Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 2.55%
2 EWMC 1.48%
3 GRPM 1.46%
4 NBSM 1.45%
5 XMMO 1.45%
6 RFG 1.33%
7 SAEF 1.19%
8 XMHQ 1.06%
9 BUL 0.98%
10 CLAW 0.93%
11 BOUT 0.85%
12 QMID 0.79%
13 FXR 0.74%
14 PAMC 0.73%
15 JSMD 0.72%
16 HOMZ 0.72%
17 VSDA 0.65%
18 HWAY 0.63%
19 IWO 0.57%
20 NVQ 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.19M (12.39%) -45.38K
Decreased by -0.87%
Mar 31, 24
2 Kayne Anderson Rudnick Investment Management LLC 4.62M (11.01%) -25.67K
Decreased by -0.56%
Mar 31, 24
3 Vanguard Group Inc 4.49M (10.70%) 278.28K
Increased by +6.20%
Mar 31, 24
4 JPMorgan Chase & Co 1.94M (4.62%) 18.72K
Increased by +0.97%
Mar 31, 24
5 FMR Inc 1.69M (4.03%) 483.17K
Increased by +28.61%
Mar 31, 24
6 State Street Corporation 1.51M (3.61%) 47.30K
Increased by +3.12%
Mar 31, 24
7 Conestoga Capital Advisors, LLC 1.38M (3.29%) 5.30K
Increased by +0.38%
Mar 31, 24
8 Capital Research & Mgmt Co - Division 3 1.01M (2.40%) 589.00
Increased by +0.06%
Mar 31, 24
9 Geode Capital Management, LLC 958.54K (2.29%) 38.01K
Increased by +3.97%
Mar 31, 24
10 Fiduciary Management, Inc. of Milwaukee 922.02K (2.20%) 13.25K
Increased by +1.44%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 905.62K (2.16%) -63.55K
Decreased by -7.02%
Mar 31, 24
12 Amvescap Plc. 682.08K (1.63%) 64.59K
Increased by +9.47%
Mar 31, 24
13 Northern Trust Corp 641.44K (1.53%) -71.81K
Decreased by -11.20%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 609.46K (1.45%) 65.68K
Increased by +10.78%
Dec 31, 23
15 Burgundy Asset Management Ltd 596.27K (1.42%) 6.78K
Increased by +1.14%
Mar 31, 24
16 Charles Schwab Investment Management Inc 579.42K (1.38%) -2.72K
Decreased by -0.47%
Mar 31, 24
17 Wells Fargo & Co 555.49K (1.32%) -4.53K
Decreased by -0.82%
Mar 31, 24
18 TD Asset Management Inc 460.47K (1.10%) -94.69K
Decreased by -20.56%
Mar 31, 24
19 Bank of New York Mellon Corp 446.67K (1.07%) -21.49K
Decreased by -4.81%
Mar 31, 24
20 Ariel Investments, LLC 423.90K (1.01%) -63.17K
Decreased by -14.90%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.35M (3.21%) 858.00
Increased by +0.06%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 1.31M (3.13%) 2.16K
Increased by +0.16%
Jun 28, 24
3 Vanguard Small Cap Index 1.06M (2.53%) -29.00K
Decreased by -2.74%
Jun 30, 24
4 iShares Russell 2000 ETF 1.05M (2.51%) 2.30K
Increased by +0.22%
Mar 28, 24
5 Conestoga Small Cap Investors 875.72K (2.09%) 0.00
Increased by 0.00%
May 31, 24
6 Virtus KAR Small-Cap Core I 817.50K (1.95%) 0.00
Increased by 0.00%
Mar 31, 24
7 Eaton Vance Atlanta Capital SMID-Cap I 723.47K (1.73%) 0.00
Increased by 0.00%
May 31, 24
8 American Funds SMALLCAP World A 657.42K (1.57%) 0.00
Increased by 0.00%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 642.51K (1.53%) -2.53K
Decreased by -0.39%
Jun 30, 24
10 Vanguard Small Cap Growth Index Inv 595.98K (1.42%) -22.67K
Decreased by -3.80%
Jun 30, 24
11 FMI Common Stock Investor 470.00K (1.12%) 35.00K
Increased by +7.45%
Mar 31, 24
12 Fidelity Small Cap Index 425.90K (1.02%) -2.12K
Decreased by -0.50%
Apr 30, 24
13 Performer (AFRIS) 415.87K (0.99%) 415.87K
Increased by +100.00%
Feb 29, 24
14 Fidelity® Small Cap Index 413.97K (0.99%) 11.39K
Increased by +2.75%
Oct 31, 23
15 JPMorgan Mid Cap Growth I 406.43K (0.97%) 47.84K
Increased by +11.77%
May 31, 24
16 iShares Russell 2000 Growth ETF 372.51K (0.89%) -433.00
Decreased by -0.12%
Mar 28, 24
17 JPM Small Cap Equity-MA 367.27K (0.88%) 363.52K
Increased by +98.98%
Jun 30, 24
18 JPM US Small Cap Core-Composite 367.27K (0.88%) 23.40K
Increased by +6.37%
Jun 30, 24
19 JPM US Mid Cap Growth-Composite 358.58K (0.86%) 358.58K
Increased by +100.00%
Mar 31, 24
20 Conestoga Small Cap Growth 351.30K (0.84%) -1.83K
Decreased by -0.52%
Jun 30, 24