0.85%) 46.59K
Increased by +37.32%
Jun 30, 24
18 WisdomTree US SmallCap Dividend ETF 113.25K (0.77%) 0.00
Increased by 0.00%
Jan 30, 25
19 ODIN USA A NOK 107.43K (0.73%) -74.68K
Decreased by -69.51%
Nov 30, 24
20 DFA US Small Cap I 102.25K (0.70%) 0.00
Increased by 0.00%
Nov 30, 24