Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 4.48%
2 MRGR 2.79%
3 BOUT 2.52%
4 MOON 1.95%
5 XITK 1.63%
6 DAT 1.12%
7 PTF 0.73%
8 CSML 0.33%
9 IWC 0.28%
10 FYX 0.18%
11 GSSC 0.17%
12 SMLF 0.16%
13 AFSM 0.13%
14 QSML 0.11%
15 FYC 0.09%
16 IWO 0.08%
17 VTWG 0.08%
18 HAPS 0.08%
19 ESML 0.06%
20 IWM 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.07M (12.18%) -56.18K
Decreased by -1.11%
Mar 31, 25
2 BlackRock Inc 3.64M (8.74%) 12.08K
Increased by +0.33%
Mar 31, 25
3 GPI CAPITAL, L.P. 3.12M (7.50%) 0.00
Increased by 0.00%
Mar 31, 25
4 Hood River Capital Management LLC 2.74M (6.58%) 756.39K
Increased by +27.62%
Dec 31, 24
5 WEST RIM CAPITAL ASSOCIATES II, L.P. 2.72M (6.55%) -681.23K
Decreased by -25.00%
Sep 30, 23
6 EVR Research LP 2.55M (6.13%) -40.00K
Decreased by -1.57%
Mar 31, 25
7 Solel Partners LP 2.12M (5.09%) 170.53K
Increased by +8.05%
Mar 31, 25
8 Franklin Resources Inc 2.09M (5.03%) 2.96K
Increased by +0.14%
Mar 31, 25
9 Wasatch Advisors LP 1.86M (4.46%) 153.39K
Increased by +8.26%
Mar 31, 25
10 Irenic Capital Management LP 1.67M (4.02%) 1.67M
Increased by +100.00%
Mar 31, 25
11 ING Investment Management LLC 1.60M (3.86%) 195.43K
Increased by +12.18%
Dec 31, 24
12 BAMCO Inc 1.40M (3.35%) -4.81K
Decreased by -0.34%
Mar 31, 25
13 Ameriprise Financial Inc 1.08M (2.58%) -186.88K
Decreased by -17.38%
Jun 30, 24
14 Loomis, Sayles & Company LP 1.05M (2.53%) 157.19K
Increased by +14.93%
Jun 30, 24
15 Geode Capital Management, LLC 1.02M (2.44%) 63.19K
Increased by +6.22%
Mar 31, 25
16 State Street Corp 965.47K (2.32%) -3.20K
Decreased by -0.33%
Mar 31, 25
17 Portolan Capital Management, LLC 874.79K (2.10%) 382.85K
Increased by +43.76%
Sep 30, 24
18 Driehaus Capital Management LLC 852.72K (2.05%) -125.16K
Decreased by -14.68%
Mar 31, 24
19 State Street Corporation 708.64K (1.70%) 30.71K
Increased by +4.33%
Mar 31, 24
20 Pembroke Management Ltd 693.49K (1.67%) -205.35K
Decreased by -29.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Small Cap Growth SMA 2.02M (4.86%) 2.02M
Increased by +99.99%
Jun 30, 25
2 Franklin US Small Cap Growth Equity 2.02M (4.86%) 163.77K
Increased by +8.10%
Jun 30, 25
3 Franklin Small Cap Growth Adv 1.86M (4.46%) 0.00
Increased by 0.00%
Jun 30, 25
4 Hood River Small-Cap Growth Instl 1.80M (4.33%) 522.49K
Increased by +29.01%
Dec 31, 24
5 UBS: US Equity Small Cap Growth 1.49M (3.58%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.27M (3.06%) 0.00
Increased by 0.00%
May 31, 25
7 iShares Russell 2000 ETF 1.07M (2.58%) 7.46K
Increased by +0.69%
Jun 30, 25
8 Baron Discovery Institutional 1.07M (2.57%) 0.00
Increased by 0.00%
Mar 31, 25
9 Baron Discovery Strategy 1.07M (2.57%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Index 992.17K (2.38%) 3.61K
Increased by +0.36%
May 31, 25
11 Voya Small Cap Growth 924.98K (2.22%) 134.45K
Increased by +14.54%
Dec 31, 24
12 Vanguard Information Technology ETF 878.00K (2.11%) -81.52K
Decreased by -9.28%
May 31, 25
13 Columbia Small Cap Growth 863.51K (2.08%) -132.81K
Decreased by -15.38%
Jun 30, 24
14 Columbia Small Cap Growth Inst 863.51K (2.08%) 0.00
Increased by 0.00%
Aug 31, 24
15 Voya Small Cap Growth (Portland) 790.53K (1.90%) 494.56K
Increased by +62.56%
Sep 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 654.31K (1.57%) 5.04K
Increased by +0.77%
May 31, 25
17 Vanguard Small Cap Value Index Inv 636.21K (1.53%) -952.00
Decreased by -0.15%
May 31, 25
18 Wasatch Ultra Growth 611.64K (1.47%) 8.63K
Increased by +1.41%
Mar 31, 25
19 Loomis Sayles Small Cap Growth Instl 605.95K (1.46%) 0.00
Increased by 0.00%
Aug 31, 24
20 Strategic Advisers® Small-Mid Cap 583.72K (1.40%) 0.00
Increased by 0.00%
Oct 31, 23