Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.28%
2 DGRS 0.15%
3 DES 0.08%
4 GSSC 0.04%
5 EES 0.03%
6 AVSC 0.02%
7 VTWG 0.02%
8 DFAS 0.02%
9 IWO 0.02%
10 BBSC 0.02%
11 JKK 0.01%
12 ISCG 0.01%
13 VTWO 0.01%
14 IWM 0.01%
15 RYLD 0.01%
16 UWM 0.01%
17 SCHA 0.01%
18 ISCB 0.01%
19 JKJ 0.01%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 1.08M (30.66%) -19.18K
Decreased by -1.78%
Dec 31, 23
2 Neuberger Berman Group LLC 449.10K (12.77%) -5.67K
Decreased by -1.26%
Dec 31, 23
3 BlackRock Inc 401.06K (11.41%) 36.94K
Increased by +9.21%
Dec 31, 23
4 Conestoga Capital Advisors, LLC 298.06K (8.48%) 0.00
Increased by 0.00%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 255.60K (7.27%) -1.58K
Decreased by -0.62%
Dec 31, 23
6 Principle Wealth Partners LLC 192.28K (5.47%) 0.00
Increased by 0.00%
Mar 31, 24
7 Vanguard Group Inc 159.47K (4.54%) 2.75K
Increased by +1.73%
Dec 31, 23
8 Geode Capital Management, LLC 85.98K (2.45%) 5.50K
Increased by +6.39%
Dec 31, 23
9 Hunter Associates Inc. 78.68K (2.24%) -140.00
Decreased by -0.18%
Mar 31, 24
10 State Street Corporation 70.26K (2.00%) -305.00
Decreased by -0.43%
Dec 31, 23
11 Wells Fargo & Co 58.81K (1.67%) -11.23K
Decreased by -19.10%
Dec 31, 23
12 Bank of New York Mellon Corp 45.79K (1.30%) 4.93K
Increased by +10.77%
Dec 31, 23
13 Northern Trust Corp 39.62K (1.13%) 1.59K
Increased by +4.01%
Dec 31, 23
14 Renaissance Technologies Corp 26.38K (0.75%) -2.90K
Decreased by -10.99%
Dec 31, 23
15 Charles Schwab Investment Management Inc 25.53K (0.73%) 266.00
Increased by +1.04%
Dec 31, 23
16 Comerica Bank 24.86K (0.71%) -101.00
Decreased by -0.41%
Dec 31, 23
17 Royal Bank of Canada 24.59K (0.70%) 187.00
Increased by +0.76%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 23.77K (0.68%) 8.51K
Increased by +35.82%
Dec 31, 23
19 SEI Investments Co 23.35K (0.66%) 0.00
Increased by 0.00%
Dec 31, 23
20 TOWNSQUARE CAPITAL LLC 22.25K (0.63%) -972.00
Decreased by -4.37%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 790.96K (22.50%) -15.35K
Decreased by -1.94%
Dec 31, 23
2 Neuberger Berman Genesis Inv 288.77K (8.21%) -6.95K
Decreased by -2.41%
Mar 31, 24
3 Conestoga Small Cap Investors 226.75K (6.45%) 0.00
Increased by 0.00%
Mar 31, 24
4 iShares US Infrastructure ETF 172.94K (4.92%) 158.00
Increased by +0.09%
Apr 30, 24
5 DFA US Micro Cap I 92.14K (2.62%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Total Stock Mkt Idx Inv 89.52K (2.55%) 171.00
Increased by +0.19%
Mar 31, 24
7 iShares Russell 2000 ETF 74.83K (2.13%) -611.00
Decreased by -0.82%
Apr 30, 24
8 DFA US Small Cap I 72.61K (2.07%) 0.00
Increased by 0.00%
Mar 31, 24
9 Conestoga Small Cap Growth 66.99K (1.91%) 0.00
Increased by 0.00%
Mar 31, 24
10 JNL Multi-Manager Small Cap Growth A 53.27K (1.52%) -5.54K
Decreased by -10.40%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 43.70K (1.24%) 201.00
Increased by +0.46%
Mar 31, 24
12 Fidelity Small Cap Index 33.83K (0.96%) 249.00
Increased by +0.74%
Feb 29, 24
13 Fidelity® Small Cap Index 31.59K (0.90%) 414.00
Increased by +1.31%
Oct 31, 23
14 iShares Russell 2000 Growth ETF 27.61K (0.79%) -66.00
Decreased by -0.24%
Apr 30, 24
15 BrighthouseII Neuberger Bermn Genesis A 27.09K (0.77%) -236.00
Decreased by -0.87%
Mar 31, 24
16 Conestoga Small Cap Growth Cllctv A 24.84K (0.71%) 0.00
Increased by 0.00%
Mar 31, 24
17 WisdomTree US SmallCap Dividend ETF 24.49K (0.70%) 0.00
Increased by 0.00%
Apr 30, 24
18 Neuberger Berman US Sm Cap USD Instl Acc 24.31K (0.69%) 913.00
Increased by +3.76%
Jan 31, 24
19 Daiwa US Small Cap Sutainable Gr MF 23.73K (0.68%) -3.55K
Decreased by -14.96%
Aug 15, 23
20 Kayne Anderson Rudnick SC Sust Gr CIT 1 23.32K (0.66%) -272.00
Decreased by -1.17%
Apr 30, 24