Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 1.05%
2 DVP 0.99%
3 DEEP 0.99%
4 SQLV 0.20%
5 DGRS 0.11%
6 EBIT 0.06%
7 DES 0.05%
8 GSSC 0.03%
9 AVSC 0.02%
10 EES 0.02%
11 BBSC 0.01%
12 IWO 0.01%
13 DFAS 0.01%
14 RTLA 0.01%
15 VTWG 0.01%
16 VTWO 0.01%
17 ISCG 0.01%
18 JKK 0.01%
19 RSSL 0.01%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 977.11K (27.79%) -72.14K
Decreased by -7.38%
Jun 30, 24
2 Neuberger Berman Group LLC 428.77K (12.20%) -10.08K
Decreased by -2.35%
Jun 30, 24
3 Vanguard Group Inc 295.45K (8.40%) 1.11K
Increased by +0.38%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 240.30K (6.83%) -11.79K
Decreased by -4.91%
Sep 30, 24
5 BlackRock Inc 219.94K (6.26%) -165.78K
Decreased by -75.38%
Jun 30, 24
6 Principle Wealth Partners LLC 192.28K (5.47%) 0.00
Increased by 0.00%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 98.26K (2.79%) 68.04K
Increased by +69.25%
Jun 30, 24
8 Geode Capital Management, LLC 87.00K (2.47%) -2.04K
Decreased by -2.35%
Jun 30, 24
9 Hunter Associates Inc. 78.68K (2.24%) 0.00
Increased by 0.00%
Sep 30, 24
10 State Street Corp 71.76K (2.04%) 445.00
Increased by +0.62%
Jun 30, 24
11 State Street Corporation 71.32K (2.03%) 1.06K
Increased by +1.48%
Mar 31, 24
12 Wells Fargo & Co 68.62K (1.95%) -930.00
Decreased by -1.36%
Jun 30, 24
13 Renaissance Technologies Corp 52.28K (1.49%) 14.59K
Increased by +27.90%
Sep 30, 24
14 Bank of New York Mellon Corp 45.07K (1.28%) -473.00
Decreased by -1.05%
Jun 30, 24
15 Conestoga Capital Advisors, LLC 41.70K (1.19%) -256.36K
Decreased by -614.76%
Jun 30, 24
16 Millennium Management LLC 40.76K (1.16%) 40.76K
Increased by +100.00%
Jun 30, 24
17 Northern Trust Corp 36.03K (1.02%) 2.35K
Increased by +6.51%
Sep 30, 24
18 Citadel Advisors Llc 35.23K (1.00%) 17.30K
Increased by +49.12%
Jun 30, 24
19 Goldman Sachs Group Inc 31.73K (0.90%) 24.05K
Increased by +75.80%
Jun 30, 24
20 Envestnet Asset Management Inc 29.13K (0.83%) 29.13K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 719.07K (20.45%) -55.19K
Decreased by -7.67%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 217.42K (6.18%) 0.00
Increased by 0.00%
Oct 31, 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%
Sep 30, 24
6 iShares Russell 2000 ETF 72.01K (2.05%) -168.00
Decreased by -0.23%
Oct 31, 24
7 Conestoga Small Cap Growth 66.99K (1.91%) 0.00
Increased by 0.00%
Mar 31, 24
8 JNL Multi-Manager Small Cap Growth A 48.14K (1.37%) 1.73K
Increased by +3.59%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 43.89K (1.25%) 0.00
Increased by 0.00%
Sep 30, 24
10 DFA US Small Cap I 43.55K (1.24%) -823.00
Decreased by -1.89%
Sep 30, 24
11 Fidelity Small Cap Index 36.45K (1.04%) -447.00
Decreased by -1.23%
Aug 31, 24
12 Fidelity® Small Cap Index 31.59K (0.90%) 414.00
Increased by +1.31%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 30.17K (0.86%) 0.00
Increased by 0.00%
Oct 31, 24
14 Conestoga Small Cap Investors 29.64K (0.84%) -197.11K
Decreased by -665.03%
Jun 30, 24
15 KAR Small Cap Growth CIT C1 29.05K (0.83%) 6.89K
Increased by +23.71%
Sep 30, 24
16 BrighthouseII Neuberger Bermn Genesis A 26.26K (0.75%) -835.00
Decreased by -3.18%
Jun 30, 24
17 Conestoga Small Cap Growth Cllctv A 24.84K (0.71%) 0.00
Increased by 0.00%
May 31, 24
18 Daiwa US Small Cap Sutainable Gr MF 23.73K (0.68%) -3.55K
Decreased by -14.96%
Aug 15, 23
19 Kayne Anderson Rudnick SC Sust Gr CIT 1 23.32K (0.66%) -272.00
Decreased by -1.17%
Apr 30, 24
20 WisdomTree US SmallCap Dividend ETF 22.27K (0.63%) 0.00
Increased by 0.00%
Oct 31, 24