Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGD 2.83%
2 ROBT 1.89%
3 XSW 0.76%
4 BOTZ 0.49%
5 XITK 0.48%
6 MMSC 0.35%
7 ISMD 0.25%
8 JRNY 0.24%
9 CSML 0.23%
10 FESM 0.20%
11 TXSS 0.16%
12 CLDL 0.14%
13 FYC 0.09%
14 GSSC 0.09%
15 IWO 0.08%
16 VTWG 0.07%
17 BBSC 0.06%
18 TXS 0.06%
19 FYX 0.05%
20 ISCG 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.50M (13.80%) 553.94K
Increased by +10.08%
Sep 30, 24
2 BlackRock Inc 3.83M (9.62%) 126.97K
Increased by +3.31%
Jun 30, 24
3 Conestoga Capital Advisors, LLC 3.26M (8.19%) -7.75K
Decreased by -0.24%
Jun 30, 24
4 RGM Capital LLC 3.03M (7.60%) 50.00K
Increased by +1.65%
Sep 30, 24
5 FMR Inc 2.87M (7.21%) -985.20K
Decreased by -34.29%
Jun 30, 24
6 Fred Alger Management, LLC 2.52M (6.33%) -396.61K
Decreased by -15.72%
Sep 30, 24
7 Brown Advisory Holdings Inc 2.46M (6.18%) -119.22K
Decreased by -4.84%
Sep 30, 24
8 Rockefeller Capital Management L.P. 1.73M (4.34%) 39.85K
Increased by +2.31%
Sep 30, 24
9 Stephens Inv Mgmt Group LLC 1.18M (2.97%) -87.46K
Decreased by -7.39%
Sep 30, 24
10 State Street Corp 1.17M (2.93%) 33.18K
Increased by +2.84%
Sep 30, 24
11 Tensile Capital Management LLC 1.16M (2.92%) 915.99K
Increased by +78.88%
Sep 30, 24
12 State Street Corporation 1.09M (2.73%) 33.73K
Increased by +3.10%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 1.09M (2.73%) -411.83K
Decreased by -37.93%
Sep 30, 24
14 Geode Capital Management, LLC 998.85K (2.51%) 2.40K
Increased by +0.24%
Sep 30, 24
15 Jacobs Levy Equity Management, Inc. 967.67K (2.43%) 967.67K
Increased by +100.00%
Sep 30, 24
16 Brown Capital Management, LLC 896.48K (2.25%) -271.10K
Decreased by -30.24%
Sep 30, 24
17 Eagle Asset Management, Inc. 864.92K (2.17%) -102.91K
Decreased by -11.90%
Jun 30, 24
18 William Blair Investment Management, LLC 745.00K (1.87%) 54.61K
Increased by +7.33%
Jun 30, 24
19 Citadel Advisors Llc 638.00K (1.60%) 526.21K
Increased by +82.48%
Sep 30, 24
20 Deutsche Bank AG 631.50K (1.59%) -273.09K
Decreased by -43.25%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Alger Small Cap Focus Composite 1.56M (3.92%) -68.46K
Decreased by -4.39%
Sep 30, 24
2 Alger Small Cap Focus I 1.56M (3.92%) -68.46K
Decreased by -4.39%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.34M (3.37%) 2.00K
Increased by +0.15%
Oct 31, 24
4 iShares Russell 2000 ETF 1.29M (3.24%) 0.00
Increased by 0.00%
Nov 30, 24
5 Vanguard Small Cap Index 1.07M (2.68%) 2.10K
Increased by +0.20%
Oct 31, 24
6 Conestoga Small Cap Growth 922.16K (2.32%) -235.00
Decreased by -0.03%
Jun 30, 24
7 Vanguard Information Technology ETF 896.86K (2.25%) 3.73K
Increased by +0.42%
Oct 31, 24
8 Fidelity® Series Small Cap Opps 842.75K (2.12%) 0.00
Increased by 0.00%
Oct 31, 23
9 FIAM Small Cap Core Composite 797.70K (2.00%) 314.79K
Increased by +39.46%
Jun 30, 24
10 Fidelity Series Small Cap Opps 767.95K (1.93%) 0.00
Increased by 0.00%
Jun 30, 24
11 Fidelity Small Cap Growth 743.83K (1.87%) -281.00K
Decreased by -37.78%
May 31, 24
12 Vanguard Explorer Inv 698.05K (1.75%) 159.31K
Increased by +22.82%
Sep 30, 24
13 Stephens SMID Select Growth 692.63K (1.74%) 3.15K
Increased by +0.45%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 673.54K (1.69%) -7.29K
Decreased by -1.08%
Oct 31, 24
15 Brown Advisory Small-Cap Growth Inv 658.02K (1.65%) 0.00
Increased by 0.00%
Oct 31, 24
16 Rockefeller U.S. Small-Mid Cap ETF 616.93K (1.55%) 406.00
Increased by +0.07%
Nov 29, 24
17 Vanguard Small Cap Growth Index Inv 586.76K (1.47%) 327.00
Increased by +0.06%
Oct 31, 24
18 Fidelity® Small Cap Growth 532.23K (1.34%) -646.00
Decreased by -0.12%
Oct 31, 23
19 Global X Robotics & Artfcl Intllgnc ETF 532.00K (1.34%) 0.00
Increased by 0.00%
Nov 29, 24
20 Conestoga Small Cap Investors 527.32K (1.32%) -1.76M
Decreased by -333.29%
Aug 31, 24