Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 4.19%
2 CLOU 3.84%
3 CSMD 3.23%
4 EASI 2.78%
5 AWEG 2.66%
6 SAWS 1.97%
7 XSMO 1.83%
8 PTF 1.71%
9 NBSM 1.65%
10 HAPY 1.40%
11 JSMD 1.14%
12 VIOG 1.06%
13 IJT 1.00%
14 SLYG 1.00%
15 XITK 0.99%
16 RNSC 0.96%
17 FSGS 0.95%
18 PXSG 0.94%
19 CLDL 0.86%
20 PDP 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.84M (15.68%) 12.38K
Increased by +0.21%
Sep 30, 24
2 Vanguard Group Inc 4.56M (12.26%) 158.36K
Increased by +3.47%
Sep 30, 24
3 Neuberger Berman Group LLC 1.64M (4.39%) -24.95K
Decreased by -1.53%
Sep 30, 24
4 State Street Corp 1.44M (3.88%) 16.36K
Increased by +1.13%
Sep 30, 24
5 State Street Corporation 1.41M (3.78%) 31.34K
Increased by +2.23%
Mar 31, 24
6 Conestoga Capital Advisors, LLC 1.25M (3.35%) 21.17K
Increased by +1.70%
Sep 30, 24
7 Geode Capital Management, LLC 937.32K (2.52%) 14.17K
Increased by +1.51%
Sep 30, 24
8 Congress Asset Management Company, LLP 841.24K (2.26%) 1.09K
Increased by +0.13%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 816.42K (2.19%) -429.75K
Decreased by -52.64%
Sep 30, 24
10 Kayne Anderson Rudnick Investment Management LLC 711.61K (1.91%) -96.66K
Decreased by -13.58%
Sep 30, 24
11 Riverbridge Partners LLC 701.98K (1.89%) -69.63K
Decreased by -9.92%
Sep 30, 24
12 AllianceBernstein L.P. 685.66K (1.84%) -33.59K
Decreased by -4.90%
Sep 30, 24
13 FMR Inc 677.14K (1.82%) 104.77K
Increased by +15.47%
Sep 30, 24
14 Apg All Pensions Group 675.34K (1.81%) -409.00K
Decreased by -60.56%
Sep 30, 24
15 William Blair Investment Management, LLC 597.66K (1.61%) 17.01K
Increased by +2.85%
Mar 31, 24
16 Ameriprise Financial Inc 573.97K (1.54%) -47.54K
Decreased by -8.28%
Sep 30, 24
17 Macquarie Group Ltd 541.29K (1.45%) -3.22K
Decreased by -0.60%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 497.36K (1.34%) 12.55K
Increased by +2.52%
Jun 30, 24
19 Charles Schwab Investment Management Inc 465.14K (1.25%) 8.19K
Increased by +1.76%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 458.44K (1.23%) -37.75K
Decreased by -8.23%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.42M (6.50%) -3.05K
Decreased by -0.13%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.18%) -10.88K
Decreased by -0.92%
Nov 30, 24
3 Neuberger Berman Genesis Inv 1.03M (2.77%) -4.88K
Decreased by -0.47%
Sep 30, 24
4 iShares Russell 2000 ETF 1.01M (2.70%) -3.88K
Decreased by -0.39%
Dec 31, 24
5 Vanguard Small Cap Index 946.16K (2.54%) 5.55K
Increased by +0.59%
Nov 30, 24
6 Conestoga Small Cap Investors 756.28K (2.03%) 0.00
Increased by 0.00%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 553.77K (1.49%) 3.05K
Increased by +0.55%
Nov 30, 24
8 Vanguard Small Cap Growth Index Inv 520.68K (1.40%) 4.64K
Increased by +0.89%
Nov 30, 24
9 Vanguard Information Technology ETF 517.86K (1.39%) 7.61K
Increased by +1.47%
Nov 30, 24
10 Virtus KAR Small-Cap Growth I 496.09K (1.33%) -85.00K
Decreased by -17.13%
Sep 30, 24
11 Macquarie Small Cap Core I 462.59K (1.24%) 40.75K
Increased by +8.81%
Nov 30, 24
12 Delaware US Small Cap Core Equity (SMA) 435.78K (1.17%) 33.94K
Increased by +7.79%
Mar 31, 24
13 Macquarie US Small Cap Core Equity 435.78K (1.17%) 33.94K
Increased by +7.79%
Mar 31, 24
14 Delaware Small Cap Core I 421.84K (1.13%) 0.00
Increased by 0.00%
Oct 31, 24
15 Fidelity Small Cap Index 380.25K (1.02%) 1.34K
Increased by +0.35%
Oct 31, 24
16 Fidelity® Small Cap Index 353.87K (0.95%) 9.63K
Increased by +2.72%
Oct 31, 23
17 iShares S&P Small-Cap 600 Growth ETF 350.77K (0.94%) -784.00
Decreased by -0.22%
Dec 31, 24
18 iShares Russell 2000 Growth ETF 345.58K (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 343.22K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
20 SPDR® Portfolio S&P 600 Sm Cap ETF 325.22K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24