Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 1.02%
2 QQQS 0.55%
3 VFMO 0.05%
4 GSSC 0.03%
5 IWC 0.03%
6 RFLR 0.02%
7 VTWG 0.01%
8 IWO 0.01%
9 EES 0.01%
10 RSSL 0.01%
11 PSC 0.01%
12 IWM 0.00%
13 UWM 0.00%
14 URTY 0.00%
15 HDG 0.00%
16 VTHR 0.00%
17 VTI 0.00%
18 VTWO 0.00%
19 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors LP 1.23M (14.24%) 1.23M
Increased by +100.00%
Mar 31, 25
2 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 515.28K (5.99%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Group Inc 460.12K (5.35%) 14.97K
Increased by +3.25%
Mar 31, 25
4 BlackRock Inc 441.06K (5.12%) 22.54K
Increased by +5.11%
Mar 31, 25
5 Alyeska Investment Group, L.P. 250.00K (2.90%) 250.00K
Increased by +100.00%
Dec 31, 24
6 Hood River Capital Management LLC 245.80K (2.86%) 245.80K
Increased by +100.00%
Dec 31, 24
7 AQR Capital Management LLC 201.78K (2.34%) -61.43K
Decreased by -30.44%
Mar 31, 25
8 Formula Growth Ltd 200.00K (2.32%) 70.00K
Increased by +35.00%
Mar 31, 25
9 UBS Group AG 190.30K (2.21%) -17.36K
Decreased by -9.12%
Mar 31, 25
10 Geode Capital Management, LLC 177.29K (2.06%) 18.22K
Increased by +10.28%
Mar 31, 25
11 State Street Corp 173.72K (2.02%) -14.36K
Decreased by -8.27%
Mar 31, 25
12 Kennedy Capital Management Inc 173.24K (2.01%) 173.24K
Increased by +100.00%
Mar 31, 25
13 Jacobs Levy Equity Management, Inc. 149.91K (1.74%) 149.91K
Increased by +100.00%
Mar 31, 25
14 Cannell Capital LLC 113.58K (1.32%) -407.93K
Decreased by -359.17%
Dec 31, 23
15 Goldman Sachs Group Inc 108.39K (1.26%) 18.51K
Increased by +17.08%
Mar 31, 25
16 Nuveen Asset Management, LLC 98.11K (1.14%) -137.86K
Decreased by -140.52%
Dec 31, 24
17 Northern Trust Corp 88.45K (1.03%) 5.62K
Increased by +6.35%
Mar 31, 25
18 Skylands Capital, LLC 80.55K (0.94%) 67.00K
Increased by +83.18%
Mar 31, 25
19 Susquehanna International Group, LLP 77.21K (0.90%) 56.55K
Increased by +73.24%
Dec 31, 24
20 Nuveen, LLC 73.46K (0.85%) 73.46K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Micro Cap 559.68K (6.50%) 559.68K
Increased by +100.00%
Mar 31, 25
2 Wasatch Micro Cap Value 293.47K (3.41%) 293.47K
Increased by +100.00%
Mar 31, 25
3 Wasatch Micro Cap Value Composite 293.47K (3.41%) 80.62K
Increased by +27.47%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 248.82K (2.89%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 211.72K (2.46%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 209.06K (2.43%) 0.00
Increased by 0.00%
May 31, 25
7 Kennedy Micro Cap 112.38K (1.31%) 112.38K
Increased by +100.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 102.55K (1.19%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity Small Cap Index 84.67K (0.98%) 13.22K
Increased by +15.61%
Mar 31, 25
10 Timpani Small Cap Growth Equity 75.01K (0.87%) 75.01K
Increased by +100.00%
Dec 31, 24
11 iShares Russell 2000 Growth ETF 72.03K (0.84%) 0.00
Increased by 0.00%
May 31, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 71.63K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 71.63K (0.83%) 0.00
Increased by 0.00%
May 31, 25
14 Nuveen Equity Index R6 64.02K (0.74%) 0.00
Increased by 0.00%
Apr 30, 25
15 Calamos Timpani Small Cap Growth I 62.97K (0.73%) -12.04K
Decreased by -19.12%
Jan 31, 25
16 Multi-Manager Directional Alt Strat Inst 60.59K (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
17 Hood River Small/Mid Cap Gr CITFounder's 58.50K (0.68%) 0.00
Increased by 0.00%
Jan 31, 25
18 Hood River Small/Mid-Cap Growth 58.50K (0.68%) 58.50K
Increased by +100.00%
Dec 31, 24
19 Vanguard Russell 2000 ETF 42.05K (0.49%) 371.00
Increased by +0.88%
May 31, 25
20 Kennedy Micro Cap Opportunities 41.00K (0.48%) 41.00K
Increased by +100.00%
Mar 31, 25