Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 2.42%
2 XHE 1.70%
3 JSML 1.61%
4 RZG 1.57%
5 PSCH 1.43%
6 PTH 0.99%
7 DWAS 0.93%
8 MGMT 0.85%
9 TFPN 0.71%
10 ROSC 0.69%
11 AFSM 0.55%
12 IWC 0.48%
13 SIXL 0.45%
14 FYC 0.45%
15 JSMD 0.44%
16 EHLS 0.43%
17 XSMO 0.43%
18 VIOG 0.34%
19 CSML 0.33%
20 QSML 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.07M (14.47%) -28.99K
Decreased by -2.72%
Jun 30, 24
2 Neuberger Berman Group LLC 670.26K (9.10%) -83.34K
Decreased by -12.43%
Jun 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 Morgan Stanley - Brokerage Accounts 280.39K (3.81%) -16.04K
Decreased by -5.72%
Jun 30, 24
8 State Street Corp 279.45K (3.79%) -7.55K
Decreased by -2.70%
Jun 30, 24
9 Renaissance Technologies Corp 279.42K (3.79%) -14.19K
Decreased by -5.08%
Sep 30, 24
10 Congress Asset Management Company, LLP 246.30K (3.34%) 986.00
Increased by +0.40%
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 Bessemer Group Inc 117.23K (1.59%) 6.66K
Increased by +5.68%
Jun 30, 24
15 T. Rowe Price Associates, Inc. 106.83K (1.45%) 63.70K
Increased by +59.63%
Jun 30, 24
16 Swedbank AB 100.00K (1.36%) 100.00K
Increased by +100.00%
Mar 31, 24
17 Mountain Pacific Invsmt Advisers Inc 92.98K (1.26%) 238.00
Increased by +0.26%
Sep 30, 24
18 Franklin Resources Inc 92.05K (1.25%) 26.00K
Increased by +28.25%
Sep 30, 24
19 Loomis, Sayles & Company LP 91.63K (1.24%) -25.08K
Decreased by -27.37%
Mar 31, 24
20 Massachusetts Financial Services Company 88.65K (1.20%) -16.47K
Decreased by -18.58%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 465.06K (6.31%) 444.00
Increased by +0.10%
Oct 31, 24
2 Neuberger Berman Genesis Inv 357.00K (4.85%) -85.76K
Decreased by -24.02%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 228.26K (3.10%) -1.22K
Decreased by -0.53%
Oct 31, 24
4 iShares Russell 2000 ETF 187.27K (2.54%) -420.00
Decreased by -0.22%
Oct 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 108.06K (1.47%) -415.00
Decreased by -0.38%
Oct 31, 24
6 Congress Asset Mgt Small Cap Growth 105.00K (1.43%) 104.73K
Increased by +99.74%
Jun 30, 24
7 Congress Small Cap Growth Institutional 105.00K (1.43%) 0.00
Increased by 0.00%
Oct 31, 24
8 Wasatch Small Cap Growth Investor 94.38K (1.28%) 94.38K
Increased by +100.00%
Sep 30, 24
9 Wasatch Small Cap Value 92.59K (1.26%) 1.81K
Increased by +1.96%
Sep 30, 24
10 T. Rowe Price Integrated US Sm Gr Eq 85.63K (1.16%) -2.19K
Decreased by -2.56%
Sep 30, 24
11 T. Rowe Price Integrated US SmCapGrEq 85.63K (1.16%) 6.00K
Increased by +7.01%
Sep 30, 24
12 Putnam Small Cap Growth A 82.60K (1.12%) 7.90K
Increased by +9.56%
Sep 30, 24
13 Putnam US Small Cap Growth Equity 82.60K (1.12%) 23.70K
Increased by +28.69%
Sep 30, 24
14 Putnam US Small Cap Growth Managed Acct 82.60K (1.12%) 23.70K
Increased by +28.69%
Sep 30, 24
15 Old Westbury Small & Mid Cap Strategies 75.30K (1.02%) -2.92K
Decreased by -3.88%
Jul 31, 24
16 Fidelity Small Cap Index 74.40K (1.01%) -1.91K
Decreased by -2.56%
Aug 31, 24
17 iShares S&P Small-Cap 600 Growth ETF 70.74K (0.96%) 0.00
Increased by 0.00%
Oct 31, 24
18 Ranger Micro Cap 70.68K (0.96%) 1.19K
Increased by +1.68%
Mar 31, 24
19 Fidelity® Small Cap Index 68.42K (0.93%) 1.85K
Increased by +2.71%
Oct 31, 23
20 Wasatch Micro Cap 66.34K (0.90%) -11.96K
Decreased by -18.04%
Mar 31, 24