Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 0.89%
2 DEEP 0.89%
3 DVP 0.87%
4 SQLV 0.18%
5 DES 0.11%
6 DGRS 0.10%
7 EBIT 0.05%
8 GSSC 0.02%
9 AVSC 0.02%
10 EES 0.02%
11 BBSC 0.01%
12 DFAS 0.01%
13 IWO 0.01%
14 RTLA 0.01%
15 VTWG 0.01%
16 VTWO 0.01%
17 JKK 0.01%
18 ISCG 0.01%
19 RSSL 0.01%
20 ONEQ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 1.05M (29.89%) 73.66K
Increased by +7.01%
Sep 30, 24
2 Vanguard Group Inc 295.45K (8.40%) 1.11K
Increased by +0.38%
Sep 30, 24
3 BlackRock Inc 264.64K (7.53%) 44.70K
Increased by +16.89%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 240.30K (6.83%) -11.79K
Decreased by -4.91%
Sep 30, 24
5 Neuberger Berman Group LLC 199.81K (5.68%) -228.96K
Decreased by -114.59%
Sep 30, 24
6 Principle Wealth Partners LLC 192.28K (5.47%) 0.00
Increased by 0.00%
Sep 30, 24
7 Geode Capital Management, LLC 89.36K (2.54%) 2.36K
Increased by +2.64%
Sep 30, 24
8 Hunter Associates Inc. 78.68K (2.24%) 0.00
Increased by 0.00%
Sep 30, 24
9 State Street Corp 74.20K (2.11%) 2.43K
Increased by +3.28%
Sep 30, 24
10 State Street Corporation 71.32K (2.03%) 1.06K
Increased by +1.48%
Mar 31, 24
11 Millennium Management LLC 67.26K (1.91%) 26.50K
Increased by +39.39%
Sep 30, 24
12 Wells Fargo & Co 65.97K (1.88%) -2.65K
Decreased by -4.01%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 56.34K (1.60%) -41.92K
Decreased by -74.40%
Sep 30, 24
14 Renaissance Technologies Corp 52.28K (1.49%) 14.59K
Increased by +27.90%
Sep 30, 24
15 Goldman Sachs Group Inc 45.45K (1.29%) 13.72K
Increased by +30.19%
Sep 30, 24
16 Bank of New York Mellon Corp 44.22K (1.26%) -850.00
Decreased by -1.92%
Sep 30, 24
17 Conestoga Capital Advisors, LLC 41.70K (1.19%) -256.36K
Decreased by -614.76%
Jun 30, 24
18 Northern Trust Corp 36.03K (1.02%) 2.35K
Increased by +6.51%
Sep 30, 24
19 Citadel Advisors Llc 35.23K (1.00%) 17.30K
Increased by +49.12%
Jun 30, 24
20 Nuveen Asset Management, LLC 29.23K (0.83%) 19.70K
Increased by +67.41%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 759.83K (21.61%) 40.76K
Increased by +5.36%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 217.42K (6.18%) 0.00
Increased by 0.00%
Nov 30, 24
3 iShares US Infrastructure ETF 172.94K (4.92%) 158.00
Increased by +0.09%
Apr 30, 24
4 Neuberger Berman Genesis Inv 124.67K (3.55%) -154.39K
Decreased by -123.85%
Sep 30, 24
5 DFA US Micro Cap I 92.14K (2.62%) 0.00
Increased by 0.00%
Nov 30, 24
6 iShares Russell 2000 ETF 75.39K (2.14%) -300.00
Decreased by -0.40%
Dec 31, 24
7 Conestoga Small Cap Growth 66.99K (1.91%) 0.00
Increased by 0.00%
Mar 31, 24
8 WisdomTree US SmallCap Dividend ETF 49.83K (1.42%) 0.00
Increased by 0.00%
Dec 31, 24
9 JNL Multi-Manager Small Cap Growth A 48.14K (1.37%) 1.73K
Increased by +3.59%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 43.89K (1.25%) 0.00
Increased by 0.00%
Nov 30, 24
11 DFA US Small Cap I 42.21K (1.20%) 0.00
Increased by 0.00%
Nov 30, 24
12 Fidelity Small Cap Index 35.96K (1.02%) -26.00
Decreased by -0.07%
Oct 31, 24
13 iShares Russell 2000 Growth ETF 34.24K (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
14 Fidelity® Small Cap Index 31.59K (0.90%) 414.00
Increased by +1.31%
Oct 31, 23
15 KAR Small Cap Growth CIT C1 31.10K (0.88%) 0.00
Increased by 0.00%
Nov 30, 24
16 Conestoga Small Cap Investors 29.64K (0.84%) -197.11K
Decreased by -665.03%
Jun 30, 24
17 BrighthouseII Neuberger Bermn Genesis A 26.26K (0.75%) -835.00
Decreased by -3.18%
Jun 30, 24
18 Conestoga Small Cap Growth Cllctv A 24.84K (0.71%) 0.00
Increased by 0.00%
May 31, 24
19 Daiwa US Small Cap Sutainable Gr MF 23.73K (0.68%) -3.55K
Decreased by -14.96%
Aug 15, 23
20 Dimensional US Small Cap ETF 23.47K (0.67%) 0.00
Increased by 0.00%
Dec 31, 24