Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 2.47%
2 EWMC 1.48%
3 XMMO 1.45%
4 NBSM 1.40%
5 GRPM 1.40%
6 SAEF 1.21%
7 RFG 1.17%
8 XMHQ 1.00%
9 BUL 0.98%
10 CLAW 0.93%
11 BOUT 0.85%
12 SAWS 0.80%
13 HOMZ 0.76%
14 PAMC 0.73%
15 NAIL 0.69%
16 FXR 0.66%
17 QMID 0.66%
18 JSMD 0.63%
19 VSDA 0.59%
20 IWO 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 4.60M (10.96%) 53.71K
Increased by +1.17%
Sep 30, 24
2 Vanguard Group Inc 4.17M (9.95%) -34.90K
Decreased by -0.84%
Sep 30, 24
3 BlackRock Inc 3.90M (9.30%) -1.29M
Decreased by -33.16%
Jun 30, 24
4 JPMorgan Chase & Co 1.77M (4.21%) -73.77K
Decreased by -4.18%
Sep 30, 24
5 FMR Inc 1.71M (4.08%) 333.39K
Increased by +19.49%
Sep 30, 24
6 State Street Corporation 1.51M (3.61%) 47.30K
Increased by +3.12%
Mar 31, 24
7 Conestoga Capital Advisors, LLC 1.42M (3.39%) 24.25K
Increased by +1.71%
Sep 30, 24
8 BakerAvenue Asset Management, LP 1.34M (3.19%) -265.00K
Decreased by -19.81%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 1.31M (3.12%) -1.34M
Decreased by -102.23%
Sep 30, 24
10 State Street Corp 1.26M (3.00%) 20.40K
Increased by +1.62%
Sep 30, 24
11 Capital Research & Mgmt Co - Division 3 1.01M (2.40%) 713.00
Increased by +0.07%
Sep 30, 24
12 Fiduciary Management, Inc. of Milwaukee 923.99K (2.20%) -894.00
Decreased by -0.10%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 922.40K (2.20%) -23.02K
Decreased by -2.50%
Sep 30, 24
14 Amvescap Plc. 869.36K (2.07%) -93.36K
Decreased by -10.74%
Sep 30, 24
15 Goldman Sachs Group Inc 765.14K (1.82%) 551.97K
Increased by +72.14%
Jun 30, 24
16 Geode Capital Management, LLC 707.66K (1.69%) 7.35K
Increased by +1.04%
Sep 30, 24
17 Burgundy Asset Management Ltd 619.50K (1.48%) 14.69K
Increased by +2.37%
Sep 30, 24
18 Neuberger Berman Group LLC 578.25K (1.38%) 321.16K
Increased by +55.54%
Sep 30, 24
19 Wells Fargo & Co 524.51K (1.25%) -12.53K
Decreased by -2.39%
Sep 30, 24
20 Charles Schwab Investment Management Inc 487.12K (1.16%) 6.58K
Increased by +1.35%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.35M (3.23%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.34M (3.20%) -5.15K
Decreased by -0.38%
Oct 31, 24
3 Vanguard Small Cap Index 1.06M (2.52%) 2.05K
Increased by +0.19%
Oct 31, 24
4 iShares Russell 2000 ETF 1.05M (2.50%) 2.30K
Increased by +0.22%
Mar 28, 24
5 Conestoga Small Cap Investors 901.09K (2.15%) 0.00
Increased by 0.00%
Oct 31, 24
6 Eaton Vance Atlanta Capital SMID-Cap I 835.42K (1.99%) 39.63K
Increased by +4.74%
Oct 31, 24
7 Virtus KAR Small-Cap Core I 817.50K (1.95%) 0.00
Increased by 0.00%
Sep 30, 24
8 American Funds SMALLCAP World A 657.42K (1.57%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 627.70K (1.50%) -4.00K
Decreased by -0.64%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 581.26K (1.39%) -739.00
Decreased by -0.13%
Oct 31, 24
11 FMI Common Stock Investor 485.00K (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
12 JPM US Mid Cap Growth-Composite 469.30K (1.12%) 62.88K
Increased by +13.40%
Sep 30, 24
13 Fidelity Small Cap Index 425.90K (1.02%) -2.12K
Decreased by -0.50%
Apr 30, 24
14 Performer (AFRIS) 415.87K (0.99%) 415.87K
Increased by +100.00%
Feb 29, 24
15 Fidelity® Small Cap Index 413.97K (0.99%) 11.39K
Increased by +2.75%
Oct 31, 23
16 JPMorgan Mid Cap Growth I 408.14K (0.97%) -61.16K
Decreased by -14.98%
Oct 31, 24
17 iShares Russell 2000 Growth ETF 372.51K (0.89%) -433.00
Decreased by -0.12%
Mar 28, 24
18 Neuberger Berman Genesis Inv 352.84K (0.84%) 209.83K
Increased by +59.47%
Sep 30, 24
19 Fidelity Series Small Cap Opps 349.30K (0.83%) 9.50K
Increased by +2.72%
Nov 30, 23
20 Conestoga Small Cap Growth 348.85K (0.83%) -2.44K
Decreased by -0.70%
Sep 30, 24