Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.52%
2 MOON 1.95%
3 XITK 1.21%
4 DAT 0.97%
5 PTF 0.73%
6 CSML 0.33%
7 IWC 0.18%
8 FYX 0.18%
9 AFSM 0.13%
10 QSML 0.11%
11 SMLF 0.11%
12 GSSC 0.09%
13 FYC 0.09%
14 HAPS 0.08%
15 IWO 0.05%
16 VTWG 0.05%
17 TRFK 0.04%
18 FESM 0.03%
19 RFLR 0.03%
20 VTWO 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.13M (13.77%) 164.56K
Increased by +3.21%
Dec 31, 24
2 BlackRock Inc 3.63M (9.74%) 50.80K
Increased by +1.40%
Dec 31, 24
3 GPI CAPITAL, L.P. 3.12M (8.38%) 0.00
Increased by 0.00%
Dec 31, 24
4 Hood River Capital Management LLC 2.74M (7.36%) 756.39K
Increased by +27.62%
Dec 31, 24
5 WEST RIM CAPITAL ASSOCIATES II, L.P. 2.72M (7.32%) -681.23K
Decreased by -25.00%
Sep 30, 23
6 EVR Research LP 2.59M (6.96%) 50.00K
Increased by +1.93%
Dec 31, 24
7 Franklin Resources Inc 2.09M (5.61%) 441.77K
Increased by +21.15%
Dec 31, 24
8 Solel Partners LP 1.95M (5.23%) -40.77K
Decreased by -2.09%
Dec 31, 24
9 Wasatch Advisors LP 1.70M (4.58%) 712.94K
Increased by +41.86%
Dec 31, 24
10 ING Investment Management LLC 1.60M (4.31%) 195.43K
Increased by +12.18%
Dec 31, 24
11 BAMCO Inc 1.40M (3.76%) -10.68K
Decreased by -0.76%
Dec 31, 24
12 Ameriprise Financial Inc 1.08M (2.89%) -186.88K
Decreased by -17.38%
Jun 30, 24
13 Loomis, Sayles & Company LP 1.05M (2.83%) 157.19K
Increased by +14.93%
Jun 30, 24
14 State Street Corp 968.67K (2.60%) 118.16K
Increased by +12.20%
Dec 31, 24
15 Geode Capital Management, LLC 952.36K (2.56%) 7.91K
Increased by +0.83%
Dec 31, 24
16 Pembroke Management Ltd 898.84K (2.41%) 98.06K
Increased by +10.91%
Dec 31, 24
17 Portolan Capital Management, LLC 874.79K (2.35%) 382.85K
Increased by +43.76%
Sep 30, 24
18 Driehaus Capital Management LLC 852.72K (2.29%) -125.16K
Decreased by -14.68%
Mar 31, 24
19 State Street Corporation 708.64K (1.90%) 30.71K
Increased by +4.33%
Mar 31, 24
20 Jacobs Levy Equity Management, Inc. 588.44K (1.58%) 32.08K
Increased by +5.45%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Small Cap Growth Adv 1.87M (5.03%) 0.00
Increased by 0.00%
Feb 28, 25
2 Franklin US Small Cap Growth Equity 1.87M (5.03%) 378.80K
Increased by +20.23%
Dec 31, 24
3 Hood River Small-Cap Growth Instl 1.80M (4.84%) 522.49K
Increased by +29.01%
Dec 31, 24
4 UBS: US Equity Small Cap Growth 1.49M (4.00%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.19M (3.20%) 0.00
Increased by 0.00%
Feb 28, 25
6 iShares Russell 2000 ETF 1.07M (2.88%) -9.29K
Decreased by -0.87%
Mar 31, 25
7 Baron Discovery Institutional 1.07M (2.87%) 0.00
Increased by 0.00%
Dec 31, 24
8 Baron Discovery Strategy 1.07M (2.87%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Small Cap Index 985.49K (2.65%) 798.00
Increased by +0.08%
Feb 28, 25
10 Vanguard Information Technology ETF 947.61K (2.55%) 17.22K
Increased by +1.82%
Feb 28, 25
11 Voya Small Cap Growth 924.98K (2.48%) 134.45K
Increased by +14.54%
Dec 31, 24
12 Columbia Small Cap Growth 863.51K (2.32%) -132.81K
Decreased by -15.38%
Jun 30, 24
13 Columbia Small Cap Growth Inst 863.51K (2.32%) 0.00
Increased by 0.00%
Aug 31, 24
14 Voya Small Cap Growth (Portland) 790.53K (2.12%) 494.56K
Increased by +62.56%
Sep 30, 24
15 Vanguard Small Cap Value Index Inv 648.07K (1.74%) -3.65K
Decreased by -0.56%
Feb 28, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 622.12K (1.67%) 6.44K
Increased by +1.03%
Feb 28, 25
17 Loomis Sayles Small Cap Growth Instl 605.95K (1.63%) 0.00
Increased by 0.00%
Aug 31, 24
18 Wasatch Ultra Growth 603.01K (1.62%) 427.48K
Increased by +70.89%
Dec 31, 24
19 Strategic Advisers® Small-Mid Cap 583.72K (1.57%) 0.00
Increased by 0.00%
Oct 31, 23
20 Voya Small Cap Growth I 538.02K (1.45%) -245.13K
Decreased by -45.56%
Feb 28, 25