Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGD 2.83%
2 ROBT 1.81%
3 XSW 0.76%
4 XITK 0.47%
5 BOTZ 0.45%
6 MMSC 0.33%
7 JRNY 0.24%
8 ISMD 0.23%
9 CSML 0.23%
10 FESM 0.18%
11 TXSS 0.14%
12 CLDL 0.13%
13 FYC 0.09%
14 GSSC 0.08%
15 IWO 0.07%
16 VTWG 0.07%
17 BBSC 0.06%
18 TXS 0.06%
19 FYX 0.05%
20 JKK 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.94M (12.41%) 33.55K
Increased by +0.68%
Jun 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 Fred Alger Management, LLC 2.92M (7.33%) 373.98K
Increased by +12.81%
Jun 30, 24
6 FMR Inc 2.87M (7.21%) -985.20K
Decreased by -34.29%
Jun 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. 1.69M (4.24%) 346.75K
Increased by +20.55%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 1.50M (3.76%) -152.73K
Decreased by -10.20%
Jun 30, 24
10 Stephens Inv Mgmt Group LLC 1.18M (2.97%) -87.46K
Decreased by -7.39%
Sep 30, 24
11 Tensile Capital Management LLC 1.16M (2.92%) 915.99K
Increased by +78.88%
Sep 30, 24
12 State Street Corp 1.13M (2.85%) 47.02K
Increased by +4.14%
Jun 30, 24
13 State Street Corporation 1.09M (2.73%) 33.73K
Increased by +3.10%
Mar 31, 24
14 Goldman Sachs Group Inc 1.02M (2.56%) 47.95K
Increased by +4.71%
Jun 30, 24
15 Geode Capital Management, LLC 996.45K (2.50%) 49.20K
Increased by +4.94%
Jun 30, 24
16 Deutsche Bank AG 904.59K (2.27%) 51.50K
Increased by +5.69%
Jun 30, 24
17 Brown Capital Management, LLC 896.48K (2.25%) -271.10K
Decreased by -30.24%
Sep 30, 24
18 Eagle Asset Management, Inc. 864.92K (2.17%) -102.91K
Decreased by -11.90%
Jun 30, 24
19 William Blair Investment Management, LLC 745.00K (1.87%) 54.61K
Increased by +7.33%
Jun 30, 24
20 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 635.97K (1.60%) 635.97K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Alger Small Cap Focus Composite 1.63M (4.09%) -342.56K
Decreased by -21.03%
Aug 31, 24
2 Alger Small Cap Focus I 1.63M (4.09%) -342.56K
Decreased by -21.03%
Aug 31, 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 1.19M (2.98%) -2.67K
Decreased by -0.22%
Oct 31, 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 Rockefeller U.S. Small-Mid Cap ETF 731.67K (1.84%) 4.90K
Increased by +0.67%
Oct 31, 24
13 Vanguard Explorer Inv 698.05K (1.75%) 159.31K
Increased by +22.82%
Sep 30, 24
14 Stephens SMID Select Growth 692.63K (1.74%) 3.15K
Increased by +0.45%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 680.83K (1.71%) 10.12K
Increased by +1.49%
Sep 30, 24
16 Brown Advisory Small-Cap Growth Inv 658.02K (1.65%) 0.00
Increased by 0.00%
Oct 31, 24
17 Vanguard Small Cap Growth Index Inv 586.76K (1.47%) 327.00
Increased by +0.06%
Oct 31, 24
18 Global X Robotics & Artfcl Intllgnc ETF 532.94K (1.34%) 0.00
Increased by 0.00%
Oct 31, 24
19 Fidelity® Small Cap Growth 532.23K (1.34%) -646.00
Decreased by -0.12%
Oct 31, 23
20 Conestoga Small Cap Investors 527.32K (1.32%) -1.76M
Decreased by -333.29%
Aug 31, 24