Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCV 1000.00%
2 ISCB 1000.00%
3 ISCG 1000.00%
4 JKK 1000.00%
5 JKJ 1000.00%
6 IYY 1000.00%
7 IWV 1000.00%
8 IWN 1000.00%
9 IWM 1000.00%
10 ITOT 1000.00%
11 FITS 0.84%
12 AIEQ 0.43%
13 SBB 0.34%
14 SDD 0.34%
15 FYT 0.25%
16 VTWG 0.23%
17 IJS 0.20%
18 ISMD 0.20%
19 FYX 0.19%
20 IJR 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.14M (12.17%) 33.53K
Increased by +0.65%
Sep 30, 23
2 Vanguard Group Inc 4.20M (9.92%) -16.98K
Decreased by -0.40%
Sep 30, 23
3 Kayne Anderson Rudnick Investment Management LLC 3.68M (8.69%) 33.70K
Increased by +0.92%
Sep 30, 23
4 Wasatch Advisors Inc. 3.07M (7.25%) 101.36K
Increased by +3.31%
Sep 30, 23
5 Neuberger Berman Group LLC 2.32M (5.48%) 58.67K
Increased by +2.53%
Sep 30, 23
6 ClearBridge Advisors, LLC 1.55M (3.66%) 855.00
Increased by +0.06%
Sep 30, 23
7 State Street Corporation 1.38M (3.26%) 1.42K
Increased by +0.10%
Sep 30, 23
8 Geneva Capital Management 1.14M (2.71%) 1.42K
Increased by +0.12%
Sep 30, 23
9 FMR Inc 1.14M (2.69%) 359.17K
Increased by +31.60%
Sep 30, 23
10 Conestoga Capital Advisors, LLC 1.13M (2.67%) 30.04K
Increased by +2.66%
Sep 30, 23
11 Capital World Investors 1.12M (2.64%) 200.00K
Increased by +17.93%
Sep 30, 23
12 AllianceBernstein L.P. 931.88K (2.20%) -6.68K
Decreased by -0.72%
Sep 30, 23
13 Geode Capital Management, LLC 906.37K (2.14%) 33.99K
Increased by +3.75%
Sep 30, 23
14 Fidelity International Ltd 850.06K (2.01%) 30.30K
Increased by +3.56%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 809.39K (1.91%) 7.79K
Increased by +0.96%
Sep 30, 23
16 Van Berkom and Associates Inc 692.54K (1.64%) 93.38K
Increased by +13.48%
Sep 30, 23
17 William Blair Investment Management, LLC 675.13K (1.60%) -594.89K
Decreased by -88.11%
Sep 30, 23
18 Macquarie Group Ltd 671.02K (1.59%) -32.02K
Decreased by -4.77%
Sep 30, 23
19 Northern Trust Corp 533.24K (1.26%) -7.70K
Decreased by -1.44%
Sep 30, 23
20 JPMorgan Chase & Co 486.51K (1.15%) -24.12K
Decreased by -4.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 2.38M (5.62%) -58.19K
Decreased by -2.45%
Sep 30, 23
2 Neuberger Berman Genesis Inv 1.41M (3.32%) -8.74K
Decreased by -0.62%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.32M (3.13%) 1.77K
Increased by +0.13%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 1.30M (3.08%) 0.00
Increased by 0.00%
Nov 30, 23
5 American Funds SMALLCAP World A 1.12M (2.64%) 200.00K
Increased by +17.93%
Sep 30, 23
6 Vanguard Small Cap Index 1.10M (2.60%) 5.18K
Increased by +0.47%
Nov 30, 23
7 iShares Russell 2000 ETF 1.01M (2.39%) -2.54K
Decreased by -0.25%
Nov 30, 23
8 ClearBridge Small Cap Growth A 949.36K (2.24%) -3.82K
Decreased by -0.40%
Sep 30, 23
9 ClearBridge Small Cap Growth 878.32K (2.08%) -60.60K
Decreased by -6.90%
Nov 30, 23
10 Conestoga Small Cap Investors 790.89K (1.87%) 0.00
Increased by 0.00%
Oct 31, 23
11 Wasatch Core Growth 621.49K (1.47%) 9.05K
Increased by +1.46%
Sep 30, 23
12 Vanguard Small Cap Growth Index Inv 615.98K (1.46%) 5.38K
Increased by +0.87%
Nov 30, 23
13 Wasatch Small Cap Growth Investor 615.20K (1.45%) 59.30K
Increased by +9.64%
Sep 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 610.71K (1.44%) 10.03K
Increased by +1.64%
Nov 30, 23
15 Fidelity Small Cap America Sr B 535.00K (1.27%) 0.00
Increased by 0.00%
Sep 30, 23
16 AB Small Cap Growth A 427.66K (1.01%) -41.75K
Decreased by -9.76%
Oct 31, 23
17 Nationwide Geneva Small Cap Gr Instl Svc 409.47K (0.97%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fidelity® Small Cap Index 399.85K (0.95%) 8.47K
Increased by +2.12%
Sep 30, 23
19 iShares Russell 2000 Growth ETF 373.02K (0.88%) 0.00
Increased by 0.00%
Nov 30, 23
20 BlackRock Innovat and Growth Term ord 363.79K (0.86%) 47.35K
Increased by +13.01%
Nov 30, 23