Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IHI 1000.00%
5 IWV 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 IWM 1000.00%
10 RNSC 2.86%
11 JSML 1.61%
12 XHE 1.13%
13 SIXS 1.06%
14 PSCH 0.93%
15 FYC 0.49%
16 ROSC 0.47%
17 IWC 0.42%
18 SIXL 0.40%
19 IJT 0.26%
20 SQLV 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.27M (16.45%) 23.31K
Increased by +0.71%
Sep 30, 23
2 Conestoga Capital Advisors, LLC 1.92M (9.64%) 55.90K
Increased by +2.91%
Sep 30, 23
3 Vanguard Group Inc 1.51M (7.59%) 33.50K
Increased by +2.22%
Sep 30, 23
4 Copeland Capital Management, LLC 1.23M (6.19%) 5.51K
Increased by +0.45%
Sep 30, 23
5 Geneva Capital Management 906.63K (4.56%) 4.27K
Increased by +0.47%
Sep 30, 23
6 Ranger Investment Management LP 898.82K (4.52%) 122.60K
Increased by +13.64%
Sep 30, 23
7 State Street Corporation 781.95K (3.93%) 1.59K
Increased by +0.20%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 669.98K (3.37%) 1.17K
Increased by +0.17%
Sep 30, 23
9 Congress Asset Management Company, LLP 508.38K (2.55%) 135.27K
Increased by +26.61%
Sep 30, 23
10 Geode Capital Management, LLC 437.93K (2.20%) 17.11K
Increased by +3.91%
Sep 30, 23
11 Northern Trust Corp 305.44K (1.53%) 10.55K
Increased by +3.45%
Sep 30, 23
12 Ameriprise Financial Inc 263.27K (1.32%) -13.63K
Decreased by -5.18%
Sep 30, 23
13 Kennedy Capital Management Inc 263.14K (1.32%) -18.17K
Decreased by -6.91%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 253.01K (1.27%) -19.36K
Decreased by -7.65%
Sep 30, 23
15 Rice Hall James & Associates, LLC 247.72K (1.24%) -4.70K
Decreased by -1.90%
Sep 30, 23
16 Bank of New York Mellon Corp 239.33K (1.20%) -4.86K
Decreased by -2.03%
Sep 30, 23
17 Awm Investment Company Inc 230.00K (1.16%) 0.00
Increased by 0.00%
Sep 30, 23
18 JPMorgan Chase & Co 205.64K (1.03%) -9.16K
Decreased by -4.45%
Sep 30, 23
19 Scout Investment Advisors Inc 188.20K (0.95%) -5.47K
Decreased by -2.91%
Sep 30, 23
20 DF Dent & Co Inc 174.66K (0.88%) -1.47K
Decreased by -0.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 1.35M (6.79%) 0.00
Increased by 0.00%
Nov 30, 23
2 iShares Core S&P Small-Cap ETF 1.33M (6.69%) 610.00
Increased by +0.05%
Dec 29, 23
3 Ranger Small Cap 709.87K (3.57%) 94.54K
Increased by +13.32%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 625.20K (3.14%) 7.80K
Increased by +1.25%
Nov 30, 23
5 Conestoga Small Cap Growth 553.46K (2.78%) 32.26K
Increased by +5.83%
Dec 31, 23
6 iShares Russell 2000 ETF 516.36K (2.59%) 3.27K
Increased by +0.63%
Dec 29, 23
7 Congress Small Cap Growth Institutional 390.00K (1.96%) 10.00K
Increased by +2.56%
Nov 30, 23
8 Nationwide Geneva Small Cap Gr Instl Svc 326.57K (1.64%) 817.00
Increased by +0.25%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 282.06K (1.42%) 2.36K
Increased by +0.84%
Nov 30, 23
10 Fidelity® Small Cap Index 190.36K (0.96%) 5.16K
Increased by +2.71%
Oct 31, 23
11 iShares S&P Small-Cap 600 Growth ETF 188.67K (0.95%) 0.00
Increased by 0.00%
Dec 29, 23
12 iShares Russell 2000 Growth ETF 174.49K (0.88%) 0.00
Increased by 0.00%
Dec 29, 23
13 DFA US Micro Cap I 171.47K (0.86%) 0.00
Increased by 0.00%
Nov 30, 23
14 SPDR® Portfolio S&P 600 Sm Cap ETF 168.24K (0.85%) 756.00
Increased by +0.45%
Dec 29, 23
15 DFA US Small Cap I 163.08K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Tax-Managed Small Cap Adm 159.28K (0.80%) 0.00
Increased by 0.00%
Nov 30, 23
17 Conestoga Small Cap Growth Cllctv A 140.28K (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
18 ProShares Russell 2000 Dividend Growers 139.76K (0.70%) 0.00
Increased by 0.00%
Dec 29, 23
19 iShares US Medical Devices ETF 137.76K (0.69%) -345.00
Decreased by -0.25%
Dec 29, 23
20 Kennedy Small Cap Value 122.69K (0.62%) 1.01K
Increased by +0.83%
Sep 30, 23