Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.52%
2 MOON 1.95%
3 XITK 1.26%
4 DAT 0.99%
5 PTF 0.73%
6 CSML 0.33%
7 IWC 0.19%
8 FYX 0.18%
9 AFSM 0.13%
10 SMLF 0.12%
11 QSML 0.11%
12 GSSC 0.09%
13 FYC 0.09%
14 HAPS 0.08%
15 VTWG 0.06%
16 IWO 0.06%
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 5.07M (12.03%) -56.18K
Decreased by -1.11%
Mar 31, 25
2 BlackRock Inc 3.64M (8.63%) 12.08K
Increased by +0.33%
Mar 31, 25
3 GPI CAPITAL, L.P. 3.12M (7.40%) 0.00
Increased by 0.00%
Mar 31, 25
4 Hood River Capital Management LLC 2.74M (6.50%) 756.39K
Increased by +27.62%
Dec 31, 24
5 WEST RIM CAPITAL ASSOCIATES II, L.P. 2.72M (6.47%) -681.23K
Decreased by -25.00%
Sep 30, 23
6 EVR Research LP 2.55M (6.05%) -40.00K
Decreased by -1.57%
Mar 31, 25
7 Solel Partners LP 2.12M (5.03%) 170.53K
Increased by +8.05%
Mar 31, 25
8 Franklin Resources Inc 2.09M (4.97%) 2.96K
Increased by +0.14%
Mar 31, 25
9 Wasatch Advisors LP 1.86M (4.41%) 153.39K
Increased by +8.26%
Mar 31, 25
10 Irenic Capital Management LP 1.67M (3.97%) 1.67M
Increased by +100.00%
Mar 31, 25
11 ING Investment Management LLC 1.60M (3.81%) 195.43K
Increased by +12.18%
Dec 31, 24
12 BAMCO Inc 1.40M (3.31%) -4.81K
Decreased by -0.34%
Mar 31, 25
13 Ameriprise Financial Inc 1.08M (2.55%) -186.88K
Decreased by -17.38%
Jun 30, 24
14 Loomis, Sayles & Company LP 1.05M (2.50%) 157.19K
Increased by +14.93%
Jun 30, 24
15 Geode Capital Management, LLC 1.02M (2.41%) 63.19K
Increased by +6.22%
Mar 31, 25
16 State Street Corp 965.47K (2.29%) -3.20K
Decreased by -0.33%
Mar 31, 25
17 Portolan Capital Management, LLC 874.79K (2.08%) 382.85K
Increased by +43.76%
Sep 30, 24
18 Driehaus Capital Management LLC 852.72K (2.02%) -125.16K
Decreased by -14.68%
Mar 31, 24
19 State Street Corporation 708.64K (1.68%) 30.71K
Increased by +4.33%
Mar 31, 24
20 Pembroke Management Ltd 693.49K (1.65%) -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 Adv 1.86M (4.41%) 0.00
Increased by 0.00%
Apr 30, 25
2 Franklin US Small Cap Growth Equity 1.86M (4.41%) -15.43K
Decreased by -0.83%
Mar 31, 25
3 Hood River Small-Cap Growth Instl 1.80M (4.27%) 522.49K
Increased by +29.01%
Dec 31, 24
4 UBS: US Equity Small Cap Growth 1.49M (3.53%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.27M (3.02%) 79.74K
Increased by +6.27%
Apr 30, 25
6 Baron Discovery Institutional 1.07M (2.54%) 0.00
Increased by 0.00%
Mar 31, 25
7 Baron Discovery Strategy 1.07M (2.54%) 0.00
Increased by 0.00%
Mar 31, 25
8 iShares Russell 2000 ETF 1.03M (2.45%) 507.00
Increased by +0.05%
May 28, 25
9 Vanguard Small Cap Index 988.56K (2.35%) 9.89K
Increased by +1.00%
Apr 30, 25
10 Vanguard Information Technology ETF 959.52K (2.28%) 6.68K
Increased by +0.70%
Apr 30, 25
11 Voya Small Cap Growth 924.98K (2.20%) 134.45K
Increased by +14.54%
Dec 31, 24
12 Columbia Small Cap Growth 863.51K (2.05%) -132.81K
Decreased by -15.38%
Jun 30, 24
13 Columbia Small Cap Growth Inst 863.51K (2.05%) 0.00
Increased by 0.00%
Aug 31, 24
14 Voya Small Cap Growth (Portland) 790.53K (1.88%) 494.56K
Increased by +62.56%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 649.27K (1.54%) 8.35K
Increased by +1.29%
Apr 30, 25
16 Vanguard Small Cap Value Index Inv 637.16K (1.51%) 1.99K
Increased by +0.31%
Apr 30, 25
17 Wasatch Ultra Growth 611.64K (1.45%) 8.63K
Increased by +1.41%
Mar 31, 25
18 Loomis Sayles Small Cap Growth Instl 605.95K (1.44%) 0.00
Increased by 0.00%
Aug 31, 24
19 Strategic Advisers® Small-Mid Cap 583.72K (1.39%) 0.00
Increased by 0.00%
Oct 31, 23
20 Voya Small Cap Growth I 538.02K (1.28%) -245.13K
Decreased by -45.56%
Feb 28, 25