Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 ITOT 1000.00%
3 ISCG 1000.00%
4 ISCB 1000.00%
5 JKK 1000.00%
6 JKJ 1000.00%
7 IWV 1000.00%
8 IWO 1000.00%
9 IWM 1000.00%
10 AWEG 3.78%
11 FFTY 3.13%
12 PTF 1.20%
13 FPX 0.97%
14 FINX 0.69%
15 XSW 0.58%
16 FYC 0.51%
17 DWAS 0.33%
18 FYX 0.25%
19 BOUT 0.19%
20 JHSC 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Tensile Capital Management LLC 5.81M (12.25%) -60.00K
Decreased by -1.03%
Sep 30, 23
2 Vanguard Group Inc 4.92M (10.38%) 264.88K
Increased by +5.39%
Sep 30, 23
3 Fred Alger Management, LLC 4.65M (9.82%) 404.55K
Increased by +8.70%
Sep 30, 23
4 Neuberger Berman Group LLC 3.97M (8.38%) 236.74K
Increased by +5.97%
Sep 30, 23
5 WSFS CAPITAL MANAGEMENT, LLC 2.60M (5.48%) 7.00K
Increased by +0.27%
Sep 30, 23
6 Conestoga Capital Advisors, LLC 2.38M (5.02%) -446.37K
Decreased by -18.76%
Sep 30, 23
7 JPMorgan Chase & Co 2.35M (4.95%) -12.21K
Decreased by -0.52%
Sep 30, 23
8 TimesSquare Capital Management, LLC 1.44M (3.05%) 126.23K
Increased by +8.74%
Sep 30, 23
9 William Blair Investment Management, LLC 1.43M (3.01%) 349.68K
Increased by +24.49%
Sep 30, 23
10 Next Century Growth Investors LLC 1.28M (2.69%) 157.88K
Increased by +12.37%
Sep 30, 23
11 Palisade Capital Management LLc 1.26M (2.67%) 129.97K
Increased by +10.28%
Sep 30, 23
12 BlackRock Inc 953.79K (2.01%) 158.55K
Increased by +16.62%
Sep 30, 23
13 HHG PLC 856.16K (1.81%) -2.29K
Decreased by -0.27%
Sep 30, 23
14 Silvercrest Asset Management Group LLC 701.14K (1.48%) 126.91K
Increased by +18.10%
Sep 30, 23
15 Putnam Investments LLC 685.06K (1.45%) 166.34K
Increased by +24.28%
Sep 30, 23
16 Bank of America Corp 517.63K (1.09%) 80.28K
Increased by +15.51%
Sep 30, 23
17 Dimensional Fund Advisors, Inc. 475.54K (1.00%) 84.58K
Increased by +17.79%
Sep 30, 23
18 Granahan Investment Management Inc.. 444.31K (0.94%) 444.31K
Increased by +100.00%
Sep 30, 23
19 Geode Capital Management, LLC 434.71K (0.92%) 38.01K
Increased by +8.74%
Sep 30, 23
20 Amvescap Plc. 425.19K (0.90%) 196.17K
Increased by +46.14%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.64M (5.57%) 143.20K
Increased by +5.43%
Sep 30, 23
2 Conestoga Small Cap Investors 1.92M (4.05%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.41M (2.98%) 1.48K
Increased by +0.10%
Nov 30, 23
4 Alger Weatherbie Specialized Growth A 1.29M (2.73%) -61.41K
Decreased by -4.76%
Oct 31, 23
5 JPMorgan Small Cap Growth A 1.23M (2.60%) -114.12K
Decreased by -9.26%
Nov 30, 23
6 Vanguard Small Cap Index 1.15M (2.42%) 9.69K
Increased by +0.84%
Nov 30, 23
7 Vanguard Information Technology ETF 1.03M (2.17%) 7.18K
Increased by +0.70%
Nov 30, 23
8 Conestoga Small Cap Growth 870.05K (1.84%) 26.89K
Increased by +3.09%
Dec 31, 23
9 Loomis Sayles Small Cap Growth Instl 812.85K (1.72%) 332.43K
Increased by +40.90%
Nov 30, 23
10 Janus Henderson US Small Cap Growth 802.45K (1.69%) 0.00
Increased by 0.00%
Sep 30, 23
11 Janus Henderson Venture D 802.45K (1.69%) 0.00
Increased by 0.00%
Sep 30, 23
12 Putnam Small Cap Growth A 774.98K (1.64%) 136.70K
Increased by +17.64%
Dec 31, 23
13 Palisade Small Cap Core Equity 735.86K (1.55%) 69.80K
Increased by +9.48%
Sep 30, 23
14 Vanguard Small Cap Growth Index Inv 639.84K (1.35%) 4.46K
Increased by +0.70%
Nov 30, 23
15 Putnam US Small Cap Growth Equity 638.28K (1.35%) 161.88K
Increased by +25.36%
Sep 30, 23
16 Putnam US Small Cap Growth Managed Acct 638.28K (1.35%) 161.88K
Increased by +25.36%
Sep 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 609.03K (1.29%) 1.07K
Increased by +0.18%
Nov 30, 23
18 Empower Small Cap Growth/TimesSquare SP 517.10K (1.09%) 4.10K
Increased by +0.79%
Jun 30, 23
19 Invesco Dorsey Wright Technology MomtETF 401.26K (0.85%) 1.29K
Increased by +0.32%
Dec 29, 23
20 William Blair Small Cap Growth I 363.28K (0.77%) -77.28K
Decreased by -21.27%
Nov 30, 23