Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 3.65%
2 CLOU 3.29%
3 AWEG 3.01%
4 EASI 2.78%
5 CSMD 2.34%
6 XSMO 1.83%
7 PTF 1.71%
8 WCLD 1.67%
9 HAPY 1.38%
10 NBSM 1.30%
11 SOVF 1.16%
12 VIOG 1.00%
13 PXSG 0.94%
14 JSMD 0.93%
15 XITK 0.84%
16 PDP 0.84%
17 SMCP 0.83%
18 IJT 0.83%
19 SLYG 0.82%
20 FSGS 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.97M (15.95%) 129.49K
Increased by +2.17%
Dec 31, 24
2 Vanguard Group Inc 4.63M (12.38%) 67.69K
Increased by +1.46%
Dec 31, 24
3 Neuberger Berman Group LLC 1.66M (4.43%) 20.80K
Increased by +1.26%
Dec 31, 24
4 State Street Corp 1.51M (4.04%) 66.30K
Increased by +4.39%
Dec 31, 24
5 FMR Inc 1.42M (3.80%) 742.69K
Increased by +52.31%
Dec 31, 24
6 State Street Corporation 1.41M (3.76%) 31.34K
Increased by +2.23%
Mar 31, 24
7 Conestoga Capital Advisors, LLC 1.25M (3.34%) 11.00
Increased by +0.00%
Dec 31, 24
8 Geode Capital Management, LLC 937.29K (2.51%) -26.00
Decreased by -0.00%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 838.47K (2.24%) 22.05K
Increased by +2.63%
Dec 31, 24
10 Congress Asset Management Company, LLP 808.34K (2.16%) -32.90K
Decreased by -4.07%
Dec 31, 24
11 Ameriprise Financial Inc 765.71K (2.05%) 191.74K
Increased by +25.04%
Dec 31, 24
12 Apg All Pensions Group 675.34K (1.81%) -409.00K
Decreased by -60.56%
Sep 30, 24
13 Kayne Anderson Rudnick Investment Management LLC 661.77K (1.77%) -49.84K
Decreased by -7.53%
Dec 31, 24
14 Riverbridge Partners LLC 651.60K (1.74%) -50.38K
Decreased by -7.73%
Dec 31, 24
15 AllianceBernstein L.P. 639.97K (1.71%) -45.69K
Decreased by -7.14%
Dec 31, 24
16 William Blair Investment Management, LLC 597.66K (1.60%) 17.01K
Increased by +2.85%
Mar 31, 24
17 Macquarie Group Ltd 590.08K (1.58%) 48.78K
Increased by +8.27%
Dec 31, 24
18 Geneva Capital Management 581.80K (1.56%) 138.01K
Increased by +23.72%
Dec 31, 24
19 Northern Trust Corp 510.04K (1.36%) 51.84K
Increased by +10.16%
Dec 31, 24
20 JPMorgan Chase & Co 507.01K (1.36%) -1.86K
Decreased by -0.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.35M (6.27%) 1.34K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.19M (3.17%) 669.00
Increased by +0.06%
Feb 28, 25
3 Neuberger Berman Genesis Inv 1.03M (2.76%) 0.00
Increased by 0.00%
Dec 31, 24
4 iShares Russell 2000 ETF 990.46K (2.65%) -8.58K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 959.15K (2.56%) 777.00
Increased by +0.08%
Feb 28, 25
6 Conestoga Small Cap Investors 756.28K (2.02%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 570.92K (1.53%) 2.56K
Increased by +0.45%
Feb 28, 25
8 T. Rowe Price Integrated US SmCapGrEq 540.85K (1.45%) 260.82K
Increased by +48.23%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 538.84K (1.44%) -2.92K
Decreased by -0.54%
Feb 28, 25
10 Vanguard Information Technology ETF 535.15K (1.43%) 1.49K
Increased by +0.28%
Feb 28, 25
11 Macquarie Small Cap Core I 462.59K (1.24%) 0.00
Increased by 0.00%
Feb 28, 25
12 Virtus KAR Small-Cap Growth I 455.09K (1.22%) -41.00K
Decreased by -9.01%
Dec 31, 24
13 Delaware US Small Cap Core Equity (SMA) 435.78K (1.17%) 33.94K
Increased by +7.79%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 435.78K (1.17%) 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 372.07K (0.99%) -6.97K
Decreased by -1.87%
Jan 31, 25
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 345.76K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
19 iShares Russell 2000 Growth ETF 333.58K (0.89%) -1.59K
Decreased by -0.48%
Mar 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 328.83K (0.88%) 488.00
Increased by +0.15%
Mar 31, 25