Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.41%
2 GSC 1.94%
3 SFLO 1.55%
4 IJT 1.13%
5 OASC 0.99%
6 IJR 0.55%
7 IWO 0.54%
8 SLY 0.41%
9 ISCG 0.32%
10 JKK 0.32%
11 SMLF 0.31%
12 SDD 0.30%
13 SBB 0.30%
14 MADE 0.27%
15 IWM 0.27%
16 ISCB 0.16%
17 JKJ 0.16%
18 DMRS 0.13%
19 IWN 0.09%
20 RTLA 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.97M (15.38%) 12.34K
Increased by +0.18%
Jun 30, 24
2 Vanguard Group Inc 4.94M (10.91%) -39.94K
Decreased by -0.81%
Sep 30, 24
3 State Street Corporation 1.72M (3.79%) 30.14K
Increased by +1.75%
Mar 31, 24
4 State Street Corp 1.71M (3.77%) -10.50K
Decreased by -0.61%
Jun 30, 24
5 Neuberger Berman Group LLC 1.58M (3.50%) -143.70K
Decreased by -9.07%
Jun 30, 24
6 Ameriprise Financial Inc 1.26M (2.79%) -174.69K
Decreased by -13.84%
Jun 30, 24
7 T. Rowe Price Investment Management,Inc. 1.21M (2.67%) -376.57K
Decreased by -31.17%
Sep 30, 24
8 Earnest Partners LLC 1.07M (2.35%) 33.67K
Increased by +3.16%
Jun 30, 24
9 Dimensional Fund Advisors, Inc. 1.05M (2.31%) -45.74K
Decreased by -4.36%
Sep 30, 24
10 Geode Capital Management, LLC 1.02M (2.26%) 49.70K
Increased by +4.85%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 938.03K (2.07%) -98.63K
Decreased by -10.51%
Jun 30, 24
12 AllianceBernstein L.P. 903.16K (1.99%) -76.60K
Decreased by -8.48%
Jun 30, 24
13 Amvescap Plc. 820.79K (1.81%) 551.02K
Increased by +67.13%
Jun 30, 24
14 Artisan Partners Limited Partnership 816.42K (1.80%) -4.11K
Decreased by -0.50%
Jun 30, 24
15 Nuveen Asset Management, LLC 717.51K (1.58%) -28.71K
Decreased by -4.00%
Jun 30, 24
16 FMR Inc 662.12K (1.46%) -107.64K
Decreased by -16.26%
Sep 30, 24
17 Conestoga Capital Advisors, LLC 627.26K (1.38%) 267.96K
Increased by +42.72%
Sep 30, 24
18 Charles Schwab Investment Management Inc 623.40K (1.38%) 142.54K
Increased by +22.87%
Sep 30, 24
19 Segall Bryant & Hamill 578.11K (1.28%) -323.39K
Decreased by -55.94%
Mar 31, 24
20 Channing Capital Management, LLC 571.96K (1.26%) -61.04K
Decreased by -10.67%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.95M (6.50%) 2.51K
Increased by +0.09%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.40M (3.08%) -6.33K
Decreased by -0.45%
Oct 31, 24
3 iShares Russell 2000 ETF 1.16M (2.57%) -2.62K
Decreased by -0.23%
Oct 31, 24
4 Vanguard Small Cap Index 1.10M (2.43%) 2.15K
Increased by +0.19%
Oct 31, 24
5 Neuberger Berman Genesis Inv 997.87K (2.20%) -37.81K
Decreased by -3.79%
Sep 30, 24
6 Vanguard Small Cap Value Index Inv 784.70K (1.73%) 21.77K
Increased by +2.77%
Mar 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 693.69K (1.53%) -11.38K
Decreased by -1.64%
Sep 30, 24
8 Fidelity® Series Small Cap Opps 639.14K (1.41%) 0.00
Increased by 0.00%
Oct 31, 23
9 Vanguard Small Cap Growth Index Inv 605.09K (1.34%) -2.23K
Decreased by -0.37%
Oct 31, 24
10 EARNEST Small Cap Value 597.30K (1.32%) 596.38K
Increased by +99.85%
Dec 31, 23
11 American Funds SMALLCAP World A 537.47K (1.19%) -19.30K
Decreased by -3.59%
Sep 30, 24
12 Invesco Discovery A 483.06K (1.07%) 10.39K
Increased by +2.15%
Sep 30, 24
13 Invesco OFI Small Cap Growth 483.06K (1.07%) 10.39K
Increased by +2.15%
Sep 30, 24
14 Fidelity Small Cap Index 460.99K (1.02%) -11.72K
Decreased by -2.54%
Aug 31, 24
15 iShares S&P Small-Cap 600 Growth ETF 447.94K (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
16 AB Small Cap Growth A 442.09K (0.98%) -15.74K
Decreased by -3.56%
Sep 30, 24
17 T. Rowe Price Small-Cap Stock 436.92K (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
18 T. Rowe Price US Small-Cap Core Equity 436.92K (0.96%) -73.72K
Decreased by -16.87%
Sep 30, 24
19 T. Rowe Price Integrated US SmCapGrEq 436.40K (0.96%) 436.40K
Increased by +100.00%
Mar 31, 24
20 Harbor Small Cap Value Instl 427.74K (0.94%) -30.99K
Decreased by -7.25%
Sep 30, 24