Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 4.30%
2 CLOU 3.93%
3 CSMD 3.09%
4 AWEG 2.94%
5 EASI 2.78%
6 XSMO 1.83%
7 PTF 1.71%
8 NBSM 1.50%
9 HAPY 1.31%
10 VIOG 1.06%
11 SLYG 0.96%
12 JSMD 0.95%
13 IJT 0.95%
14 PXSG 0.94%
15 CLDL 0.92%
16 PDP 0.84%
17 SMCP 0.81%
18 XITK 0.78%
19 OASC 0.75%
20 ESIX 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.82M (15.65%) 60.76K
Increased by +1.04%
Jun 30, 24
2 Vanguard Group Inc 4.56M (12.26%) 158.36K
Increased by +3.47%
Sep 30, 24
3 Neuberger Berman Group LLC 1.66M (4.46%) -94.77K
Decreased by -5.71%
Jun 30, 24
4 State Street Corp 1.43M (3.84%) 20.05K
Increased by +1.40%
Jun 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 Morgan Stanley - Brokerage Accounts 1.25M (3.35%) 45.36K
Increased by +3.64%
Jun 30, 24
8 Apg All Pensions Group 1.08M (2.91%) -11.70K
Decreased by -1.08%
Jun 30, 24
9 Geode Capital Management, LLC 923.15K (2.48%) 43.90K
Increased by +4.76%
Jun 30, 24
10 Congress Asset Management Company, LLP 841.24K (2.26%) 1.09K
Increased by +0.13%
Sep 30, 24
11 Kayne Anderson Rudnick Investment Management LLC 808.27K (2.17%) -60.78K
Decreased by -7.52%
Jun 30, 24
12 AllianceBernstein L.P. 719.25K (1.93%) -14.05K
Decreased by -1.95%
Jun 30, 24
13 Riverbridge Partners LLC 701.98K (1.89%) -69.63K
Decreased by -9.92%
Sep 30, 24
14 FMR Inc 677.14K (1.82%) 104.77K
Increased by +15.47%
Sep 30, 24
15 Ameriprise Financial Inc 621.51K (1.67%) 4.10K
Increased by +0.66%
Jun 30, 24
16 William Blair Investment Management, LLC 597.66K (1.61%) 17.01K
Increased by +2.85%
Mar 31, 24
17 Macquarie Group Ltd 544.52K (1.46%) 4.92K
Increased by +0.90%
Jun 30, 24
18 Dimensional Fund Advisors, Inc. 497.36K (1.34%) 12.55K
Increased by +2.52%
Jun 30, 24
19 Fred Alger Management, LLC 483.40K (1.30%) -92.01K
Decreased by -19.03%
Jun 30, 24
20 Charles Schwab Investment Management Inc 465.14K (1.25%) 8.19K
Increased by +1.76%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.36M (6.35%) 2.03K
Increased by +0.09%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.19M (3.21%) -4.43K
Decreased by -0.37%
Oct 31, 24
3 Neuberger Berman Genesis Inv 1.03M (2.77%) -4.88K
Decreased by -0.47%
Sep 30, 24
4 iShares Russell 2000 ETF 958.78K (2.58%) -2.16K
Decreased by -0.22%
Oct 31, 24
5 Vanguard Small Cap Index 940.61K (2.53%) 1.85K
Increased by +0.20%
Oct 31, 24
6 Conestoga Small Cap Investors 756.28K (2.03%) 21.30K
Increased by +2.82%
Sep 30, 24
7 Virtus KAR Small-Cap Growth I 581.09K (1.56%) -41.50K
Decreased by -7.14%
Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 554.87K (1.49%) -10.24K
Decreased by -1.85%
Sep 30, 24
9 Vanguard Small Cap Growth Index Inv 516.04K (1.39%) -1.61K
Decreased by -0.31%
Oct 31, 24
10 Vanguard Information Technology ETF 510.25K (1.37%) 2.32K
Increased by +0.45%
Oct 31, 24
11 Delaware US Small Cap Core Equity (SMA) 435.78K (1.17%) 33.94K
Increased by +7.79%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 435.78K (1.17%) 33.94K
Increased by +7.79%
Mar 31, 24
13 Delaware Small Cap Core I 421.84K (1.13%) -2.61K
Decreased by -0.62%
Sep 30, 24
14 Fidelity Small Cap Index 381.32K (1.02%) -9.49K
Decreased by -2.49%
Aug 31, 24
15 iShares S&P Small-Cap 600 Growth ETF 359.43K (0.97%) 0.00
Increased by 0.00%
Oct 31, 24
16 Fidelity® Small Cap Index 353.87K (0.95%) 9.63K
Increased by +2.72%
Oct 31, 23
17 AB Small Cap Growth A 343.85K (0.92%) -4.35K
Decreased by -1.27%
Sep 30, 24
18 iShares Russell 2000 Growth ETF 332.28K (0.89%) 0.00
Increased by 0.00%
Oct 31, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 328.85K (0.88%) 2.48K
Increased by +0.75%
Oct 31, 24
20 SPDR® Portfolio S&P 600 Sm Cap ETF 325.22K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24