Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RJMG 3.00%
2 PKB 2.56%
3 AIRR 2.18%
4 PRN 1.71%
5 FYC 0.78%
6 QSML 0.70%
7 RYJ 0.65%
8 DWAS 0.44%
9 BOUT 0.44%
10 USVM 0.40%
11 FYX 0.39%
12 PSC 0.30%
13 HWAY 0.29%
14 IWO 0.28%
15 MMSC 0.27%
16 VTWG 0.25%
17 BBSC 0.25%
18 AVSC 0.24%
19 CSA 0.22%
20 CSF 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Capital Advisors, LLC 4.14M (9.83%) 120.16K
Increased by +2.91%
Jun 30, 24
2 BlackRock Inc 3.60M (8.56%) -30.98K
Decreased by -0.86%
Jun 30, 24
3 Geneva Capital Management 3.33M (7.90%) -82.91K
Decreased by -2.49%
Jun 30, 24
4 Kayne Anderson Rudnick Investment Management LLC 2.72M (6.45%) -956.39K
Decreased by -35.21%
Jun 30, 24
5 Vanguard Group Inc 2.40M (5.71%) -12.83K
Decreased by -0.53%
Jun 30, 24
6 Wasatch Advisors LP 1.89M (4.50%) 201.68K
Increased by +10.65%
Jun 30, 24
7 Wasatch Advisors Inc. 1.84M (4.37%) 105.91K
Increased by +5.76%
Sep 30, 23
8 FMR Inc 1.80M (4.27%) 418.41K
Increased by +23.26%
Jun 30, 24
9 AllianceBernstein L.P. 1.74M (4.14%) 861.83K
Increased by +49.46%
Jun 30, 24
10 Macquarie Group Ltd 1.52M (3.60%) 262.90K
Increased by +17.35%
Jun 30, 24
11 Bank of America Corp 1.28M (3.03%) 314.87K
Increased by +24.66%
Jun 30, 24
12 Geode Capital Management, LLC 1.03M (2.44%) 41.84K
Increased by +4.08%
Jun 30, 24
13 State Street Corp 978.68K (2.33%) 42.30K
Increased by +4.32%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 972.40K (2.31%) 24.83K
Increased by +2.55%
Jun 30, 24
15 American Century Companies Inc 949.12K (2.26%) 70.10K
Increased by +7.39%
Jun 30, 24
16 State Street Corporation 936.38K (2.22%) 32.15K
Increased by +3.43%
Mar 31, 24
17 Amvescap Plc. 917.64K (2.18%) -583.85K
Decreased by -63.62%
Jun 30, 24
18 First Trust Advisors L.P. 798.61K (1.90%) 164.71K
Increased by +20.62%
Jun 30, 24
19 Loomis, Sayles & Company LP 764.37K (1.82%) 51.64K
Increased by +6.76%
Jun 30, 24
20 Royce & Associates, LP 747.26K (1.78%) -54.02K
Decreased by -7.23%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 1.96M (4.66%) -381.96K
Decreased by -19.47%
Aug 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.31M (3.11%) 4.26K
Increased by +0.33%
Aug 31, 24
3 iShares Russell 2000 ETF 1.11M (2.65%) 0.00
Increased by 0.00%
Sep 30, 24
4 Nationwide Geneva Small Cap Gr Instl Svc 1.08M (2.56%) -76.44K
Decreased by -7.10%
Sep 30, 24
5 AB Small Cap Growth A 918.50K (2.18%) -15.48K
Decreased by -1.69%
Aug 31, 24
6 Wasatch Small Cap Growth Investor 908.36K (2.16%) 160.03K
Increased by +17.62%
Jun 30, 24
7 Delaware US Small Cap Core Equity (SMA) 804.74K (1.91%) -9.42K
Decreased by -1.17%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 804.74K (1.91%) -9.42K
Decreased by -1.17%
Mar 31, 24
9 Delaware Small Cap Core I 783.82K (1.86%) -11.65K
Decreased by -1.49%
Aug 31, 24
10 Conestoga Small Cap Growth 773.88K (1.84%) -153.65K
Decreased by -19.85%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 663.34K (1.58%) 929.00
Increased by +0.14%
Aug 31, 24
12 Virtus KAR Small-Cap Value I 552.38K (1.31%) -215.07K
Decreased by -38.94%
Jun 30, 24
13 Fidelity Trend 546.50K (1.30%) -17.60K
Decreased by -3.22%
Aug 31, 24
14 ClearBridge Small Cap Growth 512.10K (1.22%) 116.50K
Increased by +22.75%
Sep 30, 24
15 ClearBridge Small Cap Growth A 512.10K (1.22%) 235.90K
Increased by +46.07%
Sep 30, 24
16 Wasatch Small Cap Value 510.94K (1.21%) 38.58K
Increased by +7.55%
Sep 30, 23
17 American Century Small Cap Growth Inv 508.57K (1.21%) -67.94K
Decreased by -13.36%
Sep 30, 24
18 American Century U.S. Small Cap Growth 508.57K (1.21%) -67.94K
Decreased by -13.36%
Sep 30, 24
19 Global X US Infrastructure Dev ETF 497.60K (1.18%) 0.00
Increased by 0.00%
Sep 30, 24
20 First Trust RBA Amer Indl RenaisTM ETF 489.44K (1.16%) 4.31K
Increased by +0.88%
Sep 30, 24