Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 3.45%
2 PTF 1.31%
3 PFUT 1.15%
4 FFTY 0.96%
5 XITK 0.90%
6 XSW 0.90%
7 FSGS 0.80%
8 RNSC 0.80%
9 FPX 0.73%
10 FINX 0.71%
11 QMID 0.62%
12 FYC 0.51%
13 DWAS 0.47%
14 EHLS 0.45%
15 TRFM 0.43%
16 HAPS 0.40%
17 FSCC 0.39%
18 MMSC 0.39%
19 SEIS 0.37%
20 FYX 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.86M (10.05%) 137.67K
Increased by +2.01%
Dec 31, 24
2 BlackRock Inc 6.31M (9.25%) 1.30M
Increased by +20.64%
Dec 31, 24
3 Tensile Capital Management LLC 3.77M (5.52%) -284.00K
Decreased by -7.53%
Dec 31, 24
4 Neuberger Berman Group LLC 3.53M (5.17%) 53.83K
Increased by +1.53%
Dec 31, 24
5 FMR Inc 2.87M (4.20%) 580.66K
Increased by +20.24%
Dec 31, 24
6 Conestoga Capital Advisors, LLC 2.26M (3.31%) -18.70K
Decreased by -0.83%
Dec 31, 24
7 Franklin Resources Inc 2.13M (3.12%) 439.05K
Increased by +20.62%
Dec 31, 24
8 Fred Alger Management, LLC 2.06M (3.02%) -483.55K
Decreased by -23.47%
Dec 31, 24
9 TimesSquare Capital Management, LLC 1.66M (2.43%) -98.60K
Decreased by -5.96%
Sep 30, 24
10 WSFS CAPITAL MANAGEMENT, LLC 1.60M (2.34%) 0.00
Increased by 0.00%
Jun 30, 24
11 Loomis, Sayles & Company LP 1.52M (2.23%) -44.46K
Decreased by -2.92%
Dec 31, 24
12 Amvescap Plc. 1.51M (2.22%) 1.17M
Increased by +77.40%
Dec 31, 24
13 T. Rowe Price Investment Management,Inc. 1.49M (2.18%) 423.01K
Increased by +28.38%
Dec 31, 24
14 Geneva Capital Management 1.44M (2.11%) -13.01K
Decreased by -0.91%
Dec 31, 24
15 Legacy Advisors, LLC 1.40M (2.05%) -765.28K
Decreased by -54.75%
Dec 31, 24
16 State Street Corp 1.37M (2.01%) 12.13K
Increased by +0.88%
Dec 31, 24
17 Fuller & Thaler Asset Management Inc 1.34M (1.96%) 108.31K
Increased by +8.10%
Dec 31, 24
18 William Blair Investment Management, LLC 1.34M (1.96%) -92.94K
Decreased by -6.96%
Dec 31, 23
19 Geode Capital Management, LLC 1.28M (1.87%) -166.00
Decreased by -0.01%
Dec 31, 24
20 JPMorgan Chase & Co 1.27M (1.86%) -2.31M
Decreased by -181.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.30M (3.37%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.87M (2.74%) 1.24K
Increased by +0.07%
Feb 28, 25
3 Conestoga Small Cap Investors 1.64M (2.40%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard Small Cap Index 1.52M (2.22%) 1.24K
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 1.46M (2.14%) -12.65K
Decreased by -0.87%
Mar 31, 25
6 Putnam Small Cap Growth A 1.41M (2.06%) -14.10K
Decreased by -1.00%
Feb 28, 25
7 Putnam US Small Cap Growth Equity 1.39M (2.04%) 24.89K
Increased by +1.79%
Dec 31, 24
8 Putnam US Small Cap Growth Managed Acct 1.39M (2.04%) 24.89K
Increased by +1.79%
Dec 31, 24
9 BlackRock Mid-Cap Growth Equity Instl 1.37M (2.01%) -40.35K
Decreased by -2.94%
Feb 28, 25
10 Vanguard Information Technology ETF 1.30M (1.90%) 3.24K
Increased by +0.25%
Feb 28, 25
11 T. Rowe Price Integrated US SmCapGrEq 1.24M (1.81%) 1.24M
Increased by +100.00%
Dec 31, 24
12 Invesco Discovery A 1.03M (1.51%) 0.00
Increased by 0.00%
Feb 28, 25
13 Invesco OFI Small Cap Growth 1.03M (1.51%) 1.03M
Increased by +100.00%
Dec 31, 24
14 FullerThaler Behavioral Sm-Cp Gr R6 1.01M (1.48%) 124.70K
Increased by +12.35%
Jan 31, 25
15 Fidelity Small Cap Growth 903.91K (1.32%) 0.00
Increased by 0.00%
Jan 31, 25
16 FullerThaler Behavioral Small-Cap Growth 894.92K (1.31%) 34.26K
Increased by +3.83%
Dec 31, 24
17 JPMorgan Small Cap Growth A 868.97K (1.27%) 186.96K
Increased by +21.51%
Feb 28, 25
18 Loomis Sayles Small Cap Growth Instl 866.35K (1.27%) -21.90K
Decreased by -2.53%
Feb 28, 25
19 Vanguard Small Cap Growth Index Inv 851.69K (1.25%) -4.80K
Decreased by -0.56%
Feb 28, 25
20 Virtus KAR Mid-Cap Growth A 844.38K (1.24%) 844.38K
Increased by +100.00%
Dec 31, 24