Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 1.02%
2 QQQS 0.55%
3 IWC 0.03%
4 GSSC 0.03%
5 RFLR 0.02%
6 VTWG 0.01%
7 IWO 0.01%
8 EES 0.01%
9 RSSL 0.01%
10 PSC 0.01%
11 IWM 0.00%
12 UWM 0.00%
13 URTY 0.00%
14 HDG 0.00%
15 VTHR 0.00%
16 VTI 0.00%
17 VTWO 0.00%
18 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 515.28K (5.96%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 445.15K (5.15%) 70.39K
Increased by +15.81%
Dec 31, 24
3 BlackRock Inc 418.52K (4.84%) 6.58K
Increased by +1.57%
Dec 31, 24
4 AQR Capital Management LLC 263.21K (3.05%) 110.01K
Increased by +41.80%
Dec 31, 24
5 Alyeska Investment Group, L.P. 250.00K (2.89%) 250.00K
Increased by +100.00%
Dec 31, 24
6 Hood River Capital Management LLC 245.80K (2.84%) 245.80K
Increased by +100.00%
Dec 31, 24
7 UBS Group AG 207.66K (2.40%) 197.00K
Increased by +94.87%
Dec 31, 24
8 State Street Corp 188.08K (2.18%) 7.49K
Increased by +3.98%
Dec 31, 24
9 Geode Capital Management, LLC 159.07K (1.84%) -23.00
Decreased by -0.01%
Dec 31, 24
10 Formula Growth Ltd 130.00K (1.50%) 130.00K
Increased by +100.00%
Dec 31, 24
11 Cannell Capital LLC 113.58K (1.31%) -407.93K
Decreased by -359.17%
Dec 31, 23
12 Nuveen Asset Management, LLC 98.11K (1.14%) -137.86K
Decreased by -140.52%
Dec 31, 24
13 Goldman Sachs Group Inc 89.88K (1.04%) 70.06K
Increased by +77.94%
Dec 31, 24
14 Northern Trust Corp 82.84K (0.96%) 15.65K
Increased by +18.89%
Dec 31, 24
15 Skylands Capital, LLC 80.55K (0.93%) 67.00K
Increased by +83.18%
Mar 31, 25
16 Susquehanna International Group, LLP 77.21K (0.89%) 56.55K
Increased by +73.24%
Dec 31, 24
17 Creative Planning Inc 69.82K (0.81%) 170.00
Increased by +0.24%
Dec 31, 24
18 Marshall Wace Asset Management Ltd 66.46K (0.77%) 66.46K
Increased by +100.00%
Dec 31, 24
19 Acadian Asset Management LLC 63.00K (0.73%) 62.95K
Increased by +99.91%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 61.89K (0.72%) -16.12K
Decreased by -26.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Micro Cap 559.68K (6.48%) 559.68K
Increased by +100.00%
Mar 31, 25
2 Wasatch Micro Cap Value 293.47K (3.40%) 293.47K
Increased by +100.00%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 248.82K (2.88%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 211.72K (2.45%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 206.37K (2.39%) -1.68K
Decreased by -0.81%
Apr 29, 25
6 Kennedy Micro Cap 112.38K (1.30%) 112.38K
Increased by +100.00%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 102.55K (1.19%) 0.00
Increased by 0.00%
Mar 31, 25
8 Timpani Small Cap Growth Equity 75.01K (0.87%) 75.01K
Increased by +100.00%
Dec 31, 24
9 iShares Russell 2000 Growth ETF 74.31K (0.86%) 0.00
Increased by 0.00%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx NL Cl C 71.63K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
11 State St Russell Sm/Mid Cp® Indx SL Cl I 71.63K (0.83%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Small Cap Index 71.45K (0.83%) 0.00
Increased by 0.00%
Feb 28, 25
13 Nuveen Equity Index R6 64.02K (0.74%) 0.00
Increased by 0.00%
Feb 28, 25
14 Calamos Timpani Small Cap Growth I 62.97K (0.73%) -12.04K
Decreased by -19.12%
Jan 31, 25
15 Multi-Manager Directional Alt Strat Inst 60.59K (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
16 Hood River Small/Mid-Cap Growth 58.50K (0.68%) 58.50K
Increased by +100.00%
Dec 31, 24
17 Hood River Small/Mid Cap Gr CITFounder's 58.50K (0.68%) 0.00
Increased by 0.00%
Jan 31, 25
18 Kennedy Micro Cap Opportunities 41.00K (0.47%) 41.00K
Increased by +100.00%
Mar 31, 25
19 Vanguard US Momentum Factor ETF 40.51K (0.47%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Russell 2000 ETF 39.37K (0.46%) 6.18K
Increased by +15.69%
Mar 31, 25