Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 3.44%
2 CLOU 2.83%
3 EASI 2.78%
4 CSMD 2.52%
5 XSMO 1.83%
6 PTF 1.71%
7 AWEG 1.68%
8 SAWS 1.58%
9 NBSM 1.28%
10 HAPY 1.15%
11 VIOG 1.00%
12 RNSC 0.96%
13 PXSG 0.94%
14 JSMD 0.88%
15 PDP 0.84%
16 SMCP 0.83%
17 FSGS 0.79%
18 SLYG 0.77%
19 IJT 0.76%
20 XITK 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.84M (15.60%) 12.38K
Increased by +0.21%
Sep 30, 24
2 Vanguard Group Inc 4.56M (12.19%) 158.36K
Increased by +3.47%
Sep 30, 24
3 Neuberger Berman Group LLC 1.64M (4.37%) -24.95K
Decreased by -1.53%
Sep 30, 24
4 State Street Corp 1.44M (3.86%) 16.36K
Increased by +1.13%
Sep 30, 24
5 State Street Corporation 1.41M (3.76%) 31.34K
Increased by +2.23%
Mar 31, 24
6 Conestoga Capital Advisors, LLC 1.25M (3.34%) 11.00
Increased by +0.00%
Dec 31, 24
7 Geode Capital Management, LLC 937.32K (2.50%) 14.17K
Increased by +1.51%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 816.42K (2.18%) -429.75K
Decreased by -52.64%
Sep 30, 24
9 Congress Asset Management Company, LLP 808.34K (2.16%) -32.90K
Decreased by -4.07%
Dec 31, 24
10 Kayne Anderson Rudnick Investment Management LLC 711.61K (1.90%) -96.66K
Decreased by -13.58%
Sep 30, 24
11 AllianceBernstein L.P. 685.66K (1.83%) -33.59K
Decreased by -4.90%
Sep 30, 24
12 FMR Inc 677.14K (1.81%) 104.77K
Increased by +15.47%
Sep 30, 24
13 Apg All Pensions Group 675.34K (1.80%) -409.00K
Decreased by -60.56%
Sep 30, 24
14 Riverbridge Partners LLC 651.60K (1.74%) -50.38K
Decreased by -7.73%
Dec 31, 24
15 William Blair Investment Management, LLC 597.66K (1.60%) 17.01K
Increased by +2.85%
Mar 31, 24
16 Geneva Capital Management 581.80K (1.55%) 138.01K
Increased by +23.72%
Dec 31, 24
17 Ameriprise Financial Inc 573.97K (1.53%) -47.54K
Decreased by -8.28%
Sep 30, 24
18 Macquarie Group Ltd 541.29K (1.45%) -3.22K
Decreased by -0.60%
Sep 30, 24
19 JPMorgan Chase & Co 508.88K (1.36%) 208.42K
Increased by +40.96%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 497.36K (1.33%) 12.55K
Increased by +2.52%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.41M (6.45%) 5.46K
Increased by +0.23%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.16%) 1.06K
Increased by +0.09%
Dec 31, 24
3 Neuberger Berman Genesis Inv 1.03M (2.76%) 0.00
Increased by 0.00%
Dec 31, 24
4 iShares Russell 2000 ETF 1.02M (2.72%) -7.75K
Decreased by -0.76%
Jan 31, 25
5 Vanguard Small Cap Index 956.67K (2.56%) 10.51K
Increased by +1.10%
Dec 31, 24
6 Conestoga Small Cap Investors 756.28K (2.02%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 567.48K (1.52%) 13.71K
Increased by +2.42%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 542.60K (1.45%) 21.92K
Increased by +4.04%
Dec 31, 24
9 T. Rowe Price Integrated US SmCapGrEq 540.85K (1.45%) 260.82K
Increased by +48.23%
Dec 31, 24
10 Vanguard Information Technology ETF 525.62K (1.40%) 7.76K
Increased by +1.48%
Dec 31, 24
11 Virtus KAR Small-Cap Growth I 496.09K (1.33%) -85.00K
Decreased by -17.13%
Sep 30, 24
12 Macquarie Small Cap Core I 462.59K (1.24%) 40.75K
Increased by +8.81%
Nov 30, 24
13 Delaware US Small Cap Core Equity (SMA) 435.78K (1.16%) 33.94K
Increased by +7.79%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 435.78K (1.16%) 33.94K
Increased by +7.79%
Mar 31, 24
15 Delaware Small Cap Core I 421.84K (1.13%) 0.00
Increased by 0.00%
Oct 31, 24
16 Fidelity Small Cap Index 377.08K (1.01%) -3.17K
Decreased by -0.84%
Nov 30, 24
17 Fidelity® Small Cap Index 353.87K (0.95%) 9.63K
Increased by +2.72%
Oct 31, 23
18 iShares S&P Small-Cap 600 Growth ETF 347.88K (0.93%) -367.00
Decreased by -0.11%
Jan 31, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 345.70K (0.92%) 124.00
Increased by +0.04%
Jan 31, 25
20 iShares Russell 2000 Growth ETF 336.13K (0.90%) -1.58K
Decreased by -0.47%
Jan 31, 25