Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 2.39%
2 AZTD 1.96%
3 WCLD 1.49%
4 PTF 1.24%
5 XSW 0.82%
6 XITK 0.77%
7 BOUT 0.59%
8 FYC 0.45%
9 DWAS 0.43%
10 QSML 0.43%
11 USVM 0.35%
12 TRFM 0.33%
13 TXSS 0.29%
14 MMSC 0.28%
15 SEIS 0.27%
16 FYX 0.22%
17 CSML 0.21%
18 HAPS 0.19%
19 HLGE 0.14%
20 FSCC 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 9.65M (13.27%) -5.88M
Decreased by -60.91%
Dec 31, 24
2 Vanguard Group Inc 7.45M (10.25%) 843.13K
Increased by +11.32%
Dec 31, 24
3 BlackRock Inc 4.74M (6.52%) 747.52K
Increased by +15.78%
Dec 31, 24
4 Capital Research & Mgmt Co - Division 3 3.82M (5.25%) -864.41K
Decreased by -22.66%
Dec 31, 24
5 AllianceBernstein L.P. 2.71M (3.73%) 2.66M
Increased by +98.29%
Dec 31, 24
6 Whale Rock Capital Management LLC 2.15M (2.96%) 2.15M
Increased by +100.00%
Dec 31, 24
7 Driehaus Capital Management LLC 2.09M (2.88%) 299.73K
Increased by +14.32%
Dec 31, 24
8 Franklin Resources Inc 1.81M (2.49%) 6.97K
Increased by +0.38%
Dec 31, 24
9 Riverbridge Partners LLC 1.69M (2.32%) -203.70K
Decreased by -12.08%
Mar 31, 25
10 Wasatch Advisors LP 1.59M (2.18%) 225.99K
Increased by +14.24%
Dec 31, 24
11 Champlain Investment Partners, LLC 1.58M (2.17%) 1.58M
Increased by +100.00%
Dec 31, 24
12 FMR Inc 1.54M (2.11%) 11.83K
Increased by +0.77%
Dec 31, 24
13 Amvescap Plc. 1.46M (2.00%) 1.13M
Increased by +77.93%
Dec 31, 24
14 JPMorgan Chase & Co 1.44M (1.98%) 676.29K
Increased by +47.12%
Dec 31, 24
15 Geode Capital Management, LLC 1.43M (1.96%) 194.05K
Increased by +13.61%
Dec 31, 24
16 State Street Corp 1.39M (1.92%) 306.24K
Increased by +21.96%
Dec 31, 24
17 Arrowstreet Capital Limited Partnership 1.36M (1.86%) 368.58K
Increased by +27.20%
Dec 31, 24
18 Azora Capital LP 1.30M (1.79%) 48.75K
Increased by +3.75%
Jun 30, 24
19 Ameriprise Financial Inc 1.21M (1.66%) 326.98K
Increased by +27.06%
Dec 31, 24
20 Massachusetts Financial Services Company 1.20M (1.66%) -109.53K
Decreased by -9.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.82M (5.25%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.97M (2.71%) 203.52K
Increased by +10.33%
Mar 31, 25
3 Champlain Small Company Fund, LLC 1.79M (2.46%) -9.11K
Decreased by -0.51%
Mar 31, 25
4 iShares Russell 2000 ETF 1.60M (2.20%) -13.86K
Decreased by -0.87%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 1.57M (2.15%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Index 1.50M (2.07%) 91.67K
Increased by +6.10%
Mar 31, 25
7 AB Small Cap Growth A 1.43M (1.97%) -38.12K
Decreased by -2.66%
Feb 28, 25
8 Vanguard Information Technology ETF 1.28M (1.77%) 5.55K
Increased by +0.43%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.43%) 21.27K
Increased by +2.05%
Mar 31, 25
10 Fidelity Small Cap Growth 1.01M (1.39%) 0.00
Increased by 0.00%
Jan 31, 25
11 Invesco OFI Small Cap Growth 971.85K (1.34%) 35.50K
Increased by +3.65%
Mar 31, 25
12 Invesco Discovery A 936.35K (1.29%) 0.00
Increased by 0.00%
Feb 28, 25
13 Wasatch Small Cap Growth Investor 923.07K (1.27%) 127.72K
Increased by +13.84%
Dec 31, 24
14 JHancock Small Cap Core NAV 921.00K (1.27%) 104.83K
Increased by +11.38%
Feb 28, 25
15 Franklin Small-Mid Cap Growth A 885.77K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
16 Franklin US Small-Mid Cap Growth Equity 885.77K (1.22%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fidelity® Small Cap Growth 868.09K (1.19%) -1.05K
Decreased by -0.12%
Oct 31, 23
18 Columbia Acorn Inst 853.51K (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
19 MFS New Discovery I 851.68K (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
20 Vanguard Small Cap Growth Index Inv 841.71K (1.16%) 47.16K
Increased by +5.60%
Mar 31, 25