Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 2.07%
2 SAWS 1.94%
3 JSML 1.89%
4 XHE 1.59%
5 RZG 1.20%
6 PSCH 1.19%
7 GRPZ 1.19%
8 PTH 0.91%
9 DWAS 0.80%
10 MGMT 0.75%
11 TFPN 0.64%
12 ROSC 0.60%
13 AFSM 0.59%
14 IWC 0.48%
15 JSMD 0.47%
16 SIXL 0.45%
17 FYC 0.43%
18 EHLS 0.42%
19 XSMO 0.42%
20 VIOG 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.09M (14.83%) 26.26K
Increased by +2.40%
Sep 30, 24
2 Neuberger Berman Group LLC 545.00K (7.40%) -125.26K
Decreased by -22.98%
Sep 30, 24
3 Vanguard Group Inc 540.12K (7.33%) 12.50K
Increased by +2.32%
Sep 30, 24
4 Wasatch Advisors LP 420.55K (5.71%) 166.26K
Increased by +39.53%
Sep 30, 24
5 Wasatch Advisors Inc. 295.51K (4.01%) 5.22K
Increased by +1.77%
Sep 30, 23
6 State Street Corporation 287.01K (3.90%) -3.55K
Decreased by -1.24%
Mar 31, 24
7 State Street Corp 283.46K (3.85%) 4.01K
Increased by +1.41%
Sep 30, 24
8 Renaissance Technologies Corp 279.42K (3.79%) -14.19K
Decreased by -5.08%
Sep 30, 24
9 Congress Asset Management Company, LLP 246.30K (3.34%) 986.00
Increased by +0.40%
Sep 30, 24
10 Amvescap Plc. 213.54K (2.90%) 128.57K
Increased by +60.21%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 181.81K (2.47%) -7.48K
Decreased by -4.11%
Sep 30, 24
12 Geode Capital Management, LLC 173.00K (2.35%) 3.33K
Increased by +1.93%
Sep 30, 24
13 AltraVue Capital, LLC 161.12K (2.19%) -23.61K
Decreased by -14.65%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 139.42K (1.89%) -140.97K
Decreased by -101.11%
Sep 30, 24
15 T. Rowe Price Associates, Inc. 114.51K (1.55%) 7.68K
Increased by +6.70%
Sep 30, 24
16 Bessemer Group Inc 105.83K (1.44%) -11.40K
Decreased by -10.77%
Sep 30, 24
17 Swedbank AB 100.00K (1.36%) 100.00K
Increased by +100.00%
Mar 31, 24
18 Mountain Pacific Invsmt Advisers Inc 92.98K (1.26%) 238.00
Increased by +0.26%
Sep 30, 24
19 Franklin Resources Inc 92.05K (1.25%) 26.00K
Increased by +28.25%
Sep 30, 24
20 Loomis, Sayles & Company LP 91.63K (1.24%) -25.08K
Decreased by -27.37%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 469.72K (6.38%) -3.94K
Decreased by -0.84%
Dec 31, 24
2 Neuberger Berman Genesis Inv 288.07K (3.91%) -68.93K
Decreased by -23.93%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 227.63K (3.09%) 265.00
Increased by +0.12%
Dec 31, 24
4 iShares Russell 2000 ETF 194.50K (2.64%) -750.00
Decreased by -0.39%
Dec 31, 24
5 T. Rowe Price Integrated US Sm Gr Eq 128.82K (1.75%) 0.00
Increased by 0.00%
Dec 31, 24
6 Congress Small Cap Growth Institutional 125.00K (1.70%) 15.00K
Increased by +12.00%
Dec 31, 24
7 Putnam Small Cap Growth A 121.90K (1.66%) 8.40K
Increased by +6.89%
Dec 31, 24
8 Putnam US Small Cap Growth Equity 121.90K (1.66%) 39.30K
Increased by +32.24%
Dec 31, 24
9 Putnam US Small Cap Growth Managed Acct 121.90K (1.66%) 39.30K
Increased by +32.24%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 111.01K (1.51%) 2.38K
Increased by +2.14%
Dec 31, 24
11 Congress Asset Mgt Small Cap Growth 105.00K (1.43%) 104.73K
Increased by +99.74%
Jun 30, 24
12 Wasatch Small Cap Growth Investor 94.38K (1.28%) 94.38K
Increased by +100.00%
Sep 30, 24
13 Wasatch Small Cap Value 92.59K (1.26%) 1.81K
Increased by +1.96%
Sep 30, 24
14 T. Rowe Price Integrated US SmCapGrEq 85.63K (1.16%) 6.00K
Increased by +7.01%
Sep 30, 24
15 Fidelity Small Cap Index 74.31K (1.01%) 344.00
Increased by +0.46%
Oct 31, 24
16 Old Westbury Small & Mid Cap Strategies 73.00K (0.99%) -2.30K
Decreased by -3.15%
Oct 31, 24
17 Ranger Micro Cap 70.68K (0.96%) 1.19K
Increased by +1.68%
Mar 31, 24
18 Fidelity® Small Cap Index 68.42K (0.93%) 1.85K
Increased by +2.71%
Oct 31, 23
19 iShares S&P Small-Cap 600 Growth ETF 68.20K (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 67.41K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24