Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 2.38%
2 EWMC 1.48%
3 XMMO 1.45%
4 GRPM 1.36%
5 NBSM 1.36%
6 RFG 1.23%
7 SAEF 1.21%
8 XMHQ 1.00%
9 BUL 0.98%
10 CLAW 0.93%
11 BOUT 0.85%
12 PAMC 0.73%
13 QMID 0.72%
14 HOMZ 0.68%
15 FXR 0.66%
16 JSMD 0.63%
17 NAIL 0.61%
18 VSDA 0.58%
19 IWO 0.57%
20 NVQ 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kayne Anderson Rudnick Investment Management LLC 4.54M (10.83%) -74.24K
Decreased by -1.63%
Jun 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 Morgan Stanley - Brokerage Accounts 2.65M (6.32%) 1.87M
Increased by +70.60%
Jun 30, 24
5 JPMorgan Chase & Co 1.84M (4.39%) -98.73K
Decreased by -5.36%
Jun 30, 24
6 FMR Inc 1.71M (4.08%) 333.39K
Increased by +19.49%
Sep 30, 24
7 State Street Corporation 1.51M (3.61%) 47.30K
Increased by +3.12%
Mar 31, 24
8 Conestoga Capital Advisors, LLC 1.42M (3.39%) 24.25K
Increased by +1.71%
Sep 30, 24
9 BakerAvenue Asset Management, LP 1.34M (3.19%) -265.00K
Decreased by -19.81%
Sep 30, 24
10 State Street Corp 1.24M (2.95%) -278.40K
Decreased by -22.52%
Jun 30, 24
11 Capital Research & Mgmt Co - Division 3 1.01M (2.40%) 713.00
Increased by +0.07%
Sep 30, 24
12 Amvescap Plc. 962.72K (2.30%) 280.64K
Increased by +29.15%
Jun 30, 24
13 Fiduciary Management, Inc. of Milwaukee 924.89K (2.21%) 2.87K
Increased by +0.31%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 922.40K (2.20%) -23.02K
Decreased by -2.50%
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 700.31K (1.67%) -258.22K
Decreased by -36.87%
Jun 30, 24
17 Burgundy Asset Management Ltd 619.50K (1.48%) 14.69K
Increased by +2.37%
Sep 30, 24
18 Wells Fargo & Co 537.03K (1.28%) -18.46K
Decreased by -3.44%
Jun 30, 24
19 Charles Schwab Investment Management Inc 487.12K (1.16%) 6.58K
Increased by +1.35%
Sep 30, 24
20 TD Asset Management Inc 460.47K (1.10%) -94.69K
Decreased by -20.56%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.34M (3.20%) -5.15K
Decreased by -0.38%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 1.33M (3.17%) 720.00
Increased by +0.05%
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%) 25.38K
Increased by +2.82%
Sep 30, 24
6 Virtus KAR Small-Cap Core I 817.50K (1.95%) 0.00
Increased by 0.00%
Jun 30, 24
7 Eaton Vance Atlanta Capital SMID-Cap I 795.80K (1.90%) 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 631.70K (1.51%) -14.15K
Decreased by -2.24%
Sep 30, 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 JPMorgan Mid Cap Growth I 469.30K (1.12%) 0.00
Increased by 0.00%
Sep 30, 24
14 Fidelity Small Cap Index 425.90K (1.02%) -2.12K
Decreased by -0.50%
Apr 30, 24
15 Performer (AFRIS) 415.87K (0.99%) 415.87K
Increased by +100.00%
Feb 29, 24
16 Fidelity® Small Cap Index 413.97K (0.99%) 11.39K
Increased by +2.75%
Oct 31, 23
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